Capital Dynamics group

FINANCIAL MANAGEMENT

OptionTrax, Capital Transfer Agency | January 05, 2021

Plan Management Corp. (PMC), the organization behind the main equity compensation plan administration platform, OptionTrax, and Capital Transfer Agency (CTA), a main Canadian transfer agent, reported today an essential association to offer the OptionTrax platform to Capital Transfer Agency clients. With clients hoping to streamline their equity plan management and for a more consistent work process between equity plan management and transfer administrations, CTA has cooperated wit...

FINANCIAL MANAGEMENT

American Express | October 29, 2021

American Express®, the leading small business Card issuer in the U.S.3, today introduced its new Business Checking account designed for small and mid-sized (SME) businesses. This fully digital Business Checking account offers a secure, high-yield, and low fee digital banking experience with a competitive APY of 1.1% on balances up to $500,0002. The checking account connects with existing American Express Credit Cards and comes with a Business Debit Card, the first to be issued in the U.S. by...

TRADING SYSTEMS, FINTECH

Broadridge | September 16, 2022

Bringing liquidity and greater access to crypto trading, global Fintech leader, Broadridge Financial Solutions, Inc., has announced a partnership with Coinbase, offering interoperability between Coinbase Prime and Broadridge Trading and Connectivity Solutions' NYFIX order-routing network. "Despite short-term cycles, momentum in institutional adoption is trending one way – toward more exploration and more interest, Utilizing the NYFIX order-routing netw...

CORE BANKING, INVESTMENT MANAGEMENT

Copper | December 28, 2022

Copper, the premier banking app that teaches teens and children about money and prepares them for future financial success, has expanded to include Copper Investing, a teen-centric Registered Investment Advisor (RIA). Copper Investing provides easy-to-use, automated portfolios for kids to learn about (and begin) creating wealth in a secure environment. Its goal is to give teens long-term financial power by offering them real-world learning experiences that would enable them to become better inve...