Tag : Investment Services

Graphene Investor Services Joins the Bosonic Network
Investment Services News

Graphene Investor Services Joins the Bosonic Network

Fintech News Desk
Providing Wealth Management and Family Office clients with a turnkey solution to access the digital assets market  Bosonic, a decentralized Financial Market Infrastructure (dFMI) business, has announced that Graphene Investor Services (Graphene I.S), a Digital Investment Services Matrix, has selected Bosonic as its provider for digital assets solutions. Latest Fintech......
CBIS Names International Financial Services Executive as Director
Investment Services News

CBIS Names International Financial Services Executive as Director

Fintech News Desk
Roberto Herencia Brings New Perspective to Catholic Investment Manager’s Board Christian Brothers Investment Services, Inc. (“CBIS”), a leading Catholic, socially responsible investment management firm and registered investment advisor to Catholic investors around the world, announced the appointment of Roberto Herencia to its board of directors. Latest Fintech News: NICE Actimize Recognized as a......
Agri-Investment Services to represent Aubert Orchards in Hood River, Oregon
Investment Services News

Agri-Investment Services to represent Aubert Orchards in Hood River, Oregon

Fintech News Desk
Aubert Orchards has chosen Agri-Investment Services to represent the sale of their orchard holdings in Hood River, Oregon. Agri-Investment Services is the Natural Resources Division of Berkshire Hathaway Northwest Real Estate and is a leading farm and ranch real estate brokerage throughout the Northwest. Latest Fintech News: Dalrada Financial Corporation Appoints......
Huobi Wallet Transforms to iToken, Adds Decentralized Investment Services
DeFi Digital Asset Management News

Huobi Wallet Transforms to iToken, Adds Decentralized Investment Services

Fintech News Desk
A special campaign will be held for users to win a Tesla Model 3 Huobi Wallet, a secure and professional DeFi wallet, has enhanced its service offerings and will now be known as iToken. iToken, which received a US$200 million investment from Huobi Group, will become a decentralized investment platform, enabling users......
Bluespring Wealth Partners Expands East Coast Hub With $265 Million Addition
Finance News

Bluespring Wealth Partners Expands East Coast Hub With $265 Million Addition

Fintech News Desk
New York-based Hudson Dynamic Retirement will bolster its suite of services by folding into existing Bluespring firm, US Financial Services, extending the hub’s footprint Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms,  announced the addition of Hudson Dynamic Retirement of Elmsford, New York. The......
GLP Financial Group Streamlines Operations with the Docupace Platform
Fintech News

GLP Financial Group Streamlines Operations with the Docupace Platform

Fintech News Desk
Growing wealth manager to digitize new account opening and much more Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces that GLP Financial Group has selected the Docupace Platform to serve as the backbone of the company’s back office operations. The Farmington, Michigan-based wealth management provider......
Spanish Savings Bank Caixa Ontinyent Selects InetSoft for Dashboards and Reporting
Analytics News

Spanish Savings Bank Caixa Ontinyent Selects InetSoft for Dashboards and Reporting

Fintech News Desk
Cites self-service and flexibility as reasons for selection InetSoft Technology, a pioneer in data intelligence, analytics, and reporting, announced that Spanish savings bank Caixa Ontinyent has selected InetSoft’s Style Intelligence, for dashboards, reporting, and data exploration. Founded in 1884, Caixa Ontinyent is a Spanish savings bank and credit institution located......
Provenance Blockchain Foundation Announces Banking Executive Morgan McKenney as CEO
Blockchain News

Provenance Blockchain Foundation Announces Banking Executive Morgan McKenney as CEO

Fintech News Desk
Former senior Citi executive will lead expansion of the foundation to enable financial institutions to realize significant business benefits from blockchain The Provenance Blockchain Foundation today announced that Morgan McKenney has joined the organization as its CEO. In this role, McKenney will partner with a range of financial institutions, fintechs, developers, and......
Cetera Announces Strategic Relationship with Abound Credit Union
Investment Services News

Cetera Announces Strategic Relationship with Abound Credit Union

Fintech News Desk
Firms to collaborate delivering expanded investment services and driving growth for Abound Retirement & Investment Services Cetera Financial Group, one of America’s largest networks of financial professionals, announced a strategic relationship with Abound Credit Union that will expand investment services and enhance the member experience. Cetera Investment Services – Cetera’s......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Analyst
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
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