Tagged: automated

April 26, 2021 @ 9:34 am By Samantha Hurst  |  

U.S.-based fintech Broadridge Financial Solutions (NYSE:BR) announced on Monday its integration with FundApps’ regulatory compliance technology with its buy-side portfolio and order management solution. Through the integration, Broadridge’s clients will reportedly benefit from a regulatory compliance solution that addresses managers’ needs across shareholder disclosures, monitoring,… Read More

March 24, 2021 @ 10:02 am By Samantha Hurst  |  

  Citi announced on Tuesday it has teamed up with fintech firm Sharegain to launch an automated securities lending solution specifically for wealth managers. Citi reported that through the solution, wealth managers may deliver a securities lending program to their customers, giving them the opportunity to earn… Read More

September 23, 2020 @ 3:08 pm By Samantha Hurst  |  

U.S.-based insurtech startup Pie Insurance announced on Tuesday it is now offering automated bind requests within its recently launched partner portal. Pie Insurance reported that by allowing partner agents to submit requests to bind on eligible submissions within the partner portal, the company is “streamlining”… Read More

September 11, 2020 @ 1:57 pm By Samantha Hurst  |  

M1 Finance, a U.S.-based automated money management platform, announced on Thursday it surpassed $2 billion in assets on its platform, just six months after hitting the $1 billion asset mark. The company claims that it reached both $1 billion and $2 billion AUM thresholds faster… Read More