Search Results for: Strategic Portfolio System

Walnut Insurance Secures $4.6M to Transform Insurance Distribution with Embedded Technology
Finance Fintech Investments News

Walnut Insurance Secures $4.6M to Transform Insurance Distribution with Embedded Technology

Business Wire
by Business Wire0
Walnut is revolutionizing insurance distribution by enabling partner-driven growth through technology solutions for insurers and enterprise businesses Walnut, an innovative force in the insurance distribution industry, today announced the successful close of its latest funding round, securing $4.6M. The investment will be used to expand Walnut’s groundbreaking embedded insurance technology......
Squaretalk and FXBO Join Forces to Transform Broker-Client Interactions
Fintech News

Squaretalk and FXBO Join Forces to Transform Broker-Client Interactions

EIN Presswire
by EIN Presswire0
Squaretalk, a leading global CCaaS software provider, is happy to announce a tactical partnership with FX Back Office, a scalable and fully customizable forex CRM (Customer Relationship Management) system. The collaboration is set to enhance brokers’ service quality, improve operational efficiency, and help them build stronger, more personalized relationships with their......
DAMREV Partners with Doublejack to Revolutionize iGaming Blockchain Tokenization Initiative
Blockchain News

DAMREV Partners with Doublejack to Revolutionize iGaming Blockchain Tokenization Initiative

EIN Presswire
by EIN Presswire0
Partnering to explore blockchain tokenization, aiming to expand digital banking and insurance with innovative financial solutions. DAMREV and doublejack are exploring a partnership to tokenize iGaming assets. This initiative is poised to lead to full-fledged digital banking and insurance solutions, incorporating ISO 20022 compliant wallets and precious metal-backed tokens, aligning with the......
Lyned Technology Begins Rollout with Banks On-Boarded in Europe and South Asia
Banking Finance Fintech News

Lyned Technology Begins Rollout with Banks On-Boarded in Europe and South Asia

EIN Presswire
by EIN Presswire0
Lyned, a pioneering digital payment processing technology, proudly announces the successful onboarding of two banking partners: TechVentures Bank of Romania and Laxmi Sunrise Bank of Nepal. This marks a significant milestone in Lyned’s journey towards global adoption. TechVentures Bank of Romania and Laxmi Sunrise Bank of Nepal have executed Proof of Concept (PoC) Agreements......
Truvius Launches To Provide Next Generation Institutional-Grade Crypto Investment Platform With $3.2M In Funding, Led by Galaxy
Cryptocurrency Investment Services News

Truvius Launches To Provide Next Generation Institutional-Grade Crypto Investment Platform With $3.2M In Funding, Led by Galaxy

PR Newswire
by PR Newswire0
Founded by Former AQR Quants, Truvius Brings Groundbreaking Quant Portfolio Construction and a Suite of Passive and Active Systematic Investment Products for Cutting-Edge Investors Truvius, the company powering systematic investing for digital assets, launched with $3.2M in funding led by Galaxy Ventures. Truvius’ digital asset investment platform and products deliver institutional......
Capstack Technologies Acquires Edge Tradeworks to Offer Whole Loans and Participation Trading on One Platform
Lending News Trading

Capstack Technologies Acquires Edge Tradeworks to Offer Whole Loans and Participation Trading on One Platform

Business Wire
by Business Wire0
The combined platform allows financial institutions of all sizes around the country to access liquidity by trading whole loans and participations in one place for the first time Capstack Technologies Inc. (“Capstack”), the leading loan trading platform for financial institutions, today announced the acquisition of Edge Tradeworks Inc. (“Edge”), an institutional-grade......
Skipify Appoints Payment Industry Veterans from Visa, Airbnb, and PayPal as New COO and VP of Sales
Digital Payments News

Skipify Appoints Payment Industry Veterans from Visa, Airbnb, and PayPal as New COO and VP of Sales

PR Newswire
by PR Newswire0
Skipify, a leading fintech company redefining the checkout experience, is pleased to announce the appointment of Sam Shrauger as the new Chief Operating Officer and Lucy Morse as the new Vice President of Enterprise Sales. Both executives bring extensive payment industry experience from some of the world’s most influential companies across finance, technology......
SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency
Finance Fintech News

SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency

Business Wire
by Business Wire0
The new tool represents SMArtX’s commitment to pioneering a new era in managed account administration with advanced automation and customization. SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announces the launch of its SMArtX Transition Analysis Tool. This innovative solution empowers financial advisors to seamlessly migrate client accounts......
FiVerity Unveils Identity Trust Management Platform to Modernize Security for Community Banks and Credit Unions
Banking News Security

FiVerity Unveils Identity Trust Management Platform to Modernize Security for Community Banks and Credit Unions

PR Newswire
by PR Newswire0
New enhancements create a single electronic location for consumer identity trust, enhanced decision-making, and strategic growth for Banks and Credit Unions. Boston, MA – June 25th, 2024 – FiVerity, a leading innovator in AI Identity Verification and Fraud Prevention, is proud to announce the launch of its Identity Trust Management platform. This groundbreaking solution is designed......
Mexican Fintech Unicorn Clip Announces US$100 Million Investment
Digital Payments Fintech Investments

Mexican Fintech Unicorn Clip Announces US$100 Million Investment

PR Newswire
by PR Newswire0
Clip, Mexico’s leading digital payments and commerce enablement platform, today announced that it has secured an investment round of US$100 million from investment funds managed by Morgan Stanley Tactical Value (“MSTV”) and from one of the largest, most experienced West-Coast mutual fund managers. The investment values Clip in line with the Series D round completed......
1