Search Results for: wealth manager

Rocket Companies Names Venmo Chief Technology Officer, Former PayPal Executive, Papanii Okai EVP of Product Engineering
Finance Fintech News

Rocket Companies Names Venmo Chief Technology Officer, Former PayPal Executive, Papanii Okai EVP of Product Engineering

PR Newswire
Okai brings years of tech leadership to Rocket as the company continues its strategy of AI-fueled homeownership Rocket Companies, the Detroit-based fintech platform company including mortgage, real estate and other financial service businesses, today named Venmo Chief Technology Officer and former PayPal technology executive Papanii Okai the Executive Vice President......
Allvue and Octaura Join Forces to Amplify Trading in the Leveraged Loan Market
Finance Fintech News Trading

Allvue and Octaura Join Forces to Amplify Trading in the Leveraged Loan Market

Business Wire
Customers Now Have Access to Unparalleled Liquidity Capabilities and Workflow Solutions Allvue Systems, LLC (“Allvue”) and Octaura LL Trading Co., LLC (“Octaura”) proudly announce a strategic, connected solution designed to transform the leveraged loan market. By connecting Allvue’s Trade Order Management System to Octaura’s Electronic Loan Trading platform, this integration......
FusionIQ Achieves SOC 2 Type II Compliance, Reinforcing Commitment to Data Security
Compliance management News Security

FusionIQ Achieves SOC 2 Type II Compliance, Reinforcing Commitment to Data Security

PR Newswire
Wealthtech Leader Delivers Peace of Mind Cybersecurity for Financial Advisors and Institutions FusionIQ, a leader in the delivery of cloud-based wealth management solutions proudly announces its achievement of SOC 2 Type II compliance, a significant milestone in the company’s ongoing commitment to data security and privacy. This certification demonstrates FusionIQ’s......
1-ClickTrade Launches Phase 2, Expanding Platform to Support SMAs and Model Portfolios
Fintech Investment Services News Technology

1-ClickTrade Launches Phase 2, Expanding Platform to Support SMAs and Model Portfolios

PR Newswire
1-ClickTrade, the innovative fintech company that has transformed investment management with its streamlined trading process, announced the launch of Phase 2 of its technology release . The company now supports model portfolios and separately managed accounts (SMAs) and, with orders capable of routing to major model marketplaces that support connectivity......
Globant Acquires Blankfactor to Strengthen Its Payments, Banking, and Capital Markets Practice in the US
Banking Finance Fintech News

Globant Acquires Blankfactor to Strengthen Its Payments, Banking, and Capital Markets Practice in the US

PR Newswire
Blankfactor is a U.S.-headquartered product engineering firm specialized in Payments, Capital Markets, Wealth and Retirement, and Fintech in North America and the UK, with extensive experience in card issuing, merchant acquiring, and securities finance. Blankfactor has grown rapidly by leveraging highly specialized consultants coupled with deep vertical expertise in the financial services sector.......
TradingHub Announces Australian Expansion
Finance Fintech News Trading

TradingHub Announces Australian Expansion

Business Wire
Leader in next-gen trade surveillance technology launches into Australia to support increasingly complex market manipulation across APAC TradingHub, a leading provider of risk-based trade surveillance software for the global financial services industry, today announces its expansion into the Australian marketplace and launch of its Sydney office. Trusted by half of......
Artificial Intelligence Finance Fintech Guest Posts Trading

How AI Powered Trading Bots Are Redefining The Trade End Game

Johnny Khan
By Johnny Khan, FOUNDER & LEAD DEVELOPER at Empyreal When you’re trading cryptocurrencies in the global 24/7 market, edge is everything. Trading bots powered by autonomous AI agents can help give you that edge. Trading bots can’t make you smarter, but they can help you act smarter. At their best, AI and......
Glia Launches ChannelLess AI-powered Interactions for Financial Services
Artificial Intelligence Finance Fintech News

Glia Launches ChannelLess AI-powered Interactions for Financial Services

PR Newswire
Glia Cortex extends powerful insights, automated workflows, and personalized self-service across digital and call center customer interactions Glia, the leader in Unified Interaction Management technology for financial institutions, has extended the powerful capabilities of its Responsible AI solution, Glia Cortex, into Glia Call Center. Expanding Glia Cortex across digital and voice customer......
Quantlytica Unveils AI-Powered Liquidity Distribution Protocol to Democratize DeFi
DeFi News

Quantlytica Unveils AI-Powered Liquidity Distribution Protocol to Democratize DeFi

GlobeNewswire
In the rapidly evolving world of decentralized finance (DeFi), the anticipated mass adoption driven by ETFs has yet to take hold, largely due to the complexities and risks associated with the space. Addressing these challenges, Quantlytica, an AI-powered liquidity distribution protocol, is emerging as a game-changer, breaking down barriers and......
TradePMR Adds Four Industry Veterans to Drive Evolution of Fusion Platform
Finance Fintech Investments News Trading

TradePMR Adds Four Industry Veterans to Drive Evolution of Fusion Platform

Business Wire
With combined experience in roles at custodial and wealthtech firms, new hires will ramp up delivery of technology solutions for independent advisors TradePMR, a technology and custodial services provider for registered investment advisors (“RIAs”), today announces the additions of four industry veterans to its already robust technology team. The strategic new......
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