Chester County News and Community Website
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
WEST CHESTER, PA — STP Investment Services has announced the launch of STP LaunchAdvisor, a bundled solution aimed at simplifying fund launches for emerging managers. Combining fund administration, investor services, regulatory …
STP Investment Services Introduces STP LaunchAdvisor for Emerging Fund Managers Read More
PHILADELPHIA, PA — Xactus has unveiled its new open API portal, designed to simplify integration with Xactus360, the company’s Intelligent Verification Platform (IVP). The initiative marks a significant step forward in …
Xactus Launches Open API Portal to Streamline Mortgage Technology Integration Read More
CONSHOHOCKEN, PA — Hamilton Lane (Nasdaq: HLNE) has unveiled the Hamilton Lane Private Infrastructure Fund (HLPIF), giving U.S. retail investors unprecedented access to private infrastructure assets. Available with a minimum investment …
Hamilton Lane Opens Private Infrastructure Fund to U.S. Retail Investors Read More
MALVERN, PA — Cantaloupe, Inc. (Nasdaq: CTLP) has introduced Cantaloupe Capital, a new financing platform developed in partnership with Fundbox, to provide small business operators in the self-service retail industry with …
Cantaloupe, Inc. Launches Cantaloupe Capital to Support Small Business Growth Read More
PHILADELPHIA, PA — Keiretsu Forum Mid-Atlantic, South-East, and Texas (K4-MST) has introduced the K4-MST AI FastTrak Due Diligence Engine, an advanced AI-driven platform aimed at revolutionizing the due diligence process for …
Keiretsu Forum MST Unveils AI Tool to Streamline Investor Due Diligence Read More
PHILADELPHIA, PA — Odessa Auto has unveiled new updates to its lending platform, designed to streamline processes and improve efficiency for lenders. The latest innovations include Intelligent Document Processing (IDP), Electronic …
Odessa Auto Enhances Lending Platform with Advanced Automation Features Read More
WASHINGTON, D.C. — The Federal Trade Commission (FTC) has escalated its legal action against online cash advance firm Dave Inc., referring the case to the U.S. Department of Justice (DOJ). The …
DOJ Files Amended Complaint Against Dave Inc. and CEO Over Deceptive Practices Read More
BERWYN, PA — Envestnet has introduced a set of advanced custodial tools in its Tamarac CRM platform designed to optimize workflows for advisors managing Schwab accounts. These updates reflect Envestnet’s …
Envestnet Enhances Tamarac CRM Platform with New Custodial Features for Schwab Advisors Read More
EXTON, PA — SouthState Bank, N.A., has selected Automated Financial Systems, Inc.‘s (AFS) AFSVision as their new commercial lending platform. This strategic move aims to integrate AFSVision into the bank’s …
SouthState Bank Adopts AFSVision Platform for Enhanced Commercial Lending Read More