Search Results for: data enhancement

Business Fintech News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Fintech News Desk
by Fintech News Desk0
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new “Solve for Max” feature No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and......
Consolidated Analytics Launches loanDNA, Powered by Mortgage Artificial Intelligence (Ai)
Artificial Intelligence Fintech News

Consolidated Analytics Launches loanDNA, Powered by Mortgage Artificial Intelligence (Ai)

Fintech News Desk
by Fintech News Desk0
loanDNA Provides Critical Intelligence for Servicers and Investors to Optimize Decision Making- Consolidated Analytics, Inc., a leading provider of end-to-end mortgage solutions, announced the launch of loanDNA. Powered by mortgage artificial intelligence (AI), loanDNA enables efficient and highly accurate cash flow projections for individual and bulk mortgage assets which will......
CSI, Alpharank Integrate to Provide Banks with Automated Customer Journey Mapping
Banking Fintech News

CSI Enhances Digital Banking Offerings to Provide New Self-Service Tools That Enable 24/7 Financial Management

Fintech News Desk
by Fintech News Desk0
New Releases on digital banking platform enable customers to better protect against fraud, manage card accounts remotely during COVID-19 pandemic In order to provide banking customers with more self-service options for protecting against fraud and managing cards, Computer Services, Inc, a provider of integrated fintech and regtech solutions, has enhanced its......
PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-Of-Its-Kind, Multi-Strategist Retirement Plan Solution
Business Fintech News

PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-Of-Its-Kind, Multi-Strategist Retirement Plan Solution

Fintech News Desk
by Fintech News Desk0
Advisors can View Real-Time Plan & Participant Data from PCS within Envestnet Wealth Management Platform PCS Retirement, a leading provider of retirement plan recordkeeping services, announced the rollout of the ManagedPlan turnkey solution for retirement plan sponsors and their financial advisors, developed and run in partnership with Envestnet Retirement Solutions......
Cerebreon: Debt Support Startup Close £1.5m Seed Round to Help Save UK's Most Vulnerable
Fintech News

Cerebreon: Debt Support Startup Close £1.5m Seed Round to Help Save UK’s Most Vulnerable

Fintech News Desk
by Fintech News Desk0
Insolvency technology startup Cerebreon close final funds in £1.5m Seed round in a bid to scale support to the UK’s most vulnerable consumers to avoid bankruptcy. Read More: Amidst COVID-19 Pandemic, QUID To Provide Cash To Illiquid & Laid Off Employees Cerebreon is working with consumers, financial institutions and insolvency practitioners, to deploy......
Barchart.com Releases New and Powerful Interactive Charts for Traders and Investors
Fintech News

Barchart Releases New and Powerful Interactive Charts for Traders and Investors

Fintech News Desk
by Fintech News Desk0
Barchart, a leading provider of financial market data and technology, announces the launch of new Interactive Charts available through Barchart’s public financial data platform, www.barchart.com. Built entirely from the ground up, Barchart.com’s new interactive charting provides desktop and mobile users with access to fast, interactive charts designed to be easy-to-use yet powerful for......
Danske Bank, Denmark’s Largest Bank, Embraces Advanced Analytics From Behavox Compliance Solution to Enhance Risk Management
Big Data Business Fintech News

KnowLedger Helps Family Offices Keep General Ledgers Updated

Fintech News Desk
by Fintech News Desk0
New FinTech Firm Offers Adaptable Data Service to Eliminate Tedious Data Entry KnowLedger, LLC, a Pennsylvania-based financial technology company, today announced its formation to support the streamlined migration of financial data for family offices. Ryan Kerry, CEO and Co-Founder, formed the company following the acquisition of his prior company, Accusource, LLC to STP Investment Services earlier this......
Carver Edison Expands Senior Leadership Team
Fintech Investment Services News

Magnifi Announces Former Charles Schwab CEO David Pottruck as Executive Co-Chairman

Fintech News Desk
by Fintech News Desk0
Enters Next Phase of Strategic Growth with a Focus on Enterprise Partnerships  Magnifi, an investment search platform using natural language and data science to simplify the vetting and selection process of mutual funds, ETFs and model portfolios, announced David Pottruck, former Chairman of HighTower Advisors and former CEO of Charles Schwab,......
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