Search Results for: wealth management technology

Third Avenue Joins the FLX Networks Platform
Investment Services News

Third Avenue Joins the FLX Networks Platform

Fintech News Desk
by Fintech News Desk0
Third Avenue Management LLC a U.S.-based investment adviser and leading value investing firm, announced that it has joined the FLX Networks (“FLX”) platform, the innovative network that modernizes, simplifies, and drives unique engagement between asset managers and financial advisors. Latest Fintech News: Vontobel Completes Acquisition of UBS Swiss Financial Advisers......
Velocity Solutions Announces VelocityConnector to Enable Efficient and Secure API Connections to Disparate Banking Data Systems
Lending News

Velocity Solutions Launches Automated Business Microloan Platform, Akouba Micro

Fintech News Desk
by Fintech News Desk0
Velocity Solutions announces the launch of Akouba Micro, an automated, digital business microloan platform. Akouba Micro is the newest addition to Velocity’s lending solutions for banks and credit unions, which currently includes Akouba, a cloud-based SaaS business loan platform, and CashPlease, a short-term, small-dollar consumer loan platform. “Small business owners......
LevelField Financial Selects AlgoTrader's pOEMS for Digital Asset Trading and Orchestration
Digital Asset Management News

LevelField Financial Selects AlgoTrader’s pOEMS for Digital Asset Trading and Orchestration

Fintech News Desk
by Fintech News Desk0
AlgoTrader Enables LevelField Financial To Expand Its Digital Asset Trading Services and Scale Its Digital Asset Business Across All Customer Segments LevelField Financial (LevelField), the U.S. financial services firm focused on uniting digital assets and traditional banking services in one trusted platform, announced today that it has selected AlgoTrader, the......
IGM Financial selects CGI to Operate and Modernize its Transfer Agency Platform
Fintech Funding News

IGM Financial selects CGI to Operate and Modernize its Transfer Agency Platform

Fintech News Desk
by Fintech News Desk0
CGI and IGM Financial Inc. (IGM) have signed a strategic agreement to deliver the next generation of mutual fund transfer agency (TA) platforms in Canada. Latest Fintech News: Home Data and Services Platform PunchListUSA Secures $39Million Series A Funding Led By Sweetwater Private Equity and Morpheus Ventures The IGM and CGI......
Graphene Investor Services Joins the Bosonic Network
Investment Services News

Graphene Investor Services Joins the Bosonic Network

Fintech News Desk
by Fintech News Desk0
Providing Wealth Management and Family Office clients with a turnkey solution to access the digital assets market  Bosonic, a decentralized Financial Market Infrastructure (dFMI) business, has announced that Graphene Investor Services (Graphene I.S), a Digital Investment Services Matrix, has selected Bosonic as its provider for digital assets solutions. Latest Fintech......
Future Proof Announces Inaugural FintechX Demo Finalists
Fintech News

Future Proof Announces Inaugural FintechX Demo Finalists

Fintech News Desk
by Fintech News Desk0
10 cutting edge fintechs have been awarded the opportunity to demo their innovations live to thousands of financial professionals and industry leaders Advisor Circle, a product and content studio for the financial services industry, in partnership with Ritholtz Wealth Management, is pleased to announce an elite group of finalist presenters for the......
Daily FTS Roundup: The 5 Coolest Things on Earth Today
Featured Finance News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Riskalyze Appoints Three New Executive Leaders
Finance News

Riskalyze Appoints Three New Executive Leaders

Fintech News Desk
by Fintech News Desk0
Riskalyze, the industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors, has charged two new hires and a veteran employee with taking on three leadership roles at the company. The new executive team members include Craig Clark as the firm’s first Chief Marketing Officer, Josh Gray in the role of Chief......
Closed Loop Medicine Appoints David Van Sickle as Non-Executive Director and Simon Ramsden as Chief Financial Officer
Finance News

Closed Loop Medicine Appoints David Van Sickle as Non-Executive Director and Simon Ramsden as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Appointments strengthen the Board and senior leadership team to support the Company’s international growth Closed Loop Medicine Ltd, a leading TechBio company developing combination prescription drug plus software therapy products that enable personalised dose optimisation, today announced it has appointed David Van Sickle PhD as Non-Executive Director and Simon Ramsden......
CION Investment Group Acquires Full Stake in Seven Group
Investments News

CION Investment Group Acquires Full Stake in Seven Group

Fintech News Desk
by Fintech News Desk0
CION Investment Group (CION), a leading alternative investment solutions platform, has acquired a full stake in the financial advisor marketing, practice management, and content platform, Seven Group. Latest Fintech News: Accenture Invests in pulsESG to Advance ESG and Sustainability Measurement, Decision Making and Reporting for Companies This acquisition expands the value-add services......
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