AdvisoryWorld Financial Technology

advisoryworld.com

AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals. The company's applications feature portfolio modeling, investment analysis, asset allocation, optimization, detailed cash flows, Monte Carlo simulation, security screening, style and factor analysis. Among the platforms more than 50 FINRA compliant and client-ready reports are a customizable Proposal and an Investment Policy Statement. The application is fully integrated with leading Performance Reporting and CRM software including Albridge Wealth Reporting, Orion Advisor, eMoney Advisor, Salesforce and Redtail.

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Financial Management, Investment Management

AKOYA PARTNERS WITH AXWAY TO HELP FINANCIAL INSTITUTIONS TAP INTO THE POWER OF OPEN APIS

Businesswire | June 02, 2023

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The API-driven solution enables greater control and faster connectivity of embedded finance and customer data portability. Akoya is proud to announce its partnership with Axway to transform the way customer information is shared with third-party applications. Both companies have standardized their APIs to the Financial Data Exchange (FDX) standard, which allows for customer data sharing in a secure and transparent way. Akoya allows businesses to manage their finances ...

Read More

Fintech

ALVIERE, A GLOBAL FINTECH STARTUP, RAISES $70 MILLION DRIVEN BY COMPANY’S RAPID TRACTION IN EMBEDDED FINANCE

Alviere | October 26, 2021

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Alviere, the leading embedded finance platform enabling any brand to deliver financial products and services to its customers and employees, today announced that it had raised $70 million of new funding, the largest investment in this emerging sector of fintech to date. In April, Alviere closed a $20 million Series A led by Viola Ventures and Viola Fintech, with the participation of CommerzVentures, Mitsubishi Capital Corporation, Wix.com Capital (NYSE: WIX), Draper Triangle Ventu...

Read More

Payments

ORACLE’S BANKING CLOUD TO REDEFINE REAL-TIME BANKING TRANSACTIONS

Oracle | September 25, 2023

news image

Oracle enhances banking cloud services for real-time cash management and transactions. New services optimize working capital and the customer experience. Oracle's comprehensive cloud suite offers ready-to-deploy APIs for agile banking. Read More

Core Banking, Digital Banking

JACK HENRY CONTINUES PHASE OUT OF SCREEN SCRAPING ON THE BANNO DIGITAL BANKING PLATFORM

PRnewswire | May 30, 2023

news image

Jack Henry™ (Nasdaq: JKHY) announced it continues to replace inbound screen scraping on its Banno Digital Banking Platform with API connections to all five major data exchange platforms, Finicity, Akoya, Plaid, Envestnet | Yodlee, and Intuit, giving accountholders more control of their financial data and protecting financial institutions from a wide range of fraud and security risks that arise from passwords shared with third parties. Screen scraping, while a common practice througho...

Read More
news image

Financial Management, Investment Management

AKOYA PARTNERS WITH AXWAY TO HELP FINANCIAL INSTITUTIONS TAP INTO THE POWER OF OPEN APIS

Businesswire | June 02, 2023

The API-driven solution enables greater control and faster connectivity of embedded finance and customer data portability. Akoya is proud to announce its partnership with Axway to transform the way customer information is shared with third-party applications. Both companies have standardized their APIs to the Financial Data Exchange (FDX) standard, which allows for customer data sharing in a secure and transparent way. Akoya allows businesses to manage their finances ...

Read More
news image

Fintech

ALVIERE, A GLOBAL FINTECH STARTUP, RAISES $70 MILLION DRIVEN BY COMPANY’S RAPID TRACTION IN EMBEDDED FINANCE

Alviere | October 26, 2021

Alviere, the leading embedded finance platform enabling any brand to deliver financial products and services to its customers and employees, today announced that it had raised $70 million of new funding, the largest investment in this emerging sector of fintech to date. In April, Alviere closed a $20 million Series A led by Viola Ventures and Viola Fintech, with the participation of CommerzVentures, Mitsubishi Capital Corporation, Wix.com Capital (NYSE: WIX), Draper Triangle Ventu...

Read More
news image

Payments

ORACLE’S BANKING CLOUD TO REDEFINE REAL-TIME BANKING TRANSACTIONS

Oracle | September 25, 2023

Oracle enhances banking cloud services for real-time cash management and transactions. New services optimize working capital and the customer experience. Oracle's comprehensive cloud suite offers ready-to-deploy APIs for agile banking. Read More

news image

Core Banking, Digital Banking

JACK HENRY CONTINUES PHASE OUT OF SCREEN SCRAPING ON THE BANNO DIGITAL BANKING PLATFORM

PRnewswire | May 30, 2023

Jack Henry™ (Nasdaq: JKHY) announced it continues to replace inbound screen scraping on its Banno Digital Banking Platform with API connections to all five major data exchange platforms, Finicity, Akoya, Plaid, Envestnet | Yodlee, and Intuit, giving accountholders more control of their financial data and protecting financial institutions from a wide range of fraud and security risks that arise from passwords shared with third parties. Screen scraping, while a common practice througho...

Read More