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Digital Payments News

Valtatech Peppol Connector for Coupa Invoice Certified as Coupa Business Spend Management Platform Ready

Fintech News Desk
by Fintech News Desk0
Valtatech’s Peppol Connector for Coupa Invoice is Now Available in the Coupa App Marketplace Extending Coupa’s Platform and enabling Coupa customers to receive Peppol e-invoices easily. Financial process automation experts and certified Peppol Access Point providers for Australia and New Zealand, Valta Technology Group (Valtatech), today announced its Peppol Connector for......
American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients
Fintech Funding Investment Services News

American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients

Fintech News Desk
by Fintech News Desk0
Digital advice services will now complement American Century’s robust investment offerings of mutual funds, ETFs, advisor-led portfolios and other investment solutions Marstone, Inc., a leading digital wealth technology firm, announced a commercial relationship with American Century Investments, the $230 billion* global asset manager, providing clients with Marstone’s digital wealth management......
BlockSpaces Announces Banking Relationship with Cogent Bank
Banking News

BlockSpaces Announces Banking Relationship with Cogent Bank

Fintech News Desk
by Fintech News Desk0
BlockSpaces relationship with Cogent Bank allows their blockchain-backed company to bank with ease. BlockSpaces, a B2B integration platform that connects business applications to blockchain networks, today announce their banking relationship with Cogent Bank, a full-service commercial and retail bank. The announcement was made at the Florida Bankers Association (FBA), one of Florida’s oldest......
Stellus Capital Management Announces Key Hires
Banking News

Stellus Capital Management Announces Key Hires

Fintech News Desk
by Fintech News Desk0
Stellus Capital Management, LLC (“Stellus”), a leader in middle market direct lending, announced the hiring of Bill Haverland as Principal and Casey Carroll as Vice President, Investor Relations. Latest Fintech News: VCTI Introduces Broadband Infrastructure Investment Analytics for Private Equity Firms “With their many years of credit, private equity and investment......
LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)
Investments News

LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced today that Ivan Illán has joined LPL Financial as a Hybrid RIA with the launch of Aligne Wealth Advisors Investment Management (AWAIM), an SEC-registered investment adviser and wholly owned business unit of Aligne Wealth Preservation & Insurance Services, LLC. He reported having served approximately $300 million in......
Act! Partners with Performance Insights to Deliver Enhanced Client Management Solutions
Analytics News

Act! Partners with Performance Insights to Deliver Enhanced Client Management Solutions

Fintech News Desk
by Fintech News Desk0
Act!, a leading customer relationship management (CRM) and marketing automation solution for small businesses, announced the availability of Act! Solutions for Financial Services in partnership with Performance Insights – a sales performance consultancy for the banking industry. Act! will now offer industry-specific analytics and automated document collection to optimize sales operations for small......
BHG Financial Chooses 360factor's Integrated Risk and Compliance Management Solution, Predict360
News Risk Management

BHG Financial Chooses 360factor’s Integrated Risk and Compliance Management Solution, Predict360

Fintech News Desk
by Fintech News Desk0
360factors, Inc. announced that BHG Financial, a leader in financing to professionals nationwide, selected 360factors’ risk and compliance intelligence platform. The organization will deploy 360factors’ Predict360 Enterprise Risk Management (ERM) and Compliance Management applications. Predict360 enables risk and compliance teams to assess risks and controls, manage compliance monitoring and testing......
5 Things about Business Continuity Management During Crisis
Featured Insights

5 Things about Business Continuity Management During Crisis

Hannes Helenius
by Hannes Helenius0
With business operations ever-expanding globally and data held growing exponentially, the sub-sequential challenges on financial services firms are all too familiar. Combine this with the hurdles we have had to jump through with social changes through the pandemic, ever-increasing regulation, and disruption to the geopolitical landscape; unsurprisingly, many firms are......
CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market
Fintech Funding News

CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market

Fintech News Desk
by Fintech News Desk0
CapIntel Announces Partnership with Leading US-Based Asset Management Firm, The Pacific Financial Group CapIntel, a leading financial technology company that improves day-to-day workflow and fund analysis for financial advisors, announced $11.0M USD in Series A financing led by New York-based FinTech Collective, with an additional participation from Fengate Asset Management on behalf of its investor, the......
LPL Financial and the Financial Services Network Welcome Encore Capital Management
Finance News

LPL Financial and the Financial Services Network Welcome Encore Capital Management

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Encore Capital Management has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) model, aligning with The Financial Services Network, an existing firm supporting LPL-affiliated advisors. The advisors of Encore Capital reported having served approximately $205 million in advisory, brokerage and retirement plan assets*. They join......
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