Search Results for: financial platform

Taulia Announces Solutions to Support Customers During COVID-19 at No Charge
Blockchain Business Fintech News

Taulia Announces Solutions to Support Customers During COVID-19 at No Charge

Fintech News Desk
by Fintech News Desk0
Three cash analytics tools to support customers through the economic uncertainty Taulia, the leader in working capital technology solutions has announced they are offering three cash analytics solutions, at no charge, to customers to help execute their working capital strategies, strengthen their supply chains and manage risk during these challenging......
Winvesta Taps DriveWealth to Offer Indian Investors Access to U.S. Securities
Business Fintech Investment Services News Trading

Winvesta Taps DriveWealth to Offer Indian Investors Access to U.S. Securities

Fintech News Desk
by Fintech News Desk0
DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced a partnership with Winvesta Ltd, a newly launched UK-based global investment platform with operations in India and the U.S. Employing DriveWealth’s proven technology, Winvesta is now offering U.S. stock market access via a mobile app to investors across India, enabling them to......
Planful Announces Speakers For Its Upcoming Virtual Tour
Fintech News

Planful Announces Speakers For Its Upcoming Virtual Tour

Fintech News Desk
by Fintech News Desk0
 Planful Inc. (formerly Host Analytics), a leading financial planning and analysis (FP&A) cloud platform provider, today announced the keynote and customer speakers for its upcoming Planful Virtual Tour, taking place Tuesday, May 19, to Thursday, May 21. Keynote sessions will feature R “Ray” Wang of Constellation Research; Tim Zue, CFO of The Boston Red Sox; Randy......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Investment Services News

Charles Schwab Purchases Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in an all cash transaction. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors.......
PureFacts Acquires VennScience, a Full-Service Salesforce Consultancy Based in New Hampshire
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PureFacts Acquires VennScience, a Full-Service Salesforce Consultancy Based in New Hampshire

Fintech News Desk
by Fintech News Desk0
PureFacts Financial Solutions, a leading provider of mission-critical wealthtech solutions, has acquired VennScience, a full-service Salesforce consultancy headquartered in Portsmouth, New Hampshire. This strategic acquisition enriches and extends PureFacts’ ability to provide meaningful insights and solutions to wealth firms to address their client’s needs. PureFacts also gains a presence in key......
Green Dot Hires Daniel Eckert as Executive Vice President & Chief Product, Strategy and Development Officer
Business Capital Markets Fintech News

Green Dot Hires Daniel Eckert as Executive Vice President & Chief Product, Strategy and Development Officer

Fintech News Desk
by Fintech News Desk0
Green Dot Corporation announced that Daniel Eckert has joined the company as Executive Vice President & Chief Product, Strategy and Development Officer, leading all of Green Dot’s product and Banking-as-a-Service (BaaS) platform business efforts. In this role, he will be responsible for product vision, strategy, design and development, from conceptualization......
Earnin Partners with Harvard-Based Opportunity Insights to Help Policy Makers Understand the Economic Impact of COVID Crisis
Fintech News

Earnin Partners with Harvard-Based Opportunity Insights to Help Policy Makers Understand the Economic Impact of COVID Crisis

Fintech News Desk
by Fintech News Desk0
Earnin, the leader in innovative solutions to some of the world’s toughest financial problems, announced that it is partnering with Opportunity Insights to help launch a new economic tracker, which will provide a deeper understanding of the economic impact of the COVID-19 crisis. Opportunity Insights (OI) is a non-partisan, not-for-profit......
Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation
Artificial Intelligence Fintech News

Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation

Fintech News Desk
by Fintech News Desk0
Avii, a leading practice management platform for tax, audit, advisory, compliance and management consulting firms, is advancing the accounting software market space with the launch of Avii Workspace™ 2.0. Read More: Remitly Partners With Alipay to Offer International Remittances Avii Workstation 2.0 is available now, with scheduling, budgeting and reporting enhancements......
Dougherty Mortgage Selects SS&C to Support Loan Servicing Business
Banking Fintech Investment Services News

Dougherty Mortgage Selects SS&C to Support Loan Servicing Business

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings,announced that Dougherty Mortgage LLC, a full-service nationwide mortgage banking firm, has selected SS&C as a technology and services partner. SS&C will provide cloud-based software and services for loan origination, servicing, asset management, investor reporting, insurance compliance and document management. Read More: Fintech Europe Selects Ten Startups for its......
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