Search Results for: financial industry

BitGo Appoints Jeff Horowitz as Chief Compliance Officer
Fintech News

BitGo Continues Expansion of Services, Launches Dashboard for Managing Digital Asset Portfolio Across Wallets and Exchanges

Fintech News Desk
by Fintech News Desk0
Acquisition of Lumina Provides Foundation for New Services, Demo Webinar on April 23 BitGo, the leader in digital asset financial services, announced that it acquired Lumina, a comprehensive crypto-native financial platform, and has completed the first phase of product integration, expanding its services to give institutional investors a dashboard for......
Charles Schwab Reinforces Its Commitment to Customer Data Protection
Fintech News

Charles Schwab Reinforces Its Commitment to Customer Data Protection

Fintech News Desk
by Fintech News Desk0
Signs API agreements with several Third Party financial technology companies Charles Schwab announced agreements with Intuit (maker of QuickBooks, TurboTax and Mint), eMoney Advisor (a financial planning software provider), and Envestnet | Yodlee (a leading financial data aggregation and analytics platform), to use Schwab’s “API” (application programming interface) connections. Read......
Banking Software Developer DCI Acquires Vetter From AFT Analytics
Banking Fintech News

Banking Software Developer DCI Acquires Vetter From AFT Analytics

Fintech News Desk
by Fintech News Desk0
Data Center Inc (DCI), the privately-owned developer of the iCore360® bank management software and related technologies for community financial institutions, announced today their acquisition of the Vetter technology suite, a product offering of AFT Analytics Inc., in New York, NY. The terms of the transaction were not disclosed. Read More: Analyticom Introduces......
First Rate Selects FinMason to Deliver Third-Party ESG Data
Fintech Investment Services News

ATA RiskStation Selects FinMason to Deliver Lipper Data via API

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm, and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with ATA RiskStation, a comprehensive portfolio risk oversight technology for financial advisors and compliance professionals, to deliver the Refintiv Lipper Global Data Feed via their proprietary API. Read......
Business Investment Services News

TSG Announces Acquisition of PerfectMind

Fintech News Desk
by Fintech News Desk0
TSG acquires leading health and fitness software provider, PerfectMind, creating an unrivalled offering for the Canadian and United States Health and Fitness markets PerfectMind is the leader in the Parks and Recreation market in North America TSG, an Advent portfolio company and leading global provider of business management software, integrated......
MWTherapy Partners With Axiamed to Offer a Secure, Fully Integrated Patient Payment Solution
Business Fintech News

MWTherapy Partners With Axiamed to Offer a Secure, Fully Integrated Patient Payment Solution

Fintech News Desk
by Fintech News Desk0
Cloud-based Physical Therapy Software Provider Leverages AxiaMed’s Secure Patient Payment Technology to Enhance Security and Streamline Healthcare Payments  AxiaMed, an industry-leading healthcare payments technology company, announced that Payment Fusion, its SaaS-based patient payment platform, is now fully integrated with MerlinWave’s Physical Therapy Practice Software, MWTherapy, to provide a simplified and......
SGX Partners with Cassini Systems to Help Market Participants Prepare for Uncleared Margin Rules (UMR)
Fintech News Risk Management

Cassini Systems Partners With Acadiasoft to Help Clients Manage Initial Margin Requirements

Fintech News Desk
by Fintech News Desk0
Cassini Margin Analytics Platform Now Integrated within AcadiaSoft’s Initial Margin Exposure Manager Cassini Systems, the leading provider of pre- and post-trade margin analytics for derivatives market participants, announced a new initial margin (IM) partnership with AcadiaSoft Inc., the leading industry provider of risk and collateral management services for the non-cleared......
Personal Capital Launches New Product Feature Recession Simulator
Capital Markets Fintech News

Virtual Delivery Model Enables Personal Capital to Thrive Despite COVID-19 and Market Headwinds

Fintech News Desk
by Fintech News Desk0
Wealth Management Company Has Record First Quarter Sales for Q1 2020 and Introduces The Financial Roadmap to Deliver Advice at Scale In the midst of a global pandemic, Personal Capital is leading the financial service industry’s shift to a remote setting by delivering advice at scale in today’s virtual world. Through the......
Ellie Mae Announces Launch of Velocify Leadmanager Essentials
Fintech News

Ellie Mae Announces Launch of Velocify Leadmanager Essentials

Fintech News Desk
by Fintech News Desk0
Part of Ellie Mae’s Consumer Engagement Solution, the New Solution Helps Originators Speed Virtual Communication to Borrowers Through Automated Emails and Texts  Ellie Mae, the leading cloud-based loan origination platform provider for the mortgage industry, announced the launch of Velocify LeadManager Essentials, part of Ellie Mae’s Consumer Engagement solution. The new......
InsurTech Leader Delivers Industry's First Commercial Submissions Platform to Agency and Carrier Design Partners
Fintech InsurTech News

Independent Agents Equipped to Deliver a Modern Digital Experience to Insurance Consumers With Vertafore’s InsurLink

Fintech News Desk
by Fintech News Desk0
New web- and mobile-enabled solution provides end-insureds with real-time, 24/7 self-service access to policy documents, claims info & more Vertafore announced the launch of its new InsurLink portal that enables independent agents to offer end-insureds direct, real-time access to their insurance policy documents and data. Read More: Finhabits Launches Microlearning Journeys......
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