Search Results for: portfolio analytics

Insight Partners and Partners Group to Make a Strategic Investment in Precisely
Investment Services News

Insight Partners and Partners Group to Make a Strategic Investment in Precisely

Fintech News Desk
Leveraging the new investment and backing from existing sponsors Clearlake, TA Associates, and Centerbridge Partners, Precisely is poised to expand market leadership in data integrity software Precisely, a global leader in data integrity software, announced that Insight Partners and Partners Group, acting on behalf of its clients, have signed a definitive......
KlariVis Announces New Relationship With Ephrata National Bank
Analytics Banking News

KlariVis Announces New Relationship With Ephrata National Bank

Fintech News Desk
KlariVis, a fast-growing enterprise dashboard and analytics solution for the financial services industry,  announced its new relationship with Ephrata National Bank as a key analytics tool for the bank’s future. KlariVis compiles and aggregates high-value, actionable data into an intuitive, user-friendly enterprise dashboard. The KlariVis platform provides financial institutions of all......
Trona Valley Federal Credit Union and Lumin Digital Announce Partnership for Enhanced Digital Banking Services
Banking News

Trona Valley Federal Credit Union and Lumin Digital Announce Partnership

Fintech News Desk
Lumin Digital, a PSCU company, announced that Trona Valley Federal Credit Union (Trona Valley) has signed a multi-year agreement for Lumin Digital’s cloud-native platform for online and mobile digital banking solutions. Lumin Digital will support Trona Valley’s more than 23,000 members and more than $320 million in assets once the credit union......
Victory-Insurance-Expands-its-MGA-Program-to-47-States-in-Under-Two-Months-with-Insurity’s-Highly-configurable-‘Workers’-CompXPress’-Solution
Digital Payments News

Victory Insurance to Expand Digital Payment Optionality for Policyholders via Insurity’s Sure Claims Payments Service

Fintech News Desk
Insurity’s cloud-native and API-enabled claims payment solutions will accelerate Victory’s mission of delivering a modern, digital experience for policyholders Insurity, a leading provider of cloud-native and fully-configurable policy, billing, claims, and analytics software, announced that workers’ compensation carrier Victory Insurance has selected Sure Claims Payments to expand digital payment optionality......
TransUnion Completes Acquisition of Verisk Financial Services
Fintech News

TransUnion Completes Acquisition of Verisk Financial Services

Fintech News Desk
Together, Verisk Financial and TransUnion create a “full wallet view” of consumer spend and produce actionable new insights into consumer behavior for participating customers TransUnion announced that it has completed the acquisition of Verisk Financial Services, the financial services business unit of Verisk, for $515 million. Leading financial institutions, payment......
LinkSquares Secures $100 Million in Series C Funding Led by G Squared
Artificial Intelligence Fintech Funding News

LinkSquares Secures $100 Million in Series C Funding Led by G Squared

Fintech News Desk
Funds will accelerate company’s vision to serve as the singular hub for legal teams LinkSquares, the company behind the AI-powered contract management platform of choice, announced it has raised $100 million in Series C financing led by G Squared, with participation from new investor G2 Venture Partners as well as......
Orbis Systems Releases OneView, a Revolutionary All-in-One Solution for Advisors
Fintech News

Orbis Systems Releases OneView, a Revolutionary All-in-One Solution for Advisors

Fintech News Desk
Orbis Systems, Inc., a subsidiary of ViewTrade Holding Corp. and leading fintech company, announces the launch of OneView, an all-in-one advisory platform. OneView is designed for investment managers, brokers, and family offices that manage multiple accounts or multiple custodians. It simplifies day-to-day activities and workflow, enabling users to easily view......
Citi Announces Agreement to Sell Its Consumer Businesses in India to Axis Bank Limited
Banking News

Citi Announces Agreement to Sell Its Consumer Businesses in India to Axis Bank Limited

Fintech News Desk
Transaction Marks Eighth Announced Sale by Citi in Asia Pacific Region Since Announcing Strategy Refresh Citi announced that it has reached an agreement with Axis Bank Limited (Axis) for the sale of Citi’s consumer businesses in India. Axis was selected by Citi following an extensive and competitive auction process. The......
Prime Trust Launches Beta for the First All-In-One IRA Solution
Cryptocurrency Digital Asset Management News

Prime Trust Launches Beta for the First API-Supported, All-In-One IRA Solution

Fintech News Desk
Through a single integration point, the Prime Trust Crypto IRA gives access to all the tools needed to onboard, fund accounts, and hold or trade crypto with tax benefits Prime Trust, the leading provider of financial infrastructure for fintech and digital asset innovators, announced a beta program for Prime Trust......
Trust Payments Signs Deals With Leading ISOs to Introduce New eCommerce Platform Stor to US Merchants
E-commerce News

Trust Payments Signs Deals With Leading ISOs to Introduce New eCommerce Platform Stor

Fintech News Desk
Trust Payments, the disruptive leader in fintech specializing in frictionless payments and value-added services, announces that it has signed new deals with leading ISOs including Provident Advisor Group – which enables them to sell Stor direct to their merchants, effective immediately. Under the deal, the ISOs will be able to equip......
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