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Unified Managed Accounts (UMAs) and Their Role in Modern Portfolio Management

Fintech Staff Writer
by Fintech Staff Writer0
Unified Managed Accounts (UMAs) have emerged as a pivotal innovation, revolutionizing the way advisors and investors approach portfolio management. The evolution of UMAs reflects a broader trend towards consolidation, efficiency, and customization in the wealth management industry, meeting the increasing demands for personalized financial solutions. The Origins of Unified Managed......
GSCF Launches Connected Capital with Next-Gen Working Capital Management Solution
Banking Finance News

GSCF Launches Connected Capital with Next-Gen Working Capital Management Solution

PR Newswire
by PR Newswire0
Integrating Alternative and Bank Capital on One Powerful Servicing Platform GSCF, a leading global provider of working capital solutions, announced the launch of its enhanced cloud-enabled liquidity management platform and the creation of the Connected Capital ecosystem. Developed on a fully modernized technology stack, this innovative platform is designed to......
PayEm’s New Survey Demonstrates Financial Industry Still Lags in Technological Adoption and Highlights Need to Modernize Spend Management and Financial Operations in 2025
Finance Fintech News

PayEm’s New Survey Demonstrates Financial Industry Still Lags in Technological Adoption and Highlights Need to Modernize Spend Management and Financial Operations in 2025

Business Wire
by Business Wire0
Nationwide Survey Reveals That 86% of Financial Professionals Still Rely on Excel and 75% Use Manual Reviews and Approvals Rather than AI or Automated Solutions PayEm, a leader in financial technology solutions, released today the results of exclusive research that reveals that 86% of financial professionals still rely on excel......
Tropic Elevates Spend Management with a Unifying AI Solution that Delivers Control, Visibility, and Cost Savings
Artificial Intelligence Fintech News

Tropic Elevates Spend Management with a Unifying AI Solution that Delivers Control, Visibility, and Cost Savings

PR Newswire
by PR Newswire0
Company evolves its business model, delivering an AI spend management solution that centralizes processes and insights to help organizations navigate complexity and achieve over $300 million in savings. Tropic is reshaping spend management with an AI solution that puts actionable, proprietary data in the hands of organizations by removing the time-consuming hassle......
Obligo Names Fintech Risk Management Expert and Former PayPal, BlueVine Vet Gil Rosenthal as VP of Risk
Fintech News Risk Management

Obligo Names Fintech Risk Management Expert and Former PayPal, BlueVine Vet Gil Rosenthal as VP of Risk

PR Newswire
by PR Newswire0
Industry veteran joins the team to accelerate IP development and further enhance financial performance Obligo, the fintech company that builds trust between renters and landlords through its suite of flexible security deposit solutions, is pleased to announce Gil Rosenthal as Vice President of Risk & Collections. With over 14 years of experience......
Artificial Intelligence Cloud Featured Finance Fintech Robotic Process Automation

Automating FinOps with Intelligent Cloud Management: Tools and Techniques for Scalability

Fintech Staff Writer
by Fintech Staff Writer0
As cloud usage scales across organizations, FinOps, or financial operations for cloud cost management, has emerged as a common practice for governing expenditures while maximizing efficiency. With cloud usage accelerating due to digital transformation, organizations are increasingly turning to intelligent cloud management tools and automation techniques to make FinOps scalable......
Sunbit Secures a $355 Million Debt Warehouse Facility Led by J.P. Morgan, Mizuho Bank Ltd. and Waterfall Asset Management
Fintech News

Sunbit Secures a $355 Million Debt Warehouse Facility Led by J.P. Morgan, Mizuho Bank Ltd. and Waterfall Asset Management

Business Wire
by Business Wire0
Facility to Support Strong Demand Among Consumers Driven by Merchant Adoption, Embedded Financing Partnerships, and the Expansion of Sunbit No-Fee Credit Card Sunbit, the company building financial technology for real life, announced that it closed a $355 million debt warehouse facility led by J.P. Morgan, Mizuho Bank Ltd. and Waterfall......
SKYXOPS Corp. Unveils Next-Generation FinOps Platform for Cloud Cost Optimization and Management
Cloud Finance Fintech News

SKYXOPS Corp. Unveils Next-Generation FinOps Platform for Cloud Cost Optimization and Management

EIN Presswire
by EIN Presswire0
Empowering Businesses, Government Agencies, and Cloud MSPs with Real-Time Financial Insights, Strategic Resource Management Tools, and Expert Cloud Consulting. SKYXOPS Corp. Unveils Next-Generation FinOps Platform for Cloud Cost Optimization and Management Empowering Businesses, Government Agencies, and Cloud MSPs with Real-Time Financial Insights, Strategic Resource Management Tools, and Expert Cloud Consulting......
Rochdale and Sway AI Partner to Elevate Vendor Risk Management with Generative AI
Artificial Intelligence News Risk Management

Rochdale and Sway AI Partner to Elevate Vendor Risk Management with Generative AI

PR Newswire
by PR Newswire0
Partnership brings AI automation to vendor risk management for credit unions. Sway AI, an innovator in no-code AI for business teams, and Rochdale, a leader in strategy and risk management for credit unions, have partnered to streamline document management and vendor onboarding using Generative AI. The collaboration will integrate Sway AI......
FusionIQ Launches Industry's First Digital Wealth Management Solution for Wallet Companies
Cloud Digital Asset Management Finance Fintech News

FusionIQ Launches Industry’s First Digital Wealth Management Solution for Wallet Companies

PR Newswire
by PR Newswire0
New solution expands FusionIQ’s portfolio of easy-to-implement products, bridging the gap between payments and wealth management. FusionIQ, a leader in the delivery of cloud-based wealth management solutions, today announced the launch of FIQ Wallet, the industry’s first digital wealth management platform designed specifically for digital wallet companies. This groundbreaking solution......
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