Search Results for: Financial Advisor

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group
Finance Investment Services News

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group

PR Newswire
by PR Newswire0
New Solutions to Help Maximize Tax-Efficiency and Drive Investment Flexibility SEI announced the addition of two tax-managed strategies to its suite of models featuring Capital Group. The SEI Tax-Managed Strategies and SEI U.S. Focused Tax-Managed Strategies—both with the American Funds—deliver the ability to actively tax-loss harvest and offer flexible investment solutions......
Cardless Announces $75 Million Credit Facility From i80 Group
Fintech News

Cardless Announces $75 Million Credit Facility From i80 Group

PR Newswire
by PR Newswire0
The fintech company that provides custom co-branded credit card products also received angel investment from The Points Guy founder, Brian Kelly San Francisco-based financial technology firm, Cardless, Inc announced a new debt deal with i80 Group, securing a three-year $75 million credit facility. The deal is a warehouse facility that will enable......
Capchase Launches Buy Now, Pay Later Product to Supercharge Business Growth for SaaS Companies
Digital Payments Finance News

Capchase Launches Buy Now, Pay Later Product to Supercharge Business Growth for SaaS Companies

PR Newswire
by PR Newswire0
Launch occurs as 50% of SaaS companies report increased delays in closing contracts, with 40% reporting longer payment collection times Capchase, the leading provider of non-dilutive growth capital, announced the launch of Capchase Pay, a financing and payment product created to decrease the length of Software-as-a-Service (SaaS) sales cycles and......
Coalfire Compliance Report Unveils the Next Horizon In Compliance
Cloud Compliance management News

Coalfire Compliance Report Unveils the Next Horizon In Compliance

PR Newswire
by PR Newswire0
Compliance Automation Now Mission-Critical to Managing and Monetizing Multiple Frameworks Coalfire released its new Securealities 2023 Compliance Report developed in partnership with Informa’s Omdia research division. The report captures the changes in today’s world of compliance, detailing how 300+ security leaders are addressing compliance investments, organization governance, framework updates, tooling, automation, and......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Vymo Joins the LIMRA Roster to Empower the Insurance Community
InsurTech News

Vymo Joins the LIMRA Roster to Empower the Insurance Community

PR Newswire
by PR Newswire0
Through the membership, Vymo will help insurers understand emerging distribution trends and challenges to help navigate the shifting business landscape Vymo, the leading Sales Engagement Platform for Insurance, has announced its membership with LIMRA, the largest trade association supporting the insurance and related financial services industry. Despite carriers investing millions of......
StoneTurn Partners with Chainalysis Enhancing Investigative Services in Crypto
Cryptocurrency News

StoneTurn Partners with Chainalysis Enhancing Investigative Services in Crypto

Business Wire
by Business Wire0
StoneTurn, a leading global advisory firm, announced an enhancement to its Cryptocurrency Investigations and Intelligence offering with the blockchain data platform, Chainalysis. StoneTurn utilizes Chainalysis’ investigative software, Reactor, as well as the vast and far-reaching database that powers Reactor in its financial crimes investigations and intelligence services. In turn, Chainalysis will be able......
Wolters Kluwer Offers Risk and Compliance Insights on Recent Bank Failures
News Risk Management

Wolters Kluwer Offers Risk and Compliance Insights on Recent Bank Failures

Business Wire
by Business Wire0
Recently published commentaries offer context, perspective in wake of banking disruptions Recently published commentary by Wolters Kluwer regulatory and risk management experts is helping shed light on not only the likely causes behind several recent bank failures, but the warning signs evident as these failures first materialized—as well as suggestions......
Bancroft Capital Expands its Suite of Banking Services With the New Investment Banking Team
Banking News

Bancroft Capital Expands its Suite of Banking Services With the New Investment Banking Team

Business Wire
by Business Wire0
Bancroft Capital, a certified Service-Disabled Veteran-Owned Small Business (SDVOSB) specializing in Institutional Brokerage and Capital Markets services, announced the addition of a new Investment Banking Team. “We welcome Jason, Rob, Josh, and Kyle to an already strong banking team. This added suite of services can ensure continued success – which......
Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers
Investment Services News

Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers

Business Wire
by Business Wire0
Evooq, the Swiss-based wealth management software services company specialising in risk analytics, portfolio construction, and advisory platforms, and Titanbay, the private markets investment platform for sophisticated investors, have announced a partnership to provide a comprehensive private markets solution to private banks and wealth managers. “Joining forces with Titanbay enables our......
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