Search Results for: financial tools

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM
Business Fintech News

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM

Fintech News Desk
by Fintech News Desk0
Formerly Fox Financial Planning Network AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM.  The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships......
Duality Technologies Launches SecurePlus Query, the First Privacy-Enhanced Query Engine for Data Collaboration
Artificial Intelligence Fintech News

Duality Technologies Launches SecurePlus Query, the First Privacy-Enhanced Query Engine for Data Collaboration

Fintech News Desk
by Fintech News Desk0
Duality SecurePlus  Query utilizes Homomorphic Encryption to enable banks to securely collaborate across institutions and borders in financial crime investigations, without compromising data privacy Duality Technologies, a leading provider of Privacy-Enhancing Technologies (PETs), announced the launch of  SecurePlus Query,  a privacy-by-design query engine for data collaboration. The novel solution opens......
KoreConX Launches Global Direct Issuance Platform for Companies
Capital Markets Fintech News

KoreConX Launches Global Direct Issuance Platform for Companies

Fintech News Desk
by Fintech News Desk0
Direct Issuance Platform for Accredited Investor Offerings Globally KoreConX is proud to announce the launch of the Direct Issuance Platform for use by companies for their capital raising around the world. There are more private companies around the world raising capital. Only 1% get funded by VCs, while the remaining......
ChartIQ Appoints Rajiv Shah as Global Head of Institutional Sales
Business Fintech News

ChartIQ Appoints Rajiv Shah as Global Head of Institutional Sales

Mohit Manoharan
by Mohit Manoharan0
ChartIQ, a financial technology company that delivers software to help the finance world work smarter, announced the appointment of Rajiv Shah as Global Head of Institutional Sales. In his role, Mr. Shah will spearhead the company’s sales strategy globally, and help to expand ChartIQ into new channels of business across......
Mastercard and Samsung Partner to Enable Digital Inclusion
Banking Business Fintech News

Mastercard and Samsung Partner to Enable Digital Inclusion

Fintech News Desk
by Fintech News Desk0
Mastercard Pay on Demand enables safe, secure consumer financing for Samsung Galaxy devices Mastercard announced a global partnership with Samsung to enable digital access to consumers and small businesses in emerging markets through its extensible Pay on Demand platform. “This partnership with Mastercard is our way of making that future......
OppLoans Receives LendingTree’s 2020 Customer Satisfaction Award for Three Straight Quarters
Fintech News

OppLoans Wins 2020 FinTech Breakthrough Awards For Best Consumer Lending Platform

Fintech News Desk
by Fintech News Desk0
Prestigious awards program recognizes outstanding financial technology companies for their innovation and customer experience OppLoans, a leading financial technology platform that serves middle income, credit challenged consumers, announced that it was selected as the winner of the “Best Consumer Lending Platform” award by FinTech Breakthrough, an independent market intelligence organization......
Ticker Tocker Wins "Best Social Trading Platform" Designation in 2020 FinTech Breakthrough Awards Program
Fintech News Trading

Ticker Tocker Wins “Best Social Trading Platform” Designation in 2020 FinTech Breakthrough Awards Program

Fintech News Desk
by Fintech News Desk0
Prestigious Awards Program Recognizes Outstanding Financial Technology Products and Companies Ticker Tocker, an award winning social marketplace of verified trading leaders, announced that it has been selected as the winner of the “Best Social Trading Platform” award in the 2020 FinTech Breakthrough Awards program conducted by FinTech Breakthrough, an independent......
Finantix Acquires InCube, a Swiss AI and Data Science Company Dedicated to Wealth Management and Insurance
Artificial Intelligence Banking Investment Services Lifestyle News

Finantix Acquires InCube, a Swiss AI and Data Science Company Dedicated to Wealth Management and Insurance

Fintech News Desk
by Fintech News Desk0
Finantix, a leading global provider of trusted technology to the wealth management, insurance and banking industries, today announced the execution of a binding agreement for the acquisition of InCube Group AG. The Zürich-based firm boasts an interdisciplinary team of Artificial Intelligence (AI) specialists, quant and software engineers and finance experts......
Avii, What Their SaaS and Accounting Software Platform
Fintech News

The Highest Accounting Service Needs -Tax and Audit – Intensify the Need for Increased Accounting Automation in 2020, According to Avii

Fintech News Desk
by Fintech News Desk0
Adoption of Avii’s Unified Cloud Automation and Workflow Solution for Tax, Audit and Advisory will Grow Substantially in 2020, the Company Says  While the April tax deadline is the highest theme on accounting firms’ minds this week, accountants must work equally hard to prepare for the audit services that will......
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