Search Results for: investment
Docupace Launches New Reg BI Compliance Solution
Docupace announces Tracker BI product for delivery and comprehensive digital management of Form CRS and disclosures for Wealth Management Firms Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced the launch of its new Reg BI and Form CRS digital solution enabling broker-dealers and......
Consolidated Analytics Launches loanDNA, Powered by Mortgage Artificial Intelligence (Ai)
loanDNA Provides Critical Intelligence for Servicers and Investors to Optimize Decision Making- Consolidated Analytics, Inc., a leading provider of end-to-end mortgage solutions, announced the launch of loanDNA. Powered by mortgage artificial intelligence (AI), loanDNA enables efficient and highly accurate cash flow projections for individual and bulk mortgage assets which will......
Newgen’s Loan Origination Software Helping Leading Us Financial Institutions Quickly Process Paycheck Protection Program Loans
Software for SBA PPP loans being deployed within hours for each financial institution Newgen Software Inc., a global provider of low code digital automation platform, announced that several leading banks and credit unions in the United States have chosen the Newgen Loan Origination Software for SBA Paycheck Protection Program to process loans quickly and seamlessly.......
New Consumer Research From Alpha: Only 45% of Consumers Say That Accessing Cash Is Important Right Now; Understanding How to Best Approach Short-Term Money Decisions Is Key
Consumer Insights Platform Provides Rapid Feedback to Businesses and the Media to Understand Shifts in Consumer Thinking in Response to the Coronavirus Pandemic Alpha, the research technology company that brands like Uber, Nestlé and Experian rely on to understand how changing consumer attitudes and behavior influence product innovation, released the newest report in its COVID-19......
LeverData Appoints Hedge Fund Industry Leaders Mike DeAddio and Siew Kai Choy to Its Advisory Board
LeverData Continues to Build a World-Class Team as It Solves Financial Services’ Data Delivery Problem LeverData, a leading financial technology company that provides data ingestion, validation, and ongoing management solutions for corporations and financial services firms, announced that long-time hedge fund executive Mike DeAddio, formerly of WorldQuant, Citadel and MIT,......
RSM Selects Lukka as Preferred Provider for Crypto Tax Software Solutions
Lukka, a blockchain-native software and data services company, has been selected by RSM US LLP (“RSM”) – the nation’s leading provider of audit, tax and accounting services focused on the middle market – to provide crypto tax software solutions to the firm’s tax clients. Specifically, Lukka will supply RSM’s tax......
Digital Deal: CKV Upgrades Banking Infrastructure With Mbanq Sky
CKV Bank, an independent, Belgian, family-owned bank, active in Belgium and France, will upgrade its in-house banking infrastructure to the Mbanq Sky platform. Mbanq Sky is delivered by the USA-based FinTech innovator, Mbanq, which operates entire banks on a single instance digital banking solution. In a first-of-its-kind deal, the contracting......
RIA in a Box Announces New Form CRS Tool as Part of MyRIACompliance
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, announced the launch of an automated Form CRS creation tool and resources to help registered investment advisors (RIAs) complete the upcoming required Form CRS filing. Unlike many compliance firms......
HEYBIT Goes Global With Its Alpha-Seeking Crypto Roboadvisor
As part of its effort to make the investment in cryptocurrency easier, safer and more affordable for everyone, a Korea-based startup, UPRISE, Inc., has launched its crypto roboadvisor service HEYBIT, previously provided only in Korea, for global audience on April 8, 2020. Read More: H2O.ai Empowers MarketAxess to Innovate and Inform Trading......