Search Results for: finance management

AAPL and RES.NET Form Strategic Alliance to Deliver Enhanced Default Services to Private Lenders Nationwide
Banking Fintech News

AAPL and RES.NET Form Strategic Alliance to Deliver Enhanced Default Services to Private Lenders Nationwide

Fintech News Desk
Leading private lender association and nationally licensed valuations and default services provider partner to meet private lenders’ increasing demand for default management services  RES.NET, a technology platform specializing in mortgage banking default, and The American Association of Private Lenders (AAPL), the oldest association representing the private real estate lending industry nationally, today......
Fintech News

New generation of Canadian Accountants call for industry to embrace the sector’s rapid technological advancements

Fintech News Desk
NEW Sage research finds nearly half of Canadian accountants and bookkeepers are aware of how new technologies can help make their practices more efficient Sage (FTSE:SGE), the market leader for cloud business management solutions, today released the fourth annual Practice of Now report. The worldwide survey of 3,298 accountants and bookkeepers found that......
Business Investment Services News

Siigo Expands Latin American Presence to Ecuador By Joining Forces with Contífico

Fintech News Desk
Siigo, the leading ERP software company for small- and medium-businesses (SMBs) in Colombia, today announced that it has joined forces with Contífico, the leading ERP provider for SMBs in Ecuador. Siigo, a market leader in Colombia with 35% market share and an established presence in Latin America for over 30 years, continues to realize its goal in......
WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers
Blockchain Fintech Investment Services News

WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers

Fintech News Desk
Investment vouchers help wealth advisors reach the next generation of investors WILLPORTtrust is rolling out a line of blockchain vouchers to provide wealth advisors a new way of reaching upcoming generations of their clients by providing investment assistance to their beneficiaries. Read More: Westpac Group sells Strategic Alliances (“Vendor Finance”) business......
Digital Onboarding, Inc. Raises Series A Round to Help Banks and Credit Unions Build More Engaged and Profitable Relationships
Fintech Investment Services News

Digital Onboarding, Inc. Raises Series A Round to Help Banks and Credit Unions Build More Engaged and Profitable Relationships

Fintech News Desk
 Digital Onboarding, a SaaS technology company that provides a fully automated customer and member engagement platform, announced that it has closed its Series A investment. The round included investments from Detroit Venture Partners and other institutional and individual investors. In connection with the financing, John Philpott, a Partner at FINTOP......
Solovis Virtual Client Conference Attracts Record Turnout from Top Asset Owners and Allocators and Showcases Expanded Value with Nasdaq
Fintech Investment Services News

Solovis Virtual Client Conference Attracts Record Turnout from Top Asset Owners and Allocators and Showcases Expanded Value with Nasdaq

Fintech News Desk
Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, announced record turnout for its annual client conference, kicking off August 25, 2020 and running all week in a virtual environment. Representatives from some of the country’s largest, most innovative endowments, foundations, pension funds,......
CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives
Business Fintech Investment Services News

CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives

Fintech News Desk
CAIS, the leading alternative investment platform, announced an integration agreement with BNY Mellon’s Pershing (“Pershing”), a leading provider of global financial business solutions, to automate manual transaction processes, making it easier and faster for financial advisors to allocate to alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Fintech Funding Investment Services News

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

Fintech News Desk
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the launch of a series of model portfolios available to advisors through the Envestnet Fund Strategist Network (Envestnet). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes of Virtual Data......
Velocity Solutions Appoints John Pechacek as Chief Technology Officer
Fintech News

Velocity Solutions Appoints John Pechacek as Chief Technology Officer

Fintech News Desk
Velocity Solutions announces that John Pechacek has joined the company as Chief Technology Officer. Most recently, John led the software development team for PayScale, Inc., a market leader in compensation software, used by over 8,000 employers ranging from small businesses to Fortune 500 companies. Read More: COVID-19 and Automation are......
IC Federal Credit Union Partners With HT Mobile Apps to Launch Building Bankers App
Mobile Banking News

IC Federal Credit Union Partners With HT Mobile Apps to Launch Building Bankers App

Fintech News Desk
IC Federal Credit Union announced today that it has partnered with HT Mobile Apps (HTMA) to offer Building Bankers, a free, educational mobile application that is designed to demonstrate the benefits of saving to children ages three to 12. Read More: Konica Minolta Business Solutions Asia Accelerates Digital Transformation With Valtatech Partnership The Fitchburg,......
1