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Financial Management, Wealth Management
Businesswire | April 20, 2023
Skience, a leading financial services solution and consulting provider, today announced the rollout of its Wealth Management Cloud Technology Blueprint (“Blueprint”), formalizing its strategic planning framework for digital transformations. This methodology, available as part of Skience’s award-winning Consulting Services offering, can be employed as a stand-alone process or incorporated as part of a larger implementation project. It is designed to help wealth management ...
Business Wire | August 11, 2020
Industry Ventures, LLC (“Industry Ventures”), a leading investment firm focused on the venture capital market, announced today the final closing of Industry Ventures Direct II, L.P. (“the Fund”) with total commitments of $180 million. The Fund will continue the same strategy of making direct investments into early- and mid-stage technology companies alongside 80 seed and early-stage fund managers backed by the firm. Industry Ventures has previously invested into more than...
Financial Management, Investment Management
NMI | February 23, 2023
On February 22, 2023, NMI, a premier comprehensive commerce enablement technology business, announced that it had a milestone year in 2022 and expects to grow in 2023. Through the acquisitions of IRIS CRM and Agreement Express, NMI has expanded its commerce enablement offering to improve merchant underwriting, onboarding, management, and risk monitoring, strengthening its goal to allow payments from sign-up to pay-out for channel partners and merchants. Vijay Sondhi, ...
Docupace and Orion Portfolio Solutions | February 20, 2023
One of the leading cloud-based fintech digital operations software companies, Docupace, recently announced its selection by Orion Portfolio Solutions, a transformative technology provider to help advisors grow and thrive as investors. The company selected Docupace to automate workflows for its wealth management platform. The wealth management industry has realized the importance of automating and streamlining processes. In the research conducted by Accenture, it was found that 9...
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