Search Results for: risk management

Equity Analysts and Portfolio Managers Gain Unrivaled Access to Transactional Data Through ARM Insight’s New Research Tool – Enlightmint
Business Fintech News

Equity Analysts and Portfolio Managers Gain Unrivaled Access to Transactional Data Through ARM Insight’s New Research Tool – Enlightmint

Fintech News Desk
by Fintech News Desk0
Empirical Data from Millions of Card Transactions Illustrates Consumer Spending Trends Consumer Transaction Data is Directly Sourced, Safe and Statistically-Accurate – Ensuring Complete Compliance to Privacy Mandates Self Service-Portal Can Be Tailored to Specific Companies, Tickers or Industries ARM Insight, the leading provider of actionable insights from financial data, announced......
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
by Fintech News Desk0
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
dv01 Appoints Craig Phillips as Senior Advisor
Banking Fintech News

dv01 Appoints Craig Phillips as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Former Counselor to US Secretary of the Treasury to Provide Strategic Advice to Leadership Team dv01, the world’s first end-to-end data management, reporting and analytics platform offering loan level transparency and insight into lending markets, announced that Craig Phillips has joined the company as a Senior Advisor. Craig will assist dv01’s......
Finix Adds Three Executives to Focus on Product Development, Technical Sales, and International Expansion
Business News

Finix Adds Three Executives to Focus on Product Development, Technical Sales, and International Expansion

Fintech News Desk
by Fintech News Desk0
Leadership Team Grows With Executives From Stripe, Uber and Fastly Finix, the payments infrastructure platform, announced that it hired three new executives to its burgeoning team. Girish Balasubramanian joins as vice president of product, Billy Chen as general manager of international markets, and Austin Spires as director of technical solutions. The combined skills and experience......
Finastra Strengthens Its Position in Israel With New Office Opening
Fintech News

Finastra Strengthens Its Position in Israel With New Office Opening

Fintech News Desk
by Fintech News Desk6
Launch Celebrated With Fintech Competition to Showcase Israel’s Thriving Financial Community and Drive Innovation on Platform Finastra is investing further in Israel with a new office in Kfar Saba, just outside Tel Aviv. The office, which is home to over 330 employees, offers more space for the Finastra team to grow as the company......
Survey: Most Financial Services’ Digital Offerings Are Not Accessible to Persons With Disabilities
Banking Business News

Survey: Most Financial Services’ Digital Offerings Are Not Accessible to Persons With Disabilities

Fintech News Desk
by Fintech News Desk0
With Market Gaps, Brand Reputation and Legal Threats Looming, Companies Must Take a More Decisive Approach Deque Systems, a leading software company specializing in digital accessibility, announced the results of a survey showing that most financial services firms are not adequately ensuring that their websites, mobile sites and apps are......
OneStream Named Winner in Ventana Research’s 13th Annual Digital Innovation Awards
Banking Fintech

OneStream Software Launches Predictive Analytics for Financial and Operational Planning

Fintech News Desk
by Fintech News Desk0
New Capabilities Enable Organizations to Plan, Analyze and Predict With Confidence OneStream Software, a leader in Corporate Performance Management (CPM) solutions for mid-sized to large enterprises, has introduced a new predictive analytics solution that provides advanced planning and forecasting capabilities for the OneStream XF platform. Predictive Analytics 123 enables finance......
Featured Fintech Radar Fintech Startups

Global Fintech Unicorns to Watch out For in 2020

Paroma Sen
by Paroma Sen0
A unicorn startup is one with a $1 Bn in valuation or more. As of December 2019, there were over 400 unicorns around the world, across multiple industries. More recently, the fintech industry has seen monster growth and change. Owing to the pace of development in the financial technology segment,......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates
Business News

New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates

Fintech News Desk
by Fintech News Desk7
Rising Wealth, the Decline of Employer Pensions Plans, Digitization and Automation Are Drivers Of Industry Growth And Disruption Zoe Financial, a technology-driven marketplace that empowers consumers to make better financial decisions, released a new report that found current growth estimates of the US wealth management market undervalue the financial advisory......
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