Search Results for: financial tools

University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Fintech Investment Services News

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
Envestnet | MoneyGuide Enhances Client Portal with Virtual Plan Sharing to Support Advisors' Digital Client Engagement
Business Fintech News

Envestnet | MoneyGuide Enhances Client Portal with Virtual Plan Sharing to Support Advisors’ Digital Client Engagement

Envestnet | MoneyGuide announced the rollout of an enhancement to the MoneyGuide Client Portal that will enable clients to safely and securely interact with their advisor within the portal. As in-person meetings have become rare amid the current COVID-19 pandemic, this empowers advisors to better engage with clients using MoneyGuide......
Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite
Fintech Investment Services News

Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite

Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for ultra/high net worth clients and their investment portfolios, today announced it has partnered with V3Limited LLC, a boutique advisory firm providing private investment monitoring and active management services for family offices. Read More: Strider Announces......
RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions
Banking Fintech News

CFM Reveals Major Upgrade of iQ Business Intelligence Suite for Banks and Credit Unions

CFM, the leader in core-integrated banking technology, announces major upgrades to its iQ business intelligence platform. The real-time analytics suite helps banks and credit unions make data-driven decisions on purchasing, deploying and optimizing cash dispensers and recyclers. This new release was made available to all current CFM iQ customers on May 1,......
Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List
Fintech Investment Services News

Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List

SaaS company only honoree of the 100 firms recognized providing an innovative digital marketing solution for wealth and asset management industry Twenty Over Ten, an industry-leading SaaS company, was named to the WealthTech 100 list, an annual list of 100 of the world’s most innovative WealthTech companies. Selected by a......
Hyland Launches Digital Solution to Support the SBA Payment Protection Program
Banking Fintech InsurTech News

Hyland Launches Digital Solution to Support the SBA Payment Protection Program

New solution is quickly deployed, providing a no-touch digital lending process Hyland has launched a new digital lending solution for financial institutions to support the increase in Small Business Administration (SBA) Loan and Payment Protection Program (PPP) applications, and the associated documentation requirements. The digital lending solution is built on a low-code platform......
Stellar Development Foundation Announces Exclusive Partnership With Elliptic
Business Fintech News Risk Management

Stellar Development Foundation Announces Exclusive Partnership With Elliptic

Elliptic Today Launches the World’s First Stellar Transaction Monitoring System The Stellar Development Foundation announced the signing of an exclusive partnership with Elliptic, the leading provider of crypto-asset risk management solutions for crypto businesses and financial institutions.  Launched , Elliptic’s world-first XLM transaction and wallet screening capabilities will bring further......
Leading Tezos Developers Collaborate to Bring Chainlink Oracles to the Tezos Ecosystem
Blockchain Fintech News

Leading Tezos Developers Collaborate to Bring Chainlink Oracles to the Tezos Ecosystem

We’re excited to announce that leading Tezos teams SmartPy and Cryptonomic are making Chainlink natively available to all developers building on Tezos. Oracles are a key component of a thriving blockchain ecosystem. As such, the SmartPy and Cryptonomic teams are working together to make Chainlink the go-to oracle solution for developers connecting their Tezos smart contracts......
After the Cloud: Why Corporate Treasurers’ Next Transformation is to a Digital Backbone
Fintech Guest Posts

After the Cloud: Why Corporate Treasurers’ Next Transformation is to a Digital Backbone

Pete Srejovic
The ever-increasing complexities and constant state of change all too familiar to corporate treasurers call for not just new tools and technologies, but far greater connectivity between them all. To achieve more efficient harmony across their full technology stack, corporate treasury departments should future-proof around a digital backbone – one......
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