Search Results for: financing portal

Magellan Financial Group Limited Adopts BasisCode Compliance System in Australia
Fintech Fintech Funding News Trading

Magellan Financial Group Limited Adopts BasisCode Compliance System in Australia

Fintech News Desk
by Fintech News Desk0
BasisCode’s Expansive Functionality and Ease-of-Use Cited as Key Factors in Selection Magellan Financial Group Limited (Magellan), one of Australia’s leading fund management companies with over A$96 billion in assets, has selected BasisCode Compliance LLC as the provider of its personal trading system. Read More: Jack Henry & Associates Launches Core-Integrated Accounts Receivable Financing BasisCode Compliance,......
AvidXchange Launches Virtual Learning Hub to Support Customer Success
Fintech News Robotic Process Automation

AvidXchange Launches Virtual Learning Hub to Support Customer Success

Fintech News Desk
by Fintech News Desk0
AvidXchange Academy offers free training to help middle market AP teams learn and connect from home As companies around the world continue to operate remotely, AvidXchange, the leading provider of accounts payable (AP) and payment automation solutions for the middle market, is launching the AvidXchange Academy, a virtual resource center dedicated to......
Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation
Fintech Investment Services News

Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation

Fintech News Desk
by Fintech News Desk0
Global FinTech firm will provide end-to-end digital transformation; automating back office operations and implementing intuitive front office functions Siebert, a leading national broker-dealer and provider of financial services, has appointed InvestCloud to design and implement its complete digital transformation. Siebert Financial Corp will implement InvestCloud’s full suite of applications, ranging from......
Envestnet Connect' Creates Deeper Digital Advisor/Client Relationships
Artificial Intelligence Big Data Fintech News

‘Envestnet Connect’ Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs

Fintech News Desk
by Fintech News Desk0
Envestnet, unveils Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client’s household financial data with relevant and personalized news content aligned with their values and financial journey progress. Envestnet has partnered with AdvisorStream and Apprise Labs to build Envestnet Connect, creating a centralized personal application designed to help clients......
COVID-19 is Digitally Transforming Commercial Lending; Banks See Mass Adoption of Businesses Applying for Paycheck Protection Program Loans Online
Banking Business Fintech News

Numerated Launches Forgiveness Automation After Partnering with 70+ Banks to Originate 5% of Paycheck Protection Program Loans

Fintech News Desk
by Fintech News Desk0
Numerated, the financial technology company making it easy to purchase financial products from banks and credit unions, announced it has expanded its platform to automate Paycheck Protection Program loan forgiveness. As of , more than 70 banks and credit unions have used Numerated to launch digital lending for the Paycheck......
PEF Services Releases White Paper On Investor Transparency As A Differentiator
Capital Markets Fintech Investment Services News

Egis Capital Leverages PEF Services for Fund Administration to Elevate the LP Experience

Fintech News Desk
by Fintech News Desk0
Technology-focused private equity firm outsources fund administration to support investors & drive growth PEF Services LLC (“PEF”), a leading fund administrator for alternative investment managers, announced the release of a client case study that highlights the success of Egis Capital Partners, a private equity firm focused on the Security and Protection industry, in......
Wyndham Capital Mortgage Selects Homebot to Help Loan Officers Build Client-For-Life Relationships
Business Capital Markets Fintech News

Wyndham Capital Mortgage Selects Homebot to Help Loan Officers Build Client-For-Life Relationships

Fintech News Desk
by Fintech News Desk0
Wyndham Capital Mortgage, a leading digital home lending company, has announced an enterprise relationship with Homebot, provider of the award-winning client-for-life portal that empowers consumers to build wealth through homeownership. Through this partnership, all Wyndham Capital loan officers will be able to deliver powerful home finance insights to their clients and......
eMoney Advisor and Allianz Life Announce New Strategic Partnership
Business Fintech News Risk Management

eMoney Advisor and Allianz Life Announce New Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Allianz Life now has access to eMoney’s digital planning platform eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced a strategic partnership with Allianz Life Insurance Company of North America (Allianz Life®). The partnership provides Allianz Life with direct access to eMoney’s......
BlackLine Acquires Rimilia to Add AI-Powered Accounts Receivable Automation To Modern Accounting Platform
Fintech News

BlackLine Unveils ‘Resource Hub for Closing Virtually’ to Guide Remote Finance and Accounting Teams During Financial Close

Fintech News Desk
by Fintech News Desk0
Content portal to provide insight, guidance and leading practices to Finance & Accounting professionals worldwide as they navigate new challenges amid coronavirus pandemic  BlackLine, has created a ‘Resource Hub for Closing Virtually’ to help Finance & Accounting (F&A) professionals navigate new and unprecedented challenges in light of the coronavirus pandemic, as many......
Fiserv Enables Financial Institutions to Quickly Assist Small Businesses Seeking Paycheck Protection Program Loans
Banking Fintech News

Fiserv Enables Financial Institutions to Quickly Assist Small Businesses Seeking Paycheck Protection Program Loans

Fintech News Desk
by Fintech News Desk0
Banks and credit unions will be equipped to accept applications through their websites, online banking portals or the Clover® merchant point-of-sale platform Fiserv, a leading global provider of payments and financial services technology solutions, is enabling banks and credit unions to accept applications from small businesses seeking relief under the U.S.......
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