Search Results for: token

Covius Acquires Clayton Services' Due Diligence and Surveillance Businesses
Business Fintech News

Covius Acquires Clayton Services’ Due Diligence and Surveillance Businesses

Fintech News Desk
Covius Holdings, Inc., a leading provider of technology-enabled solutions to the financial services industry, announced it has acquired Clayton Services, LLC, a leader in loan due diligence and credit risk management surveillance services, from Radian Group Inc. The transaction does not include Five Bridges Advisors, Green River Capital, Red Bell......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates
Business News

New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates

Fintech News Desk
Rising Wealth, the Decline of Employer Pensions Plans, Digitization and Automation Are Drivers Of Industry Growth And Disruption Zoe Financial, a technology-driven marketplace that empowers consumers to make better financial decisions, released a new report that found current growth estimates of the US wealth management market undervalue the financial advisory......
GTreasury Accelerates Growth Through Market-Leading Innovation, Unparalleled Customer Success, and Executive Expansion
Banking News

GTreasury Accelerates Growth Through Market-Leading Innovation, Unparalleled Customer Success, and Executive Expansion

Fintech News Desk
2019 Sees Record Number of Industry Accolades; 2020 Plans Include Adding New Cash Forecasting Capabilities to Gtreasury’s Digital Treasury Management System GTreasury, a digital treasury management platform provider, announced key highlights from 2019 and plans for 2020. “2019 was a record-setting year for GTreasury, with unprecedented growth and the largest number......
Adaptive Insights, a Workday Company, is Recognized as a November 2019 Gartner Peer Insights Customers’ Choice for Cloud Financial Planning and Analysis Solutions
Business News

Adaptive Insights, a Workday Company, is Recognized as a November 2019 Gartner Peer Insights Customers’ Choice for Cloud Financial Planning and Analysis Solutions

Fintech News Desk
Customers rated Adaptive Insights with a 4.6 out of 5 for the Cloud Financial Planning and Analysis Solutions market based on 216 ratings Adaptive Insights, a Workday company, has been named a November 2019 Gartner Peer Insights Customers’ Choice for Cloud Financial Planning and Analysis Solutions. Gartner defines Cloud Financial......
Zywave Acquires InsurTech FrontRunner ITC, Becomes Only Provider to Offer Front-Office Solutions for Independent Insurance Agencies Across All Lines of Business
Business News

Zywave Reports Record Growth, Sets Sights on 2020

Fintech News Desk
Company Releases 2019 Stewardship Report Focused on Innovation, Integrations and Continued Growth Zywave, the leading insurtech provider powering agency growth, released its 2019 Stewardship Report detailing the company’s unprecedented accomplishments over the past year. Highlights from 2019 include two major corporate acquisitions, becoming the leading data provider in the insurance......
Kooltra Appoints James Green as Chief Executive Officer
Currency Exchange News

Kooltra Appoints James Green as Chief Executive Officer

Fintech News Desk
Kooltra, a provider of cloud-based, integrated middle and back office technology for foreign exchange markets, has appointed James “Jay” Green as Chief Executive Officer. Green succeeds founder Adam Katz, who will become Chief Product Officer and lead Kooltra’s product strategy, engineering and product development teams. Read More: Mainbloq Integrates With LGO......
Digital Experience Drives Advisor Engagement, SS&C Report Finds
Business News

Digital Experience Drives Advisor Engagement, SS&C Report Finds

Fintech News Desk
Latest Research Names Fidelity Top Digital Engagement Leader SS&C Technologies Holdings, Inc. released its annual research on the digital behaviors and expectations of financial advisors. The report identifies critical areas where asset managers can improve advisors’ digital experience and provides industry examples of best practices. The study also found that......
Bitcoin SV [BSV] Development Rapidly Grows to Nearly 400 Ventures & Projects Worldwide
Cryptocurrency News

Bitcoin SV [BSV] Development Rapidly Grows to Nearly 400 Ventures & Projects Worldwide

Fintech News Desk
The Bitcoin SV [BSV] ecosystem has rapidly grown to approximately 400 ventures and projects around the world.  According to a regularly-updated chart (prepared by BSV project Peergame) that compiles information from BSV/DEVS, Agora.icu, GitHub and other resources, as of January 19, 2020, there were 394 known companies, services, developer resources, protocol layers and protocol projects......
Telepin Appoints Timothy Roberts as CEO
Business News

Telepin Selected to Power Economic Development and Humanitarian Initiative in Yemen

Fintech News Desk
Yemen’s National Wallet Company seeks Canadian fin-tech’s help to launch financial inclusion project. For the 24 million people displaced by escalating hostilities, access to humanitarian aid is their only protection against deadly famine. Telepin and ONE, the go-to-market brand by the National Wallet Company (NWC), hope to improve that access......
1