Search Results for: investment planning

Fintech News

Strata Decision Technology to Acquire EPSi From Allscripts

Fintech News Desk
by Fintech News Desk0
Strata Decision Technology (Strata), a pioneer and leader in the development of cloud-based financial planning, analytics and performance tools for healthcare, today announced that it has reached a definitive agreement to acquire EPSi from Allscripts (NASDAQ: MDRX) for $365 million. EPSi is a leading provider of financial decision support and......
Investment Services News

CAPCIL Receives SBB Research Group Grant to Help Those in Crisis

Fintech News Desk
by Fintech News Desk0
The Community Action Partnership of Central Illinois (CAPCIL) has received an unrestricted $5,000 grant from SBB Research Group, a Chicago-area investment firm that recently launched a monthly grant program supporting impactful nonprofits during the COVID-19 pandemic. Read More: New Search Fund Model of Private Equity for Small Business Acquisitions “to empower persons......
Banking Fintech Guest Posts

5 Things You Need to Know about the LIBOR Transition

Bruce Orcutt
by Bruce Orcutt0
LIBOR has often been regarded as the world’s most important number. It’s one of the most widely utilized interest rates in the world used for tens of millions of financial contracts worth more than USD 300 trillion globally. Its cessation December 31, 2021 will alter financial markets around the globe......
Jefferies Group Implements Behavox Compliance Solution to Enhance Speed, Agility of Global Risk Management Operations
Artificial Intelligence Banking Fintech Investment Services News

Jefferies Group Implements Behavox Compliance Solution to Enhance Speed, Agility of Global Risk Management Operations

Fintech News Desk
by Fintech News Desk0
Behavox, which provides the world’s only AI-based data operating platform that enables enterprises to aggregate, analyze, and act on their entire organization’s data, announced that Jefferies Group LLC, the world’s largest independent full-service global investment banking firm headquartered in the United States, has adopted and successfully implemented Behavox’s compliance solution......
RIA in a Box Launches Mobile App Giving RIAs Access to Compliance Tools Anywhere, Anytime
Fintech Investment Services Mobile Banking News

RIA in a Box Launches Mobile App Giving RIAs Access to Compliance Tools Anywhere, Anytime

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations, and registration solutions for the wealth management industry, announced the launch of its new mobile application, designed to empower registered investment advisors (RIAs) to manage compliance planning and training in the palm of their hand. Advisors using the app will......
Cryptocurrency Investment Services News

AltoIRA Names Tara Fung Chief Commercial Officer

Fintech News Desk
by Fintech News Desk0
Alternative investment IRA platform adds financial technology leader as growth rate jumps five times AltoIRA, a technology platform that simplifies and streamlines the process for investors to add alternative assets to their IRAs, announced today that Tara Fung has joined the company as Chief Commercial Officer. The appointment comes as AltoIRA expands......
iDenfy and Coincurve Join Hands to Offer Virtual Currency Customers a Convenient KYC Compliance Process
Fintech News

iDenfy and Coincurve Join Hands to Offer Virtual Currency Customers a Convenient KYC Compliance Process

Fintech News Desk
by Fintech News Desk0
iDenfy, one of the reputable identity verification companies of Lithuania, and Coincurve , a wholly-owned subsidiary of the Canadian publicly traded company, Interlapse Technologies Corp., form a partnership to help virtual currency investors get a frictionless experience when complying with the KYC process. Top Globalfintechseries.com Insights: Swan Bitcoin Raises $6 Million in Series......
Artificial Intelligence

More Than 50% of Debt Collection Agencies Thrived Under COVID-19

Fintech News Desk
by Fintech News Desk0
Over half the collection agencies surveyed not only thrived during the pandemic, but actually outperformed their pre-pandemic metrics in a nationwide survey conducted by Prodigal Technologies, Inc. Prodigal, a debt collection AI software company, surveyed accounts receivable management (ARM) agencies about the impact of the coronavirus pandemic on their collections......
Business News

VMware Releases Cybersecurity Threat Survey Report Detailing Increased Attack Volume and Breach Levels in the United States

Fintech News Desk
by Fintech News Desk0
Global COVID-19 surge adding new elements to threat environment VMware, Inc. (NYSE: VMW), a leading innovator in enterprise software, today released the results of its first U.S.-focused cybersecurity threat report, entitled: “Extended Enterprise Under Threat,” based on a survey of 250 U.S. CIOs, CTOs and CISOs. The research found an increase in......
Nest Wealth Steps up to Support Independent Advisors Holding Forstrong Global Portfolios
Fintech Investment Services News

Nest Wealth Steps up to Support Independent Advisors Holding Forstrong Global Portfolios

Fintech News Desk
by Fintech News Desk0
Nest Wealth, Canada’s leading independent digital wealth platform, is excited to announce that Forstrong Global Asset Management’s actively managed solutions are now available through the Nest Wealth Plus platform to clients referred by financial advisors. Read More: GIACT Donates Identity and Account Verification Services to the Brave of Heart Fund,......
1