Search Results for: customers and clients

Panoramix Increases Flexibility of its Advisory Billing Systems
Fintech Startups Insights News Uncategorized

Panoramix Still the One

Fintech News Desk
by Fintech News Desk0
Innovative performance reporting and billing technology system earns top rating second year in a row For the second straight year, Panoramix places first in overall customer satisfaction for financial advisor portfolio management tools in the annual Technology Tools for Today (T3) Survey. The 2020 survey compiled responses from over 5100......
Greenwich Associates research identifies key trends for successful technology transformation
Banking News

Finastra Brings its Fusion Phoenix Core to the Cloud

Fintech News Desk
by Fintech News Desk0
Commerce National Bank & Trust and Commencement Bank are the first customers using Fusion Phoenix in the cloud  Finastra has brought its core banking platform, Fusion Phoenix, to the cloud, with Commerce National Bank & Trust of Winter Park, Florida, and Commencement Bank of Tacoma, Washington being the first US banks to access the core solution......
FXCM Bitcoin Spreads Down 32+% in January 2020, More Crypto CFDs Coming
Cryptocurrency Trading Uncategorized

FXCM Bitcoin Spreads Down 32+% in January 2020, More Crypto CFDs Coming

Fintech News Desk
by Fintech News Desk0
FXCM Group, LLC (‘FXCM Group’ or ‘FXCM’), a leading international provider of online foreign exchange and CFD trading, has today announced major updates to its crypto offering including record low crypto spreads for the platform in the month of January 2020. This announcement showcases FXCM’s commitment to providing a diverse......
LendingClub Announces Acquisition Of Radius Bank
Banking Fintech Radar News

LendingClub Announces Acquisition Of Radius Bank

Fintech News Desk
by Fintech News Desk0
First U.S. Fintech to Announce Acquisition of a Bank, Now Poised to Reimagine Banking Enhancing LendingClub’s Ability to Serve its Members, Grow its Market Opportunity, Increase and Diversify Earnings, and Provide Resilience and Regulatory Clarity Board Adopts a Temporary Stockholder Rights Plan to Protect Bank Charter Initiative LendingClub Corporation ,......
CardWorks Announces Acquisition by Ally Financial.
Banking Fintech Radar News

CardWorks Announces Acquisition by Ally Financial

Fintech News Desk
by Fintech News Desk0
Cardholder Management Services, Inc. (“CardWorks”), a leading non-prime credit card and consumer finance lender with a full-spectrum unsecured servicing platform and robust merchant services capabilities, announced that it has signed a definitive agreement to be acquired by Ally Financial Inc. in a transaction valued in excess of $2.65 billion, subject to......
eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle
Business Fintech News

eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle

Fintech News Desk
by Fintech News Desk0
Planning Vision Focused on Supporting Advisors in Their Efforts to Efficiently Scale Business, Elevate Client Experience and Demonstrate Unique Value eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced its enhanced planning vision for products and features that enables advisors and......
FinancialForce Increases Productivity for Five9, Resulting in Millions in Added Revenue
Fintech News

FinancialForce Top Ranked Professional Services Automation Solution in SPI Research Annual Survey

Fintech News Desk
by Fintech News Desk0
Four FinancialForce Customers and Partners Selected as “Best-of-the-Best” Professional Services Organizations FinancialForce, the #1 Enterprise Professional Services Automation (PSA) and only customer-centric  ERP cloud solution native to the Salesforce Platform, has once again been recognized as the most adopted PSA solution in the thirteenth annual PS Maturity™ Benchmark published by SPI Research,......
RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference
Business Fintech News

RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, announced the release of an open API for its MyRIACompliance tool. The development was announced at Technology Tools for Today (T3) Advisor Conference in San Diego. RIA in a......
Fintainium Adds Top Executive Talent To Fuel Growth
Business Fintech News

Fintainium Adds Top Executive Talent To Fuel Growth

Fintech News Desk
by Fintech News Desk0
Fintainium, the next generation B2B payments solution provider, announces the appointment of three industry executives to fuel expansive company growth. The new team members, appointed as President, General Manager, and Senior Vice President of Business Development, were hand-picked based on skillset, expertise, and performance in the marketplace and will bring......
Avii Adds Inline Editing Support for Microsoft OneDrive to its Unified Accounting Practice Management Platform
Banking Fintech News

Avii Adds Inline Editing Support for Microsoft OneDrive to its Unified Accounting Practice Management Platform

Fintech News Desk
by Fintech News Desk0
-Beyond Bi-Directional Syncing, Avii Provides Accountants Using Avii Workspace for Tax, Audit and Advisory the Ability to Edit OneDrive Documents Directly from the Cloud- Accounting practitioners who use Microsoft’s OneDrive  document sharing and storage solution in conjunction with the Avii Workspace unified SaaS platform have yet another reason to cheer. Avii......
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