Tag : investment

RIA in a Box Launches Compliance Software for Private Funds
Fintech Fintech Funding Investment Services News

RIA in a Box Launches Compliance Software for Private Funds

Fintech News Desk
by Fintech News Desk0
Private fund advisors finally have software to support their unique compliance needs RIA in a Box, a leading provider of compliance and registration solutions for wealth managers and investment organizations, today announced it has launched a new platform to address the unique regulatory requirements faced by private fund advisers including......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Fintech Fintech Funding Investment Services News

DiversyFund sees Rapid Growth Amid Global Pandemic

Fintech News Desk
by Fintech News Desk0
Tech-enabled investment platform hits over 13,350 new customers, makes key expansion hires and launches new services DiversyFund, a tech-enabled investment platform providing wealth-building tools to non-accredited investors, has undergone a period of significant growth in 2020 amid the COVID-19 pandemic. The fintech firm, whose mission is to democratize investing in alternatives by......
360f Accelerates Digital Transformation for Insurers in the Middle East
Fintech InsurTech Investment Services News

360f Accelerates Digital Transformation for Insurers in the Middle East

Fintech News Desk
by Fintech News Desk0
360F, a financial technology company that offers banks and insurers solutions and implementation services to enable digital multi-channel distribution models and automated financial advice for insurance and investment, has entered the Middle East with a pipeline of projects and an anchor client, Zurich Insurance. Read More: Doxim Announces Omnichannel Loan Origination and......
dLocal Achieves $1.2B Valuation After Securing New $200M Investment
Fintech Investment Services News

dLocal Achieves $1.2B Valuation After Securing New $200M Investment

Fintech News Desk
by Fintech News Desk0
Latin America’s newest Unicorn receives continued funding from General Atlantic and welcomes Addition as a new investor dLocal, a leading cross-border payment platform connecting global merchants to emerging markets, today announced up to $200 million in new investment, led by existing investor General Atlantic, a leading global growth equity firm......
Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly
Fintech Investment Services News

Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly

Fintech News Desk
by Fintech News Desk0
Announcement adds to appointment of Anil Arora, Former CEO of Envestnet | Yodlee as Executive Co-Chairman in July. Positivly, a personalized investment matching and relationship platform built with the world’s first financial personality test, announced key additions to its leadership as the company enters a new phase of growth. Lisa Mougin (Former......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Investment Services

CreditSights makes Strategic Investment in Alphastream

Fintech News Desk
by Fintech News Desk0
CreditSights, a leading provider of independent fixed income research today announced that it has taken a minority stake in Alphastream, a fintech company based in Singapore. As part of the investment, Bala Subramanian, Chief Product and Technology Officer of CreditSights, will join Alphastream’s board. Read More: COVID-19 and Automation are Changing Finance for......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Fintech Investment Services News

Adhesion Wealth® Launches New Personal Indexing Program for RIAs

Fintech News Desk
by Fintech News Desk0
The new index solution, designed to achieve tax alpha along with efficient returns, enables advisors to choose a starting index and apply active screens such as investment styles, factor tilts and investment preferences Adhesion Wealth®, an outsourced investment management platform for registered investment advisors (RIAs), today announced the launch of......
Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals
Investment Services News

Lincoln Investment Selects Riskalyze to Offer Firm-Wide Access to Technology

Fintech News Desk
by Fintech News Desk0
Riskalyze will help more than one thousand Lincoln advisors stay efficient and compliant with Regulation Best Interest Riskalyze today announced its enterprise agreement with Lincoln Investment (Lincoln), a full-service broker-dealer and registered investment adviser serving nearly 360,000 investors who represent more than $41 billion in assets. The agreement will provide more than 1,000 Lincoln advisors with access......
Fintech Investment Services News

Envestnet | Tamarac Named ‘Best-In-Class’ Vendor by Aite Group

Fintech News Desk
by Fintech News Desk0
Tamarac is the Only Vendor to Achieve a ‘Best-In-Class’ Rating for its Portfolio Management & Reporting Platform in Latest Aite Matrix Report Envestnet, Inc. announces that Envestnet | Tamarac (Tamarac) has been named a “Best-In-Class” portfolio management and reporting system vendor in Aite Group’s most recent industry impact report, published in August 2020.......
Business Investment Services News

Siigo Expands Latin American Presence to Ecuador By Joining Forces with Contífico

Fintech News Desk
by Fintech News Desk0
Siigo, the leading ERP software company for small- and medium-businesses (SMBs) in Colombia, today announced that it has joined forces with Contífico, the leading ERP provider for SMBs in Ecuador. Siigo, a market leader in Colombia with 35% market share and an established presence in Latin America for over 30 years, continues to realize its goal in......
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