Search Results for: integrating

Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
by Fintech News Desk0
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
Finastra Strengthens Its Position in Israel With New Office Opening
Fintech News

Finastra Strengthens Its Position in Israel With New Office Opening

Fintech News Desk
by Fintech News Desk6
Launch Celebrated With Fintech Competition to Showcase Israel’s Thriving Financial Community and Drive Innovation on Platform Finastra is investing further in Israel with a new office in Kfar Saba, just outside Tel Aviv. The office, which is home to over 330 employees, offers more space for the Finastra team to grow as the company......
OneStream Named Winner in Ventana Research’s 13th Annual Digital Innovation Awards
Banking Fintech

OneStream Software Launches Predictive Analytics for Financial and Operational Planning

Fintech News Desk
by Fintech News Desk0
New Capabilities Enable Organizations to Plan, Analyze and Predict With Confidence OneStream Software, a leader in Corporate Performance Management (CPM) solutions for mid-sized to large enterprises, has introduced a new predictive analytics solution that provides advanced planning and forecasting capabilities for the OneStream XF platform. Predictive Analytics 123 enables finance......
Micro-Mobility Leader, Helbiz Partners with Alibaba's Mobile and Online Payments Platform, Alipay
Banking Featured Mobile Banking News

Micro-Mobility Leader, Helbiz Partners with Alibaba’s Mobile and Online Payments Platform, Alipay

Abhishek Upadhyay
by Abhishek Upadhyay0
A renowned leader in the field of micro-mobility, Helbiz, recently got into a partnership with Alipay, Alibaba Group’s mobile and online payments platform which serves more than 1.2 billion customers worldwide. This partnership will enable Alipay’s global customers to seamlessly ride Helbiz devices throughout Italy by integrating Alipay’s payment functionality......
Brex Adapts Rewards, Adds SBA Loan Support to Help Customers During COVID-19 Crisis
Banking News

Brex Hires Google Executive Paul-Henri Ferrand as Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Brex, the financial technology company that helps ambitious companies scale, announced the hire of Paul-Henri Ferrand as COO, to lead Brex’s go-to-market function through the company’s next phase of growth and expansion. Ferrand joins Brex from Google, where he was President, Global Customer Operations for Google Cloud. “PH is a......
Charles River Investment Management Solution Integrates ChartIQ for Trade Decision Support
Investment Services News

Charles River Investment Management Solution Integrates ChartIQ for Trade Decision Support

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, announced that the Charles River Investment Management Solution (Charles River IMS) now integrates with ChartIQ, enabling Charles River to provide institutional traders with visualization tools that deliver greater insight into data affecting investment decisions. These capabilities help traders conduct pre-trade technical analysis, gauge......
Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions
Banking Mobile Banking News

Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions

Fintech News Desk
by Fintech News Desk0
Combination Provides Automated Data Aggregation Across Hundreds of Financial Institutions and Fund Managers Directly to an End-To-End Accounting Platform Datafaction, a leader in financial accounting and secure bill pay solutions designed specifically for firms that service Ultra High Net Worth (UHNW) families and individuals, announces a collaboration with Private Client Resources (PCR), the leading......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
by Fintech News Desk0
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......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
Abrigo Partners with Accusoft to Provide an All-in-One Lending & Credit Risk Solution
Fintech News

Abrigo Partners with Accusoft to Provide an All-in-One Lending & Credit Risk Solution

Fintech News Desk
by Fintech News Desk0
Accusoft announced a partnership with Abrigo, a leading technology provider of compliance, credit risk, lending, and asset/liability management solutions. Abrigo needed a viewing solution they could integrate into their existing application to save users time and frustration while ensuring sensitive information was protected from unwanted parties. Read More: Kimbell Royalty......
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