Search Results for: Investment Management

QuinStreet, Inc. Announces QuinStreet Rating Platform's First Customer, Plymouth Rock's Direct-Response Channel
Business Fintech News

QuinStreet, Inc. Announces QuinStreet Rating Platform’s First Customer, Plymouth Rock’s Direct-Response Channel

Fintech News Desk
by Fintech News Desk4
QuinStreet, Inc., a leader in performance marketplace products and technologies, announces that High Point Brokerage Company, Inc., the direct response insurance agency of carrier Plymouth Rock, is the first agency to integrate its innovative new QuinStreet Rating Platform (QRP), unveiled last month. High Point Brokerage participated in QRP’s development and......
Basware Enhances Procurement Solution, Customizes Interface for Distinct User Types
Business News

Basware Enhances Procurement Solution, Customizes Interface for Distinct User Types

Fintech News Desk
by Fintech News Desk0
Further Enables 100% User Adoption for 100% Spend Visibility Basware has introduced a new version of Basware Purchase to help customers further increase user adoption and, in effect, their ability to gain 100% spend visibility and maximize their return on investment as well. This enhanced version adds two new levels of......
Phoenix American Financial Services Announces New Client Partnership with One Wall Partners
Business News

Phoenix American Financial Services Announces New Client Partnership with One Wall Partners

Fintech News Desk
by Fintech News Desk0
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with real estate investment firm One Wall Partners (“OneWall”). Phoenix will support OneWall with its industry leading fund accounting services platform. OneWall will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience......
ScoreSense Leverages Machine Learning to Take Its Customer Experience to the Next Level
Fintech News

ScoreSense Leverages Machine Learning to Take Its Customer Experience to the Next Level

Fintech News Desk
by Fintech News Desk9
One Technologies Partners With Arrikto to Uniquely Tailor Its Scoresense Consumer Credit Platform to Each Individual Customer To provide customers with the most personalized credit experience possible, One Technologies, LLC has partnered with data management innovator Arrikto Inc. to incorporate Machine Learning (ML) into its ScoreSense credit platform. “To truly......
Slope Software Raises $1 Million to Scale Its Actuarial Modeling Platform
Fintech Funding Fintech Startups News

Slope Software Raises $1 Million to Scale Its Actuarial Modeling Platform

Fintech News Desk
by Fintech News Desk0
Slope’s Platform Helps Insurance Companies Perform the Difficult Task of Quantifying Risk by Enabling Their Actuaries to Do Better Analysis in a Fraction of the Time. Slope Software, an insurtech startup aiming to modernize actuarial software, announced that it has raised a $1,000,000 seed round investment led by tech venture fund......
Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
by Fintech News Desk0
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
Equity Analysts and Portfolio Managers Gain Unrivaled Access to Transactional Data Through ARM Insight’s New Research Tool – Enlightmint
Business Fintech News

Equity Analysts and Portfolio Managers Gain Unrivaled Access to Transactional Data Through ARM Insight’s New Research Tool – Enlightmint

Fintech News Desk
by Fintech News Desk0
Empirical Data from Millions of Card Transactions Illustrates Consumer Spending Trends Consumer Transaction Data is Directly Sourced, Safe and Statistically-Accurate – Ensuring Complete Compliance to Privacy Mandates Self Service-Portal Can Be Tailored to Specific Companies, Tickers or Industries ARM Insight, the leading provider of actionable insights from financial data, announced......
PeerStreet Promotes Ellen Coleman to Chief Financial Officer
Banking News

PeerStreet Promotes Ellen Coleman to Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Previously EVP of Finance, Coleman Brings Extensive Mortgage Finance Experience to the Company’s C-Suite PeerStreet, a platform for investing in real estate backed loans, has promoted Ellen Coleman to Chief Financial Officer. Coleman joined the company a year ago as EVP of Finance. As CFO, she’ll oversee a variety of......
dv01 Appoints Craig Phillips as Senior Advisor
Banking Fintech News

dv01 Appoints Craig Phillips as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Former Counselor to US Secretary of the Treasury to Provide Strategic Advice to Leadership Team dv01, the world’s first end-to-end data management, reporting and analytics platform offering loan level transparency and insight into lending markets, announced that Craig Phillips has joined the company as a Senior Advisor. Craig will assist dv01’s......
Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline
Fintech News

Riskalyze Announces “Regulation Best Interest” Solution at FSI OneVoice

Fintech News Desk
by Fintech News Desk0
New Reg BI Functionality Built Into Riskalyze Select and Elite Will Assist Wealth Management Enterprises in Addressing All Four Components of the Rule  Riskalyze announced brand new functionality and workflows as upgrades to its Riskalyze Select and Elite products to help financial advisors and wealth management enterprises address all four......
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