Search Results for: financial management

INX Collaborates with BitGo to Introduce Institutional-Grade Wallet Management Solution for Digital Securities
News Security

INX Collaborates with BitGo to Introduce Institutional-Grade Wallet Management Solution for Digital Securities

PR Newswire
by PR Newswire0
INX is Enabling Institutional Investors to Fully and Confidently Participate in the Security Token Market and the Greater Digital Economy The INX Digital Company, Inc., a broker-dealer and inter-dealer broker, announced that it has launched a pilot enterprise-level wallet management solution for regulated security tokens through a collaboration with its......
FinancialForce Rebrands to Certinia, The ‘Single Source of Certainty’ for Services Businesses
Business Finance News

FinancialForce Rebrands to Certinia, The ‘Single Source of Certainty’ for Services Businesses

Business Wire
by Business Wire0
Company has Evolved Beyond Its ERP Roots and Extended Its PSA Leadership to Offer a Comprehensive Technology Platform for Services Businesses FinancialForce, the platform for services businesses, announced that it has changed its name to Certinia to align with the company’s evolution and delivery of a comprehensive Services-as-a-Business (SaaB) platform.......
Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise
Banking News

Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise

Business Wire
by Business Wire0
Forward Bank, a community financial institution serving Central and Northern Wisconsin, has selected Total Expert to enhance marketing activities and digital onboarding efforts and grow deeper customer relationships. By leveraging Total Expert’s purpose-built customer engagement platform, Forward Bank will proactively communicate with customers and guide them throughout their financial journey. “We are......
Dynasty Financial Partners To Launch Dynasty Investment Bank
Banking News

Dynasty Financial Partners To Launch Dynasty Investment Bank

Business Wire
by Business Wire0
Facing Substantial Demand for Investment Banking Services, Firm to Provide M&A Advisory Services to RIAs Inside and Outside of the Dynasty Network Dynasty Financial Partners announced the launch of Dynasty Investment Bank. Going forward, the firm will leverage its M&A and capital strategies capabilities to offer buy-side and sell-side advice......
Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose
Finance News

Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose

Fintech News Desk
by Fintech News Desk0
Firm Offers Financial Plans That Empower Clients To Live Their Lives With Purpose Partridge Wealth, a wealth management firm dedicated to helping values-driven clients pursue their life’s purpose, announced its launch. Prospective clients are invited to learn how they can work to achieve their financial goals while staying true to......
First Rate Acquires Wealth Management Platform and Partners for Compliance
Compliance management News

First Rate Acquires Wealth Management Platform and Partners for Compliance

Fintech News Desk
by Fintech News Desk0
As part of First Rate’s ongoing strategy to expand its WealthTech footprint, First Rate acquires performance reporting and portfolio management assets from InvestEdge, and announces a strategic partnership with InvestEdge for Compliance Solutions First Rate, a leading wealthtech services provider to the wealth management industry, announced the acquisition of certain......
WeTrade Group Inc Plans to Launch a Global Universal Card VM Card to Further Expand Its Overseas Financial Business
Fintech News

WeTrade Group Inc Plans to Launch a Global Universal Card VM Card to Further Expand Its Overseas Financial Business

PR Newswire
by PR Newswire0
WeTrade Group Inc., a global diversified “software as a service” technology service provider committed to providing technical support and digital transformation tools for enterprises across different industries, announced that the Company will launch a global universal consumer card, VM Card. The VM Card is a payment product developed based on......
Global Fintech Innovator Kakao Pay Makes Investment In Siebert Financial Corp.
Investment Services News

Global Fintech Innovator Kakao Pay Makes Investment In Siebert Financial Corp.

Business Wire
by Business Wire0
Kakao Pay announced an agreement to purchase a 19.9% stake of Siebert of newly issued shares on April 27, 2023, and subject to shareholder and regulatory approval, Kakao Pay will acquire an additional 31.1% of Siebert of newly issued shares Siebert Financial Corp. announced that it has entered into an agreement......
Fusion Risk Management Announces Strategic Growth Investment from Great Hill Partners
News Risk Management

Fusion Risk Management Announces Strategic Growth Investment from Great Hill Partners

Business Wire
by Business Wire0
Fusion Risk Management, Inc., a leading provider of cloud-based operational resilience, business continuity, and risk management software and services, announced a strategic growth investment from Great Hill Partners, a leading growth-oriented private equity firm. The majority investment will allow Fusion to enhance its go-to-market and product innovation capabilities, while continuing......
New Cerillion Launch Revolutionises CSP Loyalty Management
Finance Fintech News

New Cerillion Launch Revolutionises CSP Loyalty Management

PR Newswire
by PR Newswire0
Cerillion, a leading provider of BSS/OSS-as-a-Service solutions to the telecoms industry, announced the general availability of Cerillion 23.1, which transforms customer engagement by integrating loyalty management within the core BSS/OSS. The new Loyalty Manager component enables communications services providers (CSPs) to offer rewards to their customers in real-time, including for......
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