Advyzon Announces Auria, New Product for Family Offices & UHNW Clients
November 18, 20244 min
Integrated solution from Advyzon Institutional redefines family wealth management
NowCerts Inc. Announced Rebranding to Momentum
November 12, 202410 min
NowCerts, Inc., a leader in insurance technology and agency management solutions, is excited to announce its rebranding to Momentum. This reflects its ongoing commitment to innovation, adaptability, and the transformation of insurance agency management. The new name represents the company’s evolution and vision to deliver a robust, flexible platform for agencies looking to accelerate their operations with cutting-edge tools, streamlined workflows, and integrations catering to every insurance agency’s unique needs. This rebrand marks a new...
Zift Featured as a Top 5 Payment Provider in Payspace Magazine
November 5, 20242 min
We are excited to announce that Zift has been highlighted in a recent article published by Payspace Magazine titled “Top 5 Payment Gateway Providers in 2025.” This detailed review compares the leading payment gateway providers, offering businesses valuable insights into selecting the best solution for their needs. In the article, Zift is recognized for its robust and scalable embedded payment solutions tailored specifically for Vertical SaaS platforms, CRM’s, and business management systems. The article highlights how Zift simplifies...
Mako Fintech Announces Integration with Fidelity Clearing Canada
October 9, 20245 min
Mako Fintech’s digital onboarding platform and Fidelity Clearing Canada’s tech-driven custody and clearing services allow wealth management offices to scale their client outreach and increase their revenue by opening new accounts faster while reducing operational costs.
Wealth.com Launches New Family Office Suite™, announced new addition
June 24, 20247 min
New estate planning offering focuses on driving productivity and efficiency for advisors and wealth strategists serving high-net-worth and ultra-high-net-worth clients
iLife Announces $17M Series A from Top Insurtech Investors
January 27, 20235 min
The Rapidly Growing Platform Built for Insurance Distributors Now Has Over 11,000 Agent Users in Just Over a Year
Wellesley Hills Financial Represents IRIS CRM in Sale to NMI
January 24, 20224 min
IRIS CRM (“IRIS”), the premier business management and CRM software provider for the payments industry, has been acquired by full commerce enablement platform, Network Merchants, LLC. (“NMI”), for an undisclosed sum. Wellesley Hills Financial, the Boston-based financial technology investment bank, served as IRIS’ exclusive strategic and financial advisor for the transaction. Founded in 2010, IRIS continues to offer best-of-breed business management software for merchant services organizations. The company’s cloud-based platform provides ISOs and other payments processors with the value-added...
Kasasa®, an award-winning financial technology and marketing provider, received two Silver Telly Awards for its Community in Focus branded content and one Bronze Telly Award for its Kasasa Care™ promotional video. Founded in 1979, the Telly Awards honors video and television made for all screens and is judged by the Telly Award Judging Council, a group of leading video and television experts from some of the most prestigious companies in entertainment, publishing, advertising and emerging technology. Winners are...
Foreside Selects BackBay Communications as PR Agency of Record
April 17, 20202 min
Provider of Technology-Enabled Regulatory and Compliance Consulting and Fund Distribution Services to the Global Financial Services Industry Chooses Financial Services PR Firm BackBay
BeSmartee® Completes an Out-of-the-Box Integration with Insellerate Helping Lenders Close More Loans
March 18, 20203 min
BeSmartee’s integration with Insellerate will enable lenders to maximize their prospect's conversions and build customers for life.