Month : September 2020

AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age
Business Fintech News

AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age

Fintech News Desk
by Fintech News Desk0
Interactive, Zoom-Ready Advice Delivery and Client Review Tools Deepen Advisor-Investor Interactions and Trust  AssetMark (NYSE: AMK) today announced two new digital capabilities, its enhanced Client Proposal and new PortfolioReview tools, to help financial advisors drive deeper advisor-client interactions in their digital journey. With the new ability to present client proposals and......
Industry Names Pico “Best Managed Services for Trading” for Fifth Consecutive Year
Fintech News Trading

UOB Kay Hian Selects Pico to Deliver its Singapore-Based Next-Generation Trading Platform

Fintech News Desk
by Fintech News Desk0
Pico supporting firm to access the markets faster and efficiently scale expansion of its multi-asset offering Pico, a leading provider of technology services for the financial markets community, today announced it has been selected by one of Asia’s largest brokerage firms, UOB Kay Hian, to provide managed services and support for its......
CFI introduces CFDs on Exchange Traded Funds
Currency Exchange Fintech Fintech Funding Trading

CFI introduces CFDs on Exchange Traded Funds

Fintech News Desk
by Fintech News Desk0
CFI Financial Group is pleased to announce the addition of Contracts for Difference (CFD) on Exchange Traded Funds (ETF) to its suite of trading products which also include currencies, commodities, equities and indices. The new products are available on Metatrader 5 and will be available for trading as of this......
FinancialForce Fall 2020 Release Expands Forecasting, Deepens Insights, and Breaks New Ground with Productivity-Driven User Experience
Fintech News Risk Management

FinancialForce Recognized as Best Professional Services Automation Software by G2, Securing #1 Vendor Rankings for Main, Enterprise, and Mid-Market Categories

Fintech News Desk
by Fintech News Desk0
The leader in services automation earns #1 rating for enterprise usability, and top marks for ease of use and customer satisfaction FinancialForce, provider of the only modern ERP suite and the #1 professional services automation (PSA), has once again been named the #1 vendor in G2’s Fall 2020 main PSA Grid Report,......
Relativity User Community Comes Together Virtually to Celebrate Achievements in e-Discovery
Fintech News

Relativity User Community Comes Together Virtually to Celebrate Achievements in e-Discovery

Fintech News Desk
by Fintech News Desk0
Teams and individuals honored at Relativity Fest for their industry innovations over the past year Relativity, a global legal and compliance technology company, today announced the winners of this year’s Innovation Awards at the 11th annual Relativity Fest, hosted virtually for the first time. Read More: MrGuru Announces the Addition of......
InsurTech Startup CogniSure Launches AI Platform for Commercial Loss Run Automation With 9 Pilot Customers
Artificial Intelligence Fintech InsurTech News

InsurTech Startup CogniSure Launches AI Platform for Commercial Loss Run Automation With 9 Pilot Customers

Fintech News Desk
by Fintech News Desk0
CogniSure AI, focused on providing actionable insights from unstructured insurance documents such as policies, loss runs, quotes, and submission emails, announces their launch of “LossRun Insights” solution. The insurance industry spends a significant amount of manual effort, time and money analyzing PDF and Excel loss runs that are in nonstandard,......
Epos Now Appoints Former Deliveroo and Amazon Executive as New CFO
Business Capital Markets Fintech News

Epos Now Launches New Financing Solution for SMEs

Fintech News Desk
by Fintech News Desk0
Epos Now, a global software and payments technology company supporting over 30,000 retail and hospitality locations across 71 countries has launched Epos Now Capital, a business financing service which provides small and medium-sized enterprises (SMEs) with business cash advances, up to £300,000. Read More: GlobalFintechSeries Interview with Clara Shih, CEO and......
Trust Payments and Guestline partner on innovative hospitality payments solution
Business Fintech News

Trust Payments and Guestline partner on innovative hospitality payments solution

Fintech News Desk
by Fintech News Desk0
Trust Payments and Guestline, a leading property management, guest engagement and distribution software provider to the hospitality industry, have teamed up to launch GuestPay, a new payment solution for hoteliers. Through the strategic partnership, Guestline can offer an innovative specialist single seamless payment solution to hoteliers for all their payment needs......
Leading Consortium of Community Banks Back MANTL
Banking Business Fintech News

Leading Consortium of Community Banks Back MANTL

Fintech News Desk
by Fintech News Desk0
Alloy Labs, a consortium of community and mid-sized banks across the United States, announced its partnership with MANTL, the leading account opening software solution for banks and credit unions. The announcement is a testament to the consortium’s ongoing mission to accelerate the digital agenda and differentiation of banks and credit unions. As......
Smarttech247 Offers Free Cyber Security Reviews for Credit Unions During Pandemic
Banking Fintech News

Smarttech247 Secures The Financial Sector During Pandemic

Fintech News Desk
by Fintech News Desk0
The global leader in cybersecurity solutions for the fintech sector, Smarttech247 announced around-the-clock monitoring, management and response to advanced threats, risks and compliance requirements specifically for the Finance Sector in North America The cost of cyberattacks is highest in the banking industry, reaching $18.3 million annually per company. Attacks against the financial......
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