Search Results for: financial services

Enterprise Tax Credits & Incentives Platform Incentify Nets $4.25 Million In Latest Strategic Investment Round
Fintech News

Enterprise Tax Credits & Incentives Platform Incentify Nets $4.25 Million In Latest Strategic Investment Round

Fintech News Desk
by Fintech News Desk0
— The investment round is led by tax services and consulting firm, Ryan LLC — Incentify’s C&I solution will roll out to existing Ryan LLC customers, enabling Incentify’s expansion into new industry verticals Incentify, the leading enterprise tax credits & incentives (C&I) platform, today announced the closing of $4.25 million in strategic......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech Investment Services News

Tegra118 Partners With Wealth Access to Amplify Digital Experiences for Advisors and Investors

Fintech News Desk
by Fintech News Desk0
Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – is investing in its technology with strategic partnerships that meaningfully enhance the advisor experience......
Northern Trust Launches New Cloud-Based Insurance Accounting and Analytics Application
Fintech InsurTech Investment Services News

Northern Trust Launches New Cloud-Based Insurance Accounting and Analytics Application

Fintech News Desk
by Fintech News Desk0
Advanced, interactive digital tools provide enhanced user experience and greater depth of data analysis and insights Northern Trust (Nasdaq: NTRS) today announced the launch of its new cloud-based reporting application which further enhances its Insurance Investment Accounting and Analytics Services solution, developed to support the full spectrum of investment portfolio......
Access Softek’s EasyVest Provides Socially Responsible Investing Portfolios
Banking Fintech News

Access Softek Survey: Nearly Half of Consumers Would Consider Investing with Bank or Credit Union if Offered Integrated Investment Accounts

Fintech News Desk
by Fintech News Desk0
A survey from Access Softek, Inc., a digital banking platform provider, found that only eight percent of consumers have investment accounts through their bank or credit union. However, for the remaining group of respondents who had investment accounts elsewhere, 47% said they would consider switching to their bank or credit union......
Morae Names Brian Stearns as Chief Revenue Officer for the Americas
Fintech News

Morae Names Brian Stearns as Chief Revenue Officer for the Americas

Fintech News Desk
by Fintech News Desk0
Brian Stearns joins Morae as Chief Revenue Officer, Americas, and will lead the company’s Americas sales team to execute on Morae’s go-to-market strategy for revenue growth and expansion of the business. Morae Global Corporation, a leading provider of digital and legal business transformation solutions for law firms, law departments, and......
Nagoya Mercantile Exchange (NGMEX) Receives Hong Kong Market Operator Authorization
Fintech News Trading

Nagoya Mercantile Exchange (NGMEX) Receives Hong Kong Market Operator Authorization

Fintech News Desk
by Fintech News Desk0
NGMEX, a full-service commodity exchange that incorporates the complete workflow of a trading venue and also provides on-line commodity futures and options trading, is pleased to announce about being authorized as a recognized market operator (RMO) by Hong Kong’s financial regulators, action which allows NGMEX to provide its local market......
RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions
Banking Fintech News

Just Wallet Launches Its Debut Challenger Bank Technology Update

Fintech News Desk
by Fintech News Desk0
Just Wallet is a federally regulated money service business (MSB) based in Canada with its headquarters located in the financial disclosure of Toronto. In the past, the company successfully completed the implementation of an ATM machine pilot in 2019 and is soon to secure a patent for payment technology that accepts......
Nexus AP & Payments Automation Platform Recognized for “Best Tech Innovation” for Commercial & Corporate Real Estate
Fintech News

Enhanced NexusPayments Platform Enables Real Estate Companies to Get Up and Running with Automated Payments Quickly

Fintech News Desk
by Fintech News Desk0
The platform allows buyers to deploy quickly, issue payments more efficiently, and enjoy broad adoption by suppliers. Nexus, the leader in AP automation for real estate, has launched an enhanced payments platform, allowing buyers to deploy automated, electronic payments in a month or less – and significantly lighten the workload......
Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors
Business Fintech News

Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors

Fintech News Desk
by Fintech News Desk0
Combined entity provides advisors access to leading technology and partnerships Agreement unites two experienced teams and technology to further strengthen leadership in advisor and portfolio manager services in Canada Today, Purpose Advisor Solutions (“PAS”) and Wealthsimple for Advisors (“W4A”) announced they have completed their merger into a single business. The......
Open Lending Signs Sound Credit Union to Lenders Protection™ Program
Fintech InsurTech News Risk Management

Open Lending Signs Sound Credit Union to Lenders Protection™ Program

Fintech News Desk
by Fintech News Desk0
Sound Credit Union of Washington signs with Open Lending. Open Lending Corporation (NASDAQ: LPRO), a leading provider of loan analytics, risk-based pricing, risk modeling and default insurance to auto lenders throughout the United States, today announced that Sound Credit Union (Sound), a $2.1 billion institution based in Tacoma, WA, has......
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