Search Results for: financial technology platform

Built Raises $88 Million to Power the Future of Construction Finance
Banking Fintech Fintech Funding News

InvestCloud Recapitalizes at $1 Billion and Integrates Two New Businesses to Create a Financial Technology Leader With a SaaS Global Wealth Solutions Platform Having Over $4 Trillion in Assets

Fintech News Desk
InvestCloud, an award winning global FinTech firm has completed a recapitalization that values the business at $1 billion. New financial investors are led by Motive Partners (“Motive”) with Clearlake Capital Group, L.P. (“Clearlake”) and include other InvestCloud client shareholders. Under the terms of the agreement, Motive Partners will also contribute......
RightCapital and Allianz Life Announce Partnership
Business Fintech News

RightCapital Announces Integration Within LPL Financial’s ClientWorks Technology Platform

Fintech News Desk
RightCapital, Inc. (RightCapital), the fastest-growing company in the financial planning software space, today announced integration with LPL Financial advisor technology platform, ClientWorks. The integration will provide advisors additional choice and a more streamlined experience to deliver financial planning services to their clients. Read More: Ondot’s Card Management Platform Now Offers Digital......
Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience
Fintech News

Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience

Fintech News Desk
Unified technology stack combined with proven financial planning system and digital marketing tools provide an all-inclusive, end-to-end platform to enable fast growth for today’s modern advisor Lifeworks Advisors, a fast-growing independent RIA firm, announced the launch of a complete and unified financial advisor technology platform intentionally designed from the ground......
VoPay Leverages Visa Direct to Support Digital Transformation Acceleration
Fintech News

VoPay’s Payment Technology Solution Powers MICC Financial’s New Savings Platform

Fintech News Desk
VoPay, a leader in payments innovation, is now powering the payment layer of MICC Financial’s rotational savings platform. .@VoPay Selected As @GetMicc Financial’s Payment Technology Solution To Power New Savings Platform #payments #fintech #paytech VoPay’s payment technology platform provides an ideal solution to enable the new generation of financial technology......
Advisor Group Announces Organizational Realignment To Accelerate Delivery Of Industry-Leading Technology, Platforms And Tools To Financial Professionals Across Recently Acquired Ladenburg Firms
Fintech Investment Services News

Advisor Group Announces Organizational Realignment To Accelerate Delivery Of Industry-Leading Technology, Platforms And Tools To Financial Professionals Across Recently Acquired Ladenburg Firms

Fintech News Desk
Investacorp, SSN and KMS to Become Part of Securities America in Phased Plan to Commence in Summer and Conclude by Year End Advisor Group, the nation’s largest network of independent wealth management firms, announced an organizational realignment to drive the accelerated delivery of its industry-leading technology, platforms and growth resources......
Automated Financial Systems, Inc. Supports All SOFR Rate Methods!
Fintech News

Automated Financial Systems, Inc. Announces New Platform Technology for AFSVision, More Options for Clients

Fintech News Desk
Automated Financial Systems, Inc. (AFS) announced new technology options for clients using our end-to-end, straight-through processing, real-time commercial lending platform, AFSVision. Continuing the journey started 50 years ago of delivering world-class products based on operational excellence, AFS now offers a distributed server-based solution that will allow for a public cloud......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
Stackup Unveils Enterprise Platform to Transform How Businesses Operate on Blockchain
Blockchain Digital Wallet Fintech News

Stackup Unveils Enterprise Platform to Transform How Businesses Operate on Blockchain

PR Newswire
Silicon Beach startup pivots from infrastructure provider to tackle crypto’s $100B operational crisis Stackup, the company that built critical infrastructure for Coinbase and Trust Wallet, announced its evolution into an enterprise-grade platform that transforms how businesses operate on blockchain. The platform eliminates the manual overhead and security risks that have plagued crypto companies,......
FactSet-Unveils-Intelligent-Platform-Initiative-to-Supercharge-Client-Workflows
Finance Fintech News

FactSet Unveils Intelligent Platform Initiative to Supercharge Client Workflows

GlobeNewswire
Introducing a Platform-Level GenAI Search Agent for Buy- and Sell-Side Clients FactSet, a global financial digital platform and enterprise solutions provider, announced its Intelligent Platform initiative, introducing the integration of conversational AI at the platform level. The Intelligent Platform will connect an enhanced FactSet Mercury, the company’s conversational knowledge engine,......
1