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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CORE BANKING

VOLANTE EXTENDS COLLABORATION WITH CITI FOR GLOBAL ISO 20022 MIGRATION

Volante, Citi | January 19, 2021

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Volante Technologies, the global pioneer in cloud payments and financial messaging, and Citi Treasury and Trade Solutions (Citi) are developing their longstanding relationship to quicken the bank's appropriation of the ISO 20022 financial messaging standard across its global payments operations. Because of this joint effort, Citi will be the principal Volante client to offer a brought together way to deal with ISO 20022 migration across the globe. Citi will be building its cor...

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BLOCKCHAIN

COGENT BANK OFFERS TASSATPAY TO MAKE REAL-TIME, BLOCKCHAIN-BASED PAYMENTS

Tassat Group Inc | January 13, 2022

news image

Tassat Group Inc. and Cogent Bank have recently announced that Cognet’s bank B2B clients can access TassatPay, the blockchain-based, real-time payment platform. This will be fully deployed within the U.S. banking system. TassatPay enables banks to provide a secure platform for all payments, 24/7/365. While this partnership news was released, Chirag Bhavsar, president of Cogent Bank, shared some details. He says, “Providing our B2B clients with immediate payments using ...

Read More

VC-BACKED COMPANIES SHOWED CONTINUED RESILIENCE IN THE SECOND, REACHING US$62.9B, ACCORDING TO KPMG PRIVATE ENTERPRISE'S VENTURE PULSE REPORT

KPMG | July 22, 2020

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Global venture capital investment showed continued resilience in the second quarter of 2020, reaching $62.9 billion across 4,502 deals - almost equalling total investment from the first quarter of the year and only slightly off the pace seen in 2019's second quarter, which registered $69.8 billion invested, according to KPMG Private Enterprise's Venture Pulse report. Venture investors continued to pour money into their existing portfolio– particularly late-stage companies. T...

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PAYMENTS

ROXE, POISED FOR GROWTH, AUTOMATES AND STREAMLINES BUSINESS ONBOARDING WITH DOCFOX

Roxe | December 09, 2021

news image

Roxe, the leading next-generation, open global payment network that uses blockchain to make payments smarter, today announced it has partnered with DocFox to streamline and scale the onboarding for its business customers. Roxe unifies fragmented global payment systems, providing fast, low-cost, peer-to-peer global payments to banks, central banks, payment companies, remittance providers and consumers. With DocFox, Roxe is working to establish an intelligent, automated business onb...

Read More
news image

CORE BANKING

VOLANTE EXTENDS COLLABORATION WITH CITI FOR GLOBAL ISO 20022 MIGRATION

Volante, Citi | January 19, 2021

Volante Technologies, the global pioneer in cloud payments and financial messaging, and Citi Treasury and Trade Solutions (Citi) are developing their longstanding relationship to quicken the bank's appropriation of the ISO 20022 financial messaging standard across its global payments operations. Because of this joint effort, Citi will be the principal Volante client to offer a brought together way to deal with ISO 20022 migration across the globe. Citi will be building its cor...

Read More
news image

BLOCKCHAIN

COGENT BANK OFFERS TASSATPAY TO MAKE REAL-TIME, BLOCKCHAIN-BASED PAYMENTS

Tassat Group Inc | January 13, 2022

Tassat Group Inc. and Cogent Bank have recently announced that Cognet’s bank B2B clients can access TassatPay, the blockchain-based, real-time payment platform. This will be fully deployed within the U.S. banking system. TassatPay enables banks to provide a secure platform for all payments, 24/7/365. While this partnership news was released, Chirag Bhavsar, president of Cogent Bank, shared some details. He says, “Providing our B2B clients with immediate payments using ...

Read More
news image

VC-BACKED COMPANIES SHOWED CONTINUED RESILIENCE IN THE SECOND, REACHING US$62.9B, ACCORDING TO KPMG PRIVATE ENTERPRISE'S VENTURE PULSE REPORT

KPMG | July 22, 2020

Global venture capital investment showed continued resilience in the second quarter of 2020, reaching $62.9 billion across 4,502 deals - almost equalling total investment from the first quarter of the year and only slightly off the pace seen in 2019's second quarter, which registered $69.8 billion invested, according to KPMG Private Enterprise's Venture Pulse report. Venture investors continued to pour money into their existing portfolio– particularly late-stage companies. T...

Read More
news image

PAYMENTS

ROXE, POISED FOR GROWTH, AUTOMATES AND STREAMLINES BUSINESS ONBOARDING WITH DOCFOX

Roxe | December 09, 2021

Roxe, the leading next-generation, open global payment network that uses blockchain to make payments smarter, today announced it has partnered with DocFox to streamline and scale the onboarding for its business customers. Roxe unifies fragmented global payment systems, providing fast, low-cost, peer-to-peer global payments to banks, central banks, payment companies, remittance providers and consumers. With DocFox, Roxe is working to establish an intelligent, automated business onb...

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