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FinTech

Automated Financial Systems (AFS)
Medical Products

AFS Unveils Innovative Pricing Dashboard for Commercial Banks

May 31, 2025May 30, 2025 - by Timothy Alexander

EXTON, PA — Automated Financial Systems, Inc. (AFS®) has launched the AFS Pricing Dashboard, an advanced tool aimed at providing commercial banks with enhanced loan pricing intelligence for Commercial and …

AFS Unveils Innovative Pricing Dashboard for Commercial Banks Read More

Artha
Strategic Combinations / Technology

Artha Partners with Nitrogen to Offer Portfolio Optimization Tool

May 21, 2025May 20, 2025 - by Timothy Alexander

WEST CHESTER, PA — Artha has announced a strategic partnership with Nitrogen, a leading provider of software for risk tolerance, investment research, and financial planning. This collaboration integrates Artha’s advanced …

Artha Partners with Nitrogen to Offer Portfolio Optimization Tool Read More
Envestnet
Business

Envestnet Shares Bold 2025-2026 Innovation Roadmap

May 19, 2025May 19, 2025 - by Timothy Alexander

BERWYN, PA — Envestnet has revealed an ambitious roadmap for platform improvements designed to help wealth management firms scale operations and deliver personalized financial advice with unprecedented efficiency. The strategy, …

Envestnet Shares Bold 2025-2026 Innovation Roadmap Read More

Automated Financial Systems (AFS)
Products and Services

AFS Unveils IRIS to Enhance Commercial Lending Reporting

May 5, 2025May 5, 2025 - by Timothy Alexander

EXTON, PA — Automated Financial Systems, Inc. (AFS®) has launched IRIS, a state-of-the-art reporting tool integrated within the AFSVision® commercial lending servicing system. This innovation is designed to streamline how …

AFS Unveils IRIS to Enhance Commercial Lending Reporting Read More
SEMCAP
Regional / Technology

SEMCAP Launches AI Investment Strategy to Harness Next-Gen Technology

April 23, 2025April 22, 2025 - by Timothy Alexander

PHILADELPHIA, PA — SEMCAP has announced the launch of SEMCAP AI, its newest investment strategy aimed at leveraging the transformational potential of Artificial Intelligence. This initiative marks a significant expansion …

SEMCAP Launches AI Investment Strategy to Harness Next-Gen Technology Read More

Unisys Corporation
Regional

Unisys and Thought Machine Partner to Transform Core and Branch Banking

April 4, 2025April 3, 2025 - by Timothy Alexander

BLUE BELL, PA — Unisys (NYSE: UIS) has announced a strategic partnership with Thought Machine, a cloud-native banking technology leader, to deliver a next-generation solution for core and branch banking. …

Unisys and Thought Machine Partner to Transform Core and Branch Banking Read More
eMoney
Regional

eMoney Advisor Launches Premium Client Portal to Enhance Financial Planning Experience

April 3, 2025April 2, 2025 - by Timothy Alexander

RADNOR, PA — eMoney Advisor has rolled out its Premium Client Portal, a cutting-edge platform upgrade aimed at transforming the financial planning experience for both advisors and their clients. This …

eMoney Advisor Launches Premium Client Portal to Enhance Financial Planning Experience Read More

Envestnet
Products and Services

Envestnet Launches First Direct Indexing Solution in Canada

April 3, 2025April 2, 2025 - by Timothy Alexander

BERWYN, PA — Envestnet has announced the pioneering introduction of its Direct Indexing (DI) solution to the Canadian wealth management market, marking the first time such a tool, designed to …

Envestnet Launches First Direct Indexing Solution in Canada Read More
Federal Trade Commission
National

FTC Orders Cleo AI to Pay $17M for Misleading Cash Advance Claims

March 30, 2025March 29, 2025 - by Maryann Pugh

WASHINGTON, D.C. — Online cash advance company Cleo AI has agreed to pay $17 million to settle allegations brought by the Federal Trade Commission (FTC) that it misled consumers about …

FTC Orders Cleo AI to Pay $17M for Misleading Cash Advance Claims Read More
eMoney
Regional

eMoney Advisor Introduces Enhanced Needs Analysis Tool for Financial Planning

March 29, 2025March 28, 2025 - by Timothy Alexander

RADNOR, PA — eMoney Advisor (eMoney) has launched an enhanced version of its Needs Analysis feature, a user-friendly planning tool aimed at simplifying financial conversations between advisors and their clients. Designed …

eMoney Advisor Introduces Enhanced Needs Analysis Tool for Financial Planning Read More

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