Search Results for: wealth management technology

BondIT and Scorable Merge to Boost Digital Transformation of Fixed-Income Investing
Artificial Intelligence Business Fintech News

BondIT and Scorable Merge to Boost Digital Transformation of Fixed-Income Investing

Fintech News Desk
by Fintech News Desk0
Creates innovative one-stop platform for asset & wealth managers to fully automate and optimize portfolio management and research process BondIT, an independent portfolio construction technology provider for fixed income, and Scorable, a provider of AI-driven credit analysis, announced the signing of a definitive merger agreement pursuant to which the companies......
Banking Business Featured Fintech

Robo Advisors – Changing the Face of Investments

Tanika Mehrotra
by Tanika Mehrotra0
Robo Advisors are robotic financial advisors that use algorithms to automatically select investments for the customer, and also advise them on other relevant financial decisions. Robo-Advisors are not new to fintech; they have been around for over a decade. A standard robo-advisor collects financial information from the customers, like their......
GROUNDFLOOR-Recognized-as-the-Best-Lending-Platform-at-Benzinga's-Sixth-Annual-Global-Fintech-Awards
Business Fintech Investment Services News

GROUNDFLOOR Recognized As The Best Lending Platform At Benzinga’s Sixth Annual Global Fintech Awards

Fintech News Desk
by Fintech News Desk0
GROUNDFLOOR, the wealthtech platform that allows everyone to build wealth through real estate, was recognized as the Best Lending Platform amongst the financial service companies honored during Benzinga’s Global Fintech Awards last week. Read More: Ondot’s Card Management Platform Now Offers Digital Issuance Capability The Benzinga Global Fintech Awards features companies in 35......
eMaxx Announces Amy Lussier as Chief Financial Officer
Fintech News

eMaxx Announces Amy Lussier as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
eMaxx today announced that Amy Lussier has been appointed Chief Financial Officer of eMaxx Assurance Group of Companies, Inc. Amy will be responsible for all of the company’s financial functions including accounting, audit, treasury, corporate finance and investor relations. Read More: GlobalFintechSeries Interview with Perry Steinberg, Chief Product Officer at......
Amid Economic Uncertainty, Businesses Embrace Change, Strengthen Resolve, JPMorgan Chase Survey Finds
Banking Fintech Investment Services News

JPMorgan Chase Names Reggie Chambers the New Head of Investor Relations

Fintech News Desk
by Fintech News Desk0
Jason Scott to become the head of Global Technology Finance JPMorgan Chase & Co. announced that Reggie Chambers has been named the new head of Investor Relations, effective January 1, 2021. Jason Scott, who has led the Investor Relations team since 2016, will be taking on a new role at......
Tora strikes deal with Japan's Revolution Co Ltd
Business Fintech News Trading

TORA Integrates OEMS Platform with TP ICAP’s Fusion RFQ for Enhanced Single Stock Equity & ETF Trading

Fintech News Desk
by Fintech News Desk0
TORA, the provider of industry-leading trading technology, has today announced that it has integrated its order & execution management system (OEMS) with leading provider of financial market services, TP ICAP and their Fusion RFQ engine. The new integration enables TORA’s Equity & ETF clients to access greater liquidity through Fusion......
Addepar Raises $117M in Series E Funding
Fintech Fintech Funding Investment Services News

Addepar Raises $117M in Series E Funding

Fintech News Desk
by Fintech News Desk0
Investment led by WestCap Group will support the expansion of Addepar’s industry-leading platform Addepar, a technology platform for wealth management, announced it has closed a $117 million Series E funding round, led by WestCap Group (“WestCap”). WestCap’s investment from its flagship Strategic Operator Fund was led by Laurence A. Tosi, WestCap’s Founder and Managing Partner......
Broadridge Creates New AI-Driven Digital Execution Platform to Bring Next-Generation Liquidity to Corporate Bonds
Business Fintech News Risk Management

Only 23% of Financial Advisors Have a Defined Marketing Strategy, According to Broadridge Study

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today released its second-annual financial advisor marketing survey, which revealed contrasts between effective and ineffective advisor marketers. The survey found that that 77% of advisors have no defined marketing strategy and that only 49% of advisors are confident that they will meet......
Avant Expands Debt Warehouse
Fintech News

Avant Expands Debt Warehouse

Fintech News Desk
by Fintech News Desk0
Funding commitments support rapidly expanding credit card and personal loan book Avant, a leading financial technology company that gives middle-income consumers access to the credit they deserve, announced it has successfully closed renewals of lines of credit totaling $425 million from JP Morgan Chase, Waterfall Asset Management and funds managed by Ares......
Capco announces strategic partnership with Concentra Bank to support digital process automation
Fintech News

Capco Announces Strategic Partnership with Concentra Bank to Support Digital Process Automation

Fintech News Desk
by Fintech News Desk0
Concentra leverages PlatformZeroSM, Capco’s innovative, cloud-based digital and automation solution Capco, the global management and technology consultancy, announces a new strategic partnership with Concentra Bank, which has joined the list of charter clients for PlatformZeroSM, Capco’s fully cloud-based, low-code digital and automation solution focused on the financial services industry. Read......
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