AdvisoryWorld Financial Technology

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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 CUTS PERSONAL LENDING AFTER LAUNCHING APPLE CARD

Goldman | January 22, 2020

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Goldman Sachs sharply curtailed its originations of personal loans last year amid the roll-out of its credit card partnership with Apple, according to the American Banker. The New York banking giant reported on 15 January that it sharply curtailed its originations of personal loans last year amid the roll-out of its credit card partnership with Apple. Goldman Sachs’ personal loans outstanding at the end of 2019 were in the $5 billion range, unchanged from a year earlier. The company starte...

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Core Banking

HSA BANK DEBUTS NEW DIGITAL EXPERIENCE TO ASSIST EMPLOYERS IN MANAGING BENEFIT ACCOUNT PROGRAMS

HSA Bank | October 10, 2022

news image

HSA Bank, a division of Webster Bank, N.A., today announced the launch of its new employer digital experience, designed to better help employers manage employee benefit account programs. Employers need easy access to data that will help them support their employees and enhance their ability to make better plan choices. Leveraging behavioral science, HSA Bank is pioneering new tools to help accomplish this aim. This cloud-native platform and open-source stack, provides data, ...

Read More

Fintech

3QUALITY EXTENDS SEED SALE AND PARTNERS WITH MOONBASWAP

3QualiTy | May 24, 2022

news image

Beginning May 30th, 3QualiTy, a leader in the charitable giving fintech space announced that it will partner with MoonbaSwap, a cross-chain AMM DEX protocol for swapping tokens based on OneLedger and its bridged chains. This partnership will be 3QualiTy’s launchpad for an extended seed sale, and makes the company the first crypto project to use the MoonbaSwap launchpad. Ultimately, this opens up the 3QualiTy platform to additional users, while also providing them with low tr...

Read More

Financial Management, Payments

WEDGE AND FISERV ENABLE FINANCIAL INSTITUTION ACCESS TO INNOVATIVE PROGRAMMABLE PAYMENTS CAPABILITIES

Wedge Financial and Fiserv | December 20, 2022

news image

Wedge, the fintech company on a mission to make consumer's dollars go farther by bringing the power of the markets and programmable payments to everyday spending, is bringing its capabilities to AppMarket from Fiserv, a collaborative online marketplace where financial institution clients of Fiserv (NASDAQ: FISV) can easily access transformative technology. This will allow Wedge to bring its technology to more financial institutions more efficiently and accelerate its growth trajectory. In ad...

Read More
news image

GOLDMAN CUTS PERSONAL LENDING AFTER LAUNCHING APPLE CARD

Goldman | January 22, 2020

Goldman Sachs sharply curtailed its originations of personal loans last year amid the roll-out of its credit card partnership with Apple, according to the American Banker. The New York banking giant reported on 15 January that it sharply curtailed its originations of personal loans last year amid the roll-out of its credit card partnership with Apple. Goldman Sachs’ personal loans outstanding at the end of 2019 were in the $5 billion range, unchanged from a year earlier. The company starte...

Read More
news image

Core Banking

HSA BANK DEBUTS NEW DIGITAL EXPERIENCE TO ASSIST EMPLOYERS IN MANAGING BENEFIT ACCOUNT PROGRAMS

HSA Bank | October 10, 2022

HSA Bank, a division of Webster Bank, N.A., today announced the launch of its new employer digital experience, designed to better help employers manage employee benefit account programs. Employers need easy access to data that will help them support their employees and enhance their ability to make better plan choices. Leveraging behavioral science, HSA Bank is pioneering new tools to help accomplish this aim. This cloud-native platform and open-source stack, provides data, ...

Read More
news image

Fintech

3QUALITY EXTENDS SEED SALE AND PARTNERS WITH MOONBASWAP

3QualiTy | May 24, 2022

Beginning May 30th, 3QualiTy, a leader in the charitable giving fintech space announced that it will partner with MoonbaSwap, a cross-chain AMM DEX protocol for swapping tokens based on OneLedger and its bridged chains. This partnership will be 3QualiTy’s launchpad for an extended seed sale, and makes the company the first crypto project to use the MoonbaSwap launchpad. Ultimately, this opens up the 3QualiTy platform to additional users, while also providing them with low tr...

Read More
news image

Financial Management, Payments

WEDGE AND FISERV ENABLE FINANCIAL INSTITUTION ACCESS TO INNOVATIVE PROGRAMMABLE PAYMENTS CAPABILITIES

Wedge Financial and Fiserv | December 20, 2022

Wedge, the fintech company on a mission to make consumer's dollars go farther by bringing the power of the markets and programmable payments to everyday spending, is bringing its capabilities to AppMarket from Fiserv, a collaborative online marketplace where financial institution clients of Fiserv (NASDAQ: FISV) can easily access transformative technology. This will allow Wedge to bring its technology to more financial institutions more efficiently and accelerate its growth trajectory. In ad...

Read More

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C-Suite On Deck

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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...

Contact Us