Search Results for: financial broker platform

Harris Williams Advises Morgan Stanley Capital Partners on its Acquisition of SpendMend
Investment Services News

Harris Williams Advises Morgan Stanley Capital Partners on Its Acquisition of SpendMend

Fintech News Desk
by Fintech News Desk0
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised investment funds managed by Morgan Stanley Capital Partners (MSCP) on its acquisition of SpendMend, a leading provider of tech-enabled solutions to optimize the cost cycle for the healthcare industry. The transaction was led by Dan Linsalata and Sam Hendler of......
Verisk Acquires Opta, Canada’s Leading Provider of Property Intelligence and Technology Solutions
News Risk Management

Verisk Acquires Opta, Canada’s Leading Provider of Property Intelligence and Technology Solutions

Fintech News Desk
by Fintech News Desk0
Opta provides data-driven insights and risk assessment solutions to insurance and financial services customers Leading global data analytics provider Verisk announced it has acquired Opta, Canada’s leading provider of property intelligence and innovative technology solutions. The acquisition further expands Verisk’s footprint in the Canadian market and supports Opta in reshaping......
InvestorLink Formally Launches, Bringing Workflow Technology Solutions to Optimize Connectivity Between Investment Banks and Retail Liquidity
Banking Investment Services News

InvestorLink Formally Launches, Bringing Workflow Technology Solutions to Optimize Connectivity Between Investment Banks and Retail Liquidity

Fintech News Desk
by Fintech News Desk0
InvestorLink, having provided more than $2 billion of retail liquidity support to nearly 800 IPOs and follow-on offerings, unveils its new broker-neutral, product-neutral workflow technology platform InvestorLink, a leading retail liquidity venue and workflow technology solution for sell-side investment banks, announces the launch and roll out of its platform delivering......
Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software
Digital Asset Management Fintech News

Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software

Fintech News Desk
by Fintech News Desk0
New Offerings Provide Firms with Greater Choice and Flexibility -Financial advisors can open client accounts faster than before, in as few as 90 seconds, using Digital Onboarding that is now available with Advisor360°’s software. Advisor360°’s clients will roll out Digital Onboarding as a part of its Enterprise offering – one of three new......
Hardbacon Launches New Cryptocurrency Tracking Features and Exchange Comparison Tool
Cryptocurrency News

Hardbacon Launches New Cryptocurrency Tracking Features and Exchange Comparison Tool

Fintech News Desk
by Fintech News Desk0
The new cryptocurrency exchange comparison tool and new crypto features signals the company’s entry into the market Hardbacon, a personal finance application used by more than 35,000 Canadians, announced the launch of a new cryptocurrency exchange comparison tool and new crypto tracking features, signaling the company’s entry into the market. Cryptocurrency has......
Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm
Digital Asset Management Fintech Funding News

Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Co-Led by Index Ventures and Thrive Capital, Savvy’s funding round will drive business development and investments in talent, research and product development to fuel growth for wealth managers Savvy, the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing,......
Neat Capital Brings Mortgages Into the 21st Century with Its Release of Neatify
Mortgage News

Neat Capital Brings Mortgages Into the 21st Century with Its Release of Neatify

Fintech News Desk
by Fintech News Desk0
Neat Capital’s LOS algorithmically automates the antiquated mortgage process, bringing unparalleled efficiency, certainty, and clarity to the residential home financing journey Neat Capital, a Boulder-based FinTech company, announces the release of Neatify, the only modern mortgage origination platform built in the last decade. Neatify’s end-to-end technology platform includes: a cloud-based......
FinTech FeeX Secures $80 Million in New Investment, Changes Name to Pontera
Fintech News

FinTech FeeX Secures $80 Million in New Investment, Changes Name to Pontera

Fintech News Desk
by Fintech News Desk0
New name for held away account platform reflects aspiration to be the bridge to a better retirement for millions of Americans FeeX, the financial technology company that enables financial advisors to securely manage their clients’ retirement accounts and other held away assets, announced  that it has raised $80 million across......
InvestingCrypto Levels Up Account Offer to Make Trading Affordable
Economy News Trading

InvestingCrypto Levels Up Account Offer to Make Trading Affordable

Fintech News Desk
by Fintech News Desk0
The massive global economic activity in financial markets reiterates the importance and widespread prevalence of trading. Consequently, several online brokers have geared up their services to entertain the needs of traders with various expertise levels, ranging from newbies to professional traders. InvestingCrypto, a prominent and popular crypto broker, is now......
CapriCMW Selects Insurance Payment Experts SimplePin for Digital Payment Transformation
Digital Payments News

CapriCMW Selects Insurance Payment Experts SimplePin for Digital Payment Transformation

Fintech News Desk
by Fintech News Desk0
SimplePin was selected for its deep expertise in the payment space and intimate integration knowledge of the Applied EPIC broker management system SimplePin Inc., the insurance industry’s leading cloud-based digital payments platform, has been selected by insurance giants CapriCMW to completely automate financial processes and transform their customer experience. The......
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