Search Results for: financial management

Citizens Bank Partners with Teslar Software to Better Serve its Communities
Banking Fintech News

Citizens Bank Partners with Teslar Software to Better Serve its Communities

Fintech News Desk
by Fintech News Desk0
Bank selects automated workflow and portfolio management tools to improve operations, enhance customer experiences Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced that Citizens Bank selected its platform to enhance efficiencies and better serve its customers. Read More: Bank......
Third Edition of the Complimentary Wolters Kluwer Audit Talks LIVE Virtual Conference Takes Place June 2-3, 2020
Fintech News

Third Edition of the Complimentary Wolters Kluwer Audit Talks LIVE Virtual Conference Takes Place June 2-3, 2020

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax & Accounting announced that the 3rd edition of its complimentary Audit Talks LIVE virtual conference series will take place on June 2-3, 2020. Bringing together external audit experts and technologists from Wolters Kluwer, speakers from the American Institute of Certified Public Accountants (AICPA), and other CPA practitioners, this online event will......
Zinobe Announces New $30 Million Credit Facility Provided by Monachil Capital Partners
Capital Markets Fintech Investment Services News

Zinobe Announces New $30 Million Credit Facility Provided by Monachil Capital Partners

Fintech News Desk
by Fintech News Desk0
Zinobe, a leading online financial services company in the Colombian market, announced the closing of its USD $10 million secured line of credit, expandable up to USD $30 million, provided by Monachil Capital Partners, a global investment management firm founded by former Goldman Sachs partner Ali Meli. Read More: Bank of Montreal, Motley Fool,......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Business Fintech News Risk Management

Apttus and Conga Combine to Become Leader in Digitally Transforming Commercial Operations

Fintech News Desk
by Fintech News Desk0
The combination of industry pioneers to drive commercial excellence, automate core business processes and accelerate time to revenue Apttus, the leader in quote-to-cash (QTC) solutions, and Conga, the leader in Digital Document Transformation announced the two companies are joining forces to create the leader in digital transformation for commercial operations.......
Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech Investment Services News

Vestmark Named to Second Annual WealthTech100 Listing

Fintech News Desk
by Fintech News Desk0
Vestmark, Inc. proudly announces that it has been included in FinTech Global’s second annual WealthTech100 listing, which recognizes the next-generation wealth technology solution providers shaping the future of wealth and asset management. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring Revenue This year’s WealthTech100 finalists were selected by a......
SS&C Technologies Partners with FLX Distribution
Fintech News Risk Management

SS&C Technologies Partners with FLX Distribution

Fintech News Desk
by Fintech News Desk0
Partnership provides asset managers expertise and a comprehensive end-to-end solution SS&C Technologies Holdings, announced that SS&C ALPS has partnered with FLX Distribution to provide expanded distribution capabilities to asset managers. SS&C ALPS delivers a full suite of services to registered and private funds that includes fund accounting, fund administration, middle office services, legal......
Earnin Unveils Tip Yourself - A New Way to Build Savings in the Earnin App
Fintech Mobile Banking News

Earnin Unveils Tip Yourself – A New Way to Build Savings in the Earnin App

Fintech News Desk
by Fintech News Desk0
Earnin, the leader in innovative solutions to some of the world’s toughest financial problems, unveiled Tip Yourself, a new kind of savings tool in the Earnin app. Tip Yourself makes saving money rewarding and social – helping people achieve savings goals by encouraging them to reward themselves for their accomplishments......
Taulia Announces Solutions to Support Customers During COVID-19 at No Charge
Blockchain Business Fintech News

Taulia Announces Solutions to Support Customers During COVID-19 at No Charge

Fintech News Desk
by Fintech News Desk0
Three cash analytics tools to support customers through the economic uncertainty Taulia, the leader in working capital technology solutions has announced they are offering three cash analytics solutions, at no charge, to customers to help execute their working capital strategies, strengthen their supply chains and manage risk during these challenging......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Investment Services News

Charles Schwab Purchases Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in an all cash transaction. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors.......
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