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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GOLDMAN RANKS AS TOP ACTIVISM DEFENSE FIRM, BEATING MORGAN STANLEY

Goldman, Morgan Stanley | March 06, 2020

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Goldman Sachs (GS.N) ranked as the top adviser to companies targeted by activist investors in 2019, dethroning Morgan Stanley (MS.N), which had held the top spot for three straight years, according to Refinitiv data published on Friday. In 2019 Goldman advised on 48 campaigns to capture the top spot while Morgan Stanley advised on 37 campaigns, the data shows. Goldman worked on some of the year’s biggest campaigns, helping defend Sony (6758.T) against hedge fund Third Point, AT&T (T.N)...

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Core Banking, Digital Banking

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

PRnewswire | May 30, 2023

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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...

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Fintech

CAMBRIDGE GLOBAL PAYMENTS LAUNCHES ENHANCED VERSION OF APPLICATION PROGRAMMING INTERFACE PLATFORM

Cambridge Global Payments | November 20, 2020

news image

Cambridge Global Payments, a FLEETCOR organization and a supplier of incorporated cross-border payments and currency risk management solutions, is pleased to declare it is dispatching an upgraded rendition of the Application Programming Interface (API) stage that will open it up for outsider and software designers around the globe. The most recent rendition of the central stage, Payments API 2.0, will help extend the designer experience, by helping engineers to make new and ...

Read More

Core Banking

FINASTRA AND WIPRO JOIN FORCES TO ENHANCE TRANSACTION BANKING DIGITAL TRANSFORMATION

Finastra, Wipro | June 03, 2021

news image

Wipro Limited, a leading global information technology, consultancy services, and business process services company, and Finastra, the largest pure-play software vendor representing the entire financial services industry, confirmed today a partnership to assist corporate banks across Asia-Pacific in accelerating their digital transformation. The firms will collaborate to produce a one-of-a-kind offering that blends Wipro's extensive service portfolio with Finastra's front-to-back trade f...

Read More
news image

GOLDMAN RANKS AS TOP ACTIVISM DEFENSE FIRM, BEATING MORGAN STANLEY

Goldman, Morgan Stanley | March 06, 2020

Goldman Sachs (GS.N) ranked as the top adviser to companies targeted by activist investors in 2019, dethroning Morgan Stanley (MS.N), which had held the top spot for three straight years, according to Refinitiv data published on Friday. In 2019 Goldman advised on 48 campaigns to capture the top spot while Morgan Stanley advised on 37 campaigns, the data shows. Goldman worked on some of the year’s biggest campaigns, helping defend Sony (6758.T) against hedge fund Third Point, AT&T (T.N)...

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
news image

Fintech

CAMBRIDGE GLOBAL PAYMENTS LAUNCHES ENHANCED VERSION OF APPLICATION PROGRAMMING INTERFACE PLATFORM

Cambridge Global Payments | November 20, 2020

Cambridge Global Payments, a FLEETCOR organization and a supplier of incorporated cross-border payments and currency risk management solutions, is pleased to declare it is dispatching an upgraded rendition of the Application Programming Interface (API) stage that will open it up for outsider and software designers around the globe. The most recent rendition of the central stage, Payments API 2.0, will help extend the designer experience, by helping engineers to make new and ...

Read More
news image

Core Banking

FINASTRA AND WIPRO JOIN FORCES TO ENHANCE TRANSACTION BANKING DIGITAL TRANSFORMATION

Finastra, Wipro | June 03, 2021

Wipro Limited, a leading global information technology, consultancy services, and business process services company, and Finastra, the largest pure-play software vendor representing the entire financial services industry, confirmed today a partnership to assist corporate banks across Asia-Pacific in accelerating their digital transformation. The firms will collaborate to produce a one-of-a-kind offering that blends Wipro's extensive service portfolio with Finastra's front-to-back trade f...

Read More

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Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

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