Search Results for: Portfolio Management

Visual Lease Launches VL University, an On-Demand Virtual Training Center
Fintech News

Visual Lease Launches VL University, an On-Demand Virtual Training Center

Fintech News Desk
by Fintech News Desk0
Self-service, video-based instruction helps customers maximize the use of their lease lifecycle management solutions Visual Lease, the leader in lease accounting and management software, today announced the release of its self-service online training center, VL University (“VLU”), to provide easily accessible, on-demand video resources that demonstrate how to effectively use......
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
Fintech Investment Services News

SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform

Fintech News Desk
by Fintech News Desk0
Over 60 new Strategies from Fidelity Institutional Asset Management, Northern Trust Investments, and Vanguard Group  SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management platform (TAMP), continues to expand its roster of available investment strategies with the addition of industry stalwarts......
CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
Business Fintech News Risk Management

CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally

Fintech News Desk
by Fintech News Desk0
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX: CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
Kasasa “Report Card” Provides Actionable Insights to Financial Institution Clients
Business Fintech News

Kasasa Partners with NXTsoft’s OmniConnect Marketplace to Deliver Seamless Loan Experience to Community Financial Institutions

Fintech News Desk
by Fintech News Desk0
Partnership provides real-time consumer access to Kasasa Loan status Kasasa®, an award-winning financial technology and marketing provider, has partnered with NXTsoft, the market leader in API connectivity, to enhance the lending process for community banks and credit unions and their borrowers. Read More: iCapital Network Divests Right to Acquire Private Client......
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Informa Financial Intelligence Banking Division Named Financial Benchmarking & Omnichannel Experience (FBX)

Fintech News Desk
by Fintech News Desk0
Informa Financial Intelligence, a leading provider of solutions for financial services professionals, today announced its banking division branded as Financial Benchmarking & Omnichannel Experience (FBX). FBX unifies Informa Financial Intelligence’s delivery of competitive performance data and customer journey research, providing financial institutions a comprehensive assessment of their competitive position and......
FirePower Capital Secures Over C$250 Million Commitment Through Finitive Platform
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FirePower Capital Secures Over C$250 Million Commitment Through Finitive Platform

Fintech News Desk
by Fintech News Desk0
Finitive, a financial technology platform providing institutional investors with direct access to alternative lending investments, is pleased to announce that FirePower Capital, a Canadian investor in mid-market private debt and private equity, as well as a provider of M&A advisory services, secured a multi-year capital arrangement from an institutional investor via......
Call For Partners: Unbound Launches New Partner Program
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Call For Partners: Unbound Launches New Partner Program

Fintech News Desk
by Fintech News Desk0
The New Program Offers Additional Business Revenue For Partners Looking To Advance Their Security Portfolio Unbound Tech, the global leader in cryptographic infrastructure, today announced a call for partners to enable managed service providers, system integrators, resellers, and technology partners to drive increased services revenue and new security solutions. Read......
Class Limited Selects BillingPlatform to Automate and Modernize Billing Processes for Leading Wealth Accounting Software
Fintech News

Class Limited Selects BillingPlatform to Automate and Modernize Billing Processes for Leading Wealth Accounting Software

Fintech News Desk
by Fintech News Desk0
Highly configurable, cloud-based platform supports Class’s diverse subscription and consumption business models and integrates with its Salesforce and NetSuite systems BillingPlatform, the leading global cloud-based monetization and billing solution provider, today announced it has signed a multi-year agreement with Class Limited, a leader in cloud-based wealth accounting solutions for accountants, administrators......
2021 Ushers In One Of The Biggest Innovations For The Payroll Industry: DailyPay's Off-Cycle Payroll Solution
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With An Unwavering Commitment To Data Security, DailyPay Achieves The Highest Security Certification In The Industry

Fintech News Desk
by Fintech News Desk0
DailyPay, the gold standard in the on-demand pay industry, has achieved the gold standard in security by attaining the ISO/IEC 27001:2013 certification. ISO/IEC 27001:2013, an internationally recognized security standard published in October 2013 by the International Organization for Standardization (ISO) and the International Electrotechnical Commission (IEC), provides the framework for an Information......
Mitchell Expands Claims Automation Capabilities through Open Platform and Collaboration with Tractable
Artificial Intelligence Business Fintech InsurTech

Mitchell Announces Enhanced AutocheX Digital Services Through Collaboration with UpdatePromise

Fintech News Desk
by Fintech News Desk0
Mitchell, a leading provider of technology, connectivity and information solutions to the Property & Casualty (P&C) claims and Collision Repair industries, today announced plans to enhance its AutocheX portfolio of consumer communication services through a joint collaboration with UpdatePromise. In addition to expanding its AutocheX consumer satisfaction index (CSI) service, Mitchell will introduce new digital solutions for......
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