Search Results for: wealth manager

Trust Stamp and OneBanks Partner to Increase Accessibility to Secure, Trusted Banking Services
Banking Fintech News

Trust Stamp and OneBanks Partner to Increase Accessibility to Secure, Trusted Banking Services

Fintech News Desk
by Fintech News Desk0
T Stamp Inc. trading as Trust Stamp, an AI-powered authentication company dual headquartered in Atlanta (US) and Cheltenham (UK), announces a partnership with OneBanks, the future of banking. Read More: Chargehound Creates Custom Integration with Patreon to Automate Checkout.com Chargebacks A FinTech platform that extends the accessibility of traditional banking tools, OneBanks......
LoanBeam and Freddie Mac Process for Self-Employed Borrowers
Fintech News

LoanBeam and Freddie Mac Further Streamline the Process for Lending to Self-Employed Borrowers

Fintech News Desk
by Fintech News Desk0
Data confirmed directly from IRS tax transcripts reduces risk LoanBeam announced today that Freddie Mac will further integrate its income solution, including IRS tax transcript data, with Loan Product Advisor® (LPASM). For almost two years, lenders have been leveraging LoanBeam through LPA AIM for self-employed to improve their process flow and......
FinancialForce Fall 2020 Release Expands Forecasting, Deepens Insights, and Breaks New Ground with Productivity-Driven User Experience
Business Fintech News

FinancialForce Partners with Cloud Coachers to Drive Digital Transformation for Spanish Customers

Fintech News Desk
by Fintech News Desk0
Partnership highlights FinancialForce’s commitment to Spain and EMEA markets FinancialForce, the #1 Professional Services Automation (PSA) and only customer-centric ERP cloud solution native to the Salesforce platform, today announced a partnership with Cloud Coachers, one of Spain’s premier Salesforce-driven IT training and consulting firms. Through the partnership, Cloud Coachers and FinancialForce will work together with......
AccessFintech Secures $20 Million in Series B Financing
Business Fintech News

AccessFintech Secures $20 Million in Series B Financing

Fintech News Desk
by Fintech News Desk0
Investment led by Dawn Capital, with additional funding from Deutsche Bank and follow on investing from J.P. Morgan, Citi, Goldman Sachs AccessFintech, the leading fintech company evolving the financial industry operating model through data and workflow collaboration, is pleased to announce the successful completion of its Series B round of......
Fintech Fintech Funding Fintech Radar Investment Services News Uncategorized

NICE Actimize Announces ENGAGE LIVE, The Largest Virtual Financial Crime Risk Management Customer Event of the Year, Focused on the Power of Always On AI

Fintech News Desk
by Fintech News Desk0
Over 1000 attendees from leading Global financial services organizations will attend the conference featuring 35+ sessions dedicated to financial crime solutions and services Navigating today’s “Always On” environment with zero compromise requires powerful innovation and smart, strategic decisioning. With this in mind, NICE Actimize, a NICE (NASDAQ: NICE) business today announced ENGAGE LIVE,......
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
Fintech Investment Services News

SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform

Fintech News Desk
by Fintech News Desk0
Over 60 new Strategies from Fidelity Institutional Asset Management, Northern Trust Investments, and Vanguard Group  SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management platform (TAMP), continues to expand its roster of available investment strategies with the addition of industry stalwarts......
Economy Fintech Fintech Funding InsurTech Investment Services News

FinMason Reaches “20 Million Portfolios Analyzed” Milestone

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced it has analyzed over 20 million portfolios for clients since launching its analytics API service in 2017. In the past 12 months, FinMason has doubled the number of portfolios analyzed by......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Fintech News

IntegriDATA Introduces Dependent Payment Automation with New Wire Chain Feature

Fintech News Desk
by Fintech News Desk0
Wire Chains for IntegriDATA CashWire automates complex wire dependencies for hedge funds and private equity IntegriDATA, a FinTech software vendor, today introduced Wire Chains, a revolutionary new feature that expedites dependent wire processing for its CashWire Payment System (“CashWire”). Wire Chains allows investment managers to quickly create a series of......
SS&C Announces SS&C Advent Insurance Marketplace
Fintech InsurTech News

SS&C Announces SS&C Advent Insurance Marketplace

Fintech News Desk
by Fintech News Desk0
Powered by DPL Financial Partners, the SS&C Advent Insurance Marketplace gives advisors direct integrated access to insurance products and full reporting for the first time SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the creation of the SS&C Advent Insurance Marketplace, an innovative new way for advisors to access a wide......
1