Search Results for: Financial Advisor

First Rate Selects FinMason to Deliver Third-Party ESG Data
Fintech Investment Services News

Enhance Selects FinMason to Deliver Sophisticated Investment Analytics

FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has been selected by Enhance Group, a specialist reporting and advice provider for global fiduciaries, to deliver portfolio and security-level investment analytics that will present a complete picture of the......
IMA Recognizes Success of Finance Professionals as Part of International Management Accounting Day Celebrations
Fintech News

IMA Recognizes Success of Finance Professionals as Part of International Management Accounting Day Celebrations

IMA(Institute of Management Accountants), is celebrating International Management Accounting Day on May 6, 2020. This initiative aims to honor members of the management accounting community for their efforts in providing organizations with financial expertise, enabling them to thrive and create value for their organizations. Read More: Analyticom Introduces a Scientific Model That......
Thirdware & Strategic IQ Announce Partnership to Integrate Technology With Business Transformation
Business Fintech News

Thirdware & Strategic IQ Announce Partnership to Integrate Technology With Business Transformation

Thirdware Solution Inc, a leading provider of digital transformation solutions, is announcing a major partnership with Strategic iQ Solutions (www.siqllc.com), a leader in Enterprise Performance Management (EPM) and Business Process Integration Solutions. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor (PRNewsfoto/Thirdware Solution Inc.) (PRNewsfoto/Thirdware Solution......
Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic
Fintech InsurTech Investment Services News

Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic

Succession Resource Group, Inc. (SRG) is excited to announce the launch of LendingWell on Monday, May 4, 2020. LendingWell is a free online platform dedicated to helping independent Registered Investment Advisors, Registered Representatives, CPAs, and insurance agents and agencies find the right lender for their financing needs. LendingWell matches advisors with......
BlackLine Reveals CEO Succession Plan
Fintech News

BlackLine Unveils Quick-Deployment Remote Audit Package To Help Customers Prepare For Audits With Confidence In Uncertain Times

Solution and services package based on leading practices offered free on limited basis, as many face remote audits for the first time With continued macroeconomic uncertainty from the coronavirus pandemic and auditors restricted from traveling, many Finance & Accounting (F&A) teams face the prospect of preparing for audits from home......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Capital Markets Fintech News

Addepar Announces Alternatives Marketplace

Marketplace makes it easy to view, transact and manage financial products through an integrated digital experience Addepar, a leading technology platform for wealth management, announced the launch of Marketplace. This new application within the Addepar platform allows clients to view and assess a range of offerings and digitally initiate transactions......
Fiserv Enables ExxonMobil to Facilitate Commerce Within Google Pay App
Currency Exchange Fintech Mobile Banking News

STAR Increases PINless Transaction Approval Limits to Provide Consumers Additional Touch-Free Purchasing Opportunities

Fiserv, a leading global provider of payments and financial services technology solutions, announced that it will temporarily increase PINless transaction approval limits from $50 to $100 for eligible transactions on its STAR debit payments network. This change, implemented in response to COVID-19, will increase the number of transactions that can be......
Rony Grushka Joins Capitolis Board of Directors
Capital Markets Fintech News

Rony Grushka Joins Capitolis Board of Directors

Markit Co-Founder Brings Over 20 Years of Financial Information & Technology Experience to the FinTech Start Up as Board Member and Advisor Capitolis, the innovative financial technology company that is reimagining how global capital markets operate, announced the appointment of financial technology industry leader Rony Grushka to its Board of......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Fintech News

Investview (“INVU”) Enters Into $11 Million Stock Purchase with Strategic Fintech Partner

Investview, a global distributor of financial education tools, content, research and technology, has entered into a securities purchase and intellectual capital transaction with a financial services and technology investment fund to purchase $11 million of its common stock in a private placement. The terms of the share purchase agreement are......
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