Search Results for: wealth management technology

BetaNXT Delivers Fast-Tracked Data Transformation and Innovation for Wealth Management Firms, Powered by Snowflake
Finance Fintech News

BetaNXT Delivers Fast-Tracked Data Transformation and Innovation for Wealth Management Firms, Powered by Snowflake

PR Newswire
by PR Newswire0
New DataXChange Platform Combines Proprietary and Third-Party Data for Maximum Usability, Automation, and Customization of Experience BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, has announced the launch of DataXChange, a new data architecture that operates on Snowflake’s AI Data......
d1g1t Unveils Wealth Management Billing Solution
Analytics Finance Fintech News Risk Management

d1g1t Unveils Wealth Management Billing Solution

PR Newswire
by PR Newswire0
Flexible, scalable revenue management solution drives operational excellence d1g1t, a leading wealth management technology company announced the launch of its revenue management and billing solution which is fully integrated into the company’s flagship enterprise wealth management platform. Meeting the needs of different types of wealth management firms, d1g1t’s billing solution......
SutiSoft Unveils Cutting-edge Expense Management Software with Auto-Capture Technology, AI-Driven Expense Tracking, & More
Artificial Intelligence News Technology

SutiSoft Unveils Cutting-edge Expense Management Software with Auto-Capture Technology, AI-Driven Expense Tracking, & More

PR Newswire
by PR Newswire0
SutiSoft announces the launch of its new version to further streamline expense reporting and empower organizations to take control of their spending like never before. With user-centric features, SutiSoft’s latest offering delivers unmatched precision, automation, and insights—setting a new standard in the world of expense management. Experience seamless financial management......
Galileo Enhances B2B Expense Management Offering with Mastercard Smart Data
B2B Finance Fintech News

Galileo Enhances B2B Expense Management Offering with Mastercard Smart Data

Business Wire
by Business Wire0
Early-adopter fintech Rho helps customers enhance spend visibility through detailed transactional data Galileo Financial Technologies, a leading financial technology company owned by SoFi Technologies, Inc. (NASDAQ: SOFI), is now offering its fintech clients, with fintech Rho as the first to launch, the ability to connect their business customers to Mastercard......
AI Risk, Inc. Partners with Fynancial to Bring Safe and Powerful AI to Wealth Management
Artificial Intelligence Finance Fintech News Risk Management

AI Risk, Inc. Partners with Fynancial to Bring Safe and Powerful AI to Wealth Management

Business Wire
by Business Wire0
Artificial Intelligence Risk, Inc. (AI Risk), a leader in AI governance, risk, compliance, and cybersecurity (AI GRCC) software, today announced a strategic partnership with Fynancial, a leading social financial platform for the wealth management industry. Through this collaboration, Fynancial will integrate AI Risk’s proprietary AIR-GPT technology into its platform, providing......
Corcentric Appoints Manoj Narayan as Senior Vice President of Order-to-Cash, Payments, and Data Product Management
Finance Fintech News

Corcentric Appoints Manoj Narayan as Senior Vice President of Order-to-Cash, Payments, and Data Product Management

GlobeNewswire
by GlobeNewswire0
Corcentric, a leading global provider of best-in-class procurement and finance solutions, announced today that Manoj Narayan has joined the organization as senior vice president of Product Management, with responsibilities for Corcentric’s Order-to-Cash (O2C), Payments, and Data products within the portfolio. Narayan will also drive the development of Corcentric’s next generation application development......
Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
FusionIQ and interVal Announce Strategic Partnership to Advance Wealthtech Solutions
Cloud Finance Fintech News

FusionIQ and interVal Announce Strategic Partnership to Advance Wealthtech Solutions

PR Newswire
by PR Newswire0
The collaboration expands the technology ecosystem for financial advisors looking to capitalize on the great wealth transfer and grow AUM. FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, today announced a mutual referral agreement with interVal, a......
Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools
Fintech News

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

Business Wire
by Business Wire0
Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced an additional $15.5 million funding round led by Canvas Ventures. This latest infusion of capital, which closes......
FIntegrate Technology Welcomes Industry Veteran, Mike McKenna, as Senior Sales Executive
Finance Fintech News

FIntegrate Technology Welcomes Industry Veteran, Mike McKenna, as Senior Sales Executive

EIN Presswire
by EIN Presswire0
FIntegrate Technology (FIntegrate), the industry leader in cutting-edge loan portfolio tracking and collection recovery software for financial institutions, announced the addition of Mike McKenna as Senior Sales Executive. This addition marks a significant step in the company’s ongoing efforts to expand its market presence, bolster its direct sales organization, and......
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