Search Results for: strategies

Fast Growing Dynasty Financial Partners Plans to Acquire TruClarity
Finance News

Dynasty Financial Partners Plans to Acquire TruClarity Management Solutions

Fintech News Desk
by Fintech News Desk0
By Joining Dynasty, TruClarity President & CEO Pamela Stross and Her Team Bring Expertise in Advisor Transitions, Culture, and Development Strategies to Dynasty’s Expanding Service Roster Dynasty Financial Partners announced that the firm has entered into an exclusive non-binding letter of intent to acquire TruClarity Management Solutions, based in St.......
Billtrust Partners with Procede Software to Speed Payments and Improve Cash Flow for Heavy-Duty Truck and Commercial Vehicle Customers
B2B E-commerce News

Billtrust eCommerce Platform Again Recognized as an “Acumatica-Certified Application”

PR Newswire
by PR Newswire0
Cloud ERP Company’s Certification is a Testament to Billtrust’s World-Class Web Store Technology Billtrust, a B2B order-to-cash software market leader, announced that its ecommerce software has again been recognized as an Acumatica-Certified Application (ACA). Acumatica is a comprehensive, browser-based Cloud ERP solution optimized for ease of use, adaptability, mobility, speed,......
CloudShare Report: Investment in Virtual Software Experiences Is on the Rise
B2B News

CloudShare Report: Investment in Virtual Software Experiences Is on the Rise

Fintech News Desk
by Fintech News Desk0
Emboldened by tools that enable personalized experiences and boost engagement, B2B software vendors are spending more money than ever on virtual sales and training CloudShare, the product experience company, has published its 2023 State of  Virtual Sales and Training Experiences report. The big takeaway is that interest in virtual sales and......
BillingPlatform Selected by Dext to Transform Billing and Revenue Management Processes
Finance Fintech News

BillingPlatform Selected by Dext to Transform Billing and Revenue Management Processes

Fintech News Desk
by Fintech News Desk0
Leading enterprise monetisation platform to help develop and transform Dext’s go-to-market strategies to expand user base and deliver exceptional user experience BillingPlatform, the enterprise monetisation platform for today’s innovative business models, announced that Dext, a pre-eminent provider of cloud pre-accounting solutions has selected BillingPlatform to meet its evolving billing and revenue management needs.......
DeFi Featured Fintech Primers Fintech Radar

Assessing the Undiscovered Potential in DeFi

Pooja Choudhary
by Pooja Choudhary0
DeFi or Decentralized finance is the most innovative crypto domain which has taken its wing in the last couple of years. DeFi has intelligently used the smart contract sphere to embrace a network of interconnected layers for decentralized financial services. The ups and downs are a part and parcel of......
AdvizorStack Adds Zephyr to Their Financial Advisor Tech Stack
Finance Investment Services News

AdvizorStack Adds Zephyr to Their Financial Advisor Tech Stack

Fintech News Desk
by Fintech News Desk0
Innovative financial tech stack designed to allow advisors to scale efficiencies and increase growth Zephyr, a subsidiary of Informa plc and a recognized leader in investment management technology for wealth managers and advisors, is now available within AdvizorStack’s innovative Financial Advisor Tech Stack. AdvizorStack is a connected dashboard that streamlines operations......
Moomoo Shares Retail Investors' Market Outlook, Most Valued Trading Tools Amid Volatility, Inflation & Uncertainty
News Trading

Moomoo Shares Retail Investors’ Market Outlook, Most Valued Trading Tools Amid Volatility, Inflation & Uncertainty

Fintech News Desk
by Fintech News Desk0
Retail investors are undeterred from their participation in the market even amid an expected recession and ongoing concerns about inflation, according to moomoo‘s 2023 U.S. Investor Survey, a poll of 770 of the trading app’s users that examines their performance in 2022 as well as their outlook on markets, the economy......
Orion’s New BeFi Study Reveals Half of Couples Consider Dishonesty About Money a Form of Infidelity
Finance News

Orion’s New BeFi Study Reveals Half of Couples Consider Dishonesty About Money a Form of Infidelity

Fintech News Desk
by Fintech News Desk0
Wealthtech firm introduces BeFi20 tool to aid advisor-client money conversations, equipping financial advisors as quasi “life coaches” Orion Advisor Solutions’ new Couples and Money Survey reveals that half (50%) of survey respondents, including 61% of millennials, consider dishonesty about money a form of infidelity. The survey results also show more than a......
Commerce DeFi News Technology

DeFi Investment Platform Parcl Launches Protocol Offering Novel Approach To Real Estate Exposure

Fintech News Desk
by Fintech News Desk0
Parcl announced the launch of the real estate investment platform, the Parcl Protocol, allowing users to trade the price movements of real estate markets around the world. Users can now invest in and trade specific geographical markets, which can be used for directional investment and hedging strategies in a traditionally opaque......
Carbon Credits in Banking Made Accessible Through New Partnership Between ecolytiq and Cloverly
Banking News

Carbon Credits in Banking Made Accessible Through New Partnership Between ecolytiq and Cloverly

Fintech News Desk
by Fintech News Desk0
Climate tech innovators Cloverly and ecolytiq are partnering to equip financial institutions with the ability to offer high-quality and verified carbon credits. The partnership defines a new standard in banking by mainstreaming climate action, making it scalable and accessible. Growing demand for measurable and effective climate action elevates the value in embedded......
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