Search Results for: Strategic Portfolio System

BingX Partners with CoinTracking to Simplify Tax Reporting
Cryptocurrency News

BingX Partners with CoinTracking to Simplify Tax Reporting

PR Newswire
BingX, a leading global cryptocurrency exchange, is pleased to announce its integration with CoinTracking, a comprehensive cryptocurrency portfolio management and tax reporting platform. This strategic partnership aims to provide BingX users with a streamlined solution for tracking their crypto investments and generating accurate tax reports. CoinTracking is a leading crypto portfolio tracker and tax software in the market. CoinTracking......
CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union
Finance News

CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union

PR Newswire
$1.8 Billion Credit Union Joins Financial Institution Focused Wealth Management Firm CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Clearview Federal Credit Union. Clearview serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania. Clearview......
Harris Williams Advises Made4net on its Sale to Ingka Group
Investment Services News

Harris Williams Advises Made4net on its Sale to Ingka Group

PR Newswire
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Made4net, a portfolio company of Thompson Street Capital Partners (TSCP), on its sale to Ingka Group, IKEA’s largest franchisee and owner of 482 IKEA stores in 31 countries. Made4net is a global leader in cloud-based warehouse......
tru Independence Launches truView, Part of Its New EAS Platform
Fintech Investment Services News

tru Independence Launches truView, Part of Its New EAS Platform

Fintech News Desk
In a crowded advisory platform landscape, tru understands that advisors crave a partner who cares for them as passionately as they care for and protect their own clients tru Independence, a $9 billion national independent advisory community, announces the launch of truView, which will power a new Experience As a......
NYMBUS Raises $70 Million in Series D Funding, Bolstered by New and Returning Investors
Fintech Fintech Funding News

NYMBUS Raises $70 Million in Series D Funding, Bolstered by New and Returning Investors

Business Wire
NYMBUS, a premier provider of cutting-edge financial technology solutions, is proud to announce the completion of its Series D funding round of $70 million, made up of new and repeat investors. This round was led by global software investor Insight Partners and bolstered by additional investments from Nymbus clients ConnectOne......
Line Financial Revolutionizes Financial Inclusion with AI-Driven Approach
Fintech News Risk Management

Line Financial Revolutionizes Financial Inclusion with AI-Driven Approach

PR Newswire
Line Financial Creator of Americas #1 Smart Wallet AppTM, expands its AI capabilities to capture $10 Trillion in Annual Spending Power at the Bottom of the Pyramid in the US Line Financial, a public benefit corporation and developer of America’s #1 Smart Wallet AppTM, announced it is expanding the AI......
Preludd Payment Services, Future Leader in Instore Payment Sector After the Purchase of Canadian Amadis
Digital Payments News

Preludd Payment Services, Future Leader in Instore Payment Sector After the Purchase of Canadian Amadis

Business Wire
Preludd Payment Services, a leading player in the instore payment industry, has strengthened its service offering and entered the Global market by acquiring Amadis. Preludd Payment Services, has completed the acquisition of Amadis, a leading provider of EMV card-present payment acceptance solutions. With this acquisition, the company now offers solutions......
Build Hyper-Personalized Fintech Experiences with Velmie
Banking Fintech News

Build Hyper-Personalized Fintech Experiences with Velmie

Fintech News Desk
Velmie, a banking technology provider, released its brand new front end technology framework to enable hyper-personalized experiences for banks and fintechs. Recent studies, including one conducted by Epsilon, reveal that 80% of consumers are more likely to purchase from brands that provide personalized experiences. Additionally, a staggering 90% of consumers......
ApeX Pro Drives Industry-First Partnership With AstraBit to Bring Decentralization to Automated Trading
News Trading

ApeX Pro Drives Industry-First Partnership With AstraBit to Bring Decentralization to Automated Trading

GlobeNewswire
Non-custodial and permissionless decentralized exchange (DEX) ApeX Pro has partnered with AstraBit, a leading provider of automated trading and portfolio management software, to merge the worlds of decentralization and automated trading on a single, one-stop platform. The industry-first partnership will see the fresh integration of a DEX with a full-service suite......
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