Search Results for: business tools and solutions

Ecommerce-Innovator-Spresso-Secures-Initial-Series-A-Funding-Led-by-Funds-and-Accounts-Managed-by-BlackRock
Artificial Intelligence Fintech News

Ecommerce Innovator Spresso Secures Initial Series A Funding Led by Funds and Accounts Managed by BlackRock

Business Wire
by Business Wire0
This investment will help accelerate the company’s global expansion, empowering businesses with a comprehensive suite of data-driven tools to optimize growth, profitability, and operations. Spresso, a leading provider of AI-powered solutions for ecommerce businesses, today announced an initial Series A investment from funds and accounts managed by BlackRock (“BlackRock”). This......
BNY Mellon and Kyriba Announce Collaboration to Combine Short-Term Investment LiquidityDirect Platform with Kyriba's Scalable SaaS Solution
Investment Services News

BNY Mellon and Kyriba Announce Collaboration to Combine Short-Term Investment LiquidityDirect Platform with Kyriba’s Scalable SaaS Solution

PR Newswire
by PR Newswire0
This development combines Kyriba’s secure, scalable SaaS solution to BNY Mellon’s LiquidityDirect platform to enhance liquidity performance and unlock greater cash visibility. BNY Mellon, the global financial services company, announced a new collaboration of its short-term investment platform, LiquidityDirect, with Kyriba, a global leader in cloud treasury and finance solutions.......
YCharts-and-Savant-Wealth-Management-Enhance-Partnership-To-Elevate-Client-Engagement-With-Streamlined-Proposal-Generation
Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
by Business Wire0
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
Hello Alice Announces Series C Funding Round and Expands Community to 1.5 Million Small Businesses
Fintech News

Hello Alice Announces Series C Funding Round and Expands Community to 1.5 Million Small Businesses

PR Newswire
by PR Newswire0
This new funding will continue to fuel Hello Alice’s expansion of its capital offerings and AI-driven financial health tools for small businesses. Hello Alice, the fintech platform connecting 1.5 million small businesses to capital, connections and opportunities, announced the close of a Series C funding round with QED Investors, as......
Clearwater Analytics to Partner with Wilshire and Acquire Sophisticated Risk and Performance Models
Investment Services News

Clearwater Analytics to Partner with Wilshire and Acquire Sophisticated Risk and Performance Models

PR Newswire
by PR Newswire0
Specifically, Clearwater will acquire Wilshire AxiomSM, Wilshire AtlasSM, Wilshire Abacus, and Wilshire iQComposite, and will merge them with its own risk and performance analytics platform to create a compelling product for its customers. Clearwater Analytics, a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, announced that it has......
Luma-Financial-Technologies-Announces-a-Collaboration-with-BNY-Mellon’s-Pershing-to-Provide-Next-Level-Annuity-Management-Solutions
Finance Fintech News

Luma Financial Technologies Announces a Collaboration with BNY Mellon’s Pershing to Provide Next-Level Annuity Management Solutions

Business Wire
by Business Wire0
Through Pershing’s award-winning custodial platform, NetX360 ®+, advisors will be able to access Luma’s educational materials, analytics, and suitability tools to help them streamline and manage sales activities for all annuity product types. Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and BNY Mellon’s......
AdvisorEngine-and-Franklin-Templeton-Unveil-Wealth-Management’s-Next-Evolution-of-Goals-based-Planning
Finance Fintech News

AdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning

Business Wire
by Business Wire0
For the first time, advisors can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple systems or enduring repetitive steps. AdvisorEngine, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors......
Fintech Guest Posts

Future-Proofing Finance With AI, Financial Wellness, and Fintech Partnerships

David Dowhan
by David Dowhan0
Though digital transformation is nothing new, the past several years have accelerated that transformation for many industries that were traditionally slow to adopt new technologies, such as the financial sector. Driven by emerging financial technologies (fintechs), businesses in the financial services industry are at a crossroads: Adopt relevant, cutting-edge tech......
ValidMind-Secures-$8.1-Million-to-Bring-More-Trust-and-Transparency-to-AI-in-Financial-Services
Artificial Intelligence Fintech News

ValidMind Secures $8.1 Million to Bring More Trust and Transparency to AI in Financial Services

Business Wire
by Business Wire0
This funding will advance ValidMind’s go-to-market plans and establish it as a long-term partner to its customers in financial services. With this round, ValidMind’s total funds raised are $11.1 million. ValidMind, the leading next-generation AI and model risk management platform for financial services, today announced it has raised $8.1 million......
Market Haven Launches Exclusive VIP Program: Tailored Crypto Trading Solutions For Elite Investors
News Trading

Market Haven Launches Exclusive VIP Program: Tailored Crypto Trading Solutions For Elite Investors

PR Newswire
by PR Newswire0
Market Haven, a leading online brokerage trading platform, proudly presents its highly desirable VIP program to the public. This special exclusive empowers high-volume traders and crypto enthusiasts with unparalleled service, personalized strategies, and advanced tools to thrive in today’s dynamic market. “We are aware that successful crypto trading needs more than just access to......
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