Search Results for: balance sheets

Qualtik Partners with JAM FINTOP
Banking News

Qualtik Partners with JAM FINTOP

PR Newswire
by PR Newswire0
Qualtik, a technology company that equips community banks and other commercial lenders with software to visualize risk, analyze, and report on their commercial loan portfolios, has partnered with JAM FINTOP. JAM FINTOP(1) is a venture capital firm that invests in bank technology on behalf of regulated financial institutions. “The rapidly rising......
GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch
Investment Services News

GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch

Business Wire
by Business Wire0
The Future of Financial Advising is Aligning the Plan with the Portfolio Grantham, Mayo, Van Otterloo & Co. LLC (GMO), a global investment manager, announced a major milestone for its Portfolio Design platform Nebo, which has surpassed $1 billion in platform assets1 one year since its September 2022 launch. Latest Fintech......
RightRev Raises $12 Million in Funding to Help Companies Automate Revenue Recognition
Fintech Funding News

RightRev Raises $12 Million in Funding to Help Companies Automate Revenue Recognition

Business Wire
by Business Wire0
RightRev, a cloud-based finance and accounting solutions provider for Revenue Recognition Automation, announced that it had raised $12 million in funding co-led by Norwest Venture Partners and Salesforce Ventures with participation from Correlation Ventures and IDEA Fund Partners. This brings the total capital raised to date to $17.6 million. “We......
Modern Management Tools You Can't Miss
Digital Featured Fintech Primers Technology

Modern Management Tools You Can’t Miss

Pooja Choudhary
by Pooja Choudhary0
How do management tools work? A corporation can improve its operations and procedures by using management tools, which include software programs, applications, and strategies. Depending on their requirements, several businesses and industries can profit from using various tools. In this article, I have discussed the best of 10 management tools......
Featured Finance Fintech Primers

Why Is Financial Planning Important?  

Pooja Choudhary
by Pooja Choudhary0
What Is Financial Planning?   Financial planning is a model whereby planning for the future is done, specifically around how one will manage the finances and prepare for all of the potential expenses that may arise. The process involves analyzing the current financial situation and thereby identifying the goals and then......
First Dollar's Banking and Identity Dashboards Streamline Customer Support for Plan Administrators
Banking Compliance management News

First Dollar’s Banking and Identity Dashboards Streamline Customer Support for Plan Administrators

Fintech News Desk
by Fintech News Desk0
First Dollar, a technology company that builds healthcare benefits infrastructure, announced the release of its banking operation and customer identity tools today. Integrated within its Health Wallet Manager app, these dashboards give plan administrators the ability to own their customer support experience with real-time data reporting and self-service tools for......
Lincoln Financial Group Announces Launch of Financial Wellness Marketplace for Employer Customers
Finance News

Lincoln Financial Group Announces Launch of Financial Wellness Marketplace for Employer Customers

Fintech News Desk
by Fintech News Desk0
Available through Lincoln’s proprietary WellnessPATH solution, the marketplace will connect employees with financial wellness resources, starting with student debt solutions in 2023 Lincoln Financial Group’s Workplace Solutions business announced an expansion of its financial wellness program with the launch of a new marketplace that connects individuals with partner companies that offer......
Abrigo Expands lending Automation with Acquisition of BankLabs Construct and +Pay Technologies
Digital Payments News

Abrigo Expands lending Automation with Acquisition of BankLabs’ Construct and +Pay Technologies

Fintech News Desk
by Fintech News Desk0
Abrigo, the leader of compliance, credit risk, and lending solutions for financial institutions, purchased BankLabs’ Construct and +Pay loan administration and funding solutions, expanding Abrigo’s award-winning loan origination solution and creating an end-to-end construction origination, management, and administration platform. Latest Fintech News: Interactive Brokers Expands Cryptocurrency Trading The acquisition allows construction......
LendingClub Adds Client-to-Client Sales to Its LCX Automated Loan Auction Platform
Digital Investment Services News

LendingClub Adds Client-to-Client Sales to Its LCX Automated Loan Auction Platform

Fintech News Desk
by Fintech News Desk0
Major Step Forward to Enhance Liquidity of Asset Class LendingClub Corporation, the parent company of LendingClub Bank, America’s leading digital marketplace bank, announced a major enhancement to its automated loan auction platform, LCX. Institutional investors can now sell LendingClub loans directly to each other on the platform, increasing liquidity for this......
Horizon Technology Finance Provides Fourth Quarter 2021 Portfolio Update
Capital Markets Finance News Technology

Horizon Technology Finance Provides Fourth Quarter 2021 Portfolio Update

Fintech News Desk
by Fintech News Desk0
-Horizon Platform Originates $118 Million of New Loans in Q4, Including $80 Million of New Loans for HRZN – -HRZN Grows Loan Portfolio by $109 Million in 2021 – -Horizon Platform Ends 2021 with Committed Backlog of $153 Million, Including $125 Million in HRZN Commitments  Horizon Technology Finance Corporation a......
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