Search Results for: portfolio management applications

Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Fintech Fintech Funding Investment Services News

DiversyFund sees Rapid Growth Amid Global Pandemic

Fintech News Desk
by Fintech News Desk0
Tech-enabled investment platform hits over 13,350 new customers, makes key expansion hires and launches new services DiversyFund, a tech-enabled investment platform providing wealth-building tools to non-accredited investors, has undergone a period of significant growth in 2020 amid the COVID-19 pandemic. The fintech firm, whose mission is to democratize investing in alternatives by......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
by Fintech News Desk0
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
IPC Announces Expanded Partnership with Beeks Financial Cloud
Fintech News

IPC Announces Expanded Partnership with Beeks Financial Cloud

Fintech News Desk
by Fintech News Desk0
IPC, a leading global provider of secure, compliant communications and highly secure cloud solutions for the global financial markets, is proud to announce the expansion of its strategic relationship with Beeks Financial Cloud, an industry-leading provider of managed infrastructure solutions that specializes in low-latency trading environments. Read More: ICON Foundation Announces ICON......
Paya Announces Strategic Acquisition of The Payment Group
Banking Business Fintech News

Paya Announces Strategic Acquisition of The Payment Group

Fintech News Desk
by Fintech News Desk0
Paya, a leading provider of integrated payment and commerce solutions, has announced that it has signed a definitive agreement to acquire The Payment Group (“TPG”). TPG provides integrated payment solutions to more than 600 utility and municipal government clients, linking all payments with their existing accounting and business management software. This marks Paya’s......
Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Fintech News

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud

Fintech News Desk
by Fintech News Desk0
Oppenheimer’s New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management Experience Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.......
Seiling State Bank Signs with Teslar Software to Improve Commercial Lending
Fintech News

50 New Banks Leverage Teslar Software for PPP Forgiveness and Lending Initiatives

Fintech News Desk
by Fintech News Desk0
Fintech helps community banks support their local businesses in time of need Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced today that it has added 50 new clients in the last 90 days. Teslar will help these banks manage......
insightsoftware Acquires France-Based Financial Software Provider Viareport
Fintech News

insightsoftware Acquires France-Based Financial Software Provider Viareport

Fintech News Desk
by Fintech News Desk0
insightsoftware, a global provider of enterprise software solutions for the Office of the CFO, announced it has acquired Viareport, a financial software provider that delivers cloud-based financial consolidation, lease accounting, reporting, and forecasting solutions. Terms of the deal were not disclosed. Read More: GlobalFintechSeries Interview with Jill Homan, President at......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Fintech News

LPL Financial Adds YCharts to Vendor Affinity Program To Strengthen Advisor Investment Research and Client Communication Toolset

Fintech News Desk
by Fintech News Desk0
YCharts, investment research, analytics, and client communications platform, announced it has been selected for inclusion in LPL Financial (“LPL”) Vendor Affinity Program. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash “Today’s investors want more communication from their financial advisors and they want those engagements to be increasingly......
Fintech Investment Services News

Envestnet | Tamarac Named ‘Best-In-Class’ Vendor by Aite Group

Fintech News Desk
by Fintech News Desk0
Tamarac is the Only Vendor to Achieve a ‘Best-In-Class’ Rating for its Portfolio Management & Reporting Platform in Latest Aite Matrix Report Envestnet, Inc. announces that Envestnet | Tamarac (Tamarac) has been named a “Best-In-Class” portfolio management and reporting system vendor in Aite Group’s most recent industry impact report, published in August 2020.......
Cowbell Cyber Launches Partner Program to Provide Policyholders With Closed-Loop Risk Management
Artificial Intelligence Fintech InsurTech News

Cowbell Cyber Unleashes Platform Enhancements, Accelerating Digitization of Cyber Insurance

Fintech News Desk
by Fintech News Desk0
Enhancements Allow for Continuous Underwriting of Bigger Risks, Deliver Value on Day One to Policyholders with Cowbell Insights™ Cowbell Cyber, the industry’s first AI-powered cyber insurance provider for small to mid-sized businesses (SMBs), today announced enhancements to its cyber insurance platform which allows for larger risk underwriting to be done......
1