Search Results for: Wealth management

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Top 10 Accounting Software Best Suited for B2B Companies

Fintech News Desk
by Fintech News Desk0
Improving data accuracy, maintaining compliance, improved staff productivity, higher revenues and exploring newer opportunities are some of the core benefits of adopting an accounting software. Finance and account management is a critical task for any business. We live in a technology prone era, we need to adapt to the latest......
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The Impact of COVID-19 on Broker Dealers (And Where It Hurts)

Michael Higgins
by Michael Higgins1
It has been a long and grueling 3 months since the first COVID-19 case reared its head in the United States. When the first deaths were reported, no one could have predicted the global impact it would have. Quarantine efforts in China were minimized but once the disease began to......
PureFacts Financial Solutions Closes $20 Million Financing Round
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PureFacts Partners With Cascades Financial Solutions, a Retirement Income Planning Tool That Provides Tax-efficient Decumulation Strategies

Fintech News Desk
by Fintech News Desk0
PureFacts Financial Solutions, a leading provider of mission-critical wealth tech solutions, has taken an ownership stake in Cascades Financial Solutions Inc. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor PureFacts has taken an ownership stake in Cascades Financial Solutions, a powerful retirement income......
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The Rise of Contactless Payments

Paroma Sen
by Paroma Sen0
Contactless payments, often referred to as tap-and-go by some banks have been around for a while. Payment systems like credit cards, debit cards, smart payments cards have been in the market for a long time and do fall under this (still evolving) category. However, the number of businesses and individual......
Pagaya Announces Expansion to U.S. West Coast
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Pagaya Announces Expansion to U.S. West Coast

Fintech News Desk
by Fintech News Desk0
Executive Hires Expand Pagaya’s Growing Originations Team Into Phoenix and Los Angeles Pagaya, a global financial technology company using artificial intelligence (AI) to reshape asset management, announced its expansion to the U.S. West Coast with the appointments of Jason Hass as Senior Vice President of Originations and Mike Cannatella as......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
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Private Client Resources (PCR) and FINARTIS team to deliver a complete Front-to-Back Experience to Private Banks, Asset Managers and Family Offices internationally

Fintech News Desk
by Fintech News Desk0
Global Solution integrates PCR’s data aggregation capabilities with FINARTIS’s comprehensive Investment Management platform Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high net worth (UHNW) families and institutions announced a partnership with FINARTIS SA, the leading Swiss-Based provider of investment management and risk reporting......
Tequity's Client VennScience Has Been Acquired by PureFacts
Fintech News

Tequity’s Client VennScience Has Been Acquired by PureFacts

Fintech News Desk
by Fintech News Desk0
Tequity, an M&A advisory firm with an exclusive focus on global enterprise software and IT companies, acted as the exclusive financial advisor to VennScience, a full-service Salesforce consultancy headquartered in Portsmouth, New Hampshire, in their acquisition by PureFacts Financial Solutions, a leading provider of mission-critical wealthtech solutions. This strategic acquisition enriches and extends PureFacts’......
SmartStream Strengthens Its Presence in Asia With the Senior Appointment of Victoria Harverson
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SmartStream Strengthens Its Presence in Asia With the Senior Appointment of Victoria Harverson

Fintech News Desk
by Fintech News Desk0
SmartStream Technologies, the financial Transaction Lifecycle Management (TLM) solutions provider, strengthens its presence in Southeast Asia and Hong Kong with the appointment of Victoria Harverson. In her leadership role she joins the sales team in the regional head office based in Singapore, and reports to Radha Pillay, Head of Sales Apac. Read......
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