Financial Management, Fintech
PR Newswire | August 28, 2023
RightCapital, the fastest-growing financial planning software for financial advisors, and PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a data integration partnership. This new bi-directional API integration helps advisors save time and streamline the financial planning process by exporting and importing selected household account data between the two platforms.
RightCapital is a leading financial planning software that received the highest advisor satisfaction rating in both the 2023 Kitces AdvisorTech Study and the 2023 T3/Inside Information Advisor Software Survey. PreciseFP, which recently joined LPL Financial's affinity partnership program, makes manual, error-prone data entry a thing of the past — providing financial advisors with more time to meet with clients, create financial plans and grow their businesses.
Once an advisor enables the RightCapital integration within PreciseFP, they can select accounts to sync household data including Client and Co-Client contact information, family members, income, expenses (export only), and goals. Advisors will also be able to customize how the fields in PreciseFP are mapped to the fields in RightCapital.
"We're thrilled to add PreciseFP as our latest data integration partner to help advisors minimize manual data entry and free up their time to focus on more important tasks," said Shuang Chen, co-founder and CEO of RightCapital. "As advisor tech stacks are becoming more sophisticated, ensuring that RightCapital integrates with the tools our advisors use is a top priority for us."
"Both RightCapital and PreciseFP are the highest rated advisor tech tools in their respective categories in the new AdvisorTech Study from Michael Kitces," said Richard Thoeny, executive vice president – Product Strategy for PreciseFP. "It's no wonder financial advisors have been clamoring for integration and we're delighted to meet this demand."
Upcoming RightCapital and PreciseFP Integration Demo
To learn more about the PreciseFP and RightCapital integration, join Thoeny and Ted Denbow, vice president of sales for RightCapital on Tuesday, Aug. 29 at 1 p.m. EDT, for a special webinar illustrating how to utilize PreciseFP and RightCapital to improve client engagement and be more efficient during the financial planning process.
About RightCapital
RightCapital's mission is to create Right Plans for Real People™. RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest advisor satisfaction (Source: The Kitces Report - 2023 AdvisorTech Study). For more information, visit www.RightCapital.com.
About Docupace
PreciseFP was acquired by Docupace in September 2021, advancing the company's mission to deliver an end-to-end wealthtech ecosystem for advisors to engage clients and prospects. Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors.
Docupace is proud to serve some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry. The company was recently named a finalist in two categories for WealthManagement.com's 2022 "Wealthie" Awards and PreciseFP was the 2021 winner in the client onboarding solution category. The company was named to the 2021 Inc. 5000 list of America's fastest-growing companies; listed as a Top 100 FinTech by Cramer + Associates, named to the Los Angeles Business Journal's 2021 list of "Disruptors", won the 2021 Gold Globee® Award for "Hot Technology of the Year", and included in Industry Wired's Top 10 list of Most Recommended FinTech Solution Providers in 2020. For more information, please visit www.docupace.com.
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Payments, Bitcoin and Crypto
PR Newswire | July 31, 2023
Optty, the world's first universal payments platform, today announced a new partnership with Triple-A, a licensed crypto payment gateway, to add cryptocurrency as a payment option on the platform. As the central hub connecting and streamlining a robust global network of Buy Now Pay Later (BNPL) providers, this milestone marks the launch of Optty's sixth payment architecture, further expanding viable payment options for merchants and convenience for their end customers.
"As the world's first true universal payments platform, Optty is agnostic and supportive of payments inclusion, a unique position that is designed to help retailers offer more choice than ever at checkout," said Natasha Zurnamer, CEO and founder of Optty. "With one simplified integration, not only can retailers access over 90 BNPLs and local payment methods in over 120 countries — they can now switch on crypto payments, a natural progression in our aim to simplify payments for retailers all over the world."
The first crypto payment gateway to be licensed by the Monetary Authority of Singapore, Triple-A is also licensed in Europe, through Banque de France's ACPR, and registered with the United States Financial Crimes Enforcement Network (FinCEN). Through the collaboration with Triple-A's white label crypto payment gateway, Optty enables retailers and merchants to offer a wide range of payment methods. This allows them to test and learn which payment types best resonate with their customers.
Tapping into diverse consumer payment preferences
With Optty's vast global network of gateways that license the company's unique payment stacks, merchants and retailers can now leverage Triple-A's gateway to accept cryptocurrencies such as Bitcoin (BTC), Ethereum (ETH), Tether (USDT), and USD Coin (USDC). Triple-A's crypto payment gateway is compatible with all crypto wallets, allowing customers to make hassle-free payments using their preferred wallet.
Through real-time crypto-to-fiat conversions facilitated by Triple-A, retailers can receive payments in cryptocurrencies without the need to manage them on their balance sheets and constantly monitor fluctuating exchange rates. Retailers enjoy next-day local currency bank settlements in 50+ currencies, enabling quick access to funds in their preferred currency. Additionally, businesses have the option to offer their customers the convenience of paying through Binance Pay.
Optty already offers Buy Now Pay Later, Debit and Credit, Digital Wallets, Peer to Peer payments, and bank transfer options, and the addition of crypto enables merchants to tap into the spending power of 420 million crypto owners worldwide. Optty plans to further expand payment architectures to a total of nine by the end of 2023.
"We are excited to partner with Optty and bring crypto payments to their merchants," said Eric Barbier, CEO of Triple-A. "This collaboration will help merchants take advantage of the growing demand for cryptocurrency payments, without the hassle of managing crypto assets on their balance sheets."
Disruption through simplification
Previously, retailers and merchants would need to spend a great deal of time and money on complex, one-by-one payment integration processes. Optty changed all this by eliminating it, revolutionizing the way merchants access payments methods globally. Available across ecommerce, IVR, and in-store, it is a true PaaS that offers retailers a simplified integration while providing a seamless and direct commercial partnership channel, enabling an application process with every payment provider in the solution.
About Optty
As a PaaS, Optty is the world's first true universal payments platform that integrates over 90 installment (BNPL) brands — more than any other existing single integration solution globally — and offers six payment architectures, soon to be nine by the end of 2023. Its payments-, partner- and channel-agnostic approach delivers wide payments connectivity globally to schemes, acquirers, gateways and retailers alike and offers a full white-label, customisable interface with hierarchy built in for network expansion ease.
About Triple-A
Triple-A is a licensed crypto payment gateway that helps businesses increase their revenue by enabling crypto payments and payouts, giving them access to the spending power of the fast-growing 420m+ cryptocurrency users.
Triple-A's white label crypto payments solutions allow businesses from all industries to leverage the benefits of the growing crypto market without being exposed to volatility risk or having to handle or convert digital currencies. Their solutions are compatible with all wallets, easy to integrate and offer instant confirmation, locked-in exchange rates and chargeback protection.
Licensed by the Monetary Authority of Singapore (MAS) and trusted by over 15,000 businesses, Triple-A makes accepting crypto payments simple for businesses across the globe.
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Payments, Fintech
Globenewswire | June 30, 2023
Nuvei Corporation (“Nuvei” or the “Company”) (Nasdaq: NVEI) (TSX: NVEI), the Canadian fintech company, announces today that it is a recommended payments partner of Sage, the leader in accounting, financial, HR, and payroll technology, for small and mid-sized businesses (SMBs).
After being directly integrated for more than a decade, and successfully supporting thousands of businesses, Sage will now be offering Nuvei as a Recommended Solution for its ERP platform. Nuvei’s platform is uniquely connected to the entire Sage ecosystem, including its Sage 50, 100, X3, 300, 500, and Intacct solutions.
Nuvei’s ERP payments solution delivers seamlessly integrated payment acceptance and disbursement solutions to its customers, as well as single-view visibility of the data and insights needed to make faster, better-informed decisions. By leveraging Nuvei’s robust integration and deep ERP payments expertise, and delivering near-real-time payment information, Sage customers will be able to reconcile financial information across systems and improve visibility more efficiently. At the same time, they are empowered to reconcile paid invoices into their business management system and shorten DSO or receivables cycles.
Sage VP and Global Commercial Head of Fintech, Payments & Banking Chip Mahan commented on the announcement: “Our relationship with Nuvei is one of the longest existing partnerships we have with any payments services provider, and is comprehensively connected to our entire product suite. We’ve been working together seamlessly for over a decade, so we are thrilled to name Nuvei as a Sage Recommended Solution. We continue to look to expand this partnership based on Nuvei’s global reach that includes an extensive acquiring network in 47 global markets. Sage will continue to innovate and optimize payments capabilities for our customers, and our partnership with Nuvei will assist in delivering an improved customer experience.”
Nuvei Chair and CEO Philip Fayer added: “Our mission is always to bring our customers closer to their customers through payments technology and solutions, and to enable them to accelerate their growth. We also have a long and proven history of supporting our customers’ international expansion plans through our global acquiring reach and expertise in local markets. We’re excited to be recognized as a Sage Recommended Solution, which we view as a testament to continually achieving these goals for one of our most highly valued partners.”
About Nuvei
Nuvei (Nasdaq: NVEI) (TSX: NVEI) is the Canadian fintech company accelerating the business of clients around the world. Nuvei’s modular, flexible and scalable technology allows leading companies to accept next-gen payments, offer all payout options and benefit from card issuing, banking, risk and fraud management services. Connecting businesses to their customers in more than 200 markets, with local acquiring in 47+ markets, 150 currencies and more than 600 alternative payment methods, Nuvei provides the technology and insights for customers and partners to succeed locally and globally with one integration.
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