Search Results for: professional services

Society of FSP and Chalice Network™ Join Forces
Fintech News

Society of FSP and Chalice Network™ Join Forces

Fintech News Desk
by Fintech News Desk0
The Society of Financial Service Professionals (FSP) has partnered with San Diego-based Chalice Financial Network to significantly expand its member benefits with a new selection of tools to support the growth of their practice. The financial service professionals belonging to each organization gain powerful economies of scale and cost-saving operational efficiency through a single sign-on technology......
K1 Enters Agreement to Sell FMG Suite to Aurora
Capital Markets Fintech InsurTech Investment Services News

K1 Enters Agreement to Sell FMG Suite to Aurora

Fintech News Desk
by Fintech News Desk0
Realization represents K1’s second exit since Safer-At-Home orders were put in place in March 2020 K1 Investment Management, LLC (“K1”), a leading investment firm focusing on high-growth enterprise software companies, announced it has entered into a definitive agreement to sell FMG Suite, LLC (“FMG Suite”), the category leader in cloud-based marketing automation......
Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry
Fintech News Risk Management

Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry

Fintech News Desk
by Fintech News Desk0
Smarsh, helping customers get ahead – and stay ahead – of the risk within their electronic communications, announced the acquisition of Entreda, the award-winning developer of integrated cybersecurity risk and compliance management software and services for the wealth management market. Entreda will continue to operate under its own brand and......
PitchBook Platform Named Best Financial & Market Data Solution by SIIA for Ninth Year
Big Data Business Fintech News

PitchBook Platform Named Best Financial & Market Data Solution by SIIA for Ninth Year

Fintech News Desk
by Fintech News Desk0
Client-Centric Product Roadmap and Continued Investment in Market Research Helps PitchBook Win SIIA CODiE Award PitchBook, the premier data provider for the private and public equity markets, announced its Platform has been named Best Financial & Market Data Solution of 2020 as part of the annual SIIA CODiE Awards for the ninth......
Pacific National Bank Goes Live with NYMBUS to Launch FACILE
Banking Fintech Mobile Banking News

Pacific National Bank Goes Live with NYMBUS to Launch FACILE

Fintech News Desk
by Fintech News Desk0
New Digital-Only Effort Delivers Banking with Ease, Featuring Immediate Mobile-Account Access and Around-the-Clock Personal Customer Service NYMBUS, a provider of the world’s most advanced financial services platform, announced Pacific National Bank (PNB) has gone live with NYMBUS SmartLaunch\ to outsource the technology and remote full-service operations of its digital-only bank,......
CPI Card Group and Oxygen Collaborate on Debit Cards for the Gig Economy
Economy Fintech Mobile Banking News

CPI Card Group and Oxygen Collaborate on Debit Cards for the Gig Economy

Fintech News Desk
by Fintech News Desk0
CPI Card Group, a payment technology company and leading provider of credit, debit and prepaid solutions, announced a collaboration with Oxygen, the first digital banking platform tailored to meet the unique needs of the freelance economy. Oxygen selected CPI to develop its first personal and business debit cards – tapping......
The Power of Blockchain and Cloud Storage for Documents
Blockchain Fintech News

The Power of Blockchain and Cloud Storage for Documents

Fintech News Desk
by Fintech News Desk0
MJC & Associates, Inc. of Sugar Land, Texas, introduces a digital service company and the launch of its new technology platform, SAFEBOX-IMMUTABLE BLOCKCHAIN DOCUMENT PROTECTION℠, that uses the Ethereum blockchain network and cloud storage for managing and securing your valuable documents. SAFEBOX℠ provides a solution for signing agents, escrow companies, legal, medical professionals, and other......
HTK Adopts AdvicePay to Support Enhanced Financial Planning Solutions
Capital Markets Fintech News

HTK Adopts AdvicePay to Support Enhanced Financial Planning Solutions

Fintech News Desk
by Fintech News Desk0
Innovative payment processing platform enables HTK financial professionals to seamlessly offer subscription-based services AdvicePay, the leading fee payment-processing platform designed exclusively for financial professionals, announced an enterprise online billing and payment solution for top broker-dealer and registered investment adviser (RIA), Hornor, Townsend & Kent, LLC (HTK). The solution and partnership......
HSBC Launches New Service with Biz2Credit to Streamline Banking for Small Businesses in the US
Banking Business Fintech News

HSBC Bank USA Named Among Top 50 Companies in DiversityInc’s Annual Ranking

Fintech News Desk
by Fintech News Desk0
The bank was also recognized as one of the Top Companies for Employee Resource Groups HSBC Bank USA, N.A. (HSBC), part of HSBC Group, one of the world’s largest banking and financial services organizations, announced that it ranked among DiversityInc’s Top 50 Companies, earning a spot on the coveted list for......
Miller Kaplan Partnership Adds Mark Flanagan
Business Fintech News

Miller Kaplan Partnership Adds Mark Flanagan

Fintech News Desk
by Fintech News Desk0
Miller Kaplan, a top-100 certified public accounting firm, is pleased to announce a new strategic advisor, Mark Flanagan, CPA, CFP®, has joined the partnership. Flanagan, a seasoned accounting professional with 30 years of experience, will bring a depth of expertise to the San Francisco practice, and the firm as a......
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