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Investment Management, Security and Compliance

Businesswire | July 18, 2023

Vneuron Risk & Compliance is honored to announce its selection as the "Best AML Compliance Solution Provider'' for 2023 by Waters Rankings Readers and its esteemed clientele. This prestigious recognition stems from the publisher's annual voting, solidifying Vneuron's industry standing. The twenty-first edition of the Waters Rankings awards competition showcased 35 awards across five categories, including trading services, trading tools, data management, ...

Financial Management

AssetBook | August 25, 2021

AssetBook, a SaaS-based portfolio monitoring and reporting solution, today announced that they have completed integrations with Wealthbox® CRM, a modern client relationship management tool. Wealthbox helps financial advisors better manage workflows and client relationships. The Pulse by AssetBook platform provides financial advisors and broker-dealers a customized solution with a dynamic yet simple user interface that leaves time for what matters most: the advisor's clients.
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Investment Management, Wealth Management

Bench Accounting | February 24, 2023

On February 23, 2023, Bench (bench.co), the industry's top bookkeeping and tax-advising fintech platform, informed that it partnered with Wealth Factory, a premier supplier of complete personal financial education and implementation programs for entrepreneurs and small business owners. Nevertheless, more than 25,000 business owners can access this partnership's real-time financial insights. JP Durrios, CEO of Bench, stated, "Wealth Factory customers now h...

PR Newswire | September 15, 2020

MoneyLion, the award-winning consumer digital finance platform, today announced the launch of its new thematic investment solutions, powered by industry leaders Global X ETFs and Wilshire. With thematic investing, MoneyLion members can now invest in portfolios that reflect their personal preferences, interests and passions, such as clean energy, artificial intelligence, and social responsibility. The new thematic portfolios are designed as packaged solutions to meet certain investment interests ...