Search by Tag: Financial Technology


151 total news stories found.


Silver Oak Securities Reinvents Advisor and Client Experiences by Overhauling Its Operations Framework Using Finity360™

2022-11-07 | The firm anticipates significant improvements in efficiency, accuracy, competitiveness, and tech stack future-proofing



Purshe Kaplan Sterling Investments Transforms Paper Processes to Digital Workflows with Arcus Partners' Finity360™

2022-10-12 | PKS will also use Finity360 to make rep onboarding faster and easier


Pasha Probiv, MS, CDPSE, has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

2022-10-12 | Mr. Probiv and his company, White Hack Labs, are widely recognized for excellence in the cybersecurity industry


Jason Bressler has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

2022-09-22 | Mr. Bressler serves as an expert in information technology, cloud computing, application development and network security


Brian Schwartz Joins Arcus Partners in New Client Experience Leadership Role

2022-08-08 | Responsibilities include implementation and support for users of Arcus Partners' cloud-based Finity360™ wealth management digital office solutions


CG Financial Services Goes Live on Arcus Partners' Finity360™ Digital Office Solutions to Improve Advisor and Client Experiences

2022-07-20 | With Finity360, CG Financial Services has increased advisor technology adoption and halved the number of applications it needs to make its technology vision a reality.


CoastalOne™ Chooses Arcus Partners' Finity360 Digital Office Solutions to Support Onboarding and Document Workflows

2022-06-23 | CoastalOne's significant increase in growth fostered the need for greater efficiencies in synching, reducing NIGO rates, and enhancing the client onboarding experience


FinFolio Integrates With Redtail CRM

2022-06-20 | The integration combines FinFolio's investment management, trading, billing and client portals with Redtail's CRM functionality.


Madison Avenue Securities Automates Investor Communications with Arcus Partners' Finity360 Digital Office Solutions

2022-06-16 | Finity360 cloud solutions help financial services companies quickly meet their strategic digital office objectives and enhance interactions between registered reps, advisors, clients, and home offices


Former Uber Driver Creates a CryptoCurrency Banq "CryptoShare"

2022-04-11 | Black Uber Driver turned Data Scientist and Blockchain Expert


Wyth Financial Launches Fully Digital Direct-To-Customer Bank Offering in Canada with the Implementation of Intellect Contextual Banking Experience – Retail (CBX-R)

2022-04-02 | With contextual, cloud-native, micro services-based, API-first architecture, Intellect CBX-R offers a comprehensive omni-channel solution catering to the modern bank customers


PixelPlex Elaborates on the Range of Its Cross-Platform App Development Services

2022-03-12 | Cross-platform apps eliminate the need for businesses to build an app for every platform in a bit to reach all their target audiences. PixelPlex's services help them build native-like apps that reach a broader audience.


Mitrade Adds Over 300 Most Sought-After Stocks to Trade

2022-03-05 | Mitrade has expanded its trading platform offerings with over 300+ new share CFDs.


Intellect Announces Appointment of Uppili Srinivasan as President

2022-02-09 | Business Head for Digital, Payments and Liquidity recognised for outstanding contribution


Mitrade Hits 1 Million Downloads On Google Play

2022-02-08 | Mitrade app crosses 1 million downloads threshold on Android play store.


iBooster Introduces LinkedIn Boost Service for the Fintech Market

2021-10-09 | Professionals in the financial technology industry can use the service to reach their target network and connections. Several campaign packages available from get started to influencer


John P. Noldan Recognized by Marquis Who's Who for Excellence in Real Estate

2021-10-08 | Noldan has found success as executive vice president of Guaranteed Rate since 2017



DAFEX Develops Innovative AI Based Financial Trading Platform

2021-06-06 | DAFEX Develops Innovative AI Based Financial Trading Platform


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