Search Results for: analysis capabilities

YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Completes Growth Recapitalization With LLR Partners

Fintech News Desk
Capital to support continued growth of investment analytics and communications platform for financial advisors and wealth managers YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers, today announced LLR Partners completed a growth recapitalization in partnership with the management team. The transaction will support YCharts’ continued organic......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Fintech Investment Services News

Oranj Adds Reporting Feature to Its Platform for Financial Advisors

Fintech News Desk
Investment reports that allow advisors to quickly and easily generate detailed client communications Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced the launch of its new Investment Reporting feature on the Oranj platform. The Oranj Investment Reporting feature is designed to be straightforward,......
TigerWit Expands Services with the Launch of Global Affiliate Program
Cryptocurrency Currency Exchange Fintech News

TigerWit Expands Services with the Launch of Global Affiliate Program

Fintech News Desk
Leading Fintech service provider, TigerWit has announced the launch of its flagship Global Affiliate Program to build on its recent expansion. The new program will enable affiliate partners to benefit from the innovative trading technology that the company has developed, offering clients instant access to a wide range of financial products......
Fifth Third Bank and Health iPASS Announce Strategic Relationship
Business Fintech Investment Services News

Fifth Third Bank and Health iPASS Announce Strategic Relationship

Fintech News Desk
Fifth Third Bank, National Association, announced a strategic relationship with Health iPASS, to offer a comprehensive set of tools for Fifth Third’s healthcare clients. Read More: GlobalFintechSeries Interview with Jason Lee, CEO and Co-Founder at DailyPay With Health Express powered by Health iPASS, Fifth Third can help existing and prospective......
BuyerQuest Adds Payment Processing Module, BuyerQuest Pay, to Procure-to-Pay Software Suite
Fintech News

BuyerQuest Adds Payment Processing Module, BuyerQuest Pay, to Procure-to-Pay Software Suite

Fintech News Desk
 BuyerQuest, a recognized leader in enterprise Procure-to-Pay software, announces the launch of the BuyerQuest Pay module, a fully integrated payment processing system in the Procure-to-Pay suite. The BuyerQuest Pay module, as part of the broader Procure-to-Pay suite, maintains the same industry-leading intuitive user experience that customers have come to expect......
ProcessUnity and Dun & Bradstreet Partnership Provides Global Financial Data to Enhance Third-Party Risk Management Programs
Business Fintech News Risk Management

ProcessUnity and RiskRecon Partner to Provide Customers Access to Data-Driven Third-Party Security Ratings

Fintech News Desk
Partnership increases visibility into the security of key business partners ProcessUnity, a leading provider of cloud-based applications for risk and compliance management and RiskRecon, a Mastercard company, announced a technology partnership to integrate RiskRecon’s Third-Party Ratings Data within ProcessUnity’s Vendor Risk Management platform. Read More: Wolters Kluwer Analysis Reveals Timely......
Flywire Announces Partnership with Brazilian Educational & Language Travel Association (BELTA)
Business Fintech News

Flywire Announces Partnership with Brazilian Educational & Language Travel Association (BELTA)

Fintech News Desk
Flywire, a high-growth vertical payments company, and BELTA, the Brazilian Educational & Language Travel Association, announced a new strategic partnership which expands the availability of Flywire’s cross-border payment services to Brazilian students studying abroad. The collaboration also provides a secure and trusted global payment channel to ensure tuition and other expenses......
J.P. Morgan and 55ip Partner to Deliver Tax-Efficient Access to Model Portfolios
Business Fintech News Trading

J.P. Morgan and 55ip Partner to Deliver Tax-Efficient Access to Model Portfolios

Fintech News Desk
Solution combines J.P. Morgan’s diversified model portfolios with 55ip’s automated tax technology J.P. Morgan Asset Management and 55ip are pleased to announce a new partnership providing advisors with the ability to easily and efficiently transition clients into J.P. Morgan model portfolios using 55ip’s automated tax technology. The new co-branded solution also will......
REPAY Forms Advisory Board to Encourage Mortgage Transfer Payment Standards and Best Practices
Fintech News

REPAY Enhances Mortgage Servicing Suite With New Service To Automate Loan Transfer Payments Between Mortgage Servicers

Fintech News Desk
Service Transfer Exchange (STX) automates the routing of borrower payments between lenders when mortgage servicing rights are transferred Repay Holdings Corporation (NASDAQ: RPAY) (“REPAY”), a leading provider of vertically-integrated payment solutions, today announced its newest offering, Service Transfer Exchange (STX)—a service to streamline mortgage service transfers between lenders. Read More: REPAY Announces......
LoanBeam and Freddie Mac Process for Self-Employed Borrowers
Fintech News

LoanBeam and Freddie Mac Further Streamline the Process for Lending to Self-Employed Borrowers

Fintech News Desk
Data confirmed directly from IRS tax transcripts reduces risk LoanBeam announced today that Freddie Mac will further integrate its income solution, including IRS tax transcript data, with Loan Product Advisor® (LPASM). For almost two years, lenders have been leveraging LoanBeam through LPA AIM for self-employed to improve their process flow and......
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