Jemstep Launches Digital Advice Platform on Salesforce AppExchange
Jemstep's Advisor Pro App helps financial institutions provide personalized, goal-based advice to clients
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Ortec Finance Launches Goal-based Financial Planning Solution on Salesforce AppExchange
Today Ortec Finance, a market-leading provider of quantitative modeling software for the global wealth management sector, has launched its goal-based financial planning software – OPAL — on Salesforce AppExchange, the world’s leading enterprise cloud marketplace. With this solution, Ortec Finance will deliver institutional-grade wealth management capabilities and assisted robo-advice in wealth planning with involvement of a relationship manager. OPAL integrates with Salesforce Sales Cloud and Financial Services Cloud (FSC), providing relationship managers not just a...
Capchase and WeTransact Help Close the Cash Flow Gap for B2B SaaS
Capchase – a global provider of capital and payment solutions for B2B SaaS companies – is bringing its streamlined cash flow solutions to the Microsoft Marketplace through a partnership with Azure experts, WeTransact. The partnership will enable WeTransact customers – high-growth SaaS vendors – to close the cash flow gap, accessing revenue faster and more predictably. Capchase and WeTransact have announced a new strategic partnership, enabling WeTransact customers to leverage capital and payment services from Capchase....
PureFacts Names FinTech Veteran Pete Hess as President
Former CEO of Advent Software and CRO at InvestCloud Joins PureFacts to Accelerate Global Expansion and Drive Innovation Across the Company’s Suite of End-to-End Revenue Management Solutions
Glia Named to InsurTech100 List by FinTech Global for Second Year
Company to host strong lineup of insurance speakers at customer event later this month
FusionIQ Appoints Eric Noll as CEO and Completes New Fundraising Round
Seasoned financial services leader to accelerate market penetration with additional fresh capital as lead investors recapitalize
Insurity announced partnership with Gain Life
This partnership enables Insurity to provide automated 24/7 guidance and support to claimants and policyholders, significantly enhancing operational efficiencies and reducing costs
FinFit announced partnership with isolved
FinFit products will be available in isolved Marketplace and embedded into its People Cloud platform
E-commerce Solution Services 101
Discover the top e-commerce solution services, including open source, SaaS, and headless options. Learn to choose between self-hosted and cloud platforms.
Tokinvest Appoints Advisory Board to Propel Global RWA Tokenisation
Strengthening Expertise Across Technology, Marketing, Development, and Legal Compliance