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Investment Services News

Great Point Capital Expands Access to Alternative Investment Solutions with Proteus Partnership

Fintech News Desk
Proteus’ technology will enable Great Point Capital advisors, broker-dealers and insurance agents to better construct alternative investment portfolios for accredited investors Proteus, an RIA, alternative investments and private funds platform, today announced it has partnered with national financial services firm Great Point Capital to provide the practice’s independent investment advisors, broker-dealers......
Investment Services News

Investment Metrics Announces Plan Universe on Market Insights, a New Standard for Institutional Plan Performance Benchmarking, Research, and Analysis

Fintech News Desk
The Next Generation of Plan Universe with Expanded Capabilities, Offering Exceptional Insights into Institutional Investment Performance Investment Metrics (IM), a leading provider of analytics, reporting, and benchmarking solutions for the institutional investment market, today announced the next generation of Plan Universe on its Market Insights platform. The new analysis and......
Avant Expands Debt Warehouse
Fintech News

Avant and Colorado Establish “Safe Harbor” for Fintechs

Fintech News Desk
Agreement will bring transparent and regulated borrowing to underserved consumers Avant, a leading financial technology company that has helped over a million customers get access to credit cards and personal loans, announced that it has reached a settlement with the State of Colorado resulting in a new safe harbor that brings......
Steve Genders Joins Thentia as Director of Information Security and Risk Management
Fintech News Risk Management

Steve Genders Joins Thentia as Director of Information Security and Risk Management

Fintech News Desk
 Steve Genders has joined Thentia as the Director of Information Security and Risk Management. Genders is a recognized expert in cloud computing, infrastructure, and application security, and brings over two decades of experience in information security from major tech and financial firms, including IBM and BMO Financial Group. As Co-Chair......
Fintech

Fig Tech Partners with Upper90 to Lead Digital Transformation of Non-profit Lending Programs

Fintech News Desk
Fig, a technology driven Community Development Financial Institution (CDFI), and Upper90, a leading alternative credit provider, are building tailored software solutions for underbanked Americans. Fig’s technologies empower community organizations to reach a significantly larger client base at a fraction of the cost. Early adopters of the platform include the United Way of Greater......
TeamMate+ global expert solution from Wolters Kluwer named finalist in 2020 SaaS Awards
Fintech News

Wolters Kluwer’s ELM Solutions Wins Top Stevie Award for Employer of the Year

Fintech News Desk
Wolters Kluwer ELM Solutions, the market-leading provider of enterprise legal spend and matter management, contract lifecycle management, and legal analytics solutions won the 2020 Gold Stevie® Award for Employer of the Year, Computer Software, 100-2,500 employees, in the fifth annual Stevie Awards for Great Employers. Read More: Four Benefits of Buy......
REPAY to Expand Integrated B2B Payment Offerings with Sage
Business Fintech News

REPAY to Deliver Integrated B2B Payments for Sage 500

Fintech News Desk
Repay Holdings Corporation, a leading provider of vertically integrated payment solutions, today announced a technology integration with Sage 500. Sage 500 is a complete enterprise management solution to help merchants streamline operations, manage with insight, and grow their business. REPAY also currently has integrations with the Sage 100 and Sage 300......
News Risk Management

Consilio Embraces the Next Level of Growth and Appoints Three New Executive Management Roles

Fintech News Desk
Consilio, a global leader in eDiscovery, document review, risk management and legal consulting services, today announced the creation of three new roles on their executive management team. The company promoted from within to fill these positions, including Amy Hinzmann as Chief Experience Officer, Raj Chandrasekar as Chief Operating Officer, and Adam Pollitt as President, EMEAA.......
Billtrust Order-to-Cash Platform Integrates Automated Tax-Exemption Certificate Management Solution, Eliminating Manual Processing
Business Fintech News

Billtrust Order-to-Cash Platform Integrates Automated Tax-Exemption Certificate Management Solution, Eliminating Manual Processing

Fintech News Desk
Avalara’s CertCapture Software Integrates with Billtrust to Securely Process, Collect, Validate, Store and Renew Compliance Documents When a transaction occurs, businesses are required to either calculate and collect sales tax or, if the purchase is tax exempt, collect and validate the buyer’s exemption status. With many suppliers selling to tax-exempt......
Blackhawk Network Helps California Governor's Office of Emergency Services Distribute $25M in Stipends to Frontline Healthcare Professionals
Fintech News

Blackhawk Network Helps California Governor’s Office of Emergency Services Distribute $25M in Stipends to Frontline Healthcare Professionals

Fintech News Desk
Blackhawk Network has collaborated with the California Governor’s Office of Emergency Services to quickly deliver stipends to healthcare professionals who are on the frontlines of the battle to control the COVID-19 pandemic. The $25M in aid—generously donated by Facebook—was dispersed in the form of 50,000 prepaid cards from Blackhawk’s OmniCard.com portal. The cards can be redeemed online or in......
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