Search Results for: wealth management firms

Clearwater Analytics Announces New Investment From Leading Growth Investors Permira, Warburg Pincus, Dragoneer and Durable Capital
Big Data Fintech InsurTech Investment Services News

Global Atlantic Selects Clearwater for Data Automation, Investment Accounting, and Complex Asset Class Support

Fintech News Desk
by Fintech News Desk0
Clearwater Analytics announced that Global Atlantic Financial Group has selected Clearwater as its provider of investment data management, accounting, and reporting. Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms “This is a technology that will create key opportunities — rather than apply......
Study: Listing Agents Who Received Adwerx Automated Advertising From Their Broker Saw 35% Lift in Year-over-year Productivity Compared to Peers
Fintech News Robotic Process Automation

Study: Listing Agents Who Received Adwerx Automated Advertising From Their Broker Saw 35% Lift in Year-over-year Productivity Compared to Peers

Fintech News Desk
by Fintech News Desk0
Industry research firm T3 Sixty analyzed data on more than 30,000 real estate agents over a two year period In a newly released study from T3 Sixty, one of the industry’s leading management consultancy and research companies, data reveals that real estate firms who provided the Adwerx Listing Ad Automation Platform to......
Genesis Launches Derivatives Trading Desk
Currency Exchange Fintech News Trading

Genesis Launches Derivatives Trading Desk

Fintech News Desk
by Fintech News Desk0
Genesis, an industry pioneer and leader in digital currency trading and lending, announced it has launched a derivatives trading desk. The new offering, which follows last week’s announcement that Genesis is launching a prime brokerage service called Genesis Prime, expands the company’s suite of digital asset trading, institutional lending, custody,......
Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation
Fintech Investment Services News

Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation

Fintech News Desk
by Fintech News Desk0
Global FinTech firm will provide end-to-end digital transformation; automating back office operations and implementing intuitive front office functions Siebert, a leading national broker-dealer and provider of financial services, has appointed InvestCloud to design and implement its complete digital transformation. Siebert Financial Corp will implement InvestCloud’s full suite of applications, ranging from......
Banking Capital Markets Fintech Fintech Funding Guest Posts Trading

The Impact of COVID-19 on Broker Dealers (And Where It Hurts)

Michael Higgins
by Michael Higgins1
It has been a long and grueling 3 months since the first COVID-19 case reared its head in the United States. When the first deaths were reported, no one could have predicted the global impact it would have. Quarantine efforts in China were minimized but once the disease began to......
PureFacts Financial Solutions Closes $20 Million Financing Round
Business Fintech News

PureFacts Partners With Cascades Financial Solutions, a Retirement Income Planning Tool That Provides Tax-efficient Decumulation Strategies

Fintech News Desk
by Fintech News Desk0
PureFacts Financial Solutions, a leading provider of mission-critical wealth tech solutions, has taken an ownership stake in Cascades Financial Solutions Inc. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor PureFacts has taken an ownership stake in Cascades Financial Solutions, a powerful retirement income......
Banking Capital Markets Fintech Guest Posts

Consider Effortless Customer Experiences to Boost the Bottom Line

Point B
by Point B0
Banks are facing unprecedented disruption from all directions. Leverage this disruption to gain a competitive advantage through innovative customer interactions.  Social distancing and the effects of COVID-19 have required multiple organizations to rethink and, in some cases, accelerate their customer experience initiatives. Financial services firms are no different. Moving forward,......
Pagaya Announces Expansion to U.S. West Coast
Artificial Intelligence Capital Markets Fintech News

Pagaya Announces Expansion to U.S. West Coast

Fintech News Desk
by Fintech News Desk0
Executive Hires Expand Pagaya’s Growing Originations Team Into Phoenix and Los Angeles Pagaya, a global financial technology company using artificial intelligence (AI) to reshape asset management, announced its expansion to the U.S. West Coast with the appointments of Jason Hass as Senior Vice President of Originations and Mike Cannatella as......
Singapore's Volopay raises $2.1m
Fintech Investment Services Mobile Banking News

Access Softek Launches First Robo-Advisor Designed to Seamlessly Integrate into Online and Mobile Banking Platforms

Fintech News Desk
by Fintech News Desk0
-EasyVest brings growth opportunities to financial institutions and affordable financial wellness to all consumers- Access Softek, Inc., an online and mobile banking software provider, has launched its EasyVest tool, a robo-advisor that provides the services of a personal investment advisor via automation. EasyVest is the first robo-advisor designed to seamlessly......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Business Capital Markets Fintech Investment Services News

iCapital Network Acquires Artivest, Extending iCapital’s Leadership Position in the Alternative Investments Technology Ecosystem

Fintech News Desk
by Fintech News Desk0
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Artivest, one of the most innovative technology companies for accessing and investing in alternatives, announced that they have entered into a definitive agreement under which iCapital will acquire the......
1