Search Results for: dealer experience

FIS Launches Digital Trading Storefront to Revolutionize Cross Asset Trading
Fintech News Trading

FIS Launches Digital Trading Storefront to Revolutionize Cross Asset Trading

Business Wire
FIS has launched its Digital Trading Storefront, a scalable online platform that brings easy access and hyper-personalized experiences to digital trading across a wide variety of asset classes and markets. New solution gives clients the ability to reimagine their digital presence for the money at work phase of the money......
Allvue and Octaura Join Forces to Amplify Trading in the Leveraged Loan Market
Finance Fintech News Trading

Allvue and Octaura Join Forces to Amplify Trading in the Leveraged Loan Market

Business Wire
Customers Now Have Access to Unparalleled Liquidity Capabilities and Workflow Solutions Allvue Systems, LLC (“Allvue”) and Octaura LL Trading Co., LLC (“Octaura”) proudly announce a strategic, connected solution designed to transform the leveraged loan market. By connecting Allvue’s Trade Order Management System to Octaura’s Electronic Loan Trading platform, this integration......
FusionIQ Achieves SOC 2 Type II Compliance, Reinforcing Commitment to Data Security
Compliance management News Security

FusionIQ Achieves SOC 2 Type II Compliance, Reinforcing Commitment to Data Security

PR Newswire
Wealthtech Leader Delivers Peace of Mind Cybersecurity for Financial Advisors and Institutions FusionIQ, a leader in the delivery of cloud-based wealth management solutions proudly announces its achievement of SOC 2 Type II compliance, a significant milestone in the company’s ongoing commitment to data security and privacy. This certification demonstrates FusionIQ’s......
BetaNXT Delivers Fast-Tracked Data Transformation and Innovation for Wealth Management Firms, Powered by Snowflake
Finance Fintech News

BetaNXT Delivers Fast-Tracked Data Transformation and Innovation for Wealth Management Firms, Powered by Snowflake

PR Newswire
New DataXChange Platform Combines Proprietary and Third-Party Data for Maximum Usability, Automation, and Customization of Experience BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, has announced the launch of DataXChange, a new data architecture that operates on Snowflake’s AI Data......
Wells Fargo Expands API Capabilities for its Commercial Banking Business
Banking Finance Fintech News

Wells Fargo Expands API Capabilities for its Commercial Banking Business

Business Wire
Broad suite of new API solutions will provide faster and more flexible inventory management, order processing, invoicing, accounts payable, and supply chain management Wells Fargo & Company today announced the launch of specialized Application Programming Interfaces (APIs) tailored for its Commercial Banking clients. This expansion of Wells Fargo’s API portfolio......
d1g1t Unveils Wealth Management Billing Solution
Analytics Finance Fintech News Risk Management

d1g1t Unveils Wealth Management Billing Solution

PR Newswire
Flexible, scalable revenue management solution drives operational excellence d1g1t, a leading wealth management technology company announced the launch of its revenue management and billing solution which is fully integrated into the company’s flagship enterprise wealth management platform. Meeting the needs of different types of wealth management firms, d1g1t’s billing solution......
DataScan Unveils Comprehensive Commercial Lending Solution: DataScan360
Finance News Risk Management

DataScan Unveils Comprehensive Commercial Lending Solution: DataScan360

PR Newswire
DataScan360 Revolutionizes Dealer and Lender Relationship Management in the Commercial Lending Space DataScan is proud to announce the debut of DataScan360, an innovative, end-to-end commercial lending solution suite specifically designed for dealer-based commercial lenders. This comprehensive suite fills critical gaps in the commercial lending lifecycle by integrating advanced, data-driven tools......
Saphyre and WTax: Pioneering the Future of Tax Reclaims
Fintech News Technology Trading

Saphyre and WTax: Pioneering the Future of Tax Reclaims

PR Newswire
Saphyre, Inc., an industry award winning fintech company using patent-approved technology to solve pre-trade activities and post-trade issues, announces, in collaboration with WTax USA Inc, a revolutionary approach to tax reclaims that expects to redefine the industry standard. This strategic relationship leverages Saphyre’s cutting-edge technology and WTax’s extensive expertise to deliver an......
Magnifact Launches IRI's Digital First for Annuities Activity Status API at a Tier 1 Carrier
Finance Fintech News

Magnifact Launches IRI’s Digital First for Annuities Activity Status API at a Tier 1 Carrier

PR Newswire
Magnifact, a leading insurance technology firm, proudly announces the production launch of its real-time AgentVizion™ API Services platform at a Tier 1 carrier. This milestone marks the successful implementation of the Activity Status API, developed in alignment with the Insured Retirement Institute’s (IRI) Digital First for Annuities standards. Magnifact’s AgentVizion......
RegVerse, a Surge Ventures Company, Expands Avery Platform with Fusion1 Product Suite to Drive the Future of Seamless Compliance and Surveillance
Finance Fintech News

RegVerse, a Surge Ventures Company, Expands Avery Platform with Fusion1 Product Suite to Drive the Future of Seamless Compliance and Surveillance

PR Newswire
The award-winning Avery platform now includes Fusion1—a comprehensive suite of AI-enabled automated workflow tools to increase the reliability and accuracy of RIA and Broker-Dealer compliance and surveillance programs Surge Ventures, a FinTech Venture Studio, proudly announced that its inaugural venture, RegVerse, has expanded its Avery platform by launching the Fusion1 product suite.......
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