Search Results for: professional services

AdvicePay Receives Industry Critical SOC 2 Type II Attestation
Digital Payments News

AdvicePay Receives Industry Critical SOC 2 Type II Attestation

Fintech News Desk
Independent Audit Verifies AdvicePay’s Internal Controls and Processes AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced that it has completed its SOC 2 Type II audit, performed by KirkpatrickPrice. This attestation provides evidence that AdvicePay has a strong commitment to security and to delivering high-quality services to......
Foresight Ventures Invests $15 Million in Leading Market Maker CyberX in Strategic Series A+
Digital Asset Management News

Foresight Ventures Invests $15 Million in Leading Market Maker CyberX in Strategic Series A+

Fintech News Desk
Foresight Ventures invests in CyberX to support the digital asset trading technology firm in scaling its infrastructure, liquidity network, and operations CyberX, a leading market maker for digital assets, announced the completion of a $15M Series A+ funding round from Foresight Ventures. The company plans to use the funding to expand......
Republic Capital Group Serves TrustCore in Significant Ria Transaction With CAPTRUST
Investment Services News

Republic Capital Group Serves TrustCore in Significant RIA Transaction With CAPTRUST

Fintech News Desk
Republic Capital Group, an investment banking firm specializing in the RIA, asset and wealth management, and securities-related industries, congratulates its client, TrustCore Financial Services, on its transaction with CAPTRUST Financial Advisors. Republic Capital Group served as TrustCore’s exclusive financial advisor in the transaction. TrustCore, the registered investment advisor (RIA), is based in Nashville,......
Wounded Warriors Family Support Partners with Pathway Financial Education
Finance News

Wounded Warriors Family Support Partners with Pathway Financial Education

Fintech News Desk
Credit problems. Underwater mortgages. Late house payments. A FINRA Investor Education Foundation analysis discovered that military veterans are more likely to suffer these problems than the civilian population. Wounded Warriors Family Support understands the importance of financial literacy and savings. The nonprofit has formed a partnership with Pathway Financial Education......
Goosehead Insurance Announces Strategic Partnership with National Association of Mortgage Brokers
InsurTech News

Goosehead Insurance Announces Strategic Partnership with National Association of Mortgage Brokers

Fintech News Desk
First-of-its-kind partnership provides NAMB mortgage professionals with an easier and faster way for homebuyers to get home insurance Goosehead Insurance, Inc., a rapidly growing, independent personal insurance agency, is pleased to announce a new partnership with the National Association of Mortgage Brokers (NAMB). As the official partner of NAMB, mortgage......
SRM Predicts FIs to Focus on Deposits and Investing in Fintech and ITMs in 2023
Digital Asset Management Fintech News

SRM Predicts FIs to Focus on Deposits and Investing in Fintech and ITMs in 2023

Fintech News Desk
SRM (Strategic Resource Management), an independent advisory firm serving financial institutions and other industries across North America and Europe, shared commentary on the trends it predicts will make the most-significant impacts in 2023. “Budgeting has become significantly more complex for banks and credit unions, as there are an increasing number......
Day Air Credit Union Launches Sync1 Systems LOS With Great Success
Lending News

Day Air Credit Union Launches Sync1 Systems LOS With Great Success

Fintech News Desk
Day Air Credit Union recently went live with Sync1 Systems LOS solution to enhance its indirect lending workflow and automation. “The implementation and conversion experience was handled with expert care and could not have been more seamless,” expresses John Theobald, Day Air Credit Union’s CLO. Since the conversion, Day Air’s indirect auto volume......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Intapp and ComplySci Partner to Streamline Firm and Personal Conflict Clearance Operations
Cloud Compliance management News

Intapp and ComplySci Partner to Streamline Firm and Personal Conflict Clearance Operations

Fintech News Desk
Integrated solution for the professional and financial services industry improves visibility into potential conflicts at the firm and individual levels Intapp, a leading provider of cloud software for the global professional and financial services industry, announced a new partnership with ComplySci, a COMPLY company and the leading provider of regulatory......
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