Search by Tag: Financial Technology
157 total news stories found.
OnlineCheckWriter.com Partners with FreshBooks
2023-03-24 | FreshBooks customers can import their bills and invoices seamlessly to OnlineCheckWriter.com
Zil Money Partners with ADP Payroll, Letting Businesses Use Credit Cards for Easy Payroll Funding
2023-03-14 | Zil Money Joins ADP Marketplace to Automate Payroll Funding by Credit Card
Audrey Hall has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2023-02-24 | Ms. Audrey Hall was recognized by The Software Report as a Top 25 Software Product Executive in 2022
ROSHI Shakes Up Singapore's Traditional Lending Landscape and Sees Explosive Growth for its Personalised Loan Application Tools
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.
Arcus Partners Names Saurabh Bhole Partner and CTO
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
SilverBills has been awarded a $2.5 Million Small Business Innovation Research grant from the National Institute on Aging of the National Institutes of Health
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.
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.