Search Results for: financial services firms

Investments News

Dynasty Financial Partners And Allocate Partner To Give Rias Access To Venture Capital Investment Opportunities

Fintech News Desk
by Fintech News Desk0
Allocate, a digital investment platform that provides investors a streamlined way to access venture funds and co-investments, today announced a partnership with Dynasty Financial Partners, a provider of back and middle-office outsourced solutions for registered investment advisors (RIAs). The partnership will provide Dynasty network partner RIAs with a digital solution......
Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools
Fintech News Risk Management

Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools

Fintech News Desk
by Fintech News Desk0
Two leading financial technology firms partner to offer more advisory firms access to risk analytics Riskalyze, the industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors, announced Moneytree Software, a pioneer in the development of financial planning technology which simplifies complexities for advisors, has selected the firm’s......
ThetaRay SONAR AML Solution with New Software Version Gives Financial Institutions More Powerful Tools Against Financial Crime
Artificial Intelligence Fintech News

ThetaRay SONAR AML Solution with New Software Version Gives Financial Institutions More Powerful Tools Against Financial Crime

Fintech News Desk
by Fintech News Desk0
ThetaRay, a leading provider of AI-powered transaction monitoring technology, announced the release of a new software version on its flagship SONAR advanced SaaS anti-money laundering (AML) platform. The update includes major capability upgrades for fintechs and banks to detect and prevent financial crime through faster investigations and the discovery of......
Introhive partners with OpenFin to drive productivity for Financial Services Customers
Artificial Intelligence Fintech News

Introhive Partners With Openfin To Drive Productivity For Financial Services Customers

Fintech News Desk
by Fintech News Desk0
Introhive, the fastest-growing AI-powered customer intelligence solution, announced a partnership with OpenFin, the operating system (OS) for enterprise productivity, empowering joint financial services customers on their workspaces and driving productivity. Latest Fintech News: Kondux Web3 Design Lab Joins NVIDIA Inception Introhive allows the automatic extraction of valuable data, surfacing it to......
Retirement Plan Digital Experience Suffers as More Americans Struggle Financially, J.D. Power Finds
Digital Finance News

Retirement Plan Digital Experience Suffers as More Americans Struggle Financially, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Bank of America and Charles Schwab Rank Highest in a Tie in Digital Participant Satisfaction While economists are still divided on whether the United States is in a recession, retirement investors have a clearer sentiment: their financial health is deteriorating, they are concerned about their investments and, when they turn......
Hearsay Helps Financial Services Professionals Ensure Compliance with SEC Modernized Marketing Rule
Fintech News

Hearsay Helps Financial Services Professionals Ensure Compliance with SEC Modernized Marketing Rule

Fintech News Desk
by Fintech News Desk0
Offering enables compliant use of testimonials and endorsements to drive business growth Hearsay Systems, the trusted global leader in digital client engagement for the financial services industry, announced that it is expanding its compliance capabilities to help financial professionals make the most of testimonials and endorsements. The new functionality, which......
Reltime And Triskel Capital Forge Strategic Financial Web3 And Metaverse Partnership In Latin America
Fintech News

Reltime And Triskel Capital Forge Strategic Financial Web3 And Metaverse Partnership In Latin America

Fintech News Desk
by Fintech News Desk0
Trusted collaboration aims at financially empowering people and enterprises throughout the continent Reltime AS, a disruptive global Web3 and Metaverse financial technology company, and Triskel Capital Ltd. have entered into a long-term strategic partnership to change the way people and businesses in Latin America financially interact and transact. Together with Reltime as its......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
FELABAN and ACAMS Partner to Strengthen Anti-Financial Crime Compliance in Latin America
Finance News

FELABAN and ACAMS Partner to Strengthen Anti-Financial Crime Compliance in Latin America

Fintech News Desk
by Fintech News Desk0
Latin America’s leading banking federation will offer ACAMS certifications in anti-money laundering, Know Your Customer, and transaction monitoring compliance As part of their efforts to safeguard the integrity of the financial sector, the Latin American Federation of Banks and ACAMS are joining forces to train anti-financial crime (AFC) professionals throughout......
Financial Services Software Has Fewer Security Flaws Than Most Industries
Finance News

Financial Services Software Has Fewer Security Flaws Than Most Industries

Fintech News Desk
by Fintech News Desk0
Despite Low Flaw Prevalence, Finance Industry Lags in Fix Rate 30 Percent of Open-source Flaws Remain Unresolved After Two Years Veracode, a leading global provider of application security testing solutions, released data revealing that the financial services industry ranks among the best for overall flaw percentage when compared to other......
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