Search Results for: financial management tools

MeridianLink Mortgage Partners with Industry Leader to Help Innovative Financial Institutions Profit from Opportunities in Residential Lending
Lending Mortgage News

MeridianLink Mortgage Partners with Industry Leader to Help Financial Institutions Profit from Opportunities in Residential Lending

Business Wire
by Business Wire0
MeridianLink, Inc., a leading provider of modern software platforms for financial institutions and consumer reporting agencies, has partnered with Jim Deitch, Certified Mortgage Banker (CMB), to create a checklist for how innovative financial institutions can profit from opportunities in residential lending. With the increasing demand for efficient, personalized, and user-friendly......
KeyBank Partners with Operation HOPE to Provide Homebuyer Education & Financial Education to the Communities it Serves
Banking Finance News

KeyBank Partners with Operation HOPE to Provide Homebuyer Education & Financial Education to the Communities it Serves

PR Newswire
by PR Newswire0
Financial coaches are serving in multiple branches across KeyBank’s footprint to provide one-on-one and group financial assistance and access to programming at no cost KeyBank and Operation HOPE, Inc., a national non-profit dedicated to financial empowerment for underserved communities, recently announced plans to provide access to its HOPE Inside program across three branches in KeyBank’s......
GlobiancePay - Pioneering the Future of Global Crypto Banking and Financial Asset Exchange
Banking News

GlobiancePay – Pioneering the Future of Global Crypto Banking and Financial Asset Exchange

GlobeNewswire
by GlobeNewswire0
In the ever-evolving sphere of global finance, traditional banking institutions often act as gatekeepers, placing formidable barriers in the path of many aspiring to harness vital wealth-building opportunities. Due to entangled bureaucracies, exorbitant fees, and selective access – many regions of the world remain underserviced and unaware of their financial......
Arkifi Emerges from Stealth, Building Factual and Trustworthy Tools with Generative AI for the Finance Industry
Artificial Intelligence Finance News

Arkifi Emerges from Stealth, Building Factual and Trustworthy Tools with Generative AI for the Finance Industry

Cision PRWeb
by Cision PRWeb0
Arkifi raised over $9 million in a seed round co-led by Nyca Partners and Khosla Ventures. The company was founded by former employees of Khosla Ventures, JP Morgan, and Bridgewater Arkifi.ai emerged from stealth with $9 million in seed financing co-led by Khosla Ventures and Nyca Partners, with participation from Soma Capital,......
Bitget Elevating Digital Asset Management for Global Investors with CoinStats Partnership
Cryptocurrency News Trading

Bitget Elevating Digital Asset Management for Global Investors with CoinStats Partnership

Business Wire
by Business Wire0
Bitget, top crypto derivatives and copy trading platform, unveils its latest alliance with CoinStats, a renowned crypto portfolio tracker, to reshape the way investors manage their burgeoning digital assets. Latest Fintech Interview Global Fintech Interview with Will Tumulty, CEO at Rapid Finance In an era where cryptocurrencies are solidifying their position in......
ProPricer Launches Cash Flow Pro: A Game-Changer in Financial Reporting for Government Contractors
Compliance management Finance News

ProPricer Launches Cash Flow Pro: A Game-Changer in Financial Reporting for Government Contractors

PR Newswire
by PR Newswire0
ProPricer, the premier cost proposal solution for government contractors and federal agencies, proudly introduces Cash Flow Pro, an innovative solutions tool poised to reshape the landscape of financial management in the government contracting industry. Seamlessly integrating with ProPricer’s acclaimed Contractor Edition platform, Cash Flow Pro empowers contractors to wield comprehensive......
Merit Financial Upgrades Client Experience with the Nitrogen Growth Platform
Fintech Investment Services News

Merit Financial Upgrades Client Experience with the Nitrogen Growth Platform

Business Wire
by Business Wire0
Merit’s client base of over 16,000 high-net-worth individuals and families will immediately benefit from advanced risk and analytics capabilities Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, announced the deployment of its growth platform to Merit Financial Advisors (“Merit”). Merit is a national registered investment......
Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors
Investment Services News

Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors

Business Wire
by Business Wire0
Dynasty Financial Partners and YCharts announce a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and client communications platform. “Their exceptional customer support is second to none and has proven to immensely boost productivity for our network of advisors.” Through its continued......
RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community
Finance News

RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community

PR Newswire
by PR Newswire0
A new API-driven integration streamlines advisors’ client data gathering and financial planning efforts by syncing household financial data between PreciseFP and RightCapital RightCapital, the fastest-growing financial planning software for financial advisors, and PreciseFP, the award-winning client engagement and data gathering platform from Docupace, announced a data integration partnership. This new bi-directional API integration......
Latimer Wealth Management Joins Steward Partners
Finance News

Latimer Wealth Management Joins Steward Partners

PR Newswire
by PR Newswire0
Former Merrill Team Launches Steward Partners’ Second Location in Florida, with Plans for Expansion Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Latimer Wealth Management, based in Winter Park, FL, formerly known as The Latimer Group at Merrill Lynch. The team comprises Partner, Managing Director, Wealth Manager Theodore (Ted) Latimer,......
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