Search Results for: manage clients

YCharts Adds Coronavirus Data to Help Investors Track Economic Impact
Banking Fintech News

MatchMove Submits Application For A Digital Full Bank License

Fintech News Desk
by Fintech News Desk0
Move is the natural next step to scale their innovative Banking-as-a-Service platform MatchMove, one of the pioneer Singapore headquartered fintech companies offering a ‘Banking-as-a-Service’ platform,  confirmed that it has submitted an application for a Digital Full Bank License (“DFBL”) to the Monetary Authority of Singapore (“MAS”). In many ways, MatchMove......
Carver Edison Expands Senior Leadership Team
Artificial Intelligence Banking Fintech News

Bottomline Technologies, Numerated, Bank of America and Citibank Win 2020 Monarch Innovation Awards

Fintech News Desk
by Fintech News Desk0
Bottomline Technologies, Numerated, Bank of America and Citibank are winners in Barlow Research’s 2020 Monarch Innovation Awards. The winners were chosen based on their innovative products and features. Read More: Executives Explore Disruptions in Fraud Trends, Securing Online Channels and Mobility Payments in Transit The Monarch Innovation Awards (www.MonarchInnovationAwards.com) are unique......
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Fintech News

Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help With Volatile Markets

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with Covisum, a financial technology company enabling thousands of advisors to provide better answers for retirees and pre-retirees. Covisum will leverage FinMason’s robust analytical engine to calculate and deliver their heavy-tailed......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Fintech News

Truelytics Offers up Its New Emergency Continuity Solution (TrueContinuity) Free of Charge to Current Customers to Help Alleviate Client Anxiety Due to the COVID-19 Outbreak

Fintech News Desk
by Fintech News Desk0
Truelytics, a B-to-B Enterprise SaaS company serving the wealth management industry, announced that it is inviting its independent broker-dealers, RIAs, and individual financial advisors to access the firm’s emergency continuity solution, TrueContinuity, free of charge to existing enterprise clients, and a greatly reduced rate to new clients, for the remainder......
Carver Edison Expands Senior Leadership Team
Fintech Investment Services News

Magnifi Announces Former Charles Schwab CEO David Pottruck as Executive Co-Chairman

Fintech News Desk
by Fintech News Desk0
Enters Next Phase of Strategic Growth with a Focus on Enterprise Partnerships  Magnifi, an investment search platform using natural language and data science to simplify the vetting and selection process of mutual funds, ETFs and model portfolios, announced David Pottruck, former Chairman of HighTower Advisors and former CEO of Charles Schwab,......
AmBank Group implements Kamakura Risk Manager for Basel 3 LCR and NSFR
Fintech News Risk Management

Addepar Announces $40 Million in New Financing

Fintech News Desk
by Fintech News Desk0
Investment from WestCap Group to support continued business growth Addepar, a leading technology platform for wealth management, announced an investment of $40 million by WestCap Group (“WestCap”). The investment was led by Laurence Tosi (“L.T.”), a member of Addepar’s Board of Directors for the past two years as well as WestCap’s founder and managing partner, and by Scott Ganeles,......
Tradeshift Engage Accelerates Full Supply Chain Digitization With Seller-Focused Incentives
Business Fintech News

Integreon Provides Enhanced Global Remote Work Solution During Coronavirus Pandemic, Leveraging SecureReview Data Security Platform

Fintech News Desk
by Fintech News Desk0
The Coronavirus has drastically changed business on an international scale. In response, Integreon, a global alternative legal services and business managed services provider, announced that the company has enhanced its ability to service clients remotely by offering a highly secure work from home (WFH) environment. This environment continues to provide all......
Rackspace Technology and Collinson Transition Australia’s Largest Bank to the Cloud to Improve Customer Experience
Blockchain Fintech News

Xalles Holdings to Acquire Minervaworks

Fintech News Desk
by Fintech News Desk0
Xalles Holdings, a fintech holding company leveraging blockchain technology for financial reconciliation and payment auditing solutions, announces that it has executed a Share Purchase Agreement to acquire 100% of MinervaWorks Holdings, Inc., an Atlanta based technology company. Read More: Former U.S. Secretary of Commerce, Penny Pritzker, Doubles Down on Payments Infrastructure......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Fintech News

Fiserv to Enhance Omni-commerce Experience With Acquisition of Bypass Mobile

Fintech News Desk
by Fintech News Desk0
Combination will build on existing integration and facilitate new digital commerce use cases Fiserv, a leading global provider of payments and financial services technology solutions, announced the acquisition of Bypass Mobile (“Bypass”), an independent software vendor (ISV) and leading innovator in enterprise point-of-sale systems. The acquisition of Bypass will help......
The Financial Data Exchange Releases First Major Update to FDX API, Makes Fourth Version of Standard Available Immediately
Fintech News

Gravity Software Announces Multi-Currency and Enhanced Multi-Entity Accounting

Fintech News Desk
by Fintech News Desk0
Gravity’s Version 5.1 Includes Advanced Financial Reporting Functionality  Gravity Software (Gravity), a robust mid-market cloud accounting solution announced its latest release, Version 5.1 of its popular application. Two of the major updates include the addition of Multi-Currency management and enhanced Multi-Entity Reporting. Read More: Kreditech Rebrands to Monedo as It Steps......
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