Search Results for: Platform Product Management

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs
Investment Services News

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs

PR Newswire
by PR Newswire0
New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX The retirement groups within Morningstar Investment Management LLC (“Morningstar Retirement”), a subsidiary of investing insights firm Morningstar, and Envestnet, a leading......
Origin Launches Mint Alternative: the First Personal Finance Platform that Offers Expert Guidance through AI Chat
Finance News

Origin Launches Mint Alternative: the First Personal Finance Platform that Offers Expert Guidance through AI Chat

GlobeNewswire
by GlobeNewswire0
Origin, the startup reimagining financial wellness for all, announced that it has launched the first personal finance platform to provide holistic tracking of net worth, AI-powered financial guidance, automated investing, easy tax filing, estate planning, and the option to meet with a Certified Financial Planner(CFP). Origin fills the void left......
Ascend to Serve as a Financial Operations Automation Platform for Acrisure
Fintech News

Ascend to Serve as a Financial Operations Automation Platform for Acrisure

PR Newswire
by PR Newswire0
Ascend announced that Acrisure, the global Fintech leader, will leverage its premier financial operations automation platform. Initially, Acrisure will leverage Ascend to streamline billing, financing, and carrier payable workflows within its small commercial lines accounts. Ascend’s cutting-edge platform features comprehensive automation of accounts receivable and accounts payable workflows within the......
Vitamin's Financial Services Portfolio Continues to Grow with Addition of KlariVis SaaS Product
Banking News

Vitamin’s Financial Services Portfolio Continues to Grow with Addition of KlariVis SaaS Product

PR Newswire
by PR Newswire0
– Data Analytics Company Taps Vitamin For Website Overhaul + Hosting Vitamin, a leading digital-first integrated marketing agency celebrating its 20th anniversary, recently completed a website overhaul for KlariVis, a rapidly-growing SaaS provider. KlariVis continues to experience substantial year-over-year client growth, emphasizing its significant impact on the community banking industry. Created by veteran......
Wealthbox Releases Integration with LPL Financial's ClientWorks Platform
Fintech News

Wealthbox Releases Integration with LPL Financial’s ClientWorks Platform

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announced its live integration with ClientWorks, LPL Financial’s advisor technology platform. Starting , the integration with ClientWorks provides LPL-affiliated advisors with visibility into client account information and demographic data from directly within Wealthbox to help streamline their work. “We’re grateful for our......
Highnote Expands Payment Platform to Power Consumer Credit Programs
Digital Payments News

Highnote Expands Payment Platform to Power Consumer Credit Programs

GlobeNewswire
by GlobeNewswire0
Setting the standard in payments, Highnote’s modern platform and robust program management now support consumer credit capabilities to transform the end-to-end credit experience Highnote is proud to announce the expansion of our industry-leading debit, prepaid, and fleet issuing card platform to power consumer credit card products. Designed and developed by Highnote’s......
Big Data Featured Fintech Fintech Primers

What Is Fintech Data Management?

Pooja Choudhary
by Pooja Choudhary0
Introduction Processing a wide variety of financial data is at the heart of fintech. Data from multiple sources can be brought together in one place with the help of a unified data architecture. This allows for in-depth analysis and strategic decision-making that takes into account all available information. It reduces......
Open Wealth Platform Flanks secures an $ 8m Series A round led by Earlybird
Fintech News

Open Wealth Platform Flanks Secures An $ 8 Million Series A Round Led By Earlybird

PR Newswire
by PR Newswire0
Flanks, an API for automated wealth services, has secured $ 8m in a Series A round led by Earlybird Venture Capital, and followed by the existing investors JME Ventures and 4Founders Capital. Raffaele Terrone, Co-Founder of the Italian FinTech unicorn Scalapay, and Martin Kassing, Co-Founder and CEO of Upvest, supported the round as angels.......
Creative Force Raises $8.9M in Series A Funding to Transform E-Commerce Content Production with Generative AI
Fintech Investments News

Creative Force Raises $8.9M in Series A Funding to Transform E-Commerce Content Production with Generative AI

Business Wire
by Business Wire0
Creative Force’s end-to-end, creative operations workflow platform streamlines high-quality e-commerce content production at scale and increases efficiency by up to 30%, freeing creatives to spend more time creating Creative Force, the leading end-to-end creative operations workflow platform for e-commerce retailers and brands, today announced it has raised $8.9 million in......
Deal Box Platform Simplifies $867 Trillion Tokenization Opportunity
Finance News

Deal Box Platform Simplifies $867 Trillion Tokenization Opportunity

GlobeNewswire
by GlobeNewswire0
A 100-page report issued by the World Economic Forum estimates the tokenization market to be worth $867 trillion with an expected 80x growth rate by 2030. A 100-page report issued by the World Economic Forum estimates the tokenization market to be worth $867 trillion with an expected 80x growth rate......
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