Category : Investment Services

Fintech Investment Services News

Wealthbox Integrates with Envestnet for Smarter Investment Management

PR Newswire
by PR Newswire0
Wealthbox is excited to announce a new integration with Envestnet, infusing powerful investment management capabilities directly into advisors’ Wealthbox CRM platform. With this integration, advisors can seamlessly access Envestnet account and position information, navigate between platforms using single sign-on, and initiate investment proposals—all within Wealthbox. The seamless connection between these two essential......
Digital Payments Fintech Guest Posts Investment Services Technology

How the GCC Region Transformed its Payments Sector

Mohammed ALAwami
by Mohammed ALAwami0
The GCC Region has emerged as a clear leader in the payments industry, prompting the question: what can the West learn from this region’s payment revolution? In late 2024, Saudi Arabia achieved a remarkable 98% adoption rate for contactless payments in face-to-face transactions, a significant leap from just 4% in......
Artificial Intelligence Investment Services News

WealthAi and MDOTM Ltd Announce Partnership to Deliver AI-Driven Investment Capabilities for Wealth Managers

PR Newswire
by PR Newswire0
MDOTM Ltd’s AI platform Sphere will be available through the WealthAi MarketPlace, providing advisors and wealth managers with enhanced capabilities for portfolio construction, rebalancing, and automated reporting WealthAi, the leading AI Operating System for Wealth Management, and MDOTM Ltd, the global provider of AI-driven investment solutions for Asset and Wealth......
Fintech Investment Services News Technology

Abound Credit Union Invests in Technology Modernization with Jack Henry

PR Newswire
by PR Newswire0
Credit union prioritizes collaboration to prepare for the future and improve the lives of Kentuckians Jack Henry announced that Abound Credit Union has selected the Symitar core platform and its complementary cloud-based solutions to modernize the banking experience for its more than 130,000 members across Kentucky. Founded 75 years ago as a......
Fintech Investment Services News

Flexi Software Receives Strategic Investment from Quality Standard

PR Newswire
by PR Newswire0
Flexi Software, a leading provider of accounting software for insurance, financial institutions, and other markets with complex accounting needs, announced it has received a strategic investment from Quality Standard. The investment will enable Flexi to deepen its commitment to product innovation and world-class customer service, in partnership with a long-term......
Finance Investment Services News

Margarita Finance Launches Agentic Stablecoin Technology with 20% APY Yield-Bearing Token

EIN Presswire
by EIN Presswire0
DeFAI Protocol Simplifies Onchain Investment Management Through AI-Powered Custom Vaults and SOL20 Stablecoin Margarita Finance announced the launch of its agentic stablecoin technology to an invite-only user base this week, introducing a DeFAI protocol that automates AI-based institutional investment management through yield-bearing stablecoins. The company’s new protocol autonomously builds and issues......
Fintech Investment Services News Technology

The Open Platform Is First Unicorn in Web3 Ecosystem in Telegram at $1Billion Valuation

PR Newswire
by PR Newswire0
The equity round was led by Ribbit Capital, a leading fintech and crypto investor, with Pantera Capital also participating.  The investment underscores strong confidence in The Open Platform’s continued development of the blockchain ecosystem in Telegram, being built on TON. The involvement of prominent investors and the raised capital will support the launch......
Fintech Investment Services News

PureFacts Financial Solutions to Enhance Revenue Management Capabilities with BNY Pershing

Business Wire
by Business Wire0
PureFacts identified as select provider for Pershing clients’ fee billing and advisor compensation and incentive planning and management needs. PureFacts Financial Solutions, the leading provider of revenue management and optimization solutions for the investment management industry, announced a deepened relationship with BNY Pershing as the select provider for their clients’ billing......
Fintech Investment Services News

Voya Investment Management Announces Leadership Changes to Its Investment Platforms

Business Wire
by Business Wire0
Today’s announcements are a natural evolution of Voya IM’s investment leadership team, reflecting thoughtful succession planning and alignment of capabilities Voya Investment Management (Voya IM), the asset management business of Voya Financial, Inc. announced several senior leadership changes to its investment platforms. “Over the past few years as the pace......
Fintech Investment Services News

MyVest Partners with InvestSuite to Add Custom Model Building to SPS

Business Wire
by Business Wire0
New integration enables advisors to deliver more personalized, tax-efficient portfolios with custom-built firm models MyVest, a leading provider of enterprise wealth management technology, has partnered with InvestSuite, a global B2B InvestTech company, to offer custom model portfolio construction and management at scale. The integration gives either home offices or advisors......
1