AdvisoryWorld Financial Technology

AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals. The company's applications feature portfolio modeling, investment analysis, asset allocation, optimization, detailed cash flows, Monte Carlo simulation, security screening, style and factor analysis. Among the platforms more than 50 FINRA compliant and client-ready reports are a customizable Proposal and an Investment Policy Statement. The application is fully integrated with leading Performance Reporting and CRM software including Albridge Wealth Reporting, Orion Advisor, eMoney Advisor, Salesforce and Redtail.

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PAYMENTS

VERVENT ACQUIRES TOTAL CARD

Vervent, Total Card | December 01, 2020

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Vervent declared the acquisition of Total Card Solutions today in the following stage towards additional development of the dynamic fintech company. Total Card has been a critical part in the credit card industry for more than 20 years with a heavenly standing for administration, more than 400 representatives, and two worldwide activities habitats. Their expansion to Vervent's tech-forward, demonstrated, agreeable, and productive methodology will keep on situating the company for future achi...

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FINANCIAL MANAGEMENT

STANDARD CHARTERED EXPANDS SUSTAINABLE FINANCE SOLUTIONS WITH SUSTAINABLE DEMAND DEPOSIT ACCOUNT

Standard Chartered | May 12, 2022

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Standard Chartered (“Bank”) today announced the launch of its Sustainable Account. This new product, with the characteristics of a Demand Deposit Account, provides large corporates with the opportunity to contribute to sustainable development whilst maintaining daily access to their finances for their intraday liquidity management needs. Deposits in Sustainable Accounts are used to fund sustainable projects based on the Bank’s Green and Sustainable Product Framew...

Read More

FINTECH TOP FIRM PARAGON EX INTRODUCES A FULLY CUSTOMIZABLE TRADING PLATFORM

Paragon EX | May 03, 2021

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Top Financial Technology producer Paragon EX today announced that it is launching a complete customizable trading platform for users to enjoy personalizing its features. The customization will help users to personalize every feature of the trading platform, from trading tools to its look and feel. This new platform will allow the users to modify the appearance of the platform, and can also edit the tools they want to be displayed on the screen. This will help traders to have a dis...

Read More

BITCOIN AND CRYPTO

BITWISE INTRODUCES SMAS TO BITCOIN AND ETHEREUM

Bitwise | April 28, 2022

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Bitwise Asset Management announced the launch of its first separately managed account (SMA) for financial advisors to provide direct ownership of crypto assets to their clients. Bitwise's new strategy will benefit investors with a balanced exposure to the world's two most considerable crypto assets and provide the same to the clients. Bitwise Asset Management has been known as the world's leading crypto index fund manager having over $1 billion in assets under management.
Read More

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PAYMENTS

VERVENT ACQUIRES TOTAL CARD

Vervent, Total Card | December 01, 2020

Vervent declared the acquisition of Total Card Solutions today in the following stage towards additional development of the dynamic fintech company. Total Card has been a critical part in the credit card industry for more than 20 years with a heavenly standing for administration, more than 400 representatives, and two worldwide activities habitats. Their expansion to Vervent's tech-forward, demonstrated, agreeable, and productive methodology will keep on situating the company for future achi...

Read More
news image

FINANCIAL MANAGEMENT

STANDARD CHARTERED EXPANDS SUSTAINABLE FINANCE SOLUTIONS WITH SUSTAINABLE DEMAND DEPOSIT ACCOUNT

Standard Chartered | May 12, 2022

Standard Chartered (“Bank”) today announced the launch of its Sustainable Account. This new product, with the characteristics of a Demand Deposit Account, provides large corporates with the opportunity to contribute to sustainable development whilst maintaining daily access to their finances for their intraday liquidity management needs. Deposits in Sustainable Accounts are used to fund sustainable projects based on the Bank’s Green and Sustainable Product Framew...

Read More
news image

FINTECH TOP FIRM PARAGON EX INTRODUCES A FULLY CUSTOMIZABLE TRADING PLATFORM

Paragon EX | May 03, 2021

Top Financial Technology producer Paragon EX today announced that it is launching a complete customizable trading platform for users to enjoy personalizing its features. The customization will help users to personalize every feature of the trading platform, from trading tools to its look and feel. This new platform will allow the users to modify the appearance of the platform, and can also edit the tools they want to be displayed on the screen. This will help traders to have a dis...

Read More
news image

BITCOIN AND CRYPTO

BITWISE INTRODUCES SMAS TO BITCOIN AND ETHEREUM

Bitwise | April 28, 2022

Bitwise Asset Management announced the launch of its first separately managed account (SMA) for financial advisors to provide direct ownership of crypto assets to their clients. Bitwise's new strategy will benefit investors with a balanced exposure to the world's two most considerable crypto assets and provide the same to the clients. Bitwise Asset Management has been known as the world's leading crypto index fund manager having over $1 billion in assets under management.
Read More