Search Results for: Platform Product Management

YCharts-and-Savant-Wealth-Management-Enhance-Partnership-To-Elevate-Client-Engagement-With-Streamlined-Proposal-Generation
Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
by Business Wire0
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
Charles-Schwab-Named-Best-Investing-Platform-Overall-by-U.S.-News
Fintech Investments News

Charles Schwab Named Best Investing Platform Overall by U.S. News

Business Wire
by Business Wire0
Schwab was also awarded Best Investing Platform for Stock Trading, Best Investing Platform for Options Trading, and Best Investing Platform for Forex Trading. Charles Schwab has been recognized as the Best Investing Platform Overall by U.S. News & World Report in their 2024 U.S. News Money Awards – the second......
Manifold Secures $15 Million in Investment and Launches AI-Powered Platform to Accelerate Clinical Research
Investment Services News

Manifold Secures $15 Million in Investment and Launches AI-Powered Platform to Accelerate Clinical Research

PR Newswire
by PR Newswire0
The funding will be utilized to accelerate clinical research. Manifold, an AI-powered clinical research platform, announced a $15 million Series A. Led by TQ Ventures, the funding round also includes new investors Calibrate Ventures and SK Ventures, notable founders and CEOs including healthcare leader Dr. Sachin H. Jain and existing investors including......
Zycus-develops-Generative-AI-powered-source-to-pay-platform-in-collaboration-with-Microsoft
Artificial Intelligence Finance Fintech News

Zycus develops Generative AI powered source to pay platform in collaboration with Microsoft

Business Wire
by Business Wire0
This integration is a step towards an ongoing effort to build the world’s first generative AI-powered S2P platform. Zycus, a global leader in cognitive procurement technology solutions, set another new milestone by announcing integration with Microsoft Azure OpenAI Service. This integration is a step towards an ongoing effort to build......
Tally-Launches-Credit-Card-Debt-Management-Platform-For-Partners
Finance Fintech News

Tally Launches Credit Card Debt Management Platform For Partners

Business Wire
by Business Wire0
With the launch of Tally’s credit card debt management platform, Tally will sunset its direct-to-consumer loan portfolio; the Tally Line of Credit will now be offered through its partner network. Tally, a fintech startup known for helping people diligently pay down their credit card debt, today announced the release of......
Luma-Financial-Technologies-Announces-a-Collaboration-with-BNY-Mellon’s-Pershing-to-Provide-Next-Level-Annuity-Management-Solutions
Finance Fintech News

Luma Financial Technologies Announces a Collaboration with BNY Mellon’s Pershing to Provide Next-Level Annuity Management Solutions

Business Wire
by Business Wire0
Through Pershing’s award-winning custodial platform, NetX360 ®+, advisors will be able to access Luma’s educational materials, analytics, and suitability tools to help them streamline and manage sales activities for all annuity product types. Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and BNY Mellon’s......
Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform
Blockchain News

Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform

PR Newswire
by PR Newswire0
Lockchain.ai’s SaaS platform provides always-on due diligence and risk monitoring for asset managers and traders seeking real-time security status of the assets they trade. Lockchain.ai, the AI-powered Blockchain Risk Management platform, has announced its official launch from stealth to bring automated risk management solutions to traders, investors, and fund managers......
IBI Investment House Selects ViewTrade's NextGen Platform to Fuel New Retail Trading Capabilities
News Trading

IBI Investment House Selects ViewTrade’s NextGen Platform to Fuel New Retail Trading Capabilities

PR Newswire
by PR Newswire0
By tapping into NextGen’s suite of front- and back-end capabilities, IBI’s trading and wealth management customers will benefit from a refreshed, modern user experience providing seamless functionality for trade execution. ViewTrade Holding Corporation (“ViewTrade”) and IBI Investment House (“IBI”) announced a strategic partnership to provide IBI clients with unprecedented access......
FourKites-Leverages-Clari’s-AI-powered-Revenue-Platform-to-Drive-Financial-Excellence-and-Improve-Customer-Success
Artificial Intelligence Finance Fintech News

FourKites Leverages Clari’s AI-powered Revenue Platform to Drive Financial Excellence and Improve Customer Success

Business Wire
by Business Wire0
Clari plays an important role in FourKites’ continued growth by helping the company maximize retention and achieve predictable revenue via an accurate renewals forecasting model. Clari today announced that leading real-time supply chain visibility provider FourKites, which has been running its enterprise-wide revenue processes with Clari’s industry-leading revenue platform for......
Varo Bank Introduces Two New Financial Products
Banking News

Varo Bank Introduces Two New Financial Products

Fintech News Desk
by Fintech News Desk0
With Varo, Americans find an innovative way to reduce money worries and take control of finances from a bank that has built a fully integrated system to support successful money management instead of encouraging spending and growing debt. Varo Bank, N.A., the first nationally-chartered consumer tech bank in the U.S.,......
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