Search Results for: financial goals

CyberCube Launches First Cyber Analytics Product for Broker Market
Fintech InsurTech News Risk Management

CyberCube Launches First Cyber Analytics Product for Broker Market

Fintech News Desk
by Fintech News Desk0
Cyber risk analytics specialist CyberCube has launched “Broking Manager” – a new software-as-a-service application designed specifically for insurance brokers. Read More: Bank of Montreal, Motley Fool, Pernod Ricard USA and Wabtec Among Customers That Signed On With BlackLine In Q1 2020 Market-leading cyber analytics specialist CyberCube launches its first product......
PureFacts Acquires VennScience, a Full-Service Salesforce Consultancy Based in New Hampshire
Business Fintech News

PureFacts Acquires VennScience, a Full-Service Salesforce Consultancy Based in New Hampshire

Fintech News Desk
by Fintech News Desk0
PureFacts Financial Solutions, a leading provider of mission-critical wealthtech solutions, has acquired VennScience, a full-service Salesforce consultancy headquartered in Portsmouth, New Hampshire. This strategic acquisition enriches and extends PureFacts’ ability to provide meaningful insights and solutions to wealth firms to address their client’s needs. PureFacts also gains a presence in key......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Fintech Investment Services News

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Fintech News Desk
by Fintech News Desk0
Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
Envestnet | MoneyGuide Enhances Client Portal with Virtual Plan Sharing to Support Advisors' Digital Client Engagement
Business Fintech News

Envestnet | MoneyGuide Enhances Client Portal with Virtual Plan Sharing to Support Advisors’ Digital Client Engagement

Fintech News Desk
by Fintech News Desk0
Envestnet | MoneyGuide announced the rollout of an enhancement to the MoneyGuide Client Portal that will enable clients to safely and securely interact with their advisor within the portal. As in-person meetings have become rare amid the current COVID-19 pandemic, this empowers advisors to better engage with clients using MoneyGuide......
After the Cloud: Why Corporate Treasurers’ Next Transformation is to a Digital Backbone
Fintech Guest Posts

After the Cloud: Why Corporate Treasurers’ Next Transformation is to a Digital Backbone

Pete Srejovic
by Pete Srejovic0
The ever-increasing complexities and constant state of change all too familiar to corporate treasurers call for not just new tools and technologies, but far greater connectivity between them all. To achieve more efficient harmony across their full technology stack, corporate treasury departments should future-proof around a digital backbone – one......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Fintech Investment Services News

Ascensus Supports Institutional Partners, Advisors, and Their Clients with Challenges Related to COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Technology-Enabled Service Provider Shares Insights, Analysis, and Educational Resources Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, is supporting institutional partners, advisors, and their clients during the COVID-19 pandemic via a variety of approaches that include COVID-19-specific resources, infographics, behavioral analytics, legislative insights,......
SCS Makes Establishing a Company and Accounting Easier for Clients with Cloud-based e-Commerce Platform
Fintech News

SCS Makes Establishing a Company and Accounting Easier for Clients with Cloud-based e-Commerce Platform

Fintech News Desk
by Fintech News Desk0
Singapore Corporate Services Pte Ltd (“SCS”), a leading Singapore-based CPA firm, has advanced to its next step of streamlining service offerings with a new cloud-based e-commerce platform, in light of the Singapore Government’s SMEs Go Digital programme. Read More: ClassWallet Provides Free Access to its Platform The accounting e-commerce platform, the first......
iPipeline Announces Exclusive Partnership with ForMotiv to Offer Next-Gen Behavioral Intelligence with Monitoring
Business Fintech News

Pricefx Named a Finalist for 2020 SAP Pinnacle Award for SAP App Center Partner of the Year

Fintech News Desk
by Fintech News Desk0
Company was also ranked #1 by customers on Spring 2020 G2 Grid for Pricing Software and named to Constellation ShortList™ for Price Optimization Solutions for Q1 2020 Pricefx, the global leader in cloud pricing software, announced it was named a 2020 SAP Pinnacle Award finalist for SAP App Center Partner......
New Stifel Survey Examines Impact of COVID-19 on Global Technology Community
Fintech News

New Stifel Survey Examines Impact of COVID-19 on Global Technology Community

Fintech News Desk
by Fintech News Desk0
A new Stifel Financial Corp. survey of nearly 300 technology executives, entrepreneurs, and private equity (PE) and venture capital (VC) investors finds most expect the COVID-19 crisis to have a lengthy impact on business operations, leading to a U-shaped economic recession. At the same time, the survey indicates that a......
CNX Resources Implements Quorum Software to Drive Operational Efficiency
Fintech News

CNX Resources Implements Quorum Software to Drive Operational Efficiency

Fintech News Desk
by Fintech News Desk0
Company replaces legacy production and revenue accounting with purpose-built oil and gas software in 9 months Quorum Software (Quorum), the leader in digital transformation for the Oil and Gas industry, announced that CNX Resources Corporation (CNX), one of the largest independent natural gas exploration, development and production companies, has implemented Quorum’s revenue......
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