Search Results for: balance sheets

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......
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......
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......
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......
Nearly 2 in 3 Americans Worry More about Running Out of Money than Death
Finance Fintech News

Nearly 2 in 3 Americans Worry More about Running Out of Money than Death

Fintech News Desk
by Fintech News Desk0
In 2024, 63% say they worry more about running out of money than death, up from 57% in 2022. Gen Xers are the most likely to say this with 71% more worried about running out of money than death, compared to 64% of millennials and 53% of boomers. According to......
Xoom Partners with PYUSD for Cross-Border Money Transfers
Cryptocurrency News

Xoom Enables PayPal USD as a Funding Option for Cross-Border Money Transfers

PR Newswire
by PR Newswire0
The new funding option will allow U.S. Xoom users to easily convert the PYUSD in their linked PayPal Cryptocurrency Hub to USD and use that as a funding source to send money to recipients in approximately 160 countries globally with no Xoom transaction fees. Xoom, PayPal’s cross-border money transfer service,......
Tally-Launches-Credit-Card-Debt-Management-Platform-For-Partners
Finance Fintech News

Tally Launches Credit Card Debt Management Platform For Partners

Business Wire
by Business Wire0
With the launch of Tally’s credit card debt management platform, Tally will sunset its direct-to-consumer loan portfolio; the Tally Line of Credit will now be offered through its partner network. Tally, a fintech startup known for helping people diligently pay down their credit card debt, today announced the release of......
Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform
Blockchain News

Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform

PR Newswire
by PR Newswire0
Lockchain.ai’s SaaS platform provides always-on due diligence and risk monitoring for asset managers and traders seeking real-time security status of the assets they trade. Lockchain.ai, the AI-powered Blockchain Risk Management platform, has announced its official launch from stealth to bring automated risk management solutions to traders, investors, and fund managers......
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