Search Results for: financial tools

Trua Launches TruaBroker to Transform Compliance for Financial Institutions
Cloud Finance Fintech News

Trua Launches TruaBroker to Transform Compliance for Financial Institutions

PR Newswire
by PR Newswire0
Trua’s AI-powered TruaBroker platform slashes risk, automates oversight and keeps brokers and advisors continuously audit-ready—with no IT required Trua, a pioneer and leader in reusable, verified, digital trust credentials, today announced the launch of TruaBroker, a cloud-based platform designed to automate regulatory compliance for financial institutions, broker-dealers and Registered Investment......
PayToMe.co Receives Investment from Hatcher+, Expands Global AI Financial Platform for SMBs
Artificial Intelligence Fintech Investment Services News

PayToMe.co Receives Investment from Hatcher+, Expands Global AI Financial Platform for SMBs

EIN Presswire
by EIN Presswire0
Backed by Hatcher+ and Startupbootcamp, PayToMe.co scales its award-winning AI-powered Financial Operating System for SMBs and enterprises worldwide. PayToMe.co, the world’s first AI-powered Financial Operating System built for small and medium-sized businesses (SMBs), has secured strategic investment from global venture capital firm Hatcher+, followed by funding from Startupbootcamp, Europe’s top-ranked......
WealthFeed Announces Strategic Partnership with the Association of African American Financial Advisors (Quad-A) to Expand Access to Cutting-Edge Prospecting Technology
Fintech News

WealthFeed Announces Strategic Partnership with the Association of African American Financial Advisors (Quad-A) to Expand Access to Cutting-Edge Prospecting Technology

PR Newswire
by PR Newswire0
WealthFeed, the AI-powered Money-in-Motion platform for financial advisors, is proud to announce a strategic partnership with the Association of African American Financial Advisors Quad-A), a leading organization dedicated to advancing African American financial professionals. This partnership will provide Quad-A members with exclusive access to WealthFeed’s powerful prospecting and outreach platform, helping members......
Umbrella Achieves SOC 1 & SOC 2 Compliance, Reinforcing Commitment to Enterprise-Grade Cloud Financial Management
Compliance management Fintech News

Umbrella Achieves SOC 1 & SOC 2 Compliance, Reinforcing Commitment to Enterprise-Grade Cloud Financial Management

PR Newswire
by PR Newswire0
Umbrella, the all-in-one Cloud Financial Management (CFM) platform by Anodot, announced that it has successfully achieved both SOC 1 Type II and SOC 2 Type II compliance. These certifications, conducted by Ernst & Young (EY), reinforce Umbrella’s commitment to the highest standards of operational integrity, data security, and financial transparency for enterprise and MSP......
Luma Financial Technologies Announces the Closing of a $63 Million Series C Investment Led by Sixth Street Growth
Finance Fintech Investments News

Luma Financial Technologies Announces the Closing of a $63 Million Series C Investment Led by Sixth Street Growth

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, announced today that it has closed a $63 million Series C financing led by Sixth Street Growth, the growth investing business of leading global investment firm Sixth Street. Existing strategic investors including Bank of America, Morgan Stanley,......
Blue Onion Raises $10 Million Series A-Building The Financial Data Infrastructure Layer That CFOs Will Rely On To Power The Next Generation Of AI
Artificial Intelligence Finance Fintech Investments News

Blue Onion Raises $10 Million Series A-Building The Financial Data Infrastructure Layer That CFOs Will Rely On To Power The Next Generation Of AI

PR Newswire
by PR Newswire0
Led by Viola FinTech, Blue Onion will use this capital to broaden their reach to continue to deliver fully reconciled, transaction-level data that’s accurate, auditable, and ready for automation.  Blue Onion, the subledger trusted by leading retail and ecommerce brands like Supergoop!, BarkBox, and a.k.a brands today announces their $10M......
PreciseFP and FinMate AI Launch New Integration to Provide Data-Entry Free Financial Planning
Artificial Intelligence Finance Fintech News

PreciseFP and FinMate AI Launch New Integration to Provide Data-Entry Free Financial Planning

PR Newswire
by PR Newswire0
Integration Empowers Advisors to Go From Discovery Conversation to Generating a Financial Plan through FinMate AI and PreciseFP PreciseFP, the award-winning client engagement and data-gathering software from Docupace, today announced a new integration with Finmate.ai, a rising innovator in AI-assisted notetaking for financial advisors, today announced a new integration engagement that......
Louis Limited Introduces AI-Powered Financial Insights for Global Market
Banking Fintech News

Louis Limited Introduces AI-Powered Financial Insights for Global Market

GlobeNewswire
by GlobeNewswire0
Louis Limited launches an AI-powered trading app globally that tracks traders’ emotional responses to market fluctuations. Founded in Malaysia in 2019, the company expands from serving 6,000 local clients through its platform that offers behavioral analytics, real-time trade mirroring, and portfolio tracking through MT5 integration. Louis Limited, a leader in......
Finance Fintech Guest Posts Robotic Process Automation Security

Identity Management in the Financial Services Sector: Four Keys to Success

Anders Askåsen
by Anders Askåsen0
By Anders Askåsen, Director of Product Marketing, Omada The financial sector operates under intense regulatory oversight, with stringent requirements designed to uphold the integrity of global financial systems. This level of scrutiny extends deeply into cybersecurity, where financial institutions must navigate a complex web of compliance frameworks while defending against......
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