Puritan Financial Companies, Inc.

Financial Management, Fintech

Businesswire | July 27, 2023

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, today unveiled iCapital Architect, an innovative portfolio construction tool that empowers financial advisors to build robust, personalized client portfolios incorporating alternatives and structured investments. Advisors can use Architect – which combines a user-friendly interface with sophisticated analytics – to evaluate alternatives and structured i...

Fintech

Global Primex, Metropolitan Commercial Bank | July 18, 2022

Global Primex, a privacy-first payments company specializing in secure digital payment solutions for merchants and consumers, today announced the launch of its payment platform VLoad in partnership with New York-based Metropolitan Commercial Bank (NYSE: MCB). VLoad is an innovative online payment method that provides industry-leading privacy and security to consumers and empowers merchants in the VLoad Merchant Network with increased revenue resulting from unparalleled fraud prevention, dispute ...

Bitcoin and Crypto

Data Mynt | March 14, 2022

Data Mynt will provide merchants and retailers with a stable and straightforward way to use crypto payment platforms with the help of using the new crypto payment processing solution. The new processing solution will be a game-changer for them to use cryptocurrency payment for products effortlessly. Data Mynt's payment platform solution is a robust in-store and Cloud-native crypto form of payment option. It will be available for global retailers that are designed for seamless integration. Read More

Financial Management

Docupace | December 16, 2022

Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announced the launch of its RIA Productivity Suite, designed to optimize operations for advisory firms of all sizes – empowering them to digitize, streamline, connect and automate operations. "While much of the financial services industry is a 'sea of sameness,' the RIA universe is vast and diverse, For too long, this has resulted in an...