Search Results for: financial broker platform

Roc360 Further Expands its Leading Portfolio of Brands with Acquisition of Origination Assets of Civic Financial Services
Investment Services Lending News

Roc360 Further Expands its Leading Portfolio of Brands with Acquisition of Origination Assets of Civic Financial Services

PR Newswire
by PR Newswire0
Roc Capital Holdings LLC, a vertically integrated platform for residential real estate investors and a leading originator of business-purpose loans nationwide, announced it has purchased the origination assets of Civic Financial Services, a subsidiary of Pacific Western Bank. Under the terms of the transaction, CIVIC, one of the leading institutional......
Reltio Unveils Out-of-the-Box Solutions for Financial Services and Insurance Organizations
Finance InsurTech News

Reltio Unveils Out-of-the-Box Solutions for Financial Services and Insurance Organizations

Business Wire
by Business Wire0
New velocity packs with industry-specific data models, predefined configurations for financial services and insurance significantly accelerate implementation times Reltio, the leading cloud-native, SaaS, modern data management company, makes it possible for companies to gain optimal value from their core data quickly — and thrive — even during turbulent economic times. Now,......
Vault Announces the Launch of the All-in-One Online Financial Platform for Canadian Small Businesses and Entrepreneurs
Banking Fintech News

Vault Announces the Launch of the All-in-One Online Financial Platform for Canadian Small Businesses and Entrepreneurs

Business Wire
by Business Wire0
Business owners now have access to a full suite of financial products and services to manage their businesses across borders, without fees or minimum balances Vault, the all-in-one online financial platform for small-to-medium sized business (SMBs), announces its official launch and widespread availability across Canada. Founded in late 2021 by Saud......
BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms
Finance News

BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms

PR Newswire
by PR Newswire0
Investor Communications Technology Improves the Advisor and Investor Experience BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced at the SIFMA Operations Conference and Exhibition in Orlando the rollout of an enhanced Client Communications Solutions to help financial services firms digitally transform......
VIU by HUB Partners with Gonzaga University to Bring Digital Personal Insurance Brokerage to Alumni
InsurTech News

VIU by HUB Partners with Gonzaga University to Bring Digital Personal Insurance Brokerage to Alumni

PR Newswire
by PR Newswire0
The partnership simplifies the personal insurance journey for Gonzaga University alumni and offers an additional way for “Zags” to contribute to their alma mater VIU by HUB (VIU), a digital insurance brokerage platform, announced a partnership with Gonzaga University (GU) to provide alumni (Zags) with the opportunity to shop for and buy personal insurance......
Legendary Financial Services Veteran Neil Greene Launches JABOY Capital Markets
Capital Markets Investment Services News

Legendary Financial Services Veteran Neil Greene Launches JABOY Capital Markets

PR Newswire
by PR Newswire0
JABOY Capital Markets To Bring New Level of Deal Flow and VIP Services To Family Offices, RIAs, BDs and HNWI In the Trusted JABOY Productions Network JABOY Capital Markets is pleased to announce its official launch of a traditional and alternative investments platform to service the family office, RIA and high-net-worth clients within the......
ViewTrade Chosen By Israel's ONE ZERO Digital Bank as Technology Partner for Securities Trading Platform
Fintech News Trading

ViewTrade Chosen By Israel’s ONE ZERO Digital Bank as Technology Partner for Securities Trading Platform

PR Newswire
by PR Newswire0
ViewTrade, the force that powers fintech, announced that it has been chosen by Israel’s ONE ZERO Digital Bank to be the broker and technology partner for its new securities trading platform, allowing Israeli investors seamless access to US markets. ONE ZERO customers can now trade in a wide variety of equities......
TradeStation Securities Selects Doxim Customer Communications Management (CCM) Platform to Strengthen its Award-Winning Suite of Trading Platforms
News Trading

TradeStation Securities Selects Doxim Customer Communications Management (CCM) Platform to Strengthen its Award-Winning Suite of Trading Platforms

PR Newswire
by PR Newswire0
Doxim’s industry-leading, omnichannel CCM solution will help TradeStation enhance the investor and trader experience and streamline operations. Doxim, the leading customer communications management (“CCM”) and engagement technology provider serving highly regulated markets, announced that TradeStation Securities, Inc. (“TradeStation”), an award-winning*, self- clearing online brokerage for trading stocks, ETFs, options and futures......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
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