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Fourth Annual Academic Research Colloquium Aims to Deepen Financial Planning Knowledge
Fintech Startups Investment Services News

Fourth Annual Academic Research Colloquium Aims to Deepen Financial Planning Knowledge

Fintech News Desk
A fintech panel discussing new research on robo-advice and its implications on financial planning practice will take the spotlight at the fourth annual Academic Research Colloquium, February 20-22. The panel will be led by Dr. David Musto, Ronald O. Perelman Professor in Finance at The Wharton School, University of Pennsylvania. Musto also served as......
Panoramix Increases Flexibility of its Advisory Billing Systems
Fintech Startups Insights News Uncategorized

Panoramix Still the One

Fintech News Desk
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......
Financial Industry to Give Consumers More Control Over Their Data
Business Fintech News

Financial Industry to Give Consumers More Control Over Their Data

Fintech News Desk
Created by Fidelity, Akoyaâ„  Becomes an Independent Company; operates a network for the entire industry Jointly owned by 11 banks, Fidelity and The Clearing House, Akoya to accelerate the movement toward more secure APIs To give consumers more control over their data, FMR LLC, the parent company of Fidelity Investments,......
After Apple, Facebook, and Amazon - Who are the Next Trillion Dollar Tech Titans?
Business Fintech News

After Apple, Facebook, and Amazon – Who are the Next Trillion Dollar Tech Titans?

Fintech News Desk
Exclusive Interview With the Bull Market Report’s Todd Shaver Reveals His Top Stock Picks Wall Street Reporter, the trusted name in financial news since 1843, has published an exclusive interview with top-performing investment expert Todd Shaver, Editor of The Bull Market Report. Todd Shaver’s philosophy is: “there’s always a bull market......
Now Trading on OKCoin: Dai
Blockchain Cryptocurrency News

Now Trading on OKCoin: Dai

Fintech News Desk
From MakerDAO, This Stablecoin’s Value Is Pegged to the US Dollar — but It’s Backed by Crypto, Not Fiat As one of the leading global cryptocurrency marketplaces, OKCoin is constantly evaluating new forms of digital currency to find tokens worthy of joining its curated list alongside classics like bitcoin, ethereum,......
Aavenir Launches RFPflow for Strategic Sourcing and Vendor Evaluation on ServiceNow
Business Fintech News

Aavenir Launches RFPflow for Strategic Sourcing and Vendor Evaluation on ServiceNow

Fintech News Desk
Aavenir RFPflow – Request for Proposal Management Software will empower enterprise procurement teams to standardize and accelerate RFx-to-award workflow using reusable RFI/RFQ/RFP templates and comparative supplier evaluation on ServiceNow Aavenir, a premier ServiceNow partner, announced the launch of its next-generation ‘Aavenir RFPflow Solution’ on ServiceNow App Store to extend Aavenir’s Source-to-Pay......
Twenty Over Ten Launches Lead Pilot, the First Inbound Marketing Solution for Financial Advisors Built to Drive Qualified Prospects Through Hyper-Personalized Content Marketing
Business News

Twenty Over Ten Launches Lead Pilot, the First Inbound Marketing Solution for Financial Advisors Built to Drive Qualified Prospects Through Hyper-Personalized Content Marketing

Fintech News Desk
Unveiled at the T3 Advisor Conference, the New Product Offers Advisory Businesses Of All Sizes a Turnkey, AI-Powered Solution that Combines Personalization with Automation  Twenty Over Ten, an industry-leading SaaS company, formally launched Lead Pilot, the industry’s first-ever AI-powered all-in-one solution for content creation and distribution. Twenty Over Ten made......
Greenwich Associates research identifies key trends for successful technology transformation
Banking News

Finastra Brings its Fusion Phoenix Core to the Cloud

Fintech News Desk
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......
Ordway Raises $10 Million to Eliminate Manual Workarounds in Sales-to-Finance Operations
Fintech Funding Fintech Radar Fintech Startups News

Ordway Raises $10 Million to Eliminate Manual Workarounds in Sales-to-Finance Operations

Fintech News Desk
Ordway, a billing and revenue automation platform for scaling companies, today announced a $10 million Series A investment led by CRV with participation from Clocktower Ventures and existing investors Lerer Hippeau and Revolution’s Rise of the Rest Seed Fund. Led by Sameer Gulati, a SaaS veteran at the epicenter of......
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