Search Results for: Strategic Portfolio System

SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency
Finance Fintech News

SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency

Business Wire
by Business Wire0
The new tool represents SMArtX’s commitment to pioneering a new era in managed account administration with advanced automation and customization. SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announces the launch of its SMArtX Transition Analysis Tool. This innovative solution empowers financial advisors to seamlessly migrate client accounts......
FiVerity Unveils Identity Trust Management Platform to Modernize Security for Community Banks and Credit Unions
Banking News Security

FiVerity Unveils Identity Trust Management Platform to Modernize Security for Community Banks and Credit Unions

PR Newswire
by PR Newswire0
New enhancements create a single electronic location for consumer identity trust, enhanced decision-making, and strategic growth for Banks and Credit Unions. Boston, MA – June 25th, 2024 – FiVerity, a leading innovator in AI Identity Verification and Fraud Prevention, is proud to announce the launch of its Identity Trust Management platform. This groundbreaking solution is designed......
Mexican Fintech Unicorn Clip Announces US$100 Million Investment
Digital Payments Fintech Investments

Mexican Fintech Unicorn Clip Announces US$100 Million Investment

PR Newswire
by PR Newswire0
Clip, Mexico’s leading digital payments and commerce enablement platform, today announced that it has secured an investment round of US$100 million from investment funds managed by Morgan Stanley Tactical Value (“MSTV”) and from one of the largest, most experienced West-Coast mutual fund managers. The investment values Clip in line with the Series D round completed......
HCLTech and apoBank Deepen Partnership
Banking Finance Fintech News

HCLTech and apoBank Deepen Partnership

Business Wire
by Business Wire0
HCLTech, a leading global technology company, today announced that Deutsche Apotheker- und Ärztebank eG (apoBank), Germany’s largest cooperative primary bank, has expanded its strategic partnership with HCLTech. HCLTech will accompany apoBank with an outcome-oriented managed services model that delivers resilient, scalable, high quality and compliant Digital Foundation services, enabling apoBank......
Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale
Finance Fintech News

Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale

PR Newswire
by PR Newswire0
Billing identified as key to wealth management firm growth Partnership to boost offerings that deploy best-in-class wealth technology Vestmark, Inc., a leading provider of wealth management software and services, and PureFacts Financial Solutions, a global leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management......
Banking Blockchain Digital Payments Featured Finance Fintech Investments Security Technology

The Impact of Blockchain on Modern InsurTech

Prajakta Ayade
by Prajakta Ayade0
The insurance industry, while financially robust, is often criticized for its slow and paper-centric processes, lack of transparency, and vulnerability to fraud. InsurTech, the marriage of insurance and technology, has emerged to address these concerns by leveraging digital solutions. However, a new wave of innovation is on the horizon, driven......
IBM Study: Banking and Financial Markets CEOs are betting on generative AI to stay competitive, yet workforce and culture challenges persist
Banking Finance Fintech News

IBM Study: Banking and Financial Markets CEOs are betting on generative AI to stay competitive, yet workforce and culture challenges persist

PR Newswire
by PR Newswire0
Two-thirds (66%) of banking and financial markets CEOs surveyed said that the potential productivity gains from AI and automation are so great that they must accept the risks to stay competitive. 65% of financial institution leaders say that succeeding with AI will depend more on people’s adoption than the technology......
SeedBlink set to transform tech equity ownership in Europe with all-in-one equity management and investment platform
Finance Fintech Investments

SeedBlink set to transform tech equity ownership in Europe with all-in-one equity management and investment platform

GlobeNewswire
by GlobeNewswire0
SeedBlink, the equity and investment company, announces the launch of its all-in-one equity management and investment platform. The solution enables European technology startups and stakeholders to seamlessly access, manage and trade equity – through a unique combination of tech infrastructure, financial services, and network coverage. With a proven track record......
Liquid Logics Announces New Integration of Trustpoint
Fintech Lending News

Liquid Logics Announces New Integration of Trustpoint

EIN Presswire
by EIN Presswire0
Liquid Logics Revolutionizes Private Lending Technology with Integration of TrustPoint Liquid Logics, the nation’s premier technology company in private and hard money lending, is proud to announce a groundbreaking integration wit h TrustPoint. This strategic partnership enhances our platform, offering an unprecedented solution for managing construction draws coupled with comprehensive......
Arritech Launches QGen Online 2.0 - A Break-Through for Risk Compliance
Artificial Intelligence Finance Fintech News

Arritech Launches QGen Online 2.0 – A Break-Through for Risk Compliance

PR Newswire
by PR Newswire0
Compliance as a process is a topic often in the shadow of major news. However, identity checks are a critical part of doing business securely and reducing risk. For most businesses, when considering compliance, top of mind are painful implementations, time-consuming submissions, and costly administrative tasks. Arritech, launches QGen Online......
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