Tag : technology

Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech Investment Services News

Vestmark Named to Second Annual WealthTech100 Listing

Vestmark, Inc. proudly announces that it has been included in FinTech Global’s second annual WealthTech100 listing, which recognizes the next-generation wealth technology solution providers shaping the future of wealth and asset management. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring Revenue This year’s WealthTech100 finalists were selected by a......
SS&C Technologies Partners with FLX Distribution
Fintech News Risk Management

SS&C Technologies Partners with FLX Distribution

Partnership provides asset managers expertise and a comprehensive end-to-end solution SS&C Technologies Holdings, announced that SS&C ALPS has partnered with FLX Distribution to provide expanded distribution capabilities to asset managers. SS&C ALPS delivers a full suite of services to registered and private funds that includes fund accounting, fund administration, middle office services, legal......
Taulia Announces Solutions to Support Customers During COVID-19 at No Charge
Blockchain Business Fintech News

Taulia Announces Solutions to Support Customers During COVID-19 at No Charge

Three cash analytics tools to support customers through the economic uncertainty Taulia, the leader in working capital technology solutions has announced they are offering three cash analytics solutions, at no charge, to customers to help execute their working capital strategies, strengthen their supply chains and manage risk during these challenging......
Winvesta Taps DriveWealth to Offer Indian Investors Access to U.S. Securities
Business Fintech Investment Services News Trading

Winvesta Taps DriveWealth to Offer Indian Investors Access to U.S. Securities

DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced a partnership with Winvesta Ltd, a newly launched UK-based global investment platform with operations in India and the U.S. Employing DriveWealth’s proven technology, Winvesta is now offering U.S. stock market access via a mobile app to investors across India, enabling them to......
Right Networks Acquires Rootworks
Capital Markets Fintech News

Right Networks Acquires Rootworks

Signaling a move to deepen its industry footprint, Right Networks, the leader in cloud-enabled technology solutions for accounting firms and small businesses, has acquired Rootworks—the profession’s premier firm-improvement organization. Rootworks provides accounting firms with the tools, resources and guidance required to create a high-performing, proactive Modern Firm®. The combined resources of Right......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Investment Services News

Charles Schwab Purchases Motif’s Technology Capabilities

The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in an all cash transaction. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors.......
Dougherty Mortgage Selects SS&C to Support Loan Servicing Business
Banking Fintech Investment Services News

Dougherty Mortgage Selects SS&C to Support Loan Servicing Business

SS&C Technologies Holdings,announced that Dougherty Mortgage LLC, a full-service nationwide mortgage banking firm, has selected SS&C as a technology and services partner. SS&C will provide cloud-based software and services for loan origination, servicing, asset management, investor reporting, insurance compliance and document management. Read More: Fintech Europe Selects Ten Startups for its......
Sagent Adds Former Fannie Mae Exec Marianne Sullivan and Digital Risk Co-Founder Jeffrey Taylor to Board of Directors
Banking Economy Fintech News

Mortgage Servicing Fintech Sagent Appoints Former Bank of America and Roostify Execs As Head of Business Development & Customer Success

Sagent, a fintech company modernizing mortgage and consumer loan servicing for America’s top banks and lenders, appointed banking veteran David Doyle as EVP of Business Development and technology veteran Jesse Decker as EVP of Customer Success. These hires, the first in a series by new CEO Dan Sogorka who joined......
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