Search Results for: lease management

InvestEdge Acquired by Featheringill Capital
Fintech Investment Services News

Sanctuary Wealth Chooses InvestEdge as Compliance and Surveillance Partner

Fintech News Desk
by Fintech News Desk0
Application tied to client’s IPS helps advisors more easily comply with SEC & FINRA regs Sanctuary Wealth, home to the next generation of elite financial advisors, has added the InvestEdge Compliance and Surveillance application to its open architecture platform. Thirty-eight partner firms in 16 states with over $10 billion in assets under advisement comprise......
Insurtech Leader FastTrack Completes Migration to the Microsoft Azure Cloud
Artificial Intelligence Fintech InsurTech News

Insurtech Leader FastTrack Completes Migration to the Microsoft Azure Cloud

Fintech News Desk
by Fintech News Desk0
FastTrack, a leading provider of insurtech solutions for the Life & Disability insurance industry, announced the completion of their migration to a cloud-computing platform. The project resulted in a transition to Microsoft Azure for their entire suite of solutions and was completed without any service disruption to its customers. Read......
Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success
Business Fintech News

Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success

Fintech News Desk
by Fintech News Desk0
Integrated marketing tools, expanded relationships with Schwab and Fidelity Institutional, and all-new risk rubric elevate Orion’s platform experience Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today is announcing a flurry of......
Finario, the Purpose-Built SaaS Solution for Capex, Appoints Robert Fitzgerald as Senior Vice President, Sales & Alliances to Help Support Its Rapid Growth
Fintech News

Finario, the Purpose-Built SaaS Solution for Capex, Appoints Robert Fitzgerald as Senior Vice President, Sales & Alliances to Help Support Its Rapid Growth

Fintech News Desk
by Fintech News Desk0
Veteran of EPM software, Fitzgerald has been aligned with several groundbreaking Industry success stories Finario, the first purpose-built SaaS solution for Capex, has announced the appointment of Bob Fitzgerald as Senior Vice President, Sales & Alliances. Fitzgerald brings more than 25 years of experience in the EPM/CPM marketplace, during which......
KlariVis Successfully Completes SOC 2 Type II Audit
Banking Fintech News

KlariVis Successfully Completes SOC 2 Type II Audit

Fintech News Desk
by Fintech News Desk0
Data analytics firm achieves the “Gold Standard” for Security Controls for a Technology Company KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced today that it successfully completed the System and Organization Controls (SOC) 2 Type II audit for confidentiality and security. KlariVis takes the protection......
Gold Payment App CORO Granted License in South Carolina
Fintech News

Fintech Company, Coro Global Inc, Launches First Payment App Using Hashgraph Distributed Ledger Technology

Fintech News Desk
by Fintech News Desk0
Coro Global Inc. (OTCQB: CGLO) today announced it has become the first company to formally license Hashgraph’s distributed ledger technology (DLT) to run its payment app CORO, which allows customers to easily exchange, send and save gold as well as U.S. dollars. Hashgraph is an advanced form of distributed ledger technology......
Inmar Intelligence Appoints Finance and Digital Transformation Industry Veteran John Helmle as EVP & President, FinTech
Business Fintech Investment Services News

Inmar Intelligence Appoints Finance and Digital Transformation Industry Veteran John Helmle as EVP & President, FinTech

Fintech News Desk
by Fintech News Desk0
Helmle brings an extensive track record of developing and managing large-scale B2B settlement and payment platforms and rapid business transformation Inmar Intelligence a data-driven technology-enabled services company, announced the expansion of its executive team with the appointment of John Helmle as EVP & President, FinTech. He will be tasked with......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News Risk Management

Richard Hozik Joins Constellis as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Constellis, a leading provider of essential risk management and mission support services to government and commercial customers worldwide, announced today that Richard Hozik has joined as the Company’s Chief Financial Officer. Read More: Fannie Mae Promotes Jeffery Hayward to EVP and Chief Administrative Officer and Michele Evans to EVP and Head......
SS&C Technologies Completes Acquisition of Innovest Systems
Fintech News

SS&C Names Frank Egan Managing Director Mergers & Acquisitions

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Frank Egan has joined the team as Managing Director, Mergers & Acquisitions. Frank will report to Bill Stone, Chairman and Chief Executive Officer. “I am pleased to welcome Frank to SS&C,” said Bill Stone. “Frank has a deep and thorough understanding of the evolving technology space and......
Affinity Federal Credit Union Increases Member Adoption With Deeper Integrations With MX
Fintech News

Affinity Federal Credit Union Increases Member Adoption With Deeper Integrations With MX

Fintech News Desk
by Fintech News Desk0
Leading credit union achieves 26 percent increase in total external accounts, improves insights and enhances member experiences without additional marketing spend MX, the leading financial data platform enabling organizations to develop, launch, and power new money experiences, today announced that Affinity Federal Credit Union has significantly increased member adoption of......
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