Month : May 2023

BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms
Finance News

BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms

PR Newswire
by PR Newswire0
Investor Communications Technology Improves the Advisor and Investor Experience BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced at the SIFMA Operations Conference and Exhibition in Orlando the rollout of an enhanced Client Communications Solutions to help financial services firms digitally transform......
Purpose Investments Appoints Coinbase as Additional Sub-Custodian for Crypto Funds
Digital Asset Management News

Purpose Investments Appoints Coinbase as Additional Sub-Custodian for Crypto Funds

GlobeNewswire
by GlobeNewswire0
Global Digital Asset Management Leader Enhances Custodial Services to Provide Best-in-Class Structure for Investors Purpose Investments Inc. announced that Coinbase Custody Trust Company, LLC., a New York State chartered limited purpose trust company, a subsidiary of Coinbase Global Inc. and one of the world’s largest and most-trusted institutional digital asset......
Denver Mortgage Lender Responds to Potential New Mortgage Fee Rule Targeting Good Credit Homebuyers
Mortgage News

Denver Mortgage Lender Responds to Potential New Mortgage Fee Rule Targeting Good Credit Homebuyers

GlobeNewswire
by GlobeNewswire0
The US Mortgages In Denver wants to warn good credit homebuyers that they could be affected by the new mortgage fee rule issued by the Federal Housing Finance Agency (FHFA) in its effort boost the capital of Fannie Mae and Freddie Mac and to make it easier for homebuyers who have been......
CSI Opens Outsourced Call Center for End Users, Expanding Customer Service Capabilities for Banks
Fintech News

CSI Opens Outsourced Call Center for End Users, Expanding Customer Service Capabilities for Banks

Business Wire
by Business Wire0
CSI Call Center delivers streamlined customer service to save banks time and resources while assisting account holders’ complex and immediate inquiries CSI, a leading provider of end-to-end fintech and regtech solutions, announced the launch of its new Call Center, an outsourced customer service capability available to NuPoint core banking customers.......
YCharts and Orion Release Integration Enhancement
Investment Services News

YCharts and Orion Release Integration Enhancement

Business Wire
by Business Wire0
This Integration enhancement by two wealthtech powerhouses, YCharts and Orion, creates a seamless workflow for advisors to enable smarter investment decisions and better client communications YCharts, an investment research, analytics and client communication software platform, and Orion Advisor Tech, the premier provider of transformative wealthtech solutions, announced the release of......
LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network
Finance News

LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network

Business Wire
by Business Wire0
Firm Looks to Expand Via M&A Opportunities Dynasty Financial Partners announced that Welcy Capital Advisors has joined the Dynasty Network. Welcy is the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of technology-enabled wealth management solutions and business services for financial advisory firms. “We believe partnering......
Leading Digital Asset Management Platform Orange Logic Receives Strategic Growth Investment from Bregal Sagemount
Digital Asset Management News

Orange Logic Receives Strategic Growth Investment from Bregal Sagemount

Business Wire
by Business Wire0
Orange Logic, a leading provider of digital asset management software, announced that it has received a significant investment from Bregal Sagemount, a leading growth-focused private equity firm. “Their focus on solving important problems that affect nearly every digital-first organization is what has made us a leader in DAM software. We’re......
Bread Financial Releases 2022 ESG Report, Showcases Progress Amid Multi-Year Business Transformation
Digital Payments Finance News

Bread Financial Releases 2022 ESG Report, Showcases Progress Amid Multi-Year Business Transformation

Business Wire
by Business Wire0
Tenth annual report highlights progress within environmental, social and governance initiatives, while supporting long-term financial and reputational goals Bread Financial, a tech-forward financial services company providing simple, personalized payment, lending and saving solutions, released its 2022 Environmental, Social and Governance (ESG) Performance Report, highlighting the significant progress made against Bread......
USDToch: An On-Chain Lending Ecosystem for DeFi 2.0
DeFi Lending News

USDToch: An On-Chain Lending Ecosystem for DeFi 2.0

Fintech News Desk
by Fintech News Desk0
USDToch, a groundbreaking on-chain lending ecosystem, is set to transform the landscape of decentralized finance (DeFi) with its cutting-edge platform. USDToch introduces a unique lending solution for DeFi 2.0, aiming to enhance capital utilization and maximize investment returns for participants. By combining the power of over-collateralized lending with the integration......
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