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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...
CORE BANKING, FINANCIAL MANAGEMENT
Atomic | August 24, 2022
Atomic, the market-leading provider for payroll connectivity, has been named the winner of the sixth annual FinTech Breakthrough Awards for "Best Banking Transaction Solution". This award comes on the heels of the company's $40 million Series B funding round, further validation of Atomic's cutting edge and consumer-friendly payroll solutions.
"This is an incredible milestone for our company and recognition of our team's hard work creating f...
Wealthbox | March 10, 2022
Wealthbox, a leading CRM software platform for financial advisors, announced today that Frontier Growth, a growth equity firm focused on fast-growing software businesses, has taken a minority stake in the company with a $31M equity investment.
Founded by serial entrepreneurs John Rourke and Dan Ferranti, Wealthbox is a purpose-built CRM technology for financial advisors at wealth management firms and broker-dealers to track client relationships, collaborate as a team, and streamli...
BlackLine | July 21, 2021
BlackLine, Inc., a leader in accounting automation software, and Kyriba, a global leader in cloud-based finance and IT solutions, announced today that they are collaborating to streamline the digitalization of the Office of the CFO and improve collaboration between Finance and Treasury departments. Through its integrated solutions, the collaboration provides enhanced capabilities for mutual customers by accelerating bank connectivity, improving cash visibility, and allowing more automation withi...
Adhesion Wealth | August 31, 2021
Adhesion Wealth®, a managed account provider for registered investment advisors (RIAs), today announced it has entered into a partnership with Addepar, a leading technology platform for wealth management.
Through this partnership, RIAs can benefit from greater reporting flexibility and recoup costly administrative time. Adhesion advisors may gain access to Addepar's category-leading portfolio reporting and analytics platform, which enables them to deliver robust analysis a...
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