Search Results for: wealth management technology

QuestSoft Updates Fair Lending RELIEF to Include Analysis of Consumer Lending
Fintech News

QuestSoft Updates Fair Lending RELIEF to Include Analysis of Consumer Lending

Fintech News Desk
New features add depth to an already powerful tool QuestSoft’s latest enhancement to Fair Lending RELIEF is a new module that allows lenders to analyze non-HMDA consumer lending activity. Read More: Qgiv Named Fundraising Technology Leader with the Best Results for the Second Consecutive Year by G2 Fall Report The......
M1 Finance Closes $45 Million Series C Round to Build the Next-Gen Finance Super App
Capital Markets Fintech Fintech Funding News

M1 Finance Closes $45 Million Series C Round to Build the Next-Gen Finance Super App

Fintech News Desk
M1 Finance, the Finance Super App that offers automated investing, borrowing, and banking products, announced a $45 million Series C funding round led by Left Lane Capital. This latest round of funding, which brings the company’s total to just under $100 million, comes just 120 days after a $33 million......
ABBYY Timeline 5 Adds Task Mining Capabilities to Connect People, Processes and Content
Artificial Intelligence Fintech News

ABBYY Timeline 5 Adds Task Mining Capabilities to Connect People, Processes and Content

Fintech News Desk
The updated platform delivers a 360-degree view of operations by connecting user interactions with business processes to empower organizations to make data-driven decisions. ABBYY, a Digital Intelligence company, today announced the launch of Timeline 5, the only end-to-end Process Intelligence platform that delivers 360-degree visibility into business operations by combining insights......
Mercury Digital Assets Partners With Bit.com to Enable Bitcoin Options and Perpetual Swaps Trading
Cryptocurrency Fintech News Trading

Mercury Digital Assets Partners With Bit.com to Enable Bitcoin Options and Perpetual Swaps Trading

Fintech News Desk
Partnership allows traders using Mercury’s BEACON platform and API to trade bitcoin options and perpetual swaps on Bit.com’s crypto derivatives exchange Mercury Digital Assets (“Mercury”), a technology provider for digital asset markets, announced today its partnership with Bit.com, a secure, high-performance crypto derivatives exchange launched by Matrixport. This partnership enhances trading capabilities......
Intelligent Spend Solutions from SAP to Support IDP Education's Growth
Fintech News

SAP.iO Foundry Singapore Launches FinTech and COVID-19 Recovery Acceleration Program

Fintech News Desk
SAP SE (NYSE: SAP) today kicked off the SAP.iO Foundry Singapore Fall 2020 acceleration program focused on COVID-19 recovery, FinTech and spend management. The selected business-to-business startups will help SAP’s customers extend the value of their investments in SAP Concur solutions for travel and expense management. Read More: Liquidnet Launches Its New Investment Analytics Business and......
State Street
Business Fintech News

State Street and SimCorp Announce Intended Business Partnership, with Front-to-Back Investment Outsourcing Solution for EMEA Insurers

Fintech News Desk
Strategic Business Partnership Demonstrates State Street and SimCorp’s Commitment to Insurance Clients in EMEA, with a Complete Front-to-Back Outsourcing Solution through the State Street State Street Corporation (NYSE: STT) and investment management solutions and service provider, SimCorp (OMXC25: SIM), today announced their intent to form a business partnership to provide a premier, fully......
ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement
Artificial Intelligence Fintech News

ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement

Fintech News Desk
ForwardLane, whose powerful artificial intelligence technology provides advisors of all sizes with signals and next-best actions prompts, has named Lauren Feldman as Director of RIA Sales and Client Engagement. Read More: Nacha Adopts Rules for the Ongoing Modernization of ACH Payments In her new role, Feldman will lead ForwardLane’s sales and......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Business Fintech News

Tegra118 Expands Front Office Digital Solutions Powered by Finantix

Fintech News Desk
Tegra118 further elevates its wealth advisor front office experience that enables advisors to deliver more personalized, informed advice to investors Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced its expansion of new front office capabilities to strengthen its robust wealth tech platform......
Santander Acquires Technology Assets From Wirecard, Accelerating the Expansion of Its Merchant Payment Business, Getnet
Banking Fintech News

Santander Bank Announces Key Executive Appointments

Fintech News Desk
New Heads of Small Business Banking, Consumer Lending and new Chief Marketing Officer bring deep experience to accelerate the Bank’s transformation Santander Bank, N.A. announced the appointment of three key executives: Patrick Smith has been named Head of Small Business Banking, Giancarlo Marchesi has been named Head of Consumer Lending,......
Corvee Launches to Grow, Build and Optimize Tax and Accounting Firms
Fintech News

Corvee Launches to Grow, Build and Optimize Tax and Accounting Firms

Fintech News Desk
Previously known as AccountingTax.com, the company has rebranded to bring all of its products and services under one all-encompassing new name Corvee, a software and solutions company which serves tax and accounting firms, today announces the launch of its new brand. Formerly AccountingTax.com, the company has rebranded to bring all......
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