Search Results for: Wealth management

Dynasty Financial Partners’ New Partnership with Boulevard Insurance Underlines Growing Sophistication of RIAs
InsurTech News

Dynasty Financial Partners’ New Partnership with Boulevard Insurance Underlines Growing Sophistication of RIAs

Fintech News Desk
by Fintech News Desk0
With Access to Experts in Coverage Planning, Design and Implementation, BIS Provides Enhanced Protection to the High-Wealth End Clients of Firms in Dynasty’s Network of Independent RIAs Dynasty Financial Partners has announced a new strategic partnership with Boulevard Insurance Strategies (BIS). The relationship will help Dynasty’s Network of Advisors deliver......
Advisor360° Deepens its Insurance Capabilities on Policy Riders
InsurTech News

Advisor360° Deepens its Insurance Capabilities on Policy Riders

Fintech News Desk
by Fintech News Desk0
New Insurance Rider Access in Fourth Quarter of 2022 Caps Year of Robust Innovation Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has made it easier for advisors to view the policy riders that are attached to their clients’ in force insurance policies. The upgraded......
Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience
Finance News

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience

Fintech News Desk
by Fintech News Desk0
The partnership will support advisors as they pivot toward a more memorable, impactful and deeply personal financial planning experience Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced a partnership with DMW Strategic Consulting that will support......
J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services
Banking Finance News

J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Self-Directed Investing was named Best-in-Class for Education and Banking Services from StockBrokers.com as part of its annual review of the best online brokerage and trading platforms. “Clients have been asking for accessible educational content, at their knowledge level and right at their fingertips” J.P. Morgan also received strong marks......
Sunflower Bank, N.A. Announces Launch of New Small Business Lending Online Platform in Partnership with SmartBiz
Lending News

Sunflower Bank, N.A. Announces Launch of New Small Business Lending Online Platform in Partnership with SmartBiz

Fintech News Desk
by Fintech News Desk0
Sunflower Bank, N.A. is thrilled to announce the launch of a new small business lending platform in partnership with SmartBiz, the leading AI-powered small business financing platform. Through a new end-to-end online portal, small businesses in Sunflower Bank, N.A.’s branch footprint now have access to a streamlined process to apply......
IEQ Capital Welcomes Stone Point Capital as Strategic Partner
Investment Services News

IEQ Capital Welcomes Stone Point Capital as Strategic Partner

Fintech News Desk
by Fintech News Desk0
IEQ Capital, LLC, a leading independent wealth management firm and alternative investment solutions provider in the U.S. with over $18.3 billion in RAUM, announced a strategic minority growth investment from funds managed by Stone Point Capital LLC, a leading private equity firm focused on investing in businesses within the global......
Dah Sing Bank and Sun Life Join Forces in 15-Year Exclusive Bancassurance Partnership in Hong Kong
Banking News

Dah Sing Bank and Sun Life Join Forces in 15-Year Exclusive Bancassurance Partnership in Hong Kong

Fintech News Desk
by Fintech News Desk0
Dah Sing Bank, Limited and Sun Life Hong Kong Limited, a subsidiary of Sun Life Financial Inc., announced an exclusive 15-year bancassurance partnership in Hong Kong (“Bancassurance Partnership”). Under this Bancassurance Partnership, Sun Life will be the exclusive provider of life insurance solutions to Dah Sing Bank’s 570,000 retail banking customers......
Capficiency Private Equity Acquires ProvisionPoint Limited
Investment Services News

Capficiency Private Equity Acquires ProvisionPoint Limited

Fintech News Desk
by Fintech News Desk0
Capficiency adds ProvisionPoint Ltd. to their growing portfolio of investments in the IT industry ProvisionPoint Limited, a UK-based solution developer providing tailored productivity software leveraging the Microsoft 365 workspace, has been acquired by Capficiency Private Equity (“CPE”), an emerging private equity firm with existing PortCo’s in the software and IT......
Temenos Launches Next-Generation AI-Driven Corporate Lending to Help Banks Tap Global Corporate Credit Growth
Banking Lending News

Temenos Launches Next-Generation AI-Driven Corporate Lending to Help Banks Tap Global Corporate Credit Growth

Fintech News Desk
by Fintech News Desk0
Unified loan servicing simplifies complex loan processing and the end-to-end loan lifecycle management; one of multiple developments across lending, trade finance and cash management Temenos launched the next generation of its AI-driven, Corporate Lending solution to enable banks to consolidate global commercial loan portfolios and unify servicing all on the......
HawkSoft Partners with Input 1 to Enable Premium Finance, Billing, and Payments for Insurance Agencies
Digital Payments News

HawkSoft Partners with Input 1 to Enable Premium Finance, Billing, and Payments for Insurance Agencies

Fintech News Desk
by Fintech News Desk0
HawkSoft, an insurance technology provider of agency management systems, and Input 1, a leader of digital billing, payments, and premium finance solutions, announces a strategic partnership to enable premium collection functionality for HawkSoft agencies. For over 30 years, Input 1 has perfected its comprehensive billing and payments platform that simplifies the complexities......
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