Tag : technology platform

Voya Financial teams up with Orion to launch new technology platform for financial professionals
Finance Fintech News

Voya Financial teams up with Orion to launch new technology platform for financial professionals

Business Wire
by Business Wire0
Voya WealthPath provides Voya Financial Advisors with broader in- and out-of-plan solution set to support clients’ wealth management needs more efficiently Voya Financial, Inc. announced today that it is collaborating with Orion, a premier provider of transformative wealthtech solutions for financial professionals, to launch a new and enhanced technology platform......
Conquest Planning and CapIntel Collaborate to Help Financial Advisors
Fintech News

Conquest Planning and CapIntel Collaborate to Help Financial Advisors

Business Wire
by Business Wire0
Conquest’s platform solution will allow CapIntel’s enterprise financial advisors to easily deliver transparent and personalized goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with CapIntel, a leading financial technology platform that improves day-to-day workflow efficiency and fund analysis for......
Arkifi Emerges from Stealth, Building Factual and Trustworthy Tools with Generative AI for the Finance Industry
Artificial Intelligence Finance News

Arkifi Emerges from Stealth, Building Factual and Trustworthy Tools with Generative AI for the Finance Industry

Cision PRWeb
by Cision PRWeb0
Arkifi raised over $9 million in a seed round co-led by Nyca Partners and Khosla Ventures. The company was founded by former employees of Khosla Ventures, JP Morgan, and Bridgewater Arkifi.ai emerged from stealth with $9 million in seed financing co-led by Khosla Ventures and Nyca Partners, with participation from Soma Capital,......
Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians
Finance Fintech News

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

Business Wire
by Business Wire0
Vancity’s network of financial advisors gain access to Conquest’s innovative financial planning software Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced an integration with Vancity, Canada’s largest community credit union. With assets exceeding $34 billion, including assets under administration, Vancity is the first credit......
Novata and GIIN Partner to Simplify Impact Metric Collection for Investors
Investment Services News

Novata and GIIN Partner to Simplify Impact Metric Collection for Investors

Business Wire
by Business Wire0
Novata’s industry-leading data platform now offers GIIN’s IRIS+ standard impact investing metrics Novata and the Global Impact Investing Network (GIIN) announced that the GIIN’s IRIS+ standard impact metrics are now integrated in Novata’s leading data management platform, tailored specifically for investing in private markets. This move enables fund managers to collect, manage and analyze......
Xactus Announces the Next Generation of Its Proprietary Technology Platform, Xactus360
Mortgage News

Xactus Announces the Next Generation of Its Proprietary Technology Platform, Xactus360

PR Newswire
by PR Newswire0
Helps Lenders Streamline Workflows, Create Efficiencies with Single Login to Access Mortgage Credit and Pre-Qualification Reports Xactus, the leading verification innovator for the mortgage industry, announced the next generation of its proprietary technology platform, Xactus360, further modernizing the mortgage process for lenders. Xactus360’s game-changing features allow lenders to improve workflows......
Intuit Celebrates Third Annual Small Business Success Month in May
Business News Technology

Intuit Celebrates Third Annual Small Business Success Month in May

Business Wire
by Business Wire0
 By highlighting stories of small business success and driving conversations, Intuit aims to help the small business community thrive Intuit, the global technology platform that makes QuickBooks, TurboTax, Credit Karma, and Mailchimp, is declaring May as Small Business Success Month for the third consecutive year and featuring a series of activities......
Procore Launches Construction Insurance Brokerage to Empower Builders
InsurTech News

Procore Launches Construction Insurance Brokerage to Empower Builders

Business Wire
by Business Wire0
Procore Risk Advisors helps customers leverage technology investments and operational excellence for better insurance terms Procore Technologies, Inc., a leading global provider of construction management software, announced its latest offering, Procore Risk Advisors, which will simplify and improve one of the construction industry’s biggest challenges: insurance. Procore Risk Advisors is......
Credit Karma Aims to Help Millions of Americans Know, Grow and Protect Their Net Worth
Finance News

Credit Karma Aims to Help Millions of Americans Know, Grow and Protect Their Net Worth

Business Wire
by Business Wire0
From credit building to wealth building – Credit Karma expands product to help consumers at every point in their financial journey Credit Karma, the consumer technology platform with more than 120 million members in the U.S., announced Net Worth, a new product experience within Credit Karma that will help millions......
WTW Collaboration With Liberty Specialty Markets and Markel Moves Insurance Industry Closer to Digital-First Marketplace
Banking InsurTech News

WTW Collaboration With Liberty Specialty Markets and Markel Moves Insurance Industry Closer to Digital-First Marketplace

Fintech News Desk
by Fintech News Desk0
Integral to WTW’s wider strategy to transform digital capabilities across the entire value chain, the venture will improve connectivity, giving brokers efficient, flexible trading options and insurers speed and scale WTW, a leading global advisory, broking and solutions company, has announced a new collaboration with insurers Liberty Specialty Markets (LSM)......
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