Articles with tag: wealth management

Found 24 results in 183 milliseconds.

Singapore-based Syfe secures USD 18.6 mln Series A funding

23 Sep 2020 | Payments General

Digital wealth manager Syfe has successfully closed a USD 18.6 million Series A funding round led by Valar Ventures, a VC fund for high potential fintech companies.

Syfe, Singapore, Series A, funding, digital wealth manager, Valar Ventures, VC, fintech, capital injection, investing, saving, Asia, technology platform, Presight Capital, Unbound, UK, investment firm, digital wealth management, platform, Monetary Authority of Singapore, MAS, Capital Markets Services License, CMS license, license, retail fund management, institutional fund management

Bank of Georgia secures USD 50 mln trade finance facility with Citi

18 Sep 2020 | E-invoicing, SCF & E-procurement

Bank of Georgia has signed a USD 50 million one-year trade finance facility with US-based bank Citigroup.

Bank of Georgia, Citi, trade finance, facility, Citigroup, bank, reimbursement, trade advances, retail banking, payment services, corporate banking, investment banking, wealth management, trade finance solutions

Credit Suisse to roll out digital banking app

10 Sep 2020 | Online & Mobile Banking

Credit Suisse has announced plans to launch a digital banking app in October 2020 to challenge fintechs like Revolut in the Swiss bank’s home market.

Credit Suisse, digital banking, digital banking app, Revolut, N26, Switzerland, Swiss, banks, fintechs, challenger, digital wealth management, foreign transactions, CSX, banking app, online banking, traditional banking, incumbents

Apex, Calypso to provide middle and back-office services to Ardent Financial

03 Sep 2020 | Payments General

Apex Group has been appointed to provide front to back office solutions to FCA regulated global securities dealer Ardent Financial using Calypso management and reporting platform.

Apex, Calypso, Ardent Financial, accounting, Apex360 solution, reporting, wealth management, custody services

BlackRock, Temasek, and CCB secure joint wealth venture approval in China

24 Aug 2020 | Payments General

US-based asset manager BlackRock, Singapore-based state investor Temasek Holdings, and China-based CCB have obtained China’s approval for a wealth management joint venture.

BlackRock, Temasek, CCB, joint wealth venture, China, China Banking and Insurance Regulatory Commission, CBIRC, asset manager, state investor, bank, wealth management, financial market, foreign companies, fund managers, restrictions, foreign banks

IPBS, Liquidus to deliver digital onboarding for private banking and wealth management

19 Aug 2020 | Payments General

International Private Banking Systems, a provider of wealth management software for the private banking sector, has teamed up with Liquidus, a regtech identity solutions provider to the financial services sector.

International Private Banking Systems, wealth management software, private banking sector, partnership, verification, Liquidus, regtech, identity

SwissBorg partners with Onfido

05 Aug 2020 | Digital Identity, Security & Online Fraud

SwissBorg has partnered with Onfido to verify applicant identities for its wealth management platform. 

SwissBorg, onboarding, digital, digital identity, Onfido, partnership, wealth management, AI, artificial intelligence, technology, KYC, data, SDK

ARQ chooses Moneyhub's Open Finance data and intelligence for investment insights

29 Jul 2020 | Payments General

Fintech platform ARQ has chosen Open Finance platform Moneyhub to power its technology with data and intelligence, providing investors with insights into all their wealth and assets, from pensions to property. 

ARQ, Moneyhub, Open Finance, data, investments, fintech, Open Banking, finance management, wealth management

Flinks closes Series A round at USD 16.2 mln

10 Jul 2020 | Online & Mobile Banking

Flinks, a Canada-based fintech startup, has closed its Series A round at USD 16.2 million CAD, bringing its total funding raised to date to USD 19 million.

Flinks, funding, fintech, banking, lending, data, app, wealth management

Europe-based fintechs to launch a new cross-border organisation

25 Jun 2020 | Payments General

A group of Europe-based fintechs have joined forces to launch a new non-profit organisation, the European Fintech Association (EFA)

Europe, fintech, cross-border, EFA, European Fintech Association, non-profit, EU, financial services, Raisin, savings marketplace, SaaS provider, Finleap, alternative lender, Funding Circle, wealth management, Moneyfarm, digital bank, N26, money transfer, TransferWise, European Commission, digital finance strategy, Mintos, Scalable Capital, TrueLayer, Wirecard

ICBC joins service providers in China to livestream on Alipay Lifestyle Platform

24 Jun 2020 | Payments General

Service providers including ICBC, Burger King, and China Mobile have leveraged livestreaming via Alipay to strengthen customer engagement and boost operational efficiency.

ICBC, Burger King, China Mobile, livestreaming, financial services, Alipay, wealth management

Raisin offers banking services in-house for Europe

18 Jun 2020 | Online & Mobile Banking

Digital wealth management fintech Raisin has announced that it has brought its customer services under one roof.

Raisin, digital wealth management, customer services, MHB Bank, Raisin Bank, Keytrade Bank, Starling Bank, Europe, UK, Germany, financial market

India's IIFL rolls out initiative for fintechs affected by COVID-19

15 Jun 2020 | Payments General

India-based financial services group IIFL (India Infoline) has introduced an initiative that aims to support local fintechs that struggle due to COVID-19.

IIFL, India, fintech, covid-19, initiative, #IIFLDisrupt, accelerator, incubator, Wealthtech, Insurtech, robo advisory, transaction technology, MF distribution, wealth management, digital content, lending, data analytics, payment solutions

Huishang Bank opens wealth management unit

07 May 2020 | E-invoicing, SCF & E-procurement

China-based Huishang Bank has announced launching a wealth management subsidiary.

Huishang Bank, China, banks, Hefei, Anhui, Huishang Bank Wealth Management, China Banking and Insurance Regulatory Commission, CBIRC

additiv digital investment management solution goes live at PostFinance

06 May 2020 | Payments General

PostFinance, a Switzerland-based retail financial institution, and additiv, a SaaS provider to the wealth management industry, have implemented a digital investment platform for PostFinance customers.

PostFinance, Switzerland, retail financial institution, additiv, SaaS provider, wealth management, investment portfolio, digitalisation

ebankIT and Enterprise Engineering launch banking platform in the US

25 Mar 2020 | Online & Mobile Banking

Portugal-based fintech ebankIT has teamed with Enterprise Engineering to provide omnichannel banking solutions for banks and credit unions in the US. 

ebankIT, Enterprise Engineering, banking platform, online banking, Portugal, United States, North America, personal financial management tools, accounting software, tax packages, expense management, wealth management, financial planning

Finacle Core Baking Solution implemented by Community Bank

09 Mar 2020 | Payments General

Community Bank and Infosys Finacle have announced the implementation of the Finacle Core Banking Solution at the bank.

Infosys Finacle, core baking, Community Bank, digital banking, core banking, omnichannel banking, payments, treasury, origination, liquidity management, wealth management, analytics, artificial intelligence, blockchain

Fintech Fenergo closes EUR 100 mln investment from ABN AMRO Ventures

13 Feb 2020 | Payments General

Netherlands bank ABN AMRO has announced it is investing in client life cycle management company Fenergo.

Fenergo, CLM, ABN AMRO, investment, life cycle management, wealth management, business, financial technology, banking, funding round, B2B payments

aixigo provides core software for digital wealth management in Switzerland

22 Jan 2020 | E-invoicing, SCF & E-procurement

Aixigo, a global software provider, has launched the basis for the new digital wealth management ‘Volt’ of the Swiss investment house Vontobel.

wealth management, MiFID II and FidleG, software, Aixigo, Vontobel, investments

Sopra Banking to support ABN AMROs wealth management app KENDU

05 Jul 2019 | Online & Mobile Banking

ABN AMRO has launched its mobile wealth management app, KENDU in collaboration with Sopra Banking Software.

Sopra Banking, ABN AMRO, wealth management, app, KENDU, core banking