Search by Tag: Financial Technology

2023-04-14 | Allows users to process multiple payments simultaneously in a single go, saving valuable time and effort

2023-03-30 | A Consultancy That Helps Solution Providers Articulate Business Value Outcomes to Prospects and Customers

2023-03-28 | American businessman Eric Blue successfully secured early-stage capital to help launch the Nevly app. Nevly is a fintech company aiming to help boost customer credit scores and give users the tools to gain financial freedom.

2023-03-24 | FreshBooks customers can import their bills and invoices seamlessly to OnlineCheckWriter.com

2023-03-14 | Zil Money Joins ADP Marketplace to Automate Payroll Funding by Credit Card

2023-02-24 | Ms. Audrey Hall was recognized by The Software Report as a Top 25 Software Product Executive in 2022

2023-02-07 | More and more borrowers in Singapore are turning away from comparison websites and banks, choosing ROSHI as their go-to lending provider. With just a few clicks, borrowers can access pre-vetted and personalised loan offers from multiple lenders.

2023-01-18 | Leadership role strengthens company's focus on helping wealth managers, RIA, and broker-dealers firms maximize their IT, cloud and Salesforce infrastructures, and driving continuous innovation of the Finity360 digital office platform

2022-11-11 | The direct to Phase II SBIR award will fund the development of additional features of the SilverBills technical application that address legal and financial challenges faced by LGBTQ+ older adults with impaired cognition.

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

2022-10-26 |

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

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

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

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

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.

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

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

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

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