Month : January 2025

Revolutionizing WealthTech for the Modern Enterprise - PortfolioAid and FutureVault Partner to Redefine the Advisor-Client Experience
Finance Fintech Investments News

Revolutionizing WealthTech for the Modern Enterprise – PortfolioAid and FutureVault Partner to Redefine the Advisor-Client Experience

PR Newswire
by PR Newswire0
Portfolio Aid Inc. (“PortfolioAid”) and FutureVault Inc. (“FutureVault”) announce today a partnership to deliver unparalleled value to wealth management enterprises, wealth advisors, and clients, signaling a new era for the WealthTech and Wealth Management industries. With heightened regulatory demands and evolving client-advisor expectations, this partnership leverages PortfolioAid’s award-winning wealth compliance technology and......
New Research Uncovers a Misalignment Between Financial Advisors' Marketing Tactics and Consumer Preferences
Finance Fintech News

New Research Uncovers a Misalignment Between Financial Advisors’ Marketing Tactics and Consumer Preferences

PR Newswire
by PR Newswire0
Ficomm Partners expands on their consumer marketing research with The Great Marketing Mismatch: 2024 Financial Advisor Growth Marketing Study Ficomm Partners (Ficomm) has unveiled The Great Marketing Mismatch: 2024 Financial Advisor Growth Marketing Study, exposing a critical disconnect between how financial advisory firms market themselves and how consumers choose their advisors. This......
ePayPolicy Announces Quoting and Invoicing Tool for the Insurance Industry
Commerce Digital Payments Finance Fintech Fintech Primers InsurTech Investments Markets News Payment gateways Property Recommended Stock Market Technology

ePayPolicy Announces Quoting and Invoicing Tool for the Insurance Industry

PR Newswire
by PR Newswire0
Quotes and Invoices offers insurance companies a powerful and modern quoting tool, with built-in digital payments and connected premium financing. ePayPolicy has released Quotes and Invoices as part of an ongoing series of updates to their insurance payments platform. The traditional quoting and invoicing process often involves many parties, including brokers, carriers, and......
Flexera to Acquire FinOps Business from NetApp, Inc. to Strengthen FinOps Portfolio
Commerce Digital Payments Finance Fintech Fintech Primers Investments Markets News Payment gateways Property Recommended Risk Management Stock Market Technology

Flexera to Acquire FinOps Business from NetApp, Inc. to Strengthen FinOps Portfolio

GlobeNewswire
by GlobeNewswire0
Transaction enables customers and partners to address growing cloud cost and usage needs, enriches FinOps MSP ecosystem and adds container cost management to Flexera FinOps portfolio Flexera, the global leader in technology spend and risk management, has entered into a definitive agreement to acquire the Spot by NetApp FinOps business from......
FactSet Launches AI-Powered Pitch Creator
Artificial Intelligence Digital Payments Finance Fintech Investments News

FactSet Launches AI-Powered Pitch Creator

GlobeNewswire
by GlobeNewswire0
Revolutionary pitchbook automation tool enhances productivity to save junior bankers hours each week FactSet, a global financial digital platform and enterprise solutions provider, today announced the launch of Pitch Creator, a groundbreaking GenAI-powered solution designed to revolutionize pitchbook creation for investment banks. By automating the time-consuming tasks of model analysis......
InterPayments Appoints Former Discover Financial Services CEO and President, Roger Hochschild, to Its Board of Directors
Commerce Digital Payments Finance Fintech Fintech Primers Investments Markets News Payment gateways Property Recommended Stock Market Technology

InterPayments Appoints Former Discover Financial Services CEO and President, Roger Hochschild, to Its Board of Directors

Business Wire
by Business Wire0
InterPayments, the leader in compliant managed surcharge solutions, announced the appointment of former CEO and president of Discover Financial Services, Roger Hochschild, to its board of directors. This strategic appointment underscores InterPayments’ mission to empower merchants to manage their cost of acceptance directly and through partnerships with US banks, payment......
Despite Highly Manual Processes, Only 33% of Auditors Say They Use AI, Compared to 76% of Accounting and Finance Professionals
Artificial Intelligence Digital Payments Finance Fintech Investments News

Despite Highly Manual Processes, Only 33% of Auditors Say They Use AI, Compared to 76% of Accounting and Finance Professionals

Business Wire
by Business Wire0
A staggering 73% of auditors still spend more than half their time in spreadsheets, struggling with reconciliations, data extraction, and outdated workflows, according to new research by Trullion, an AI-powered accounting and audit platform. Despite the abundance of Excel-based, manual workflows, only 33% of auditors say they currently use AI.......
insightsoftware Acquires JustPerform to Deliver Unified, No-Code, Cloud-Native Enterprise Performance Management
Artificial Intelligence Digital Payments Finance Fintech Investments News

insightsoftware Acquires JustPerform to Deliver Unified, No-Code, Cloud-Native Enterprise Performance Management

GlobeNewswire
by GlobeNewswire0
Top-rated EPM platform enhances insightsoftware’s planning, consolidation, and reporting solutions with modern, agile, and user-centric architecture insightsoftware, the most comprehensive provider of solutions for the Office of the CFO, today announced it acquired JustPerform, an intelligent, cloud-native planning, consolidation, and reporting platform. The acquisition brings next-generation enterprise performance management (EPM)......
Wultra Secures €3M to Protect Financial Institutions from Quantum Threats
Commerce Digital Payments Finance Fintech Fintech Primers Investments Markets News Payment gateways Property Recommended Risk Management Security Stock Market Technology

Wultra Secures €3M to Protect Financial Institutions from Quantum Threats

GlobeNewswire
by GlobeNewswire0
Quantum computing is set to revolutionize technology, but it also presents a significant security risk for financial institutions. Czech cybersecurity startup Wultra has raised €3 million from Tensor Ventures, Elevator Ventures, and J&T Ventures to accelerate the development of its post-quantum authentication technology, safeguarding banks and fintech against the coming......
Tax Systems Launches AI-powered, SaaS Solution for Global Pillar Two Compliance and Reporting
Artificial Intelligence Finance Fintech Investments Markets News

Tax Systems Launches AI-powered, SaaS Solution for Global Pillar Two Compliance and Reporting

Business Wire
by Business Wire0
Tax Systems, the global multi-tax compliance SaaS provider, has today announced the availability of Pillar2, an intuitive solution to de-risk and simplify compliance with the OECD’s global Pillar Two tax rules. Designed for organisations operating across multiple jurisdictions – Pillar2 will save businesses valuable time and reduce the risk of......
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