Tagged: product update

March 29, 2025 @ 10:01 am By Omar Faridi  |  

Addepar, a wealth management technology platform, is charging into 2025 with several key updates that aim to enhance efficiency, improve insights, and strengthen client relationships for investment professionals. From leveraging artificial intelligence (AI) to streamlining alternative investment workflows, the company’s updates reveal a sharp focus… Read More

March 28, 2025 @ 1:17 pm By Omar Faridi  |  

Tuum, a “next generation” core banking provider, announces the renewal of its core banking software services agreement with Fiinu Plc, a UK-based fintech and creator of the Plugin Overdraft. This renewed collab reportedly supports Fiinu’s strategic white-label model, enabling open banking-driven “credit innovation at scale.”… Read More

March 27, 2025 @ 8:31 am By Omar Faridi  |  

In a move to help lenders leverage open banking enabled consumer-permissioned transaction data, Experian announced the launch of Cashflow Score. The solution is the latest in a list of products that may be used to make lending decisions and provides “up to 25% lift in predictive… Read More

March 16, 2025 @ 5:20 pm By Omar Faridi  |  

Sezzle Inc. (NASDAQ:SEZL), a Buy Now, Pay Later (BNPL) solution, is rolling out a suite of features to make digital commerce and shopping more intuitive and accessible. With the Sezzle app, consumers are reportedly able to shop anywhere, compare prices accurately, and find various deals… Read More

March 4, 2025 @ 2:25 pm By Omar Faridi  |  

Betterment Advisor Solutions (BAS), the “all-in-one” custodian for modern RIAs, has recently announced the launch of an all-digital solo 401(k), designed for independent advisors and their self-employed clients. Betterment‘s solo 401(k) is built upon its existing “record keeping system that today powers Betterment at Work.”… Read More

March 3, 2025 @ 9:48 am By Omar Faridi  |  

Bondora, a European investment platform, is making significant updates to its Go & Grow investment product and reports solid January 2025 performance metrics. As noted in a blog post, these developments underscore Bondora’s commitment to simplifying investing and driving growth for its investor community. Starting… Read More

February 26, 2025 @ 9:18 am By Omar Faridi  |  

TRM Labs, the enabler of blockchain intelligence solutions, announced an expanded use case for its Wallet Screening solution, enabling fraud prevention teams at FIs and crypto exchanges to be able to “proactively” block fraudulent crypto transfers prior to funds actually leaving customer accounts. With fraudsters… Read More

February 24, 2025 @ 7:59 am By Omar Faridi  |  

Blockdaemon Wallet, introduced in 2023, has been rebranded as Blockdaemon Institutional Vault. According to an update from Blockdaemon, the name change reflects the platform’s continued evolution into what is “considered the most secure wallet available for institutional digital asset operations and storage.” Designed to support… Read More

February 22, 2025 @ 6:04 pm By Omar Faridi  |  

Addepar, a technology and data platform for investment professionals,  announced the launch of Alts Data Management, Private Fund Benchmarks, and cash flow forecasts in Navigator. These capabilities are reportedly built to enhance data-driven decision-making and boost operational efficiency for “advisors and institutions managing complex portfolios… Read More

February 20, 2025 @ 2:57 pm By Omar Faridi  |  

NEXT Insurance, a digital insurtech company transforming small business insurance, announced a new offering to support small businesses with multiple operating locations across a single state, allowing single-entity small business owners with numerous locations “to purchase workers’ compensation (WC) coverage through one single policy.” NEXT‘s… Read More

February 19, 2025 @ 11:47 pm By Omar Faridi  |  

Euroclear has recently announced that it has launched a US Treasury Delivery-Versus-Payment (DVP) repo service. The solution is designed “for US Treasury repo market participants operating in the US settling USD transactions.” The first trade was completed on 6 February 2025 “between Euroclear Bank and… Read More

February 16, 2025 @ 10:30 am By Omar Faridi  |  

Elite, a provider of financial management and business operations solutions to law firms, announced the launch of Elite Validate, a “purpose-built” billing compliance solution – powered by AI – that will transform and optimize how law firms manage adherence to Outside Counsel Guidelines (OCGs). Elite… Read More

February 11, 2025 @ 9:14 pm By Omar Faridi  |  

Kroll, the provider of global financial and risk advisory solutions, announced the addition of Morningstar Leveraged Loan Index data and PitchBook LCD data and analytics to the Kroll Private Capital Markets Platform. These additions to the Platform equip asset managers and private credit clients with… Read More

February 10, 2025 @ 6:10 am By Omar Faridi  |  

Monite, a provider of API-first embedded workflows, has launched its iFrame solution, designed to enable small to medium-sized business (SMB) platforms to integrate core financial features within a short timeframe. This solution aims to bypass lengthy development cycles, allowing SMB providers to deliver financial functionalities… Read More

February 6, 2025 @ 6:02 pm By Omar Faridi  |  

iCapital, the global fintech platform driving the alternative investment marketplace for the wealth and asset management industries, announced a series of enhancements to its portfolio construction tool, iCapital Architect. The toolkit arms financial advisors with education and analytics and also provides the iCapital Architect technology… Read More

January 30, 2025 @ 9:08 pm By Omar Faridi  |  

K2 Group Holdings Limited, a division of K2 Insurance Services and a leading specialty insurance and (re)insurance underwriting platform based in London, announces the launch of K2 Credit. This division founded by Benedict Gedye and Josh Madeiros will write comprehensive Non-Payment Insurance “across Single Risk… Read More

January 17, 2025 @ 7:36 am By Omar Faridi  |  

LendInvest Mortgages (LSE: LINV), a fintech platform dedicated to specialised lending, has announced the release of a suite of new and enhanced products designed to better serve the diverse needs of today’s borrowers. Recognizing that not all borrowers fit the traditional lending mold, these updates… Read More

January 16, 2025 @ 8:13 am By Omar Faridi  |  

Zilch, a fintech payments innovator of the “ad-subsidized” payments network (ASPN), announces the launch of Zilch Travel. This partnership will reportedly make booking and paying for holidays “easier and more rewarding.” Powered by lastminute.com, a European Travel-Tech firm, the partnership aims to enhance Zilch customers’… Read More

January 11, 2025 @ 5:55 pm By Omar Faridi  |  

TCB Pay, a provider of corporate cards and payment solutions, is pleased to announce the expansion of its services to include Automated Clearing House (ACH) payments. As explained in the announcement, this service cements TCB Pay’s position as an innovator in payment technology, delivering “flexibility,… Read More

January 10, 2025 @ 5:33 pm By Omar Faridi  |  

Treasury4, an enterprise software platform delivering tools for treasury and finance practitioners, announced the launch of its Payments4 module tailored for the requirements of treasury and finance teams. An integral component of Treasury4’s Treasury Management System, Payments4 transforms the way organizations handle treasury payments by… Read More