Search Results for: wealth management technology

Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms
Finance Fintech News

Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms

Fintech News Desk
Docupace Platform specially-designed to meet the needs, flexibility and delivery requirements of the RIA market Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced the launch of its RIA Productivity Suite, designed to optimize operations for advisory firms of all sizes – empowering them to......
United Fintech Acquires Cobalt To Strengthen FX & Digital Assets Trading Capabilities
Banking Fintech News

United Fintech Acquires Cobalt To Strengthen FX & Digital Assets Trading Capabilities

Fintech News Desk
United Fintech, the end-to-end solution for banking technology, announces the 100 percent acquisition of Cobalt, the provider of critical risk and data services to the FX and digital asset markets. The acquisition elevates United Fintech’s position as the leading end-to-end solution connecting financial institutions with innovative fintechs to accelerate digital transformation.......
Huntington National Bank and Magnusmode Collaborate to Enhance the Banking Experience for Autistic and Neurodiverse People
Banking News

Huntington National Bank and Magnusmode Collaborate to Enhance the Banking Experience for Autistic and Neurodiverse People

Fintech News Desk
Banking-specific digital guides will help make activities more accessible; equitable Huntington National Bank, a subsidiary of Huntington Bancshares, Incorporated, announced a new collaboration with MagnusCards by Magnusmode, a free app that provides digital, step-by-step visual guides in the form of Card Decks to make everyday experiences easier to navigate for......
Cryptocurrency Trends, Generational Financial Profiles, and New Data on Payments Uncovered in New Report From Logica Research
Cryptocurrency News

Cryptocurrency Trends, Generational Financial Profiles, and New Data on Payments Uncovered in New Report From Logica Research

Fintech News Desk
The latest Logica® Future of Money Study includes highlights on how people work, save, spend and invest, including insights on Gen Z, Millennials, Gen X and Boomers The newest Future of Money Study from Logica Research continues an examination of past, current and future financial trends—providing data that allows brands to make decisions......
MyComplianceOffice Amplifies Reach and Growth With Milestone Acquisition and New Products
Compliance management News

MyComplianceOffice Amplifies Reach and Growth With Milestone Acquisition and New Products

Fintech News Desk
Acquisition of Schwab Compliance Technologies in May 2022 cements position of MyComplianceOffice as a leading authority in compliance technology Global conduct risk and compliance technology provider MyComplianceOffice (MCO) had another strong and successful year in 2022, doubling revenue and headcount and achieving significant scale. An infusion of debt funding from......
F.N.B. Corporation Completes Acquisition of UB Bancorp
Banking News

F.N.B. Corporation Completes Acquisition of UB Bancorp

Fintech News Desk
FNB Welcomes New Customers in North Carolina F.N.B. Corporation announced that it successfully completed its acquisition of Greenville, North Carolina-based UB Bancorp, including its wholly-owned banking subsidiary, Union Bank (Union). As a result of the acquisition of Union, FNB has nearly $44 billion in total assets, $29 billion in total loans and $35 billion in total deposits on a proforma......
Bardon Insurance Bolsters Medical Stop-Loss for Self-Funded Employers with Gradient AI
Artificial Intelligence InsurTech News

Bardon Insurance Bolsters Medical Stop-Loss for Self-Funded Employers with Gradient AI

Fintech News Desk
Gradient AI’s Solution Provides Larger Datasets and Deeper Insights to Underwriting Process Gradient AI, a leading enterprise software provider of artificial intelligence (AI) solutions in the insurance industry, announced that Bardon Insurance Group, a medical stop-loss Managing General Underwriter (MGU), is using its SAIL solution to better evaluate the risk of medical......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Bosonic Launches Cross Custodian Net Settlement
Digital Asset Management News

Bosonic Launches Cross Custodian Net Settlement

Fintech News Desk
Bosonic, a decentralized Financial Market Infrastructure (dFMI) business, announces an industry first in going live with Cross Custodian Net Settlement (CCNS) in which trades in USDC and ETH were executed, cleared, and settled atomically between two digital asset custodians, First Digital in Hong Kong and Propine in Singapore. Latest Fintech......
GDA International Acquires All Assets and IP of Life Wallet Project
Blockchain Digital Wallet News

GDA International Acquires All Assets and IP of Life Wallet Project

Fintech News Desk
As a leading self-custody wallet with a rapidly growing user base, Life Wallet to become a central component of the ecosystem and offerings of the GDA Group of Companies GDA International (formerly known as Assets International), a vertically integrated financial technology and digital asset capital market advisory company that provides institutions with......
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