Search Results for: financial management tools

ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers
Finance News

ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers

PR Newswire
by PR Newswire0
ViewTrade also unveiled details for its 2024 product roadmap, which includes increased support across all asset classes, including more robust offerings for fixed income and options, and expansion into additional global markets to offer a full and flexible suite of solutions for retail brokers and investors worldwide. ViewTrade Holding Corporation......
Ascent Secures Venture Funding to Modernize Underwriting Infrastructure and Deliver Financial Portability
Fintech Funding News

Ascent Secures Venture Funding to Modernize Underwriting Infrastructure and Deliver Financial Portability

PR Newswire
by PR Newswire0
The round was led by Foundation Capital, TruStage Ventures Discovery Fund, Alloy Labs, Reseda Group, and other investors. Ascent Platform Corporation, the leader in financial portability solutions for banks and credit unions, announced that it has successfully raised $5.3 million in venture funding. The round was led by Foundation Capital, TruStage Ventures Discovery......
New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications--in Real-Time
Finance Fintech News

New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications–in Real-Time

Business Wire
by Business Wire0
Conference call and webcast on Tuesday, March 19 at 8:15 a.m. eastern time to discuss business update and 2023 financial results. iPipeline, a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industry, announces the launch of OneViewTM, a breakthrough solution* that seamlessly......
LexisNexis Risk Solutions Released True Cost of Financial Crime Compliance Study
Compliance management News

LexisNexis Risk Solutions Released True Cost of Financial Crime Compliance Study

Fintech News Desk
by Fintech News Desk0
 The intensifying challenge of keeping up with the complex sanctions environment is leading financial institutions to confront a growing screening workload, increasing the number of screening alerts at 79% of organizations. LexisNexis Risk Solutions released the findings of its latest True Cost of Financial Crime Compliance Study – Asia Pacific.......
Nordic Capital Makes Majority Investment in Activeviam, Provider of Advanced Analytics for Financial Institutions
Investment Services News

Nordic Capital Makes Majority Investment in Activeviam, Provider of Advanced Analytics for Financial Institutions

PR Newswire
by PR Newswire0
The investment is made in partnership with ActiveViam’s founders and management to support and accelerate continued high-growth and expansion   Nordic Capital, a leading investor in banking software, will leverage its long-standing expertise and experience from accelerating digitization of the financial services industry The aim is to realize ActiveViam’s potential......
Centime Announces Strategic Integration with Sage Intacct, Expanding Its Ecosystem for Enhanced Financial Management
Finance Fintech News

Centime Announces Strategic Integration with Sage Intacct, Expanding Its Ecosystem for Enhanced Financial Management

PR Newswire
by PR Newswire0
Sage intacct joins a solid list of integrations alongside NetSuite and QuickBooks with Centime to improve the banking solutions for small-to-mid sized businesses. Centime, a Boston-based fintech that offers AP, AR and Banking solutions to small-to-midsize businesses, announced its newest integration with Sage Intacct, joining its robust list of integrations alongside......
iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios
Finance Fintech Investments News

iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios

Fintech News Desk
by Fintech News Desk0
Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite  Intuitive portfolio construction tool on iCapital Marketplace empowers advisors to seamlessly incorporate alternative and structured investments into traditional public market portfolios. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management......
Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families
Fintech News

Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families

PR Newswire
by PR Newswire0
Partnership leverages iCapital’s innovative technology platform and comprehensive educational resources to enhance Keebeck’s tailored solutions and investment opportunities. Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced its partnership with iCapital1, the global fintech platform driving the world’s alternative......
Study Reveals Annual Cost of Financial Crime Compliance Totals $61 Billion in the United States and Canada
Compliance management News

Study Reveals Annual Cost of Financial Crime Compliance Totals $61 Billion in the United States and Canada

PR Newswire
by PR Newswire0
True Cost of Financial Crime Compliance Study Reveals Organizations Prioritizing Cost Reduction While Ensuring Regulatory Adherence Financial crime compliance costs have risen for 99% of financial institutions 70% of financial institutions prioritize cutting compliance costs in next 12 months Cryptocurrencies and AI techniques are now being adopted by criminals as tools......
Financial Institutions Expected to Boost AI Investments for Customer Service in 2024, New Syntellis Report Finds
Artificial Intelligence Finance Fintech

Syntellis Released “2024 CFO Outlook for Financial Institutions”

Fintech News Desk
by Fintech News Desk0
The report results provide insights on how institutions fared in 2023, as well as current and future industry challenges, trends, and priorities. According to a new survey report from Syntellis Performance Solutions, now part of Strata Decision Technology – 2024 CFO Outlook for Financial Institutions, The financial services industry has......
1