Search Results for: client experience

Voyager Digital Partners with Silver Cost Basis to Deliver Comprehensive Year-end Cryptocurrency Gain/Loss Statements in Advance of Regulatory Mandates
Cryptocurrency Fintech Investment Services News Trading

Voyager Digital Partners with Silver Cost Basis to Deliver Comprehensive Year-end Cryptocurrency Gain/Loss Statements in Advance of Regulatory Mandates

Fintech News Desk
The goal of the partnership is to help investors and traders with accurate tax return preparation Voyager Digital Canada, a public, licensed crypto-asset broker that provides investors with a turnkey solution to trade crypto assets, announced that it has partnered with Silver Cost Basis (“Silver”), a leading provider of regulatory......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Fintech Investment Services News

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
Origin Bank Gains Lending Efficiency and an Improved Customer Experience With nCino
Banking Fintech News

nCino Adds Three New Members to Its Board of Directors

Pam Kilday, Steve Collins and Jon Doyle join nCino’s Board nCino, the worldwide leader in cloud banking, announced that it has appointed Pam Kilday, Steve Collins and Jon Doyle to its Board of Directors. Read More: Remitly Partners With Alipay to Offer International Remittances “We are pleased to welcome Pam, Steve and Jon to the......
M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms
Fintech InsurTech News

M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms

Fintech News Desk
FAST, a Verisk business, announced that M Financial Group has licensed FAST software to help provide innovative products to its Member Firms and their clients. M Financial, a leading distributor of life insurance products and services, will use FAST software to generate additional growth opportunities by developing and offering unique......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
Taulia Announces Strategic Alliance with J.P. Morgan
Capital Markets Fintech News

Taulia Announces Strategic Alliance with J.P. Morgan

Fintech News Desk
Alliance will create a unique and differentiated trade finance solution Taulia, the leader in working capital technology solutions, announced a strategic alliance with J.P. Morgan which will create a unique and differentiated trade finance solution for clients. This alliance cements Taulia’s position as the market-leading Supply Chain Finance provider and allows J.P. Morgan to deepen......
Envestnet | Yodlee and Charles Schwab Enter Financial Data Access Agreement
Fintech News

Envestnet | Yodlee and Charles Schwab Enter Financial Data Access Agreement

Fintech News Desk
Enhanced partnership marks another milestone data-access agreement between Envestnet | Yodlee and a major U.S. financial institution, providing consumers improved access to their financial data  Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced that it has come to terms......
eMoney Advisor and Allianz Life Announce New Strategic Partnership
Capital Markets Fintech News

eMoney Advisor Provides Free Planning Resources During COVID-19 Pandemic

Fintech News Desk
CEO Ed O’Brien urges more advisors to adopt financial planning during times of uncertainty and disruption eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced plans to make its planning platform, marketing solutions and educational resources more accessible to advisors. Amidst the......
Coronavirus Lockdown: Massive Surge in the Use of Fintech Apps
Cryptocurrency Fintech News

Coronavirus Lockdown: Massive Surge in the Use of Fintech Apps

Fintech News Desk
Coronavirus-triggered social distancing, isolation and lockdowns have driven-up the use of financial apps in Europe by 72 per cent in a week, reveals deVere Group, one of the world’s largest independent financial advisory organizations. The sharp increase in the use of financial technology comes as the world readjusts to life......
FundCount Named Best Consolidated Reporting Solution in 2020 Family Wealth Report Awards
Fintech Investment Services News

FundCount Named Best Consolidated Reporting Solution in 2020 Family Wealth Report Awards

Fintech News Desk
Software meets family office needs for aggregated data and personalized client experience FundCount, LLC, a worldwide provider of accounting and investment analysis software, announced that it was named Best Consolidated Reporting solution in the 2020 Family Wealth Report awards. These highly regarded annual awards showcase ‘best of breed’ providers in......
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