Month : July 2025

K1x Launches Aggregator Plus, Adding 1099 Data Extraction to Its AI-Powered Tax Automation Platform
Artificial Intelligence Finance Fintech News

K1x Launches Aggregator Plus, Adding 1099 Data Extraction to Its AI-Powered Tax Automation Platform

Business Wire
by Business Wire0
New upgrade streamlines processing of over 40 million K-1s and 44 million 1099-Ks filed annually, enhancing efficiency for accounting firms, funds, and family offices. K1x, Inc., the fintech company behind the industry-leading K1 Aggregator®, today announced the launch of Aggregator Plus, a powerful new product upgrade that adds automated Form 1099......
Finance Fintech Guest Posts Risk Management Security

From Reactive to Resilient: 3 Practices to Help Financial Firms Thrive Amid Regulatory Change

Pragya Agarwal
by Pragya Agarwal0
By Pragya Agarwal, Global Head of Financial Crimes and Compliance at TaskUs Imagine a high-stakes game where each player has different rules, the referees interpret them differently, and the rules can change mid-match. Meanwhile, your competitors are still trying to win. That’s what navigating the regulatory environment in modern financial......
OpenPayd and MetaQuotes Partner to Bring Embedded Payments to MetaTrader 5
Finance Fintech Trading

OpenPayd and MetaQuotes Partner to Bring Embedded Payments to MetaTrader 5

EIN Presswire
by EIN Presswire0
OpenPayd’s financial infrastructure now available within MetaTrader 5, powering seamless payment flows for brokers and trading platforms globally OpenPayd, a leading provider of financial infrastructure, today announced a partnership with MetaQuotes, the developer of the MetaTrader 5 trading platform. The integration brings OpenPayd’s financial infrastructure directly into MetaTrader 5, giving......
Zango AI Emerges From Stealth, Raising $4.8m to Revolutionise Financial Compliance Systems With AI Agents
Artificial Intelligence Finance Fintech News

Zango AI Emerges From Stealth, Raising $4.8m to Revolutionise Financial Compliance Systems With AI Agents

Business Wire
by Business Wire0
London-based Zango has raised $4.8m, in a round led by Nexus Venture Partners, a leading global venture capital firm with over $2.6 billion capital under management. Other participants in the latest round include South Park Commons, Richard Davies, CEO of Allica Bank, Alan Morgan, former head of Financial Services at McKinsey (EMEA), Mark Ransford, Notion......
Advisor CRM Launches Free Native AI Meeting Assistant for RIAs
Artificial Intelligence Finance Fintech News

Advisor CRM Launches Free Native AI Meeting Assistant for RIAs

Cision PRWeb
by Cision PRWeb0
The all-in-one CRM solution for growth-mode RIAs launched in November and is already trusted by thousands of advisors Advisor CRM, an all-in-one CRM platform designed exclusively for registered investment advisors (RIAs), unveiled a fully integrated AI meeting assistant, included free with every account. Advisor CRM is the first fintech to......
Alltius launches Agentic AI Suite, Forging the Future of Financial Services
Artificial Intelligence Finance Fintech News

Alltius launches Agentic AI Suite, Forging the Future of Financial Services

PR Newswire
by PR Newswire0
Alltius launched its Agentic AI Suite, a comprehensive platform for building, deploying, training, and maintaining sophisticated AI agents geared to redefine the financial services landscape. This will enable financial institutions to move beyond basic automation and into an era of intelligent, proactive, and personalized customer experiences. “We are at an......
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