Search Results for: content management

AdvisorEngine and TradePMR: An Integration Designed to Deliver Investment Management Power, Intelligent Automation, and a Simplified Client Experience for RIAs
Fintech Investment Services News

AdvisorEngine and TradePMR: An Integration Designed to Deliver Investment Management Power, Intelligent Automation, and a Simplified Client Experience for RIAs

Business Wire
by Business Wire0
AdvisorEngine integrates with custodian services provider focused on independent investment advisory firm growth AdvisorEngine, provider of an end-to-end wealth management platform, announced its integration with TradePMR, a custodian services provider for independent registered investment advisors (RIAs) at TradePMR’s SYNERGY25 conference. “AdvisorEngine and TradePMR are aligned on providing advisory firms with......
Cosmic Wire and Sovereign Wealth Management Reshape the Future of Blockchain Infrastructure and the Spatial Web
Blockchain Fintech News

Cosmic Wire and Sovereign Wealth Management Reshape the Future of Blockchain Infrastructure and the Spatial Web

Business Wire
by Business Wire0
Collaboration will accelerate development and deployment of decentralized infrastructure Cosmic Wire, a pioneering technology company behind blockchain-based memory, compression and spatial web infrastructure, has entered a strategic partnership with Sovereign Wealth Management Pte Ltd. (SWM), a high-level strategy firm and capital syndicate. The collaboration is set to accelerate the development......
Ant International Launches Tokenised Deposit Solutions for Real-Time Treasury Management with HSBC
Blockchain Finance Fintech News

Ant International Launches Tokenised Deposit Solutions for Real-Time Treasury Management with HSBC

Business Wire
by Business Wire0
The company’s Embedded Finance unit is expanding banking partnerships on tokenisation and AI-driven global liquidity management tools to maximize payment and treasury efficiency Ant International announced its collaboration with HSBC on the bank’s new Tokenised Deposit Service in Hong Kong. The service will support treasury management with real-time, always-on HKD......
Seeds Secures $10 Million Series A Funding Round To Reimagine Personalized Investment Management
Fintech Funding Investment Services News

Seeds Secures $10 Million Series A Funding Round To Reimagine Personalized Investment Management

Business Wire
by Business Wire0
Led by Portage, the investment will drive product innovation, accelerate team expansion, and amplify go-to-market efforts with a strategic rebrand. Seeds (formerly ‘Seeds Investor’)—a fintech company enabling advisors to create a personalized investing experience and streamline portfolio operations—announced the successful completion of a $10 million Series A funding round led......
AdvisorEngine Integrations Add AI Power, Greater Financial Data Access and Expanded Workflow Automation to Wealth Management Platform
Artificial Intelligence Finance Fintech News Robotic Process Automation

AdvisorEngine Integrations Add AI Power, Greater Financial Data Access and Expanded Workflow Automation to Wealth Management Platform

Business Wire
by Business Wire0
AdvisorEngine now works with popular AI notetakers Jump, Zeplyn and Zocks ByAllAccounts integration broadens an advisor’s view of client data; Zapier enhances advisory firm workflow processes AdvisorEngine Inc. announced several platform integrations designed to boost advisor productivity and improve client service, tapping into wealth management’s fast-evolving segment of AI-powered tools.......
Ant International Partners with Barclays on Global Treasury Management with Proprietary AI-Powered FX Model
Artificial Intelligence Finance Fintech News

Ant International Partners with Barclays on Global Treasury Management with Proprietary AI-Powered FX Model

Business Wire
by Business Wire0
The Time-Series Transformer AI FX Model forecasts cashflow and FX exposure with more than 90% accuracy, helping businesses reduce FX-related fees Ant International has entered a partnership with leading UK bank Barclays to enhance efficiency and resilience in global treasury management for businesses. Under the partnership, the two sides will......
Majesco and Vertex Announce Partnership to Deliver Advanced Tax Solutions for Disability Claims and Absence Management
Cloud InsurTech News

Majesco and Vertex Announce Partnership to Deliver Advanced Tax Solutions for Disability Claims and Absence Management

Business Wire
by Business Wire0
Majesco, a global leader in cloud insurance software solutions, is excited to announce a partnership with Vertex Inc., a global provider of indirect tax technology solutions. This partnership introduces the Majesco ClaimVantage solution utilizing Vertex tax expertise, delivering a transformative tax solution designed to empower customers with a comprehensive, seamless,......
Ant International Partners with Barclays on Global Treasury Management with Proprietary AI-Powered FX Model
Artificial Intelligence Fintech News

Ant International Partners with Barclays on Global Treasury Management with Proprietary AI-Powered FX Model

Business Wire
by Business Wire0
The Time-Series Transformer AI FX Model forecasts cashflow and FX exposure with more than 90% accuracy, helping businesses reduce FX-related fees Ant International has entered a partnership with leading UK bank Barclays to enhance efficiency and resilience in global treasury management for businesses. Under the partnership, the two sides will......
Spear Technologies Launches Next-Generation AI Capabilities to Transform Claims Management and Policy Administration
Artificial Intelligence Finance Fintech News

Spear Technologies Launches Next-Generation AI Capabilities to Transform Claims Management and Policy Administration

Business Wire
by Business Wire0
Spear Technologies (“Spear”), a leading provider of award-winning core software solutions for the insurance industry, today announced a suite of advanced AI enhancements designed to streamline operations, boost productivity, and enable faster, data-driven decision-making across SpearSuite™—its award-winning suite for claims management, policy administration, billing, and portal solutions. The new capabilities leverage generative AI,......
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