Search Results for: lease management

Prudential-to-launch-new-managed-advice-platform_-powered-by-NextCapital
Business Fintech News

Prudential to Launch New Managed Advice Platform, Powered by NextCapital

Fintech News Desk
Advice and Income Engines at Prudential will help plan sponsors and their advisors personalize retirement advice1 to better prepare participants for futures they can count on. Prudential Retirement, a business unit of Prudential Financial, Inc., has unveiled Advice and Income Engines at Prudential, a next-generation digital managed advice platform, powered by......
DVP Launches World's First Decentralized Security Crowd-testing Platform to Solve Security Issues of DeFi Ecosystem.
Business Fintech News

Smartr365 Delivers API integration for Halifax Intermediaries

Fintech News Desk
Smartr365 has today announced its integration with Halifax Intermediaries, enabling real-time mortgage Decision-in-Principle (DIP) submissions to this major lender, the first up-and-running partnership of this type for Halifax Intermediaries. Read More: Reef Finance Becomes the Marquee Project in Pioneering Decentralized Finance with Binance, the World’s Largest Cryptocurrency Exchange The integration of......
Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors
Business Fintech Fintech Funding News Risk Management

Altruist Launches Portfolio Marketplace Featuring Vanguard and Dimensional Fund Advisors Models

Fintech News Desk
Altruist, a fully-integrated digital investment platform, announced the release of a new marketplace for financial advisors to use turnkey portfolios from leading asset managers. Advisors can build custom model portfolios on Altruist or assign models from providers in this new marketplace, initially featuring Vanguard and Dimensional Fund Advisors. Read More: Curioinvest......
RobustWealth-Enhances-Online-Financial-Planning-Experience
Business Fintech News Risk Management

RobustWealth Enhances Online Financial Planning Experience

Fintech News Desk
RobustWealth today announced the release of its updated client portal featuring an improved user experience that better guides individuals toward their investment goals. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies The most notable enhancement to the RobustWealth client portal is the......
ETF Action Announces Major Enhancements To Industry-Leading FinTech Platform
Business Fintech Investment Services News

ETF Action Announces Major Enhancements To Industry-Leading FinTech Platform

Fintech News Desk
ETF Action is pleased to announce the rollout of several significant upgrades to its platform, including the introduction of a new Dashboard interface, custom report generation, ETF All-Stars® integration, an expanded website, and more. These functionality upgrades are the first of several planned releases for 2021. They’re designed to expand......
BMO Joins the Partnership for Carbon Accounting Financials
Business Economy Fintech Investment Services News

BMO Joins the Partnership for Carbon Accounting Financials

Fintech News Desk
BMO Financial Group today announced it has joined the Partnership for Carbon Accounting Financials (PCAF). PCAF is a global partnership of financial institutions that work together to develop and implement a harmonized approach to assess and disclose the greenhouse gas (GHG) emissions associated with their loans and investments. In November......
B-North Adds New Head of Operational Risk and Compliance
Banking Fintech News Risk Management

B-North Adds New Head of Operational Risk and Compliance

Fintech News Desk
B-North, the Manchester-based firm building a regional SME lending bank for the UK, has appointed Jackie Ewer as Head of Operational Risk & Compliance. Jackie joins with more than 30 years of financial services experience, with the last 15 years focused on operational risk, compliance risk and financial crime risk.......
Piermont-Bank-Appoints-Marianne-McGoldrick-as-Chief-Credit-Officer
Banking Fintech News Risk Management

Piermont Bank Appoints Marianne McGoldrick As Chief Credit Officer

Fintech News Desk
Piermont Bank, a tech-enabled digital commercial bank headquartered in New York City, is pleased to announce that Marianne McGoldrick has joined the bank as Chief Credit Officer. Ms. McGoldrick will oversee Piermont Bank’s credit administration, including credit approval process, loan policies, and procedures, while ensuring its lending portfolio’s overall quality.......
Century Business Solutions Partners with Klear Systems to Deliver Credit Card Processing within Sage 100cloud ERP and Acumatica Cloud ERP
Business Fintech News

Century Business Solutions Partners with Klear Systems to Deliver Credit Card Processing within Sage 100cloud ERP and Acumatica Cloud ERP

Fintech News Desk
The partnership between Century Business Solutions and Klear Systems will allow merchants to process payments directly within Sage or Acumatica, providing new productivity gain, lowering processing fees, and increasing data security. Century Business Solutions is excited to announce its partnership with Klear Systems, a business management software provider located in......
SGX and Temasek JV Ties Up with Covalent to Build End-to-End Digital Infrastructure
Business Fintech News

SGX and Temasek JV Ties Up with Covalent to Build End-to-End Digital Infrastructure

Fintech News Desk
Singapore Exchange (SGX) and Temasek today announced that its digital assets joint venture (JV) – Marketnode – has partnered with fixed income issuance and data firm, Covalent Capital (Covalent), to build Asia Pacific’s first, end-to-end digital infrastructure in the fixed income space. This latest development follows the JV announcement by......
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