Search Results for: fintech firms

Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
Medata Launches LookUp
Fintech News

Medata Launches LookUp

Fintech News Desk
Medata, a leader in medical cost containment technology, has introduced LookUp, a user-friendly, web-based medical services pricing tool. Read More: Clearview Product Enhancements Demonstrate Unanet’s Investment in ERP for Architecture & Engineering Firms “Where other systems are limited to a single jurisdiction, line of business, or reimbursement value, Medata’s LookUp draws......
Facteus Announces Launch of Enlightmint, A Powerful Research Tool for Investment and Business Analysts
Business Fintech Investment Services News

Facteus Announces Launch of Enlightmint, A Powerful Research Tool for Investment and Business Analysts

Fintech News Desk
Enlightmint Brings Invaluable Transactional Data Insights to a Wider Breadth of Investor and Analyst Communities Facteus, formerly ARM Insight, the leading provider of actionable insights from financial data, announced the general availability of its Enlightmint research tool, as well as a free trial of the product at www.enlightmintdata.com. Read More: Amidst COVID-19 Pandemic,......
Hearsay Systems Announces New Integrations, Partnership, and Investment to Meet Growing Demand for Last-Mile, Human Client Experience for Financial Services
Fintech News

8th Annual Hearsay Summit Explores How to Deliver a Human Touch at Digital Scale in Extraordinary Times

Fintech News Desk
Industry Leaders from Allstate, Fidelity, Prudential, and Starbucks Share Vision on Building More Authentic Client Relationships Hearsay Systems, the trusted leader in compliant digital communications and workflow solutions for the financial services industry, announced it held its 8th annual Hearsay Summit in a virtual event on April 21-22, bringing together......
Financial Data Exchange Adds 39 New Members with Expanding International Footprint
Fintech News

Financial Data Exchange Surpasses 100-Member Milestone – Computer Services, Inc., PAi Retirement Services, PayPal, and Sovos Among 22 New Members Joining

Fintech News Desk
 The Financial Data Exchange (FDX) welcomed 22 new members between January 1 and March 31, 2020, bringing the total membership to 103 organizations that have committed to collectively transitioning to a modern, transparent and secure data sharing approach. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy Financial Habits......
SS&C Expands Data Solutions
Fintech Investment Services News

SS&C Expands Data Solutions

Fintech News Desk
Advent TransPort optimizes custodial data operations SS&C Technologies Holdings, announced the launch of Advent TransPort, a solution for customizing custodial data. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers The latest addition to Advent Data Solutions enables clients to apply custom rules and logic to......
corfinancial : When Every Failed Trade Has a Price Tag
Fintech Investment Services News

corfinancial : When Every Failed Trade Has a Price Tag

Fintech News Desk
corfinancial, a leading provider of specialist software and services to the financial services sector, has launched SureVu to help buy- and sell-side firms avoid the cost of failed trades. Read More: WorldRemit Partners with Wizall Money to Launch its First Mobile Money Transfer Service to Senegal “The fact is that under SDR, every......
Opus Nebula Appoints Jonathan Clark as Non-Executive Director
Fintech Investment Services News

Opus Nebula Appoints Jonathan Clark as Non-Executive Director

Fintech News Desk
Opus Nebula is pleased to announce that Jonathan Clark has joined the Board of Directors as a Non-Executive Director. Jonathan Clark comments: “I’m extremely excited to join Opus Nebula at this stage in its history, having closely watched the firm grow from start-up to become one of the leading providers of client and......
Leading IP Bankers Launch Tech+IP Capital
Capital Markets Fintech Investment Services News

Leading IP Bankers Launch Tech+IP Capital

Fintech News Desk
Elvir Causevic and Ed Fish, formerly Co-Heads of Houlihan Lokey’s Tech+IP Advisory Group, formed by acquisition over three years ago of their boutique investment bank, announced the launch of Tech+IP Capital, LLC (“Tech+IP Capital”)(www/techip.cc). The new firm recognizes the increasing need in IP markets, ventures and transactions for a wider range of......
SCS Makes Establishing a Company and Accounting Easier for Clients with Cloud-based e-Commerce Platform
Fintech News

SCS Makes Establishing a Company and Accounting Easier for Clients with Cloud-based e-Commerce Platform

Fintech News Desk
Singapore Corporate Services Pte Ltd (“SCS”), a leading Singapore-based CPA firm, has advanced to its next step of streamlining service offerings with a new cloud-based e-commerce platform, in light of the Singapore Government’s SMEs Go Digital programme. Read More: ClassWallet Provides Free Access to its Platform The accounting e-commerce platform, the first......
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