Search Results for: financial tools

Prospera Financial Services Launches APEX Program To Assist Advisors Acquire Practices or Create Succession Plans
Business Finance News

Prospera Financial Services Launches APEX Program To Assist Advisors Acquire Practices

Fintech News Desk
The APEX Program Pairs Buying and Selling Advisors to Ensure a Smooth Transition of the Business and a Better Experience for Clients Prospera Financial Services, Inc., a boutique wealth management firm supporting a nationwide network of independent advisors, announced the launch of its proprietary Advisor Practice Exchange Program, an interactive......
Crypto Trailblazer Transitions to Full Financial Services Provider Following Dutch Brokerage Licence
Cryptocurrency News

Crypto Trailblazer Transitions to Full Financial Services Provider Following Dutch Brokerage Licence

Fintech News Desk
Investment platform Change becomes one of a select few businesses globally to hold dual crypto and traditional investment services licence  Crypto trailblazer Change has announced it has acquired a new Dutch licence – enabling the business to provide services with traditional and new-age financial assets EU-wide for the very first time. Change’s parent company, Change Group, received approval from the Dutch Central Bank to acquire an......
W2 Partners With Visa to Provide Compliance Solutions and Tools for UK Business Cardholders
Compliance management Fintech News

W2 Partners With Visa to Provide Compliance Solutions and Tools for UK Business Cardholders

Fintech News Desk
VISA Platinum and Infinite business cardholders will be able to access W2’s Regtech solutions at a considerably discounted rate W2, global provider of regulatory compliance software including Know Your Customer (KYC) and Anti-Money Laundering (AML) solutions through a single access point, announces a collaboration with Visa, a world leader in digital payments, to offer enhanced compliance solutions......
Zvilo Partners With Mastercard to Deliver Digital Financial Solutions in the Balkans
Banking Digital Finance News

Zvilo Partners With Mastercard to Deliver Digital Financial Solutions in the Balkans

Fintech News Desk
Zvilo, the digital platform unlocking working capital in the Balkans, has signed a Memorandum of Understanding (MoU) with Mastercard, signifying a strong collaboration and ongoing partnership The partnership supports Zvilo’s plans to transform the traditional banking sector and revolutionise SME lending in the Balkans by enabling access to short-term working......
FCI Expands Co-Managed Cybersecurity Solutions for Enterprises in Financial Services
News Security

FCI Expands Co-Managed Cybersecurity Solutions for Enterprises in Financial Services

Fintech News Desk
Leadership, IT Teams and MSPs Gain Increased Access & Shared Visibility FCI is pleased to announce an expanded offering for Enterprises with deeper Co-Managed Cybersecurity capabilities. New realities call for new models. FCI partners with Enterprises, their internal IT teams, and MSPs to define custom cybersecurity solutions that augment and adapt to......
Digital Tools and Assets on the Rise in Estate Planning, as Nearly 70% of Professionals are Incorporating Them into 2022 Plans
Cryptocurrency Digital News

Digital Tools and Assets on the Rise in Estate Planning, as Nearly 70% of Professionals are Incorporating Them into 2022 Plans

Fintech News Desk
Annual TD Wealth survey explores challenges and opportunities within estate planning in 2022 According to TD Wealth’s fourth annual estate planning survey, digital tools and assets could be adding another level of complexity to the planning process. This year’s survey found that more than two-thirds (69%) of estate and financial planners are......
Auditchain Expands Footprint in $600 Billion Global Accounting, Financial Reporting and Audit Services Market
Digital Asset Management Finance News

Auditchain Expands Footprint in $600 Billion Global Accounting, Financial Reporting and Audit Services Market

Fintech News Desk
Acquisition substantially increases AUDT token utility infrastructure and strengthens reporting capabilities on the Auditchain Protocol for the European market Auditchain Labs AG, the developer of the world’s first decentralized accounting, financial reporting, audit, and analysis protocol for assurance and disclosure, announced that it has acquired Areport, a platform for creating......
Advanced Communication and Collaboration Solutions Boost Efficiency for Frontline Workers in Global Financial Services
Finance News

Advanced Communication and Collaboration Solutions Boost Efficiency for Frontline Workers in Global Financial Services

Fintech News Desk
Technology providers to partner with service and software experts to better address the needs of a hybrid workforce, finds Frost & Sullivan Frost & Sullivan’s recent analysis reveals that technology vendors are rolling out new and improved communication, collaboration, and contact center solutions to help financial service institutions connect a workforce that......
BayFirst Financial Corp. Launches LoanBud, a Nationwide Lender Focused on Serving the Self-Employed
Lending Mortgage News

BayFirst Financial Corp. Launches LoanBud, a Nationwide Lender Focused on Serving the Self-Employed

Fintech News Desk
BayFirst Supports America’s Freelance Economy and Small Business Owners with Alternative Mortgage Qualification Options and SBA Loans BayFirst Financial Corp. announced that First Home Bank (d/b/a BayFirst Bank), its wholly-owned subsidiary, has launched LoanBud, a lending division designed specifically to serve self-employed homebuyers and small business owners across the U.S. LoanBud......
Brex Acquires Pry Financials to Expand Its Software Capabilities for Founders
Finance News

Brex Acquires Pry Financials to Expand Its Software Capabilities for Founders

Fintech News Desk
The acquisition gives founders sophisticated, and yet easy-to-use, tools for cash and financial management Brex, the company reimagining finance for growing businesses, announced  its acquisition of Pry Financials, a software platform with tools designed to enable budgeting, bookkeeping and forecasting, for $90 million. Cash flow forecasting and runway planning can make......
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