Private Client Resources (PCR), a long-standing player in the niche world of financial data aggregation, has officially reintroduced itself—and it’s not just a cosmetic refresh. Backed by a new executive team and a sharpened strategic focus, PCR is positioning itself for a growth spurt in the increasingly competitive data services market for high-complexity financial institutions.
Singapore’s auditors are getting a cloud-first upgrade. Caseware, a global player in audit and financial reporting software, has launched Cloud Audit—its purpose-built, AI-enhanced audit platform designed specifically for Singapore’s regulatory environment.
If your company is running NetSuite in a vacuum, you’re doing it wrong. That’s the message behind Mindcore Technologies’ latest educational guide, which lays out a clear, phased roadmap for fully integrating the ERP giant with critical business systems like CRM, e-commerce, and accounting platforms.
In a move that underscores the growing demand for intelligent revenue tools in wealth management, PureFacts Financial Solutions has been named the exclusive provider of billing and advisor compensation solutions for BNY Pershing’s Wove platform. It’s a quiet but strategic shift that could reshape how advisory firms manage profitability and performance incentives. A Precision Upgrade…
Quinn, an AI-powered financial planning platform, has launched publicly after raising $11 million in Seed funding. The round was led by Viola Fintech, with participation from existing backers, and it signals a serious bet on the future of embedded, scalable wealth advice—delivered by AI, not armies of human advisors.
Jump, a leading AI platform for financial advisors, today announced a strategic integration with RightCapital, the fastest-growing financial planning software in the industry. The partnership enables financial advisors to seamlessly sync insights from client meetings—captured by Jump’s AI—directly into the RightCapital platform, eliminating manual data entry and keeping financial plans consistently accurate and up-to-date.
In the increasingly crowded world of embedded finance, Payabli is sprinting ahead with both momentum and money on its side. The Miami-based payments infrastructure platform for software companies just closed a $28 million Series B funding round, barely nine months after its Series A. That brings the company’s total funding to $60 million—a sizable war chest aimed at redefining what it means to be a full-stack fintech platform.
Brazil’s instant payment system, Pix, used by over 170 million consumers, today takes a bold step forward with the launch of Pix Automático -a recurring payments feature designed to expand financial access and fuel digital commerce. This new capability is expected to significantly benefit subscription-based global platforms such as SaaS providers and streaming services, enabling…
Juniper Square, a leader in connected fund software and services for private markets, has announced the closing of its Series D funding round, raising $130 million. This round was led by Ribbit Capital, with strategic participation from Fifth Wall, Redpoint Ventures, HighSage Ventures, Blue Owl Capital, and others.
Farsight, the fast-growing technology company reshaping how financial institutions operate, today announced a $16 million Series A funding round. The raise, led by SignalFire with participation from RRE Ventures, Link Ventures, K5 Ventures, and strategic angel investors from major financial institutions, marks a pivotal step in Farsight’s mission to eliminate inefficiencies and empower high-value decision-making in finance.
