Smarsh is seeing unprecedented adoption of its Connected Capture solution for Microsoft Teams. Cetera has collaborated with Docupace and AdvicePay. Vise raised $65 million in a Series C funding round. Amount has joined the unicorn club thanks to a $100 million Series D funding round. Lionpoint Group boosts geographical reach and service breadth with acquisition by Alpha FMC. Secfi raises $150M to keep techies informed on their stock options. Rabobank is spinning off its TreasurUp venture through a series A funding round. Docupace is expanding its back office platform with the acquisition of jaccomo.
Smarsh is seeing unprecedented adoption of its Connected Capture solution for Microsoft Teams.
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Cetera has collaborated with Docupace and AdvicePay, on a new API that streamlines operations and ensures a fully paperless, fee-for-service experience.
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Vise, an AI-powered investment management platform built for advisors, announced it has raised $65 million in a Series C funding round led by Ribbit Capital, with participation from existing investors including Sequoia Capital.
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Digital banking technology provider Amount has joined the unicorn club thanks to a $100 million Series D funding round.
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Lionpoint Group boosts geographical reach and service breadth with acquisition by Alpha FMC.
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Secfi raises $150M to keep techies informed on their stock options.
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Rabobank is spinning off its TreasurUp venture through a series A funding round together with Australian listed cross border payments specialist OFX.
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Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it is expanding its back office platform with the acquisition of jaccomo, a premier compliance, data integration, financial reporting, and advisor compensation accounting system.
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