Search Results for: wealth management technology

Canada’s ATB Financial Adopts smartTrade’s Leading FX Solution
Currency Exchange Digital News

Canada’s ATB Financial Adopts smartTrade’s Leading FX Solution

Fintech News Desk
by Fintech News Desk0
smartTrade Technologies announced that Alberta-based ATB Financial, the largest financial institution in the province of Alberta, has adopted smartTrade as its client-facing foreign exchange (FX) web platform. “Our team’s wealth of experience in financial markets meant that we fully understood ATB’s needs. smartTrade’s sophisticated functionality has allowed the bank to reduce......
B2B Investments Lending News

GoLogiq Sees Strong Synergies With GammaRey And Nest Egg Mergers

Fintech News Desk
by Fintech News Desk0
Combination of GoLogiq’s product offering with GammaRey and Nest Egg to create a uniquely powerful mobile fintech ecosystem for global markets: High margin offerings: eWallet, microlending, and hyper-local delivery platforms can potentially add upwards of 30% gross profit margins at scale. Leverages market-proven Tech Mahindra (TECHM.IN), Comviva eWallet and YABX......
Advisor360° Deepens its Insurance Capabilities on Policy Riders
InsurTech News

Advisor360° Deepens its Insurance Capabilities on Policy Riders

Fintech News Desk
by Fintech News Desk0
New Insurance Rider Access in Fourth Quarter of 2022 Caps Year of Robust Innovation Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has made it easier for advisors to view the policy riders that are attached to their clients’ in force insurance policies. The upgraded......
Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience
Finance News

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience

Fintech News Desk
by Fintech News Desk0
The partnership will support advisors as they pivot toward a more memorable, impactful and deeply personal financial planning experience Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced a partnership with DMW Strategic Consulting that will support......
Sunflower Bank, N.A. Announces Launch of New Small Business Lending Online Platform in Partnership with SmartBiz
Lending News

Sunflower Bank, N.A. Announces Launch of New Small Business Lending Online Platform in Partnership with SmartBiz

Fintech News Desk
by Fintech News Desk0
Sunflower Bank, N.A. is thrilled to announce the launch of a new small business lending platform in partnership with SmartBiz, the leading AI-powered small business financing platform. Through a new end-to-end online portal, small businesses in Sunflower Bank, N.A.’s branch footprint now have access to a streamlined process to apply......
IEQ Capital Welcomes Stone Point Capital as Strategic Partner
Investment Services News

IEQ Capital Welcomes Stone Point Capital as Strategic Partner

Fintech News Desk
by Fintech News Desk0
IEQ Capital, LLC, a leading independent wealth management firm and alternative investment solutions provider in the U.S. with over $18.3 billion in RAUM, announced a strategic minority growth investment from funds managed by Stone Point Capital LLC, a leading private equity firm focused on investing in businesses within the global......
Capficiency Private Equity Acquires ProvisionPoint Limited
Investment Services News

Capficiency Private Equity Acquires ProvisionPoint Limited

Fintech News Desk
by Fintech News Desk0
Capficiency adds ProvisionPoint Ltd. to their growing portfolio of investments in the IT industry ProvisionPoint Limited, a UK-based solution developer providing tailored productivity software leveraging the Microsoft 365 workspace, has been acquired by Capficiency Private Equity (“CPE”), an emerging private equity firm with existing PortCo’s in the software and IT......
Temenos Launches Next-Generation AI-Driven Corporate Lending to Help Banks Tap Global Corporate Credit Growth
Banking Lending News

Temenos Launches Next-Generation AI-Driven Corporate Lending to Help Banks Tap Global Corporate Credit Growth

Fintech News Desk
by Fintech News Desk0
Unified loan servicing simplifies complex loan processing and the end-to-end loan lifecycle management; one of multiple developments across lending, trade finance and cash management Temenos launched the next generation of its AI-driven, Corporate Lending solution to enable banks to consolidate global commercial loan portfolios and unify servicing all on the......
Super Dispatch Launches SuperPay, the All-New, First-in-Market Integrated Payments Feature within an Auto Transport Platform
Digital Payments News

Super Dispatch Launches SuperPay, the All-New, First-in-Market Integrated Payments Feature within an Auto Transport Platform

Fintech News Desk
by Fintech News Desk0
SuperPay Allows Automotive Carriers to Manage and Receive Payments Directly from Automotive Shippers in as little as One Business Day Super Dispatch, the industry-leading car shipping platform, announced the launch of SuperPay. SuperPay is an integrated and automated payment feature within the Super Dispatch platform that utilizes a combination of......
HawkSoft Partners with Input 1 to Enable Premium Finance, Billing, and Payments for Insurance Agencies
Digital Payments News

HawkSoft Partners with Input 1 to Enable Premium Finance, Billing, and Payments for Insurance Agencies

Fintech News Desk
by Fintech News Desk0
HawkSoft, an insurance technology provider of agency management systems, and Input 1, a leader of digital billing, payments, and premium finance solutions, announces a strategic partnership to enable premium collection functionality for HawkSoft agencies. For over 30 years, Input 1 has perfected its comprehensive billing and payments platform that simplifies the complexities......
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