Search Results for: digital management tools

Docupace Announces Availability of Digital Adoption Bundles for Wealth Management
Fintech News

Docupace Announces Availability of Digital Adoption Bundles for Wealth Management

Fintech News Desk
Broker-dealers and RIAs now can bundle a suite of digital tools to streamline operations form leading vendors for remote adoption for Q2 2020 Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is announcing the availability of a suite of Digital Adoption Bundles that lower......
Mastercard and Samsung Partner to Enable Digital Inclusion
Banking Business Fintech News

Mastercard and Samsung Partner to Enable Digital Inclusion

Fintech News Desk
Mastercard Pay on Demand enables safe, secure consumer financing for Samsung Galaxy devices Mastercard announced a global partnership with Samsung to enable digital access to consumers and small businesses in emerging markets through its extensible Pay on Demand platform. “This partnership with Mastercard is our way of making that future......
TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion
Fintech News

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion

Fintech News Desk
New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms Registered Investment Advisors seeking alpha now have access to modern trading tools that enable an advisor to quickly streamline an advisor’s day-to-day operations. TradePMR, a technology and custodial services provider that works exclusively with Registered Investment......
Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs
Fintech News

Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs

Fintech News Desk
InvestCloud White Allows RIAs to Run Entire Business Via One Platform and TAMPs to Support Dozens of Others At its 2020 Conference, InvestCloud announced the launch of InvestCloud White, a digital platform for wealth management and turnkey asset management programs (TAMPs). InvestCloud White is a complete solution for the wealth management space,......
Unqork and TransferWise Are Latest Fintech Leaders to Join Finxact Marketplace
Banking News

FirstBank Selects Finxact Core-as-a-Service to Power Rapid Innovation of New Digital Offerings

Fintech News Desk
2nd Largest Bank in Colorado Continues its Innovative Streak Embracing Cloud-native Core Finxact, the emerging leader in Core-as-a-Service banking, announced that FirstBank, one of the largest privately held banks in the United States with over $19 billion in assets and 119 locations throughout Colorado, Arizona, and California, will launch new digital banking products and services on......
InFront Compliance Launches Next-Gen Vendor Risk Management Platform
News Risk Management

InFront Compliance Launches Next-Gen Vendor Risk Management Platform

Fintech News Desk
Regtech solution to ease compliance burden and streamline operations for organizations operating in highly regulated industries InFront Compliance, Inc. (“InFront”), a technology-forward provider of vendor risk management solutions, today announced its official launch. Founded by seasoned technology lawyers with a deep understanding of the fast-evolving regulatory landscape, InFront offers a......
Intuit ProConnect Announces Karbon Partnership to Deliver Intuit Practice Management to Tax Professionals
Business Fintech News

Intuit ProConnect Announces Karbon Partnership to Deliver Intuit Practice Management to Tax Professionals

Fintech News Desk
Intuit adds new partner to advance capabilities in ProConnect Tax Online and Lacerte, deliver automated tasks and optimize workflows for tax professionals Intuit ProConnect is announcing Intuit Practice Management powered by Karbon, to continue accelerating software capabilities for tax professionals. Karbon, a practice management solution and advanced work and communications......
TCS Positioned as a Leader in Finance and Accounting Digital Capability Platform Solutions by Everest Group
Business News

TCS Positioned as a Leader in Finance and Accounting Digital Capability Platform Solutions by Everest Group

Fintech News Desk
Tata Consultancy Services’ Compelling Vision, Proprietary Solutions, Consultative Approach, and MFDMTM Maturity Assessment Model, Cited as Key Strengths Tata Consultancy Services, a leading global IT services, consulting and business solutions organization, has been recognized as a Leader in the Everest Group PEAK Matrix for Finance and Accounting (F&A) Digital Capability......
Source-to-Pay Leaders Host Supply Management Executive Forum at ISM2020
Fintech News

Source-to-Pay Leaders Host Supply Management Executive Forum at ISM2020

Fintech News Desk
Former UN Ambassador Nikki Haley and former Secretary of Defense Gen. James Mattis to speak “It’s an exciting time for Supply Management groups everywhere,” said Corcentric Senior Vice President of Source-to-Pay Joe Payne, “this should make for perhaps the most exciting ISM Conference and ExecIn Forum yet.” In addition to sponsoring......
Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum
Banking News

Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum

Fintech News Desk
The Wealth APAC forum – IPWM & IFWM China Awards 2019 were hosted in Shanghai by WEALTH Magazine on December 18, 2019. The forum brought together 100 well-known experts from the Asian Pacific wealth management community and executives from top financial institutions in the region who engaged in in-depth research and discussions on the current status......
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