Finovate Alumni News– October 10, 2013

  • Finovate-F-Logo.jpgBackbase on Track to Expand into UK Market. 
  • Arroweye Solutions launches EMV On-Demand.
  • ICBA Mortgage extends its agreement with D+H Mortgagebot.
  • InComm partners with Jackson Hewitt Tax Service to unveil new GPR card.
  • Digital Insight working with Delta Community CU to offer members digital banking services and solutions.
  • Guardian Analytics announces FraudMAP Connect, real-time collaboration platform & fraud intelligence community.
  • Cachet Financial Solutions launches new mobile money management application and platform, Select Mobile Money.
  • Equifax enhances underwriting decisions for lenders and businesses with release of advanced decisioning attributes.
  • Simple announces new MoneyDrop, instant P2P $$ transfer technology.
  • OnDeck ranked #20 in SellingPower Magazine’s 50 Best Companies to Sell For List.
  • Ven partners ValidSoft to secure virtual currency transactions.
  • SecondMarket CEO explains latest Bitcoin move.
  • Tyfone powers P2P m-payments in BVCU m-banking platform.
  • MasterCard joins Fast IDentity Online (FIDO) Alliance in support of innovation in online authentication.
  • Inaugural issue of FIS’s digital magazine FIS InMotion now available.
This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

TaxAct Acquires Balance Financial


Last week, in a deal projected to benefit customers, partners, and employees, TaxAct acquired Balance Financial.

According to Devin Miller, Balance Financial CEO, TaxAct’s extensive resources will assist the Bellevue-based startup in further expanding its brand. The deal will help both TaxAct and Balance Financial enhance solutions for each of their customer bases.


Balance Financial will continue to operate under the same name, in the same location, and with the same staff.

To learn more about Balance Financial, watch its demo from FinovateSpring 2013.

Finovate Alumni News– June 3, 2013

  • FinovateLOGO.jpgGMC Software announces the availability of its Customer Service Correspondence automated platform for “point-of-need” communications.
  • Commonection reviews Check (formerly Pageonce).
  • InComm launches Cashtie, an API that links retail cash payments via existing POS to software applications.
  • TIO Networks Expands Bill Payment Services into Louisiana Through Partnership With City of Ruston.
  • Intelliresponse reflects on its experience at FinovateSpring 2103.
  • BlinkMobile signs distributors in Brazil and South Africa.
  • Linkable Networks Named Winner of 2013 Red Herring Top 100 Award.
  • Devin Miller talks about Balance Financial in this Newfination video interview.
  • Tyfone to Launch SideTap MicroSD Card Versions for Contactless Payments Market.
  • ThreatMetrix Launches Intelligence Network to Detect Malicious Web Activity.
  • Jemstep Launches Update Giving You More “Buy” Choices.
  • The Financial Brand lists 7 reasons to love GoBank.
  • Terapeak talks about how its Insights API helps EZBOB help UK merchants.
  • Temenos announces TripleA private banking and wealth management solution to work on other databases.
This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

Balance Financial’s New Digital Workspace Helps Advisors Collaborate with their Clients and Colleagues

This is a part of our live coverage of FinovateSpring 2013.

Balance FinancialLogo9.2.11.jpg

Second up, Balance Financial took the stage with its new digital workspace:

“Wealth management and private banking represent a great opportunity for financial institutions looking to increase revenue. Competition for affluent clients is heavy and most FIs lack sufficient client facing technology to deliver exceptional client experiences that help attract, engage and retain affluent clients while also helping to scale service delivery.
Our new digital workspace application is a simple and effective way to create a custom workspace for collaborating with clients & colleagues. With Balance, service professionals can create a simple client facing workspace in minutes for sharing files, financial data and managing projects while improving the efficiency and effectiveness of their service offerings.”
Product Launch: March 2013
HQ: Bellevue, WA
Founded: May 2004
Metrics: Our team of 14 employees has raised $2.3M to date and our platform serves 1,200 registered financial firms across the US. 
Twitter: @mybalance
Presenting Devin Miller (CEO) and Andrew Buhrmann (Director, Customer Success)


FinovateSpring 2013 Sneak Peek: Part 1


On May 14 and 15, Finovate returns to San Francisco where more than 70 companies will showcase their new technology. The majority will be making their first appearance on the Finovate stage.

Each company provided a sneak peek of what they’ll demo next month. Below is the first installment of these teasers. We’ll have more next week.

To be a part of the excitement, Get your ticket here



Balance Financial: is a digital workspace that helps FIs drive revenue growth, improve client engagement and scale service delivery.


    • Customizable digital workspace for financial service professionals & their clients
    • Professional grade branded PFM, bill pay and file sharing tools
Why it’s great: Helps financial service professionals leverage technology to grow their business by building and maintaining better client relationships.

Curaxian: The fastest and easiest way to find solutions to difficult fraud problems.


    • Find optimal solutions to fraud attacks
    • Improve portfolio profitability, retention, and relationship management
    • Manage authorization declines and interchange downgrades
Why it’s great: There is no easier or more effective way to resolve a fraud attack.

Cymonz: Provides the software and business processes to easily integrate a currency exchange and international payments service into your business


    • Customizable online currency exchange for your clients
    • Management for your currency operations
    • White label for your partners
Why it’s great: Currency exchange and payments service for your brand.


EyeVerify: Has commercialized a software-only biometric method for verifying the identity of mobile users – a safe, simple replacement for passwords.


    • Eliminate end users’ password fatigue
    • Reduce fraud and identity theft
    • Make mobile transactions safer and more convenient
Why it’s great: The password is dead – and now we have the replacement!


GoodApril: Online tax planning: your guide to tax savings, helping you take actions today to reduce your taxes next April.


    • Identification of tax saving actions you can take in the year ahead
    • Forecast of how the 2013 tax law changes will impact you
Why it’s great: Consumers leave $22 billion in tax saving opportunities on the table each year – GoodApril helps make sure you’re not one of them.


Palo Alto Software: Its LivePlan software helps a business forecast and budget for a successful future, and also helps a business understand the KPI’s it needs to manage for growth


    • Build a cash flow forecast
    • Gather business intelligence via enhanced dashboard
Why it’s great: There is no better way to manage your business online than with LivePlan

Realty Mogul: A marketplace for accredited investors to pool money online and buy shares of pre-vetted investment properties.


    • Investors get access to real estate investments they historically did not have access to
Why it’s great: Real estate investing made simple.

Signifyd: Fights fraud using the Social Graph. By guaranteeing payments, Signifyd provides an insurance for e-commerce merchants.


    • Fraud detection today is slow, inaccurate and expensive
    • Harnessing the Social Graph to fight fraud
    • Insurance for e-commerce
Why it’s great: Signifyd provides an insurance for e-commerce

TipRanks: The first online co-browser that aggregates, scrutinizes, and evaluates digitally published stock recommendations.


    • Accountability for those who dish financial advice
    • Empowerment for those who seek it
    • Free, unbiased and transparent information
Why it’s great: TipRanks helps provide the answer for all individual investors – should I take this particular person’s financial advice?


Tradeslide: Empowers independent financial traders


    • The TS Score empowers independent traders by diagnosing performance, for traders’ and investors’ benefit.
Why it’s great: Tradeslide rates independent trading talent


TrustEgg: Reinventing how parents save for their children


    • Parents can set up a Trust for free
    • Invite friends and family to contribute
    • Money invested in mutual fund until child turns 18
Why it’s great: TrustEgg is the simple, social way to save for your kids.


ValidSoft: SMART – Secure Mobile Architecture for Real-time Transactions


    • Custom built strong authentication platform for the mobile world
    • No customer friction
    • Using proprietary voice biometrics
Why it’s great: SMART secures your mobile wallet without customer friction: Simple, Secure, Safe


For more information on attending, see our FAQ. To register, visit our FinovateSpring page here.

Finovate Alumni News– March 5, 2013

  • Finovate-F-Logo.jpgAmerican Banker asks if Atlanta is a fintech startup Mecca and looks at Kabbage and Cardlytics as examples.
  • Actiance debuts Vantage for Lync Voice to capture VoIP calls for Mircosoft Lync users.
  • BBC News looks at BehavioSec’s biometric security.
  • On Deck opens new regional office in Denver, Colorado.
  • IDentity Theft 911‘s chief privacy officer Eduard Goodman talks smartphone privacy with
  • TransferWise announces support for peer-to-peer international payments using debit cards.
  • TransWare from Compass Plus helps PrivatBank reach peak transaction processing.
  • Balance Financial launches Digital Office suite to create personalized client portal templates that can be customized.
  • Rebirth Financial launches nationally.
This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

Finovate Alumni News– October 3, 2012

  • Thumbnail image for Thumbnail image for Thumbnail image for Finovate-F-Logo.jpgZoo names baby monkey after Kasasa.
  • Tradeshift announces interoperability agreement with OFS Portal.
  • VentureBeat profiles BellaDati. Come see BellaDati demo at FinovateAsia.
  • Deposit Accounts looks at Kasasa’s checking rewards.
  • Monitise teams up with eMerit Solutions to develop mobile payment opportunities for businesses.
  • ProfitStars introduces Gladiator Advanced Malware Protection.
  • miiCard opens API to First Global Trusted ID as a service platform.
  • Lending Club to use Oracle ERP cloud service.
  • VentureBeat reports Xero brings its accounting software to Android.
  • PYMNTS News reports: Compass Plus helps Quipu achieve 100% service availability.
This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

Balance Financial Launches Portfolio Reporting, Adds 2 Board Members

Thumbnail image for Balance FinancialLogo9.2.11.jpg

Balance Financial, a software suite for financial professionals, launched a solution called Portfolio Reporting today.

The new solution serves as a one-stop-shop for financial advisors, family offices, and CPAs to track and review their clients’ financial holdings.

Below is a description from Balance’s website:

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In unrelated news, GeekWire shared that Stephan Roche (bio), CMO of Memory Lane, and and Will Kessinger (bio), co-founder of Vformation, have been added to Balance’s board of directors.

To learn more about Balance Financial, watch its FinovateFall 2011 demo.

Finovate Alumni News– April 17, 2012

  • Thumbnail image for Thumbnail image for Thumbnail image for Finovate-F-Logo.jpgQ2ebanking partners with cybercrime prevention company, Trusteer.
  • Kasasa’s Tunes program pulls in Gen-Y checking customers.
  • DR Power Equipment, partners with Bazaarvoice to manage consumer ratings and reviews. Come see Bazaarvoice at FinovateSpring.
  • Check Point Software announces Check Point ThreatCloud, a collaborative network to fight cybercrime.
  • Plastyc announces you can now add minutes to friends’ & family members’ phones abroad in 85 countries.
  • Holtmeyer & Monson partners with ProfitStars.
  • Bank Technology News reports Fiserv names Ally financial executive as CIO.
  • ABC 7 San Fran covers BillGuard. Come see its live demo at Finovate Spring in San Fran May 8 & 9.
  • GigaOM looks at how Braintree powers payments for hot startups.
  • OpenCuro’s payment module now available for Zen Cart.
  • Balance Financial launches Portfolio Reporting, adds 2 board members.
This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

Finovate Alumni News– April 9, 2012

  • Thumbnail image for Thumbnail image for Thumbnail image for reviews FutureAdvisor.
  • features Alexa Von Tobel, LearnVest CEO.
  • MyBankTracker reports TIO Networks gives underbanked a mobile wallet. See TIO Networks demo live at FinovateSpring next month.
  • Wisconsin State Journal features TASCET, who will demo its Financial Iconn technology at FinovateSpring in San Fran, May 8-9.
  • Northwest Credit Union Association reports Oregon Employees FCU is piloting SaveUp’s prize-linked savings alternative. See them at FinovateSpring.
  • Business Insider names Yodlee and Andera as 2 of 5 faceless companies that control your money.
  • MSNBC consults BillGuard to determine the validity of certain questionable charges. See them demo at FinovateSpring.
  • Financial Planning takes a closer look at Balance Financial.
This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

Finovate Alumni News– February 14, 2012

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  • Balance Financial looks at lessons Facebook can teach about personal finance.
  • Pandodaily takes an in-depth look at BillGuard.
  • ThreatMetrix & TransUnion launch fraud prevention platforms.
  • Expensify claims to lead the ScanAnywhere alliance against toxic receipt menace.
  • Kony introduces version 2.0 of mobile banking application.
  • Ubergizmo reports: Kinect based online banking from Etronika a reality now.
  • IBM to purchase Worklight for undisclosed amount.
  • Dwolla raises $5 million in Series B from Union Square Ventures.
This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

Balance Financial Launches Professional Platform

Thumbnail image for BalanceFinancial.pngBalance Financial announced today that its Balance Professional platform has launched out of beta and is now available to any financial, accounting or tax advisor. 

“Balance Professional gives financial professionals a free client portal to start that allows them to collaborate with their clients over shared files and documents as well as a client’s financial accounts. The Balance platform allows clients to connect their financial accounts and use the integrated budgeting, expense tracking and reporting tools.”

The screenshot below shows the PFM platform for advisor clients.

To learn more about Balance Profesional, watch the demo from FinovateFall 2011.