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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

investor-accounting

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Company
Fi-Tek and the fine art of knowing whose money it is
Fintech · Enterprise · Saas

Fi-Tek and the fine art of knowing whose money it is

Behind the polished world of private wealth lies a less glamorous question: which dollar belongs to whom? Fi-Tek has built a business around getting the answer into the books.

wealth-management · trust-accountingRead →
Company
The Spreadsheet Tax Hiding in Your Mortgage - and Livegage’s Plan to Cut It
Ai · Fintech · Saas

The Spreadsheet Tax Hiding in Your Mortgage - and Livegage’s Plan to Cut It

Mortgage servicing is a maze of rulebooks, reconciliations and aging core systems. Livegage’s wager is simple: don’t rip out the plumbing - make the work around it faster, more predictive and far less dependent on spreadsheets.

mortgage-technology · mortgage-servicingRead →