Chester County News and Community Website
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
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
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