Tag : Investment Management

Dynasty Financial Partners and YCharts Announce a Multi-Year Extension to Continue to Provide RIAs a Tailored Institutional Investment Platform
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Dynasty Financial Partners and YCharts Announce a Multi-Year Extension to Continue to Provide RIAs a Tailored Institutional Investment Platform

Fintech News Desk
by Fintech News Desk0
Dynasty Financial Partners and YCharts announced a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and prospect/client communications platform within Dynasty’s proprietary advisor technology platforms. Read More: Century Business Solutions Partners with CloudFirst Solutions to Deliver Credit Card Processing within SAP Business......
Vise Appoints Former Dropbox Executive As Chief Technology Officer
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Vise Appoints Former Dropbox Executive As Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Andrew Fong Brings Experience from Dropbox, YouTube and AOL to Drive the Technical Leadership at the AI-Powered Investment Management Platform Vise, the AI-powered investment management platform built for the modern financial advisor, announced today the appointment of Andrew Fong as Chief Technology Officer to lead Vise’s technical roadmap through the company’s next......
Filogix Digitises End-to-End Mortgage Process
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Finastra’s Fusion Invest Moves to the Cloud

Fintech News Desk
by Fintech News Desk0
Finastra announced that its investment management solution Fusion Invest is now available to customers through the cloud – helping asset managers digitally transform their operations and benefit from increased agility and improved operational efficiency. Read More: GlobalFintechSeries Interview with Matt Clare, Chief Operating Officer, Global Processing Services (GPS) Implementing Fusion......
Iconiq Growth Invests $150m in Enfusion
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Iconiq Growth Invests $150m in Enfusion

Fintech News Desk
by Fintech News Desk0
Enfusion, a global leader in investment management technology solutions and services, announced that it has received a $150 million minority investment from ICONIQ Growth. Read More: GlobalFintechSeries Interview with John Dangoia, VP and Head of Product Management at Infosys Finacle The funding is an endorsement of Enfusion’s pioneering cloud-native SaaS......
Coro Global Announces New Appointments to Board of Directors
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Gold Payment Fintech Coro Global Inc Appoints Founder David Dorr As CEO

Fintech News Desk
by Fintech News Desk0
Coro Global Inc. (OTCQB: CGLO), the fintech company behind the new payment app where gold can be used as money, announced today that it had appointed David Dorr as Director, President, and Chief Executive Officer of the Company. Read More: Reef Finance Becomes the Marquee Project in Pioneering Decentralized Finance with......
Alpima-appoints-Rafael-Febres-Cordero-to-advisory-board
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Alpima Appoints Rafael Febres-Cordero To Advisory board

Fintech News Desk
by Fintech News Desk0
ALPIMA, the B2B SaaS platform for investment management and product design, has appointed a Rafael Febres-Cordero to its advisory board during this phase of growth, with a special focus in the Americas, which has $44 trillion in assets under management. Read More:  Tuvalu Embarks On World’s First National Digital Ledger......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
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Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors
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Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors

Fintech News Desk
by Fintech News Desk0
New offering leverages technology to help advisors deliver efficient 401(k) plan investment-management solutions across diverse client needs Vestwell, the digital recordkeeping platform bringing the 401(k) and 403(b) industry into the modern Fintech era, today announced a partnership with Envestnet, Inc. (NYSE: ENV). Read More: BHMI’s Concourse Financial Software Suite “Future Proofs” Payment Processing......
Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry
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Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry

Fintech News Desk
by Fintech News Desk0
Key hire cements company commitment to supporting growth of education savings programs across the country Pursuing an enormous opportunity to guide investors to achieve better outcomes, Orion Advisor Solutions, an established service provider in the 529 industry, signals its redoubled expansion into this space by welcoming Rob Percival, a veteran Ascensus College......
Central-Bank-of-Sri-Lanka-selects-SimCorp-for-front-to-back-reserve-management
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Central Bank Of Sri Lanka Selects SimCorp For Front-To-Back Reserve Management

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces that the Central Bank of Sri Lanka (CBSL), has signed an agreement with SimCorp Asia Pacific. The CBSL will implement SimCorp’s flagship front-to-back investment platform, SimCorp Dimension, to manage the investment......
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