Month : May 2023

Broadridge Data and Analytics and Aiviq Enhance Data Integration and Transparency for Asset Managers
Analytics Fintech News

Broadridge Data and Analytics and Aiviq Enhance Data Integration and Transparency for Asset Managers

PR Newswire
by PR Newswire0
Aiviq, the leading provider of client-level AUM and asset flow reporting for global asset managers, has collaborated with global Fintech leader Broadridge Financial Solutions, Inc. to improve the quality and transparency of both internal sales reporting data and external market intelligence. “The strategic relationship between Aiviq and Broadridge will provide asset management......
Kasasa Announces Partnership with the Thomas Ho Company for Income Risk Assessments
Banking News

Kasasa Announces Partnership with the Thomas Ho Company for Income Risk Assessments

PR Newswire
by PR Newswire0
The partnership will provide hundreds of community banks and credit unions with interest rate risk modelling services to strengthen confidence in an uncertain banking environment Kasasa, an award-winning financial technology and marketing provider, announced it is partnering with the Thomas Ho Company Ltd. (THC), a leading financial engineering firm to......
Cornerstone Advisors Partners with VPCtech to Provide Bank and Credit Union Clients with Advanced Fiserv DNA Platform Expertise
Fintech News

Cornerstone Advisors Partners with VPCtech to Provide Bank and Credit Union Clients with Advanced Fiserv DNA Platform Expertise

PR Newswire
by PR Newswire0
Cornerstone Advisors, a leading management and technology consultancy for banks, credit unions and fintech firms, announced that it has entered into an exclusive partnership agreement with VPCtech, a specialized technology advisory and implementation services firm, to jointly provide clients with an elevated level of services to optimize their DNA account processing......
Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors
Finance Fintech News

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors

PR Newswire
by PR Newswire0
Award-winning technology gives financial professionals an opportunity to add significant value in reporting and financial planning Holistiplan, the industry-leading tax planning software for financial advisors, announced a strategic partnership with Advisor Group, one of the nation’s largest network of independent wealth management firms. Holistiplan will now provide discounted access to......
Loughborough Building Society Selects Finastra to Support its Ongoing Growth in the UK
Finance Fintech News

Loughborough Building Society Selects Finastra to Support its Ongoing Growth in the UK

PR Newswire
by PR Newswire0
Finastra’s SaaS solution, Essence, and Retail Analytics module will enable the Society to digitalise its offering and implement value-added services Finastra, a global provider of financial software applications and marketplaces, announced that Loughborough Building Society has selected Essence, deployed on Microsoft Azure cloud, to increase its operational efficiency and future-proof its......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Owners Bank Announces Ecosystem of Strategic Fintech Partners Fueling “No BS” Banking
Banking News

Owners Bank Announces Ecosystem of Strategic Fintech Partners Fueling “No BS” Banking

Business Wire
by Business Wire0
Brings together five best-in-class expert vendors who simplify the banking experience for small business owners and sole proprietors Owners Bank, a new digital bank created to meet the unique needs of small business owners, announced its technology stack of partners that are working together to make banking as seamless as......
First Citizens Bank of Iowa and Minnesota Expands Functionality with Finastra to Enhance its Operations
Banking News

First Citizens Bank of Iowa and Minnesota Expands Functionality with Finastra to Enhance its Operations

PR Newswire
by PR Newswire0
Powered by Finastra’s cloud-based Fusion Phoenix, the bank will better deliver on its commitment to strength and reliability as it continues to grow Finastra announced that First Citizens Bank of Iowa and Minnesota, a family-owned community bank headquartered in Mason City, Iowa, has expanded its collaboration with Finastra, migrating Finastra’s Fusion Phoenix core solution from on-site hosted to the......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
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