News

Phoenix American Financial Services Announces New Client Partnership with Forum Partners
Banking

Phoenix American Financial Services Announces New Client Partnership with Forum Partners

Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Forum Partners (“Forum”). Phoenix will support Forum with its full fund administration services suite including fund accounting…

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Ellie Mae Announces Virtual Experience 2020
Banking

2019 Concludes With Interest Rates And Purchase Percentages On The Rise According To December Ellie Mae Origination Insight Report

According to the December Origination Insight Report from Ellie Mae, the leading cloud-based platform provider for the mortgage finance industry, interest rates rose again in December to 3.99 percent, up from 3.97 percent…

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Shift Technology Names Nathalie Parent Chief People Officer
Fintech

Shift Technology Names Nathalie Parent Chief People Officer

Veteran HR Professional Joins Executive Management Team to Support Global Growth Shift Technology, a provider of AI-native fraud detection and claims automation solutions for the global insurance industry, announced Nathalie…

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Covius Acquires Clayton Services' Due Diligence and Surveillance Businesses
Business

Covius Acquires Clayton Services’ Due Diligence and Surveillance Businesses

Covius Holdings, Inc., a leading provider of technology-enabled solutions to the financial services industry, announced it has acquired Clayton Services, LLC, a leader in loan due diligence and credit risk…

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BMO Financial Group to Acquire Clearpool Group Inc.
Business

BMO Financial Group to Acquire Clearpool Group Inc.

Fintech acquisition delivers modern, cloud-based electronic trading platform with visual data analytics and customizable algorithmic strategies Emphasizes BMO’s priorities to provide innovative technology to clients and expand in areas of…

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Tulip Partners with Avalara to Automate Tax Compliance
Business

Tulip Partners with Avalara to Automate Tax Compliance

Tulip, the leader in store associate cloud-based mobile solutions, announced it has partnered with Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes ,…

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LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over…

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Symphony MediaAI Appoints Mark Moeder as CEO
Business

Symphony MediaAI Appoints Mark Moeder as CEO

Media Technology Expert Brings Two Decades of Industry Experience to Solutions and Services Leader in Media and Entertainment Financial Management Symphony MediaAI announced it has appointed Mark Moeder as CEO, effective…

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New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates
Business

New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates

Rising Wealth, the Decline of Employer Pensions Plans, Digitization and Automation Are Drivers Of Industry Growth And Disruption Zoe Financial, a technology-driven marketplace that empowers consumers to make better financial…

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Money Markets Network Instimatch Global Sees Clients Up 50% in H2 2019
Banking

Money Markets Network Instimatch Global Sees Clients Up 50% in H2 2019

Instimatch Global, the digital network for institutional money market lending, has announced its performance highlights for the second half of 2019: Trade intent grew to $195 billion, up 44% on…

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