Global Fintech Interview with Steven McKean, Co-founder and CEO at ApexEdge
There’s A lot That will Inspire New Trends in B2B Sales and Marketing, Catch more from the Experts:...
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AdvicePay Expands Further Into Enterprises With Salesforce Integration
AdvicePay’s fee-for-service business technology now integrated into the leading CRM platform for advisor enterprises and XLR8’s customized wealth management overlay for financial advisors AdvicePay, the leading payments platform for fee-for-service financial planning designed exclusively for financial advisors, announced today a new technology integration with Salesforce, one of the most popular......
Planful and Acumatica Partner to Bring Modern, Cloud-Based FP&A to Customers
Leader in Cloud Financial Planning and Analysis Becomes Top Planning Extension for Acumatica’s Cloud ERP Solution Planful Inc., the pioneer of financial planning and analysis (FP&A) cloud software, announced it has partnered with Acumatica to give users of both platforms an industry-leading solution for tightly integrated, cloud-based ERP (Enterprise Resource Planning)......
Confident in Managing Liquidity, Organizations Still Face Challenges Forecasting
Most responding C-suite and other executives (84.6%) feel confident in their organizations’ abilities to manage cash and liquidity, according to a Deloitte poll. But as uncertainty persists, it’s important for organizations to continue to improve and strengthen their cash and liquidity management abilities so as not to provide a false sense......
BlockFi Names Lei Lei Director of Institutional Sales – Real Money Clients
BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, today announced that Lei Lei has joined the company as Director of Real Money Clients, Institutional Sales to cover endowments, pension funds, asset managers, insurance companies, corporate entities, and sovereign wealth......
HiFi Launches Fixed-rate Cryptocurrency Lending and Borrowing Application
Enables Wrapped BTC collateral with USDC borrowing On the heels of its latest rebrand, HiFi (formerly Mainframe), today launched its fixed-rate cryptocurrency lending protocol, which enables anyone to create fungible debt obligations on the ethereum blockchain. Fixed-rate lending options give investors the opportunity to better map out finances and trading strategies. Additionally,......
iCapital Network® and CAIA Association Partner To Launch AltsEdgeTM – An Alternative Investing Education Program For Financial Advisors
Innovative education initiative offers research-based, CE-accredited modules to prepare advisors to optimize the use of alternatives in client portfolios iCapital Network1, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Chartered Alternative Investment Analyst (CAIA) Association, the professional body......
Discover Recognized As The First Digital Bank To Meet Bank On’s Certification Standards
Cashback Debit, the online checking account from Discover, was recently certified by the national nonprofit organization, Cities for Financial Empowerment (CFE) Fund. The CFE Fund’s mission is to improve the financial stability of low and moderate income households by embedding financial empowerment strategies into local governments. The CFE Fund developed......
Titan Raises $12.5M Series A, Led by General Catalyst, Bringing Total Funding to $16M
The company will use the capital to expand their investing platform and team. Titan, the New York-based technology company building the operating system for active investment management to rival giants Fidelity and BlackRock, announced today that it has raised a $12.5 million Series A funding round led by General Catalyst,......
Grayscale Investments® Expands Leadership Team with C-Suite Hires
The firm names a new Chief Operating Officer, Chief Compliance Officer, and Chief People Officer Grayscale Investments®, the world’s largest digital currency asset manager, announced the official appointment of three new C-suite hires: Hugh Ross as Chief Operating Officer, Benjamin Melnicki as Chief Compliance Officer, and Angela Romano Kuo as......