Search Results for: financial management tools

Green RWA and Finastra Unveil a New Platform for Climate Risk Management
Banking Finance News

Green RWA and Finastra Unveil a New Platform for Climate Risk Management

PR Newswire
The CERM Sandbox enables banks to better understand and manage climate risks in lending portfolios Finastra, a global provider of financial software applications and marketplaces, and Green RWA, a pioneering association in climate transition, announced the launch of the Climate-Extended Risk Model (CERM) Sandbox. The new platform offers an interactive and......
Okoora Launches Integrated AI-Powered Platform for Global Payments, Banking, and Risk Management
Fintech Startups News Risk Management

Okoora Launches Integrated AI-Powered Platform for Global Payments, Banking, and Risk Management

Fintech News Desk
Swiss-Israeli fintech startup submits license applications in multiple European countries, paving the way for market entry and facilitating collaboration with organizations and businesses across Europe Swiss-Israeli fintech startup Okoora is announcing the launch of its integrated platform for global payments, banking, and risk management. The platform, known as Automatic Business Currency Management......
Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm
Finance News

Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm

PR Newswire
Former Securian Financial Services Advisors Join Capitol Financial Solutions, A Group Affiliated with Royal Alliance Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced that John Amendola, Eric S. Owen, Michael Pugh and Steve Tanner have joined Capitol Financial Solutions, one of the largest groups affiliated with Royal Alliance. The four former Securian......
Schwab Foundation Supports New ASU Financial Access and Research Lab
Finance News

Schwab Foundation Supports New ASU Financial Access and Research Lab

PR Newswire
Schwab Advisor Services in partnership with the Charles Schwab Foundation is providing generous support in the launch of a new ASU W. P. Carey School of Business finance lab. The Charles Schwab Foundation Financial Access and Research (FAR) Lab will contribute to the W. P. Carey community through increased financial......
Growth-Minded Foundations Financial Partners Chooses Commonwealth
Finance News

Growth-Minded Foundations Financial Partners Chooses Commonwealth

Business Wire
Firm with $881 million in assets will take advantage of Entrepreneurial Capital program to support its acquisition and succession plans Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Foundations Financial Partners of Doylestown, Pennsylvania, to its network of......
Elements Partners with ONYX to Help Financial Advisors Start, Scale and Sustain Their Business
Finance News

Elements Partners with ONYX to Help Financial Advisors Start, Scale and Sustain Their Business

Business Wire
ONYX members will receive a discount on Elements subscriptions Elements, a modern financial assessment software that helps advisors demonstrate their value faster,  announced a new partnership with the ONYX Advisor Network, a comprehensive entrepreneurial support platform for financial advisors. This collaboration aims to make it easier for ONYX advisors to grow......
Automated Financial Systems Announces the Successful Implementation of AFSVision at Flagstar Bank
Banking News

Automated Financial Systems Announces the Successful Implementation of AFSVision at Flagstar Bank

PR Newswire
Automated Financial Systems, Inc. announced the successful implementation of AFSVision at Flagstar Bank. AFSVision was chosen to partner with Flagstar as they continue to enhance their commercial lending lines of business while building on their relationship banking model that offers first-class services and products to their customers. “AFS is happy to......
New Mastercard Study Reveals Financial Inclusion Momentum in Latin America, Highlights Remaining Gaps to Close
Digital Payments News

New Mastercard Study Reveals Financial Inclusion Momentum in Latin America, Highlights Remaining Gaps to Close

Business Wire
Report finds the number of cash-only consumers – those without a financial account – has decreased dramatically from 45% to 21% Mastercard released a new report, The State of Financial Inclusion post COVID-19 in Latin America and the Caribbean: New Opportunities for the Payments Ecosystem, demonstrating the mainstream adoption of......
The State Bank Selects Ameriprise Financial to Manage its Investment Program
Investment Services News

The State Bank Selects Ameriprise Financial to Manage its Investment Program

Business Wire
Partnership gives The State Bank clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial announced The State Bank, an independently owned bank with more than $1.75 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from Cetera Financial......
1