Search Results for: financial services platform

iCapital Network® Recognized as Top Fintech Firm by Forbes for Third Consecutive Year
Fintech Radar Fintech Startups News

iCapital Network® Recognized as Top Fintech Firm by Forbes for Third Consecutive Year

Fintech News Desk
iCapital Network, a leading financial technology platform setting the industry standard for access and efficiency in alternative investing, announced it has been named to the 2020 Forbes Fintech 50 list, marking the third year in a row that Forbes has recognized iCapital as an innovator. The Forbes Fintech 50 list......
eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle
Business Fintech News

eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle

Fintech News Desk
Planning Vision Focused on Supporting Advisors in Their Efforts to Efficiently Scale Business, Elevate Client Experience and Demonstrate Unique Value eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced its enhanced planning vision for products and features that enables advisors and......
Trapped in the past? Moving Banking beyond the Prison Paradigm
Banking Fintech Radar Guest Posts

Trapped in the past? Moving Banking beyond the Prison Paradigm

Jouk Pleiter
Some banks are so established that, as customers, we think of them as part of the fabric of our lives; as immovable institutions. Maybe that was once the case. But the rise of a new, modern business environment is undermining that position. Apple pay and Facebook’s Libra are good examples......
Wolters Kluwer Launches New Solution for All US Banks and Credit Unions to Facilitate SBA Program - Paycheck Protection Program Supported by TSoftPlus
InsurTech News

Rokk3r Insurtech Inks Partnership with Insurance SaaS Leader Genasys

Fintech News Desk
Firms Will Join Forces to Market Innovative Insurtech Solutions to New Target Markets Around the World Rokk3r , the multinational company cobuilder is pleased to announce that its insurance-technology division, Rokk3r Insurtech, has reached an agreement to partner with insurance Software-as-a-Service provider Genasys to market the company’s services to new......
Immediate Announces Oversubscribed Seven-Figure Round of Seed Funding
Business News

Immediate Announces Oversubscribed Seven-Figure Round of Seed Funding

Fintech News Desk
Financial Health Startup Raises Seven Figures to Disrupt the Consumer Loan Industry and Improve Financial Health for Hourly Employees Financial health challenges impact nearly 179 million Americans who are considered financially vulnerable or financially coping; a quarter of US households either do not use a bank or use unbanked financial......
RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference
Business Fintech News

RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference

Fintech News Desk
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, announced the release of an open API for its MyRIACompliance tool. The development was announced at Technology Tools for Today (T3) Advisor Conference in San Diego. RIA in a......
Lithuania’s Fintech Landscape in 2019 and 2020 Startup Map
Fintech News

Lithuania’s Fintech Landscape in 2019 and 2020 Startup Map

Fintech News Desk
2019 was a key year for Lithuania’s fintech sector, with the number of companies in the sector rising to more than 200 and the country being recognized as one of the most dynamic fintech hubs globally, according to a new report by Invest Lithuania, the Lithuanian investment promotion agency. Top Globalfintechseries.com Insights: Swan......
Subi Sethi Joins Clearwater as Chief Client Officer
Fintech News

Subi Sethi Joins Clearwater as Chief Client Officer

Fintech News Desk
Clearwater Analytics announced that Subi Sethi has joined Clearwater as Chief Client Officer to lead the firm’s global operations team. Subi has extensive experience driving operational transformation to deliver highly scalable solutions for global companies. She will be responsible for ensuring the success of Clearwater clientele, and will lead the......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech Fintech Radar Fintech Startups Investment Services News

Carson Group Announces Elimination of Technology Costs for Its Partners

Abhishek Upadhyay
One of the fastest-growing financial services companies, Carson Group recently made an announcement that the company will cover the tech costs for all its partner firms starting from the 1st of April this year. This will include software platforms Egnyte, Orion, Salesforce, and Smarsh. From thereon, wirehouse advisors, IARs and......
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