Search Results for: deal management

Point Predictive Awarded Patent for Innovative Auto Lending Scoring Technology
Fintech News

Point Predictive Awarded Patent for Innovative Auto Lending Scoring Technology

Fintech News Desk
by Fintech News Desk0
One of several Ai-powered inventions by the company currently in process for patent approval Point Predictive Inc., the San Diego-based company that provides machine learning solutions to lenders, announced  that the U.S. Patent Office has granted the company a patent for the Ai technology that powers their flagship product –......
Docupace Launches New Reg BI Compliance Solution
Fintech News

Docupace Launches New Reg BI Compliance Solution

Fintech News Desk
by Fintech News Desk0
Docupace announces Tracker BI product for delivery and comprehensive digital management of Form CRS and disclosures for Wealth Management Firms  Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced the launch of its new Reg BI and Form CRS digital solution enabling broker-dealers and......
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......
Eight Things to Expect from FinTech Innovations in The Next Decade
Featured Fintech

What Can You Expect from FinTech Innovations in The Next Decade?

Paroma Sen
by Paroma Sen0
About a decade ago smartphones, iPhones, sophisticated android smart devices exploited the market. This actually helped shaped fintech for the world, in a way. The more accessibility people had to everything around them via their personal devices, the more they craved.  Expectations from Fintech are no different. Tech companies in......
Barclays Announces Bob Highland as Head of US Cards and Partnerships
Banking Fintech News

Barclays Announces Bob Highland as Head of US Cards and Partnerships

Fintech News Desk
by Fintech News Desk0
Barclays US Consumer Bank announced the appointment of Bob Highland as Head of US Cards and Partnerships. In his new role, Highland will be responsible for the day-to-day management of the bank’s consumer credit card programs and Barclays’ strategic partnerships with many of America’s best-known brands. Read More: 2020 Outlook: Blackhawk Network......
How is FinTech Redefining Real Estate?
Banking Featured Fintech

How is FinTech Redefining Real Estate?

Paroma Sen
by Paroma Sen0
With the rise of the start-up culture in the last decade, every sector has witnessed the entry of a large number of new entrants. As a result, existing as well as new companies are trying to differentiate themselves by offering varied services. Moreover, the integration of technology with most organizational......
Carver Edison Expands Senior Leadership Team
Fintech News

DriveWealth Forges First Partnership in Middle East and North Africa Region With UAE-Based Wealthface

Fintech News Desk
by Fintech News Desk0
Wealth Management Company Turns to DriveWealth for Technology, Brokerage Execution Services DriveWealth,  a U.S. based leader in global digital trading technology, announced a new partnership with Wealthface LLC, an innovative UAE-based wealth management company and online investment platform. The agreement marks DriveWealth’s first initiative in the Middle East and North Africa (MENA) region, bringing......
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Fintech News

Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help With Volatile Markets

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with Covisum, a financial technology company enabling thousands of advisors to provide better answers for retirees and pre-retirees. Covisum will leverage FinMason’s robust analytical engine to calculate and deliver their heavy-tailed......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Fintech News

Truelytics Offers up Its New Emergency Continuity Solution (TrueContinuity) Free of Charge to Current Customers to Help Alleviate Client Anxiety Due to the COVID-19 Outbreak

Fintech News Desk
by Fintech News Desk0
Truelytics, a B-to-B Enterprise SaaS company serving the wealth management industry, announced that it is inviting its independent broker-dealers, RIAs, and individual financial advisors to access the firm’s emergency continuity solution, TrueContinuity, free of charge to existing enterprise clients, and a greatly reduced rate to new clients, for the remainder......
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