Search Results for: digital management tools

Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform
Digital Payments Finance News

Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform

Fintech News Desk
Redi2’s Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base Envestnet announced that it has acquired Redi2 Technologies, Inc. (Redi2), a leading provider of revenue management and hosted fee-billing solutions in the......
Estate Planners Globally Now Have a Comprehensive and Practical Client-Based Approach to Digital Estate Planning
Digital Payments News

Estate Planners Globally Now Have a Comprehensive and Practical Client-Based Approach to Digital Estate Planning

Fintech News Desk
Digital Asset Entanglement: Unraveling the Intersection of Estate Laws & Technology explores how digital assets impact estate and succession planning and how organizations can manage in our immersive digital age Sharon Hartung, Captain (Ret’d), PEng, TEP, founder of Your Digital Undertaker and recognized as one of the leading and original voices......
Crescent Raises $5Million Pre-Seed Round, Launches Platform to Help Companies Improve Cash Management
Cryptocurrency News

Crescent Raises $5Million Pre-Seed Round, Launches Platform to Help Companies Improve Cash Management

Fintech News Desk
Crescent, a fintech best known for crypto-backed high yields, has announced it raised a $5M pre-seed round from strategic angels and tech founders including Anchorage Digital CEO Nathan McCauley launches platform to help companies improve cash management. Spend management and sustainable growth are amongst the hottest topics in Silicon Valley right now. Tech......
Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium's UK and International Business
Investment Services News

Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
Morningstar, Inc., a leading provider of independent investment research, has completed its acquisition of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai from Praemium Limited for £35 million, subject to completion adjustments. Across its U.K. and international business, Praemium offers proprietary, friction-free technology and services that enable advisers to outsource......
American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients
Fintech Funding Investment Services News

American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients

Fintech News Desk
Digital advice services will now complement American Century’s robust investment offerings of mutual funds, ETFs, advisor-led portfolios and other investment solutions Marstone, Inc., a leading digital wealth technology firm, announced a commercial relationship with American Century Investments, the $230 billion* global asset manager, providing clients with Marstone’s digital wealth management......
New Research Uncovers Digital Security Opportunity for Banks and Credit Unions
Banking News

New Research Uncovers Digital Security Opportunity for Banks and Credit Unions

Fintech News Desk
Uncertain About What to Do if Identity is Stolen, Americans Expect Financial Institutions to Help A new report for the financial services industry from intelligent identity security firm Sontiq, a TransUnion company, highlights how the increasing sophistication of cybercrime and the public’s concern is driving consumer expectations of their financial institutions — creating......
Alternative Investment Institutions Increasing Investment in Digital Transformation with Embedded Security; Partnering with MSPs Critical to Success
Digital Payments Finance News

Alternative Investment Institutions Increasing Investment in Digital Transformation with Embedded Security Partnering with MSPs Critical to Success

Fintech News Desk
ECI Announces New Research on the State of Digital Transformation and Cybersecurity in the Alternative Investment Market ECI, the leader in public cloud and cybersecurity managed services for the global financial services industry, recently commissioned IDC to write the white paper “Cybersecurity and Digital Transformation of Global Alternative Asset Institutions: A......
Flowdesk, the French Digital Asset Financial Technology Provider, Raises $30 Million to Expand Its Infrastructure and Trading Platform
Digital Payments News

Flowdesk, the French Digital Asset Financial Technology Provider, Raises $30 Million to Expand Its Infrastructure and Trading Platform

Fintech News Desk
Active in the cryptocurrency sector for several years, the four co-founders of Flowdesk, Guilhem Chaumont, Paul Bugnot, François Cluzeau and Balthazar Giraux have been working in this sector since 2017 after careers in banking, algorithmic trading, engineering and entrepreneurship. During their respective experiences, they were marked by the siloing and......
North Jersey Federal Credit Union Chooses Lumin Digital for Enhanced Digital Banking Services
B2B Digital Payments News

North Jersey Federal Credit Union Chooses Lumin Digital for Enhanced Digital Banking Services

Sudipto Ghosh
 Lumin Digital has announced North Jersey Federal Credit Union (NJFCU) signed a multi-year agreement for Lumin’s Cloud-native platform for online and mobile digital banking solutions. Starting in July, Lumin Digital will support the credit union’s more than 24,000 members and more than $262 million in assets. At the time of......
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