Search Results for: financial management tools

GROUNDFLOOR Rolls out Short-Term Investment Opportunities, Providing Secured Investments During Market Volatility
Fintech News

FinFit Announces Extended Support for Employees During COVID-19

Fintech News Desk
by Fintech News Desk0
FinFit, a leader in financial wellness technology, and its financial partner, Celtic Bank, Member FDIC, are working together to provide support for any employees impacted by the Coronavirus (COVID-19). FinFit and Celtic Bank stand ready to support employees and ensure their continued financial stability during the Coronavirus (COVID-19) pandemic. Read......
AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM
Business Fintech News

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM

Fintech News Desk
by Fintech News Desk0
Formerly Fox Financial Planning Network AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM.  The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships......
Duality Technologies Launches SecurePlus Query, the First Privacy-Enhanced Query Engine for Data Collaboration
Artificial Intelligence Fintech News

Duality Technologies Launches SecurePlus Query, the First Privacy-Enhanced Query Engine for Data Collaboration

Fintech News Desk
by Fintech News Desk0
Duality SecurePlus  Query utilizes Homomorphic Encryption to enable banks to securely collaborate across institutions and borders in financial crime investigations, without compromising data privacy Duality Technologies, a leading provider of Privacy-Enhancing Technologies (PETs), announced the launch of  SecurePlus Query,  a privacy-by-design query engine for data collaboration. The novel solution opens......
KoreConX Launches Global Direct Issuance Platform for Companies
Capital Markets Fintech News

KoreConX Launches Global Direct Issuance Platform for Companies

Fintech News Desk
by Fintech News Desk0
Direct Issuance Platform for Accredited Investor Offerings Globally KoreConX is proud to announce the launch of the Direct Issuance Platform for use by companies for their capital raising around the world. There are more private companies around the world raising capital. Only 1% get funded by VCs, while the remaining......
ChartIQ Appoints Rajiv Shah as Global Head of Institutional Sales
Business Fintech News

ChartIQ Appoints Rajiv Shah as Global Head of Institutional Sales

Mohit Manoharan
by Mohit Manoharan0
ChartIQ, a financial technology company that delivers software to help the finance world work smarter, announced the appointment of Rajiv Shah as Global Head of Institutional Sales. In his role, Mr. Shah will spearhead the company’s sales strategy globally, and help to expand ChartIQ into new channels of business across......
Mastercard and Samsung Partner to Enable Digital Inclusion
Banking Business Fintech News

Mastercard and Samsung Partner to Enable Digital Inclusion

Fintech News Desk
by Fintech News Desk0
Mastercard Pay on Demand enables safe, secure consumer financing for Samsung Galaxy devices Mastercard announced a global partnership with Samsung to enable digital access to consumers and small businesses in emerging markets through its extensible Pay on Demand platform. “This partnership with Mastercard is our way of making that future......
Nasdaq to Acquire Verafin, Creating a Global Leader in the Fight Against Financial Crime
Capital Markets Fintech Investment Services News

Nasdaq Acquires Institutional Investment Fintech Firm Solovis

Fintech News Desk
by Fintech News Desk0
Solovis will pair with eVestment to deliver investment data, portfolio analytics and monitoring across public and private markets Nasdaq, Inc. announced the acquisition of Solovis, a privately-held financial technology company offering multi-asset class portfolio management, analytics and reporting tools across public and private markets. Solovis solutions will be available through......
Bank of Zachary Partners with Teslar Software to Grow Commercial Lending
Fintech News

Bank of Zachary Partners with Teslar Software to Grow Commercial Lending

Fintech News Desk
by Fintech News Desk0
Bank positions new generation of lenders for success with streamlined processes, enhanced transparency Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced at ICBA LIVE that Bank of Zachary has selected its full suite of services to streamline processes, increase......
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