Search Results for: Wealth management

Docupace Unveils Reimagined User Experience and Enhanced Platform Empowering Users Like Never Before
Banking Fintech News

Docupace Unveils Reimagined User Experience and Enhanced Platform Empowering Users Like Never Before

PR Newswire
by PR Newswire0
New Modern, Intuitive and Intelligent Experience will Accelerate Delivery, Increase Adoption and Boost Operational Scale Docupace, the trailblazer in back-office automation software for wealth management enterprises, proudly announces the launch of its next-generation user interface (UI) and user experience (UX) initiative – a leap forward designed to turbocharge productivity, fuel......
Fintech Platform for the Underserved Middle Class Surfin Raises US$12.5 Million from Insignia Ventures Partners, as it Sustainably Uplifts 60 Million lives across 3 Continents
Fintech News Technology

Fintech Platform for the Underserved Middle Class Surfin Raises US$12.5 Million from Insignia Ventures Partners, as it Sustainably Uplifts 60 Million lives across 3 Continents

PR Newswire
by PR Newswire0
Surfin, a financial technology platform dedicated to serving the underserved middle class, has raised $12.5 million from Insignia Ventures Partners. This funding round comes as Surfin announces its service to 60 million individuals across eight countries on three continents, with approximately $2.7 billion in cumulative transactions. Founded in 2017 and headquartered in Singapore, Surfin......
BetaNXT Modernizes Corporate Actions Experience
Finance Fintech News

BetaNXT Modernizes Corporate Actions Experience

PR Newswire
by PR Newswire0
Leveraging the power of the combined BetaNXT capabilities, the end-to-end, modular solution enhances operational efficiency, reduces errors and ensures compliance and transparency BetaNXT, a provider of wealth management infrastructure solutions with real-time data capabilities and an enhanced advisor experience, has unveiled a suite of capabilities designed to address the complexities......
FusionIQ Commences Next Stage of Growth Strategy with Appointment of Eric Noll as CEO and Successful Completion of New Fundraising Round
Cloud Finance Fintech News

FusionIQ Commences Next Stage of Growth Strategy with Appointment of Eric Noll as CEO and Successful Completion of New Fundraising Round

PR Newswire
by PR Newswire0
Seasoned financial services leader to accelerate market penetration with additional fresh capital as lead investors recapitalize FusionIQ, a leader in the delivery of cloud-based wealth management solutions, today announced the launch of the next stage of its growth strategy with the appointment of Eric Noll as Chief Executive Officer and the successful......
PNC Bank Launches Akoya Integration for PINACLE Connect to Provide More Secure, Transparent Data Access for Corporate Clients
Banking Fintech News

PNC Bank Launches Akoya Integration for PINACLE Connect to Provide More Secure, Transparent Data Access for Corporate Clients

PR Newswire
by PR Newswire0
PNC Bank and Akoya announced the expansion of their existing integration to support corporate data sharing through the Akoya data access network. This feature enhances the ability of corporate clients to securely share their financial data with third parties, including fintechs and data aggregators, that power platforms they use to......
FusionIQ Achieves SOC 2 Type II Compliance, Reinforcing Commitment to Data Security
Compliance management News Security

FusionIQ Achieves SOC 2 Type II Compliance, Reinforcing Commitment to Data Security

PR Newswire
by PR Newswire0
Wealthtech Leader Delivers Peace of Mind Cybersecurity for Financial Advisors and Institutions FusionIQ, a leader in the delivery of cloud-based wealth management solutions proudly announces its achievement of SOC 2 Type II compliance, a significant milestone in the company’s ongoing commitment to data security and privacy. This certification demonstrates FusionIQ’s......
Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life
Investment Services News Trading

Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life

PR Newswire
by PR Newswire0
Addepar Elevates RIA Efficiency and Client Service with Powerful Platform Upgrades Addepar, a leading global technology and data platform for investment professionals, announced the launch of Addepar Trading, Dashboards, and other design enhancements to streamline advisor workflows and deliver deeper insights for clients. In today’s evolving market, these tools empower......
BNY Releases The Voice of Community Banks Survey
Finance Fintech News

BNY Releases The Voice of Community Banks Survey

PR Newswire
by PR Newswire0
The survey looked at the current state of community banks across the country—and the findings reveal what community banks need to stay competitive and help their communities thrive The Bank of New York Mellon Corporation, a global financial services company, released today the results of a 2024 survey of community......
InvoiceCloud Appoints Jed Maczuba as Chief Technology Officer
Digital Payments Fintech News

InvoiceCloud Appoints Jed Maczuba as Chief Technology Officer

Business Wire
by Business Wire0
InvoiceCloud, a leading solution for digital bill payment services, has appointed Jed Maczuba as Chief Technology Officer. As CTO, Maczuba will accelerate the development and execution of new products, features, and functionality designed to help drive increased value for InvoiceCloud customers and partners across the utility, government, and insurance industries.......
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