Search Results for: financial software solutions
Certent Customers Set a New Standard for Reports Filed With the SEC
Certent Disclosure Management’s new HD Reporting(SM) feature to provide investors with innovative and easier-to-read filings Certent, a leading provider of software-as-a-service solutions for financial disclosure management and equity compensation, announced that the first wave of its customers have used Certent’s High Definition (HD) Reporting and become the first organizations to......
The Ripple Effect: How a US Recession Could Sneak Up on Global FinTech Companies
Coronavirus. The US election. International trade. And did we mention Coronavirus? Such a potent cocktail makes the reality of a recession all too possible. Companies in every industry should consider how one would impact them. I know I’m thinking about how a recession could impact FinTech, especially those that cater......
Corporate and Investment Banks Must Reinvent Themselves
As Competitive Pressure Intensifies and Profitability Erodes, Small and Midsize CIBs Must Overhaul Business and Operating Models in Order to Remain Viable Corporate and investment banks (CIBs), facing rising challenges that the COVID-19 crisis has made even more pressing, must fundamentally transform themselves—targeting high-value clients, shedding subscale business lines, and......
Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help With Volatile Markets
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with Covisum, a financial technology company enabling thousands of advisors to provide better answers for retirees and pre-retirees. Covisum will leverage FinMason’s robust analytical engine to calculate and deliver their heavy-tailed......
Addepar Announces $40 Million in New Financing
Investment from WestCap Group to support continued business growth Addepar, a leading technology platform for wealth management, announced an investment of $40 million by WestCap Group (“WestCap”). The investment was led by Laurence Tosi (“L.T.”), a member of Addepar’s Board of Directors for the past two years as well as WestCap’s founder and managing partner, and by Scott Ganeles,......
Xalles Holdings to Acquire Minervaworks
Xalles Holdings, a fintech holding company leveraging blockchain technology for financial reconciliation and payment auditing solutions, announces that it has executed a Share Purchase Agreement to acquire 100% of MinervaWorks Holdings, Inc., an Atlanta based technology company. Read More: Former U.S. Secretary of Commerce, Penny Pritzker, Doubles Down on Payments Infrastructure......
Fiserv to Enhance Omni-commerce Experience With Acquisition of Bypass Mobile
Combination will build on existing integration and facilitate new digital commerce use cases Fiserv, a leading global provider of payments and financial services technology solutions, announced the acquisition of Bypass Mobile (“Bypass”), an independent software vendor (ISV) and leading innovator in enterprise point-of-sale systems. The acquisition of Bypass will help......