Search Results for: wealth management technology

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
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......
Finastra Appoints Margaret Franco as Chief Marketing Officer
Fintech News

Finastra Appoints Margaret Franco as Chief Marketing Officer

Fintech News Desk
Finastra has appointed Margaret Franco as Chief Marketing Officer. Joining from Dell Technologies, she is based at Finastra’s London headquarters and takes responsibility for leadership of the global marketing organization, including corporate communications, brand, digital, solutions and field, and partner marketing. Read More: GlobalFintechSeries Interview with Ashish Singhal, CEO and Co-Founder at CRUXPay Margaret......
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
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
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
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 Featured Fintech Fintech Startups

Embracing Disruptions in Financial Services this 2020 and Beyond

Paroma Sen
Fintech has been disrupting the overall structure and competitive environment within the finance sector and related markets over the last few years, in a big way. With the worldwide spread of the Covid-19 pandemic, businesses have had to change how they function; regulatory frameworks and newer innovations and demand for......
Featured Fintech Risk Management

Top 10 Accounting Software Best Suited for B2B Companies

Fintech News Desk
Improving data accuracy, maintaining compliance, improved staff productivity, higher revenues and exploring newer opportunities are some of the core benefits of adopting an accounting software. Finance and account management is a critical task for any business. We live in a technology prone era, we need to adapt to the latest......
RiskPro Selects FinMason to Deliver Fixed Income Risk Analytics
Fintech Investment Services News Risk Management

RiskPro Selects FinMason to Deliver Fixed Income Risk Analytics

Fintech News Desk
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has been selected by RiskPro, a revolutionary risk profiling and portfolio construction system that helps Financial Advisors improve the investor experience, to deliver fixed income risk calculations. Read More:......
Banking Capital Markets Fintech Fintech Funding Guest Posts Trading

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

Michael Higgins
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......
Banking Featured Fintech Mobile Banking

The Rise of Contactless Payments

Paroma Sen
Contactless payments, often referred to as tap-and-go by some banks have been around for a while. Payment systems like credit cards, debit cards, smart payments cards have been in the market for a long time and do fall under this (still evolving) category. However, the number of businesses and individual......
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