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FinTech

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

STP Investment Services
Products and Services

STP Investment Services Introduces STP LaunchAdvisor for Emerging Fund Managers

March 24, 2025March 23, 2025 - by Timothy Alexander

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
Xactus
Regional

Xactus Launches Open API Portal to Streamline Mortgage Technology Integration

March 23, 2025March 23, 2025 - by Timothy Alexander

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

Hamilton Lane
Regional

Hamilton Lane Opens Private Infrastructure Fund to U.S. Retail Investors

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

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

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