Search Results for: Financial institution

WBI and CyborgTech Introduce "Portfolios On Demand": A Groundbreaking SaaS Model Portfolio Workstation for Financial Advisors
Fintech Investment Services News

WBI and CyborgTech Introduce “Portfolios On Demand”: A Groundbreaking SaaS Model Portfolio Workstation for Financial Advisors

Business Wire
by Business Wire0
A New Era in Financial Advisory Begins, Streamlining and Personalizing Portfolio Construction WBI, a foremost provider of investment management solutions, and its software affiliate CyborgTech, a vanguard in advanced financial technology, proudly unveil “Portfolios On Demand”, an innovative SaaS model portfolio workstation. This game-changing offering is poised to revolutionize the......
Zoe Financial Selects BridgeFT's WealthTech API to Power Its Data Connectivity and Infrastructure
Finance Fintech News

Zoe Financial Selects BridgeFT’s WealthTech API to Power Its Data Connectivity and Infrastructure

PR Newswire
by PR Newswire0
Zoe will use BridgeFT’s WealthTech-as-a-Service offering to remedy the complex, disjointed tech stacks that plague many high-performing advisors BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors to deliver better, data-driven outcomes for their clients, announced that Zoe Financial, a wealth......
Roc360 Further Expands its Leading Portfolio of Brands with Acquisition of Origination Assets of Civic Financial Services
Investment Services Lending News

Roc360 Further Expands its Leading Portfolio of Brands with Acquisition of Origination Assets of Civic Financial Services

PR Newswire
by PR Newswire0
Roc Capital Holdings LLC, a vertically integrated platform for residential real estate investors and a leading originator of business-purpose loans nationwide, announced it has purchased the origination assets of Civic Financial Services, a subsidiary of Pacific Western Bank. Under the terms of the transaction, CIVIC, one of the leading institutional......
Reltio Unveils Out-of-the-Box Solutions for Financial Services and Insurance Organizations
Finance InsurTech News

Reltio Unveils Out-of-the-Box Solutions for Financial Services and Insurance Organizations

Business Wire
by Business Wire0
New velocity packs with industry-specific data models, predefined configurations for financial services and insurance significantly accelerate implementation times Reltio, the leading cloud-native, SaaS, modern data management company, makes it possible for companies to gain optimal value from their core data quickly — and thrive — even during turbulent economic times. Now,......
nCino and Zest AI Create Strategic Partnership to Bring More Efficiency to Financial Services
Banking Cloud News

nCino and Zest AI Create Strategic Partnership to Bring More Efficiency to Financial Services

GlobeNewswire
by GlobeNewswire0
Partnership seeks to harness the power of artificial intelligence (AI) to produce faster and more equitable lending decisions with better risk assessment for financial institutions of all sizes nCino, Inc., a pioneer in cloud banking for the global financial services industry, announced a strategic partnership with Zest AI, the leader......
CUSO Financial Announces Partnership with Harvard University Employees Credit Union
Finance Fintech News

CUSO Financial Announces Partnership with Harvard University Employees Credit Union

PR Newswire
by PR Newswire0
$1 billion university credit union chooses wealth management firm for its significant experience with start-up programs CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) is pleased to announce a multi-year agreement with Harvard University Employees Credit Union (HUECU) to provide wealth management services to their members. HUECU exclusively serves the Harvard community,......
PYOR Raises $4 Million to Accelerate Global Institutional Participation in Digital Assets
Digital Asset Management News

PYOR Raises $4 Million to Accelerate Global Institutional Participation in Digital Assets

PR Newswire
by PR Newswire0
The funding round was led by crypto asset venture firm Castle Island Ventures PYOR (Power Your Own Research), a pioneer in enabling high-fidelity data and insights for the digital assets industry, announced $4 million USD of funding in its seed round. The raise was led by Castle Island Ventures, with further investment......
PNC Bank Expands Financial Wellness Offerings with PNC Student Debt Solution, Powered by Candidly
debt collection Finance News

PNC Bank Expands Financial Wellness Offerings with PNC Student Debt Solution, Powered by Candidly

PR Newswire
by PR Newswire0
Holistic Platform Developed to Help Employees Plan, Fund, Repay, Save on Education PNC Bank, N.A. announced an expansion of its financial wellness offerings for clients through the introduction of PNC Student Debt Solution, powered by Candidly, a student debt and savings optimization platform. PNC Student Debt Solution offers client company......
Vault Announces the Launch of the All-in-One Online Financial Platform for Canadian Small Businesses and Entrepreneurs
Banking Fintech News

Vault Announces the Launch of the All-in-One Online Financial Platform for Canadian Small Businesses and Entrepreneurs

Business Wire
by Business Wire0
Business owners now have access to a full suite of financial products and services to manage their businesses across borders, without fees or minimum balances Vault, the all-in-one online financial platform for small-to-medium sized business (SMBs), announces its official launch and widespread availability across Canada. Founded in late 2021 by Saud......
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