Search Results for: business practices

InvestEdge Acquired by Featheringill Capital
Fintech Investment Services News

Sanctuary Wealth Chooses InvestEdge as Compliance and Surveillance Partner

Fintech News Desk
by Fintech News Desk0
Application tied to client’s IPS helps advisors more easily comply with SEC & FINRA regs Sanctuary Wealth, home to the next generation of elite financial advisors, has added the InvestEdge Compliance and Surveillance application to its open architecture platform. Thirty-eight partner firms in 16 states with over $10 billion in assets under advisement comprise......
SimpleLegal Partners with Fender® for Matter Management and Legal Spend Management
Fintech News

SimpleLegal Partners with Fender® for Matter Management and Legal Spend Management

Fintech News Desk
by Fintech News Desk0
Fender® Selects SimpleLegal for its Superior User Experience, Efficiency and Analytics that Inform Strategic Business Decisions SimpleLegal, a modern legal operations software provider, announced that Fender Musical Instruments Corporation (FMIC), the world’s leading guitar brand, has gone live with its legal spend management and matter management solution. The SimpleLegal implementation, completed......
AccountantsWorld Names Behram Panthaki as Chief Operating Officer
Fintech News

AccountantsWorld Names Behram Panthaki as Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Key Hire Further Positions Industry Innovator as it Prepares for Accelerated Growth AccountantsWorld, a leading provider of cloud-based software solutions for accountants, announced that Behram Panthaki has joined the organization as Chief Operating Officer. In this pivotal new role, Panthaki will strengthen the AccountantsWorld team and better position the organization as it......
360factors Announces Partnership with Innovatus Advisory Group to Deliver Risk and Compliance Intelligence Technology and Services to Banks
Artificial Intelligence Banking Business Fintech News Risk Management

360factors Announces Partnership with Innovatus Advisory Group to Deliver Risk and Compliance Intelligence Technology and Services to Banks

Fintech News Desk
by Fintech News Desk0
360factors, Inc., the industry leader in risk and compliance intelligence software, and Innovatus Advisory Group (IAG), a prominent risk and compliance advisory firm, announced a joint partnership, combining 360factors’ Predict360 risk and compliance intelligence platform with IAG’s compliance and management consulting services. Read More: Curb Debuts Taxi PaaS Solution with City......
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The Future Face of Cloud Native Computing

Dmitry Netis
by Dmitry Netis0
As the business world dashes toward a new kind of computing architecture, what will a serverless future look like? What tools will be most valuable, and who stands to gain the most in the shift? A Container for the Future In the evolution of computing, we are on the precipice......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems

Paroma Sen
by Paroma Sen0
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
Intelligent Contacts and Payscout Announce Strategic Partnership to Provide Financial Services Industry a Consumer-Focused End-To-End Payment Experience
Fintech News

Intelligent Contacts and Payscout Announce Strategic Partnership to Provide Financial Services Industry a Consumer-Focused End-To-End Payment Experience

Fintech News Desk
by Fintech News Desk0
Intelligent Contacts, a leading provider of Cloud Contact Center software and consumer-centric online payment solutions for the healthcare and accounts receivable industries, today announced a product integration partnership with Payscout, an award-winning global payment processing provider. Payscout supports over 3,000 global merchants across all merchant risk verticals and processes billions of......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Fintech News

LPL Financial Adds YCharts to Vendor Affinity Program To Strengthen Advisor Investment Research and Client Communication Toolset

Fintech News Desk
by Fintech News Desk0
YCharts, investment research, analytics, and client communications platform, announced it has been selected for inclusion in LPL Financial (“LPL”) Vendor Affinity Program. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash “Today’s investors want more communication from their financial advisors and they want those engagements to be increasingly......
Skience Launches New Data Management Enhancements To Enable Digital Transformation For Wealth Management Firms
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Consulting Leader Skience Joins the MuleSoft Partner Program

Fintech News Desk
by Fintech News Desk0
Skience to help financial services organizations connect data from any system with Anypoint Platform to deliver connected customer experiences, faster Skience today announced its partnership with MuleSoft to provide consulting services for MuleSoft’s Anypoint Platform™, the world’s #1 integration and API platform. Anypoint Platform unlocks the power of API-led connectivity, enabling......
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

Thrivent Advisor Network Selects SMArtX Advisory Solutions to Drive New Efficiencies

Fintech News Desk
by Fintech News Desk0
Unified Managed Accounts Technology will integrate across Thrivent Advisor Network to facilitate investment selection and management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management (TAMP) platform, is proud to announce Thrivent Advisor Network (TAN) has added SMArtX to......
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