Search Results for: wealth management technology

RegVerse, a Surge Ventures Company, Expands Avery Platform with Fusion1 Product Suite to Drive the Future of Seamless Compliance and Surveillance
Finance Fintech News

RegVerse, a Surge Ventures Company, Expands Avery Platform with Fusion1 Product Suite to Drive the Future of Seamless Compliance and Surveillance

PR Newswire
by PR Newswire0
The award-winning Avery platform now includes Fusion1—a comprehensive suite of AI-enabled automated workflow tools to increase the reliability and accuracy of RIA and Broker-Dealer compliance and surveillance programs Surge Ventures, a FinTech Venture Studio, proudly announced that its inaugural venture, RegVerse, has expanded its Avery platform by launching the Fusion1 product suite.......
Banking Fintech Guest Posts

Four Technologies That Banks Must Consider to Compete with FinTechs and Neobanks

Carl Robison
by Carl Robison0
As banks dive into the second half of 2024, there are several technologies they must consider investing in now to advance their offerings and compete with the FinTechs and neobanks.  Traditionally, most banks have been less eager to adopt new technologies, with only a few that driving new technology and......
TradePMR Adds Four Industry Veterans to Drive Evolution of Fusion Platform
Finance Fintech Investments News Trading

TradePMR Adds Four Industry Veterans to Drive Evolution of Fusion Platform

Business Wire
by Business Wire0
With combined experience in roles at custodial and wealthtech firms, new hires will ramp up delivery of technology solutions for independent advisors TradePMR, a technology and custodial services provider for registered investment advisors (“RIAs”), today announces the additions of four industry veterans to its already robust technology team. The strategic new......
Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products
Investment Services News

Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products

Business Wire
by Business Wire0
Client engagement innovator reveals summer 2024 product releases to expanded software platform; More than 1,000 financial advisors attend the unveiling Nitrogen (formerly Riskalyze), the company that is revolutionizing how wealth management firms scale the delivery of personalized advice and client engagement, announced the availability of its summer 2024 product release.......
SigFig-Expands-Engage-Platform-with-New-AI-Capabilities
Artificial Intelligence Finance Fintech News

SigFig Expands Engage Platform with New AI Capabilities

Business Wire
by Business Wire0
Collaborative solution creates interactive digital advice experiences, increases efficiencies and empowers financial advisors to create better client outcomes SigFig, a leading digital wealth management solutions and technology provider for financial institutions and their advisors, today announced new capabilities, including AI-powered functions, to its financial advisor collaboration platform, Engage. Powering collaborative......
Lendr.fi Appoints Leadership Team: Jimmy Wang, Head of Engineering, Interim CTO; Arun Subramanian, COO; and Al Leong, CMO.
Finance Fintech Lending News

Lendr.fi Appoints Leadership Team: Jimmy Wang, Head of Engineering, Interim CTO; Arun Subramanian, COO; and Al Leong, CMO.

PR Newswire
by PR Newswire0
Today, in a strategic move to strengthen its leadership team and drive innovation in the financial services sector, Lendr.fi is excited to announce the appointment of Jimmy Wang as Head of Engineering/Interim Chief Technology Officer (CTO), Arun Subramanian as Chief Operating Officer (COO), and Al Leong as Chief Marketing Officer (CMO). These key hires bring a......
Artificial Intelligence Finance Fintech Guest Posts

Why Human Testing Is Critical for Fintech Companies in the Age of AI

Khurram Mir
by Khurram Mir0
By Khurram Mir, Chief Marketing Officer at Kualitatem and Kualitee Advanced technologies have taken over a variety of industries, and fintech is no exception. Numerous cutting-edge innovations such as blockchain and AI have changed how the financial sector handles business, reducing processing time and improving efficiency. Banking, insurance, wealth management,......
Vergent LMS Launches OmniaPay: Revolutionizing Payment Processing for Lenders
Digital Payments Finance Fintech News

Vergent LMS Launches OmniaPay: Revolutionizing Payment Processing for Lenders

Business Wire
by Business Wire0
Vergent LMS, a leader in lending management solutions, has launched OmniaPay, a cutting-edge payment processing platform designed to enhance the payment experience for lenders and their customers. OmniaPay offers a comprehensive suite of features that streamline loan repayment processes and provide multiple payment options. OmniaPay is engineered to support both ACH......
HUB Analytics Officially Launches, Pioneering a New Era in Financial Insights
Artificial Intelligence Finance Fintech News

HUB Analytics Officially Launches, Pioneering a New Era in Financial Insights

PR Newswire
by PR Newswire0
HUB Analytics is breaking ground in the financial industry with the introduction of cutting-edge financial modeling, budgeting and forecasting tools. HUB Analytics is an all-in-one platform that enables businesses of all sizes, and especially small businesses, to make strategic and data-driven decisions about their company’s finances. “Leveraging advanced AI models......
JUSTPAID.IO,-AI-POWERED-FINANCE-PLATFORM,-ANNOUNCES-AVALARA-INTEGRATION
Artificial Intelligence Finance Fintech News

Justpaid.io, Ai-powered Finance Platform, Announces Avalara Integration

PR Newswire
by PR Newswire0
JustPaid, a leading digital FinTech innovator and AI revenue platform, has just announced the introduction of a tax partner into their software: Avalara. Avalara will be an option when billing through JustPaid, as JustPaid’s AI technology will be reading billing information and calculating tax based on what is charged from......
1