Search Results for: balance sheets

Trapped in the past? Moving Banking beyond the Prison Paradigm
Banking Fintech Radar Guest Posts

Trapped in the past? Moving Banking beyond the Prison Paradigm

Jouk Pleiter
by Jouk Pleiter0
Some banks are so established that, as customers, we think of them as part of the fabric of our lives; as immovable institutions. Maybe that was once the case. But the rise of a new, modern business environment is undermining that position. Apple pay and Facebook’s Libra are good examples......
Exchange Holding Company Cboe Acquires Hanweck and FT Providers
Capital Markets Fintech Startups Investment Services Risk Management

Exchange Holding Company Cboe Acquires Hanweck and FT Providers

Abhishek Upadhyay
by Abhishek Upadhyay0
A major global exchange holding company, Cboe Global Markets, Inc., recently announced the acquisition of Hanweck Associates, LLC, and the business of FT Providers, LLC. Hanweck Associates is a risk analytics firm based in New York, while FT Providers, also known as FT Options, is a Chicago-based portfolio management platform......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions
Banking Mobile Banking News

Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions

Fintech News Desk
by Fintech News Desk0
Combination Provides Automated Data Aggregation Across Hundreds of Financial Institutions and Fund Managers Directly to an End-To-End Accounting Platform Datafaction, a leader in financial accounting and secure bill pay solutions designed specifically for firms that service Ultra High Net Worth (UHNW) families and individuals, announces a collaboration with Private Client Resources (PCR), the leading......
$28M Series a Fuels Numeric’s Mission to Build the Next-Gen Financial Data Platform
Finance Fintech News

$28M Series a Fuels Numeric’s Mission to Build the Next-Gen Financial Data Platform

PR Newswire
by PR Newswire0
Numeric has raised a $28 million Series A round led by Menlo Ventures, with participation from new investors IVP and Socii Capital, and existing investors Founders Fund, 8VC, Long Journey, Access Industries, and Friends & Family Capital, and others. This investment will accelerate engineering hiring and product development, supporting Numeric’s aim to enable real-time decision-making from financial data. In the past year,......
Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life
Investment Services News Trading

Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life

PR Newswire
by PR Newswire0
Addepar Elevates RIA Efficiency and Client Service with Powerful Platform Upgrades Addepar, a leading global technology and data platform for investment professionals, announced the launch of Addepar Trading, Dashboards, and other design enhancements to streamline advisor workflows and deliver deeper insights for clients. In today’s evolving market, these tools empower......
Participate Partners with nCino to Help Financial Institutions Streamline Loan Participations and Syndications
Artificial Intelligence Banking News

Participate Partners with nCino to Help Financial Institutions Streamline Loan Participations and Syndications

EIN Presswire
by EIN Presswire0
Participate and nCino partner to offer financial institutions an integrated, automated solution for managing loan participations and syndications. Participate, the leading, patented loan participation and syndication automation platform, announced a partnership with nCino, a pioneer in cloud banking for the global financial services industry. The partnership enables nCino to create......
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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......
Banking Digital Wallet Finance Fintech Fintech Startups Interviews Mobile Banking

Global Fintech Series Interview with Yoseph West, Co-Founder and CEO at Relay

Paroma Sen
by Paroma Sen0
Hi Yoseph, tell us about yourself and more about Relay, how has the platform evolved since starting up? I co-founded the company with Paul Klicnik, today our VP of Engineering, in 2018. We recognized that SMBs go to their bank balance to understand their financial picture—not accounting software, and not......
Banxso Introduces New Financial Options with Flexible Interest Rates and Combined Investment Opportunities
News Trading

Banxso Introduces New Financial Options with Flexible Interest Rates and Combined Investment Opportunities

PR Newswire
by PR Newswire0
This initiative is poised to change the financial management landscape for South Africans, providing fluid interest rates on deposits and access to a wide range of investment options. Banxso, a leading online trading platform, has unveiled its latest financial innovation, offering unmatched investment flexibility to consumers. This groundbreaking initiative is......
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