Capital Plus Investment Institute

Financial Management

Envestnet, Oyster Consulting | April 21, 2021

Envestnet | MoneyGuide reported today a collaboration with Oyster Consulting to provide paraplanning services to mutual clients. The partnership aims to allow more financial advisors to initiate, scale, and deepen financial planning relationships with clients at a lower cost. "Clients are relying on advisors to have peace of mind and holistic guidance in addition to portfolio plans now more than ever," said Tony Leal, President of Envestnet | MoneyGuide. "For consul...

Fintech

Payer Financial Services (Payer) | November 09, 2020

Payer Financial Services (Payer) has built up another enlistment item that reforms how client connections are made between organizations on the web. The item empowers online business shippers to check new clients as reliable so they can make their buys easily. Today, Payer dispatches a beta test program with a few B2B shippers. The Swedish B2B installments startup Payer is known for its particular B2B installments stage. The new item, yet to be named, was created to meet market de...

FTV Capital | August 17, 2020

Agiloft, the global standard in no-code contract and commerce lifecycle management, today announced a $45 million growth equity investment from FTV Capital, a sector-focused investor in innovative companies in enterprise technology and services, financial services, and payments and transaction processing. Bootstrapped since its inception and profitable, Agiloft’s investment from FTV is the company’s first round of external funding and will be used to build on its leadership position ...

Payments

PrimeRevenue | October 20, 2021

PrimeRevenue, Inc., the leading provider of technology-enabled B2B payments and working capital solutions, announces its newest innovation: The PrimeRevenue SurePay platform. As the first tool of its kind, the SurePay platform streamlines B2B payment services to enable easy and accessible early and on-time payment solutions for the entire supply chain. Since 2003, PrimeRevenue's core offering has historically focused solely on early payment solutions such as supply chain finan...