Search Results for: integrated management portal

d1g1t Unveils Wealth Management Billing Solution
Analytics Finance Fintech News Risk Management

d1g1t Unveils Wealth Management Billing Solution

PR Newswire
by PR Newswire0
Flexible, scalable revenue management solution drives operational excellence d1g1t, a leading wealth management technology company announced the launch of its revenue management and billing solution which is fully integrated into the company’s flagship enterprise wealth management platform. Meeting the needs of different types of wealth management firms, d1g1t’s billing solution......
Risk Ready Ventures Launches Mobile App to Empower Users in Insurance Preparedness and Claims Management
InsurTech News

Risk Ready Ventures Launches Mobile App to Empower Users in Insurance Preparedness and Claims Management

PR Newswire
by PR Newswire0
On the 19th anniversary of Hurricane Katrina, Risk Ready Ventures is proud to announce the release of its groundbreaking mobile app, designed to help users Get, Be, and Stay ready for their next insurance claim. This innovative mobile app provides a comprehensive suite of tools aimed at simplifying the insurance......
AdvisorEngine-and-Franklin-Templeton-Unveil-Wealth-Management’s-Next-Evolution-of-Goals-based-Planning
Finance Fintech News

AdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning

Business Wire
by Business Wire0
For the first time, advisors can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple systems or enduring repetitive steps. AdvisorEngine, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors......
OKX Wallet Now Integrated with Shade Protocol on Web Extension
InsurTech News

OKX Wallet Now Integrated with Shade Protocol on Web Extension

GlobeNewswire
by GlobeNewswire0
OKX Wallet has integrated with Shade Protocol, an array of connected privacy-preserving DeFi applications. These applications are stablecoins, governance, bonds, staking derivatives, insurance, synthetics, lending, or DEXs that use the power of the Secret Network’s tech stack via secret contracts. All of the key Shade Protocol DeFi applications inherit the properties......
OKX Wallet Now Integrated with Play-to-Earn Game Matr1x, Launches Battle Pass NFT Giveaway
Digital Asset Management News

OKX Wallet Now Integrated with Play-to-Earn Game Matr1x, Launches Battle Pass NFT Giveaway

GlobeNewswire
by GlobeNewswire0
OKX Wallet Now Integrated with Play-to-Earn Game Matr1x, Launches Battle Pass NFT Giveaway OKX Wallet is now integrated with Matr1x, a play-to-earn Web3 mobile shooting game powered by Polygon. With this integration, OKX Wallet users can access Matr1x Fire, a multi-player shooting battle game with a cyperpunk setting, via web extension. By participating......
Invent Launches “Super App” Development Platform for Wealth Management
Finance News

Invent Launches “Super App” Development Platform for Wealth Management

PR Newswire
by PR Newswire0
Invent, the leading platform solving for the integration and data management challenges in wealth management, announced that the firm has launched a “Super App” development platform. Similar to Super Apps such as the global phenomenon WeChat and the recently announced “Everything App” from Elon Musk’s new X endeavor, Invent’s Super......
Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors
Artificial Intelligence Fintech News

Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors

Business Wire
by Business Wire0
New platform includes a proprietary CRM system, client portal, marketing automation, and compliance and back-office support to provide advisors with unprecedented efficiency Savvy Wealth, a digital-first platform designed for financial advisors to modernize human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a national registered investment advisor......
TCN Enhances SMS Payment Portal with Text-To-Pay Feature for TCN Operator
Digital Payments News

TCN Enhances SMS Payment Portal with Text-To-Pay Feature for TCN Operator

Cision PRWeb
by Cision PRWeb0
Providing contact center software for over two decades, TCN continues to deliver effective and convenient solutions for companies in healthcare, financial services and other industries with its latest payment portal enhancement TCN, Inc., a global provider of a comprehensive cloud-based call center platform for enterprises, contact centers, BPOs and collection......
Trovata and PNC Treasury Management Provide Integrated Payment Processing Experience
Digital Payments News

Trovata and PNC Treasury Management Provide Integrated Payment Processing Experience

PR Newswire
by PR Newswire0
Trovata and PNC leverage APIs to automate client financial operations Trovata, the global leader in bank APIs and cash management, announced an expanded working relationship with PNC Treasury Management to provide joint customers with integrated payment processing capabilities. The newly enhanced relationship enables PNC’s and Trovata’s business clients to make......
Modern Management Tools You Can't Miss
Digital Featured Fintech Primers Technology

Modern Management Tools You Can’t Miss

Pooja Choudhary
by Pooja Choudhary0
How do management tools work? A corporation can improve its operations and procedures by using management tools, which include software programs, applications, and strategies. Depending on their requirements, several businesses and industries can profit from using various tools. In this article, I have discussed the best of 10 management tools......
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