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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. Read More
Cision PR Newswire | August 18, 2020
Blockchange Inc, the digital asset investing platform for professional wealth managers, and Gemini Trust Co. LLC, a cryptocurrency exchange and custodian, today announced a partnership to provide registered investment advisors (RIAs) a secure one-stop-shop for buying, selling and storing digital assets. The integrated solution is the first of its kind, combining Blockchange's recently announced BITRIA™ Digital Turnkey Asset Management Platform (DTAMP) with Gemini's exchange and cus...
PAYMENTS
Yapily | June 09, 2021
Yapily, the main supplier of Open Banking infrastructure, today launched its new Open Banking bulk payment service, which already operates and takes use of its UK service with Comma, the SME payment platform, live. Yapily, in collaboration with Comma, has streamlined the complicated process of bulk payments in the UK under Open Banking. Customers like Comma may use the proposal to get the API connection they need to build a dependable, secure, and scalable bulk payments functional...
Western Union | June 30, 2021
Western Union, a global leader in cross-border, cross-currency money transfers and payments, has partnered with Linxo, a popular budget management and bank account aggregation app in France, to allow users to make local and cross-border payments using Western Union's platform. Linxo users may now make and manage money transfers through Western Union's site, which is available 24 hours a day, 7 days a week. Users can finance their transfers with a bank account or a credit c...
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