Search Results for: Wealth Advisory

Allvue and Octaura Join Forces to Amplify Trading in the Leveraged Loan Market
Finance Fintech News Trading

Allvue and Octaura Join Forces to Amplify Trading in the Leveraged Loan Market

Business Wire
by Business Wire0
Customers Now Have Access to Unparalleled Liquidity Capabilities and Workflow Solutions Allvue Systems, LLC (“Allvue”) and Octaura LL Trading Co., LLC (“Octaura”) proudly announce a strategic, connected solution designed to transform the leveraged loan market. By connecting Allvue’s Trade Order Management System to Octaura’s Electronic Loan Trading platform, this integration......
Jirav Announces Michael Morrison as CEO and Launches New Artificial Intelligence Forecasting Product
Artificial Intelligence Fintech News

Jirav Announces Michael Morrison as CEO and Launches New Artificial Intelligence Forecasting Product

Business Wire
by Business Wire0
Jirav, a leading provider of financial planning and forecasting solutions for accounting, CFO Advisory Firms, and SMBs, is thrilled to announce the appointment of Michael Morrison as its new Chief Executive Officer. With a distinguished career spanning over 25 years in Corporate Performance Management (CPM) and supporting the Office of the CFO,......
Paysafe Announces Finance Leadership Transition
Finance Fintech News

Paysafe Announces Finance Leadership Transition

Business Wire
by Business Wire0
Paysafe Limited, a leading payments platform, today announced that Alex Gersh is moving into an advisory role to the Chief Executive Officer, effective September 4th, and will step down as Chief Financial Officer. Alex will remain with Paysafe in his new role for an undefined period, but at least through......
Artificial Intelligence B2B Banking Digital Payments Finance Fintech Interviews Investments

Global Fintech Series Interview with Christy Johnson, Chief Product Officer at Versapay

Paroma Sen
by Paroma Sen0
Christy Johnson, Chief Product Officer at Versapay talks about the latest trends defining the current payments landscape while sharing her vision for Versapay’s product roadmap in this short chat with Global Fintech Series: ________ Hi Christy, tell us about yourself and your experience in the tech market, what are you most looking......
Envestnet 2024 Advisor Survey Highlights What's Top Of Mind For Advisors As They Future-proof Their Business
Finance Fintech News

Envestnet 2024 Advisor Survey Highlights What’s Top Of Mind For Advisors As They Future-proof Their Business

PR Newswire
by PR Newswire0
Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative Envestnet, a leading provider of integrated technology, data intelligence, and wealth solutions, has released its 2024 Advisor Perspectives Survey, examining the current state of financial advisory practices and anticipated industry trends. Envestnet leverages its......
Omdia Reveals Virtual Assistants as Leading AI Use Case Driving Software Revenue in Financial Services
Artificial Intelligence Fintech News

Omdia Reveals Virtual Assistants as Leading AI Use Case Driving Software Revenue in Financial Services

PR Newswire
by PR Newswire0
The proliferation of artificial intelligence (AI) has afforded banks a multitude of benefits through its automation capabilities, such as efficiency gains, cost savings, and a boost for product innovation and development. According to new research from Omdia, the foremost AI use case in terms of software revenue is virtual assistants, which are projected to generate......
Numeric Raises $10 Million to Transform Accounting with AI
Artificial Intelligence News

Numeric Raises $10 Million to Transform Accounting with AI

PR Newswire
by PR Newswire0
Numeric, an AI-powered accounting automation company, has raised $10 million in a Seed round from Founders Fund, Menlo Ventures, 8VC, Long Journey, Friends & Family Capital, and more to fuel product development and hiring. Numeric has quickly become a leader in accounting automation. Hundreds of private and public companies – including Brex, Plaid, and Wealthfront – leverage Numeric to......
Manchester-based Fintech, Lemon Raises £500k In Pre Seed Funding
Fintech News

Manchester-based Fintech, Lemon Raises £500k In Pre Seed Funding

Fintech News Desk
by Fintech News Desk0
Led by SFC Capital and Pitchdrive, the funding round enables Lemon to continue building a strong SaaS management platform designed to help SMEs manage their SaaS subscription spend. Using Lemon, SMBs can expect to save up to 20% on their SaaS spending. Today, Manchester-based fintech, Lemon, is announcing it has......
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......
1