Search Results for: financial broker platform

FlowBank Puts Global Markets at Investors' Fingertips
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FlowBank Puts Global Markets at Investors’ Fingertips

Fintech News Desk
by Fintech News Desk0
Clients can use the app to invest in fractional shares and bitcoins While innovative, the new app also safeguards an investor’s privacy and security Next steps for the firm include the FlowBank Card plus expanding its offering to a private banking platform to target banks, asset managers, brokers and fintechs......
Newly Formed Digital Business Unit To Lead Transformative Tech-Led Strategy For Beazley
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Newly Formed Digital Business Unit To Lead Transformative Tech-Led Strategy For Beazley

Fintech News Desk
by Fintech News Desk0
Ian Fantozzi to lead unit dedicated to underwriting and developing digital insurance solutions Specialist insurer Beazley has unveiled a new digital business unit to spearhead a transformative approach to how the company develops, underwrites and delivers seamless, intuitive digital insurance solutions for clients and brokers. Read More: GlobalFintechSeries Interview with Carey......
Foxquilt Announces New U.S. Headquarters in North Carolina and Brandon Hickey joining as VP Sales and Operations Leader
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Foxquilt Announces New U.S. Headquarters in North Carolina and Brandon Hickey joining as VP Sales and Operations Leader

Fintech News Desk
by Fintech News Desk0
Foxquilt, a leading Canadian insurance technology company focused on empowering small businesses and B2B networks to save on small business insurance, announces plans for its headquarters in North Carolina and names Brandon Hickey as Vice President Sales and Operations Leader. With their partnership with Digital Partners, a Munich Re company......
Knowledge Bank and Iress Team on Integrated Product and Criteria Search
Banking Business Fintech News

Knowledge Bank and Iress Team on Integrated Product and Criteria Search

Fintech News Desk
by Fintech News Desk0
Knowledge Bank and Iress have collaborated to provide the UK’s very first, fully-integrated product and criteria sourcing system. Through a single search, brokers will be able to find the exact lender to suit their clients’ needs from both a product and criteria perspective, saving time and effort. Read More: E2X......
WEX’s Health Division Strengthens Position as Industry Leader
Banking Business Digital Fintech Fintech Startups InsurTech Investment Services News Risk Management

WEX’s Health Division Strengthens Position as Industry Leader

Fintech News Desk
by Fintech News Desk0
WEX, a leading financial technology service provider, further solidified its leadership position in 2020 in terms of growth and services across its Health division. Read More: A Few of the ”Hottest” UK Fintech Startups! “Our shared mission of simplifying benefits for everyone is fueled by our ongoing commitment to investing in......
Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange
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Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange

Fintech News Desk
by Fintech News Desk0
Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys–Enabling RIAs & Broker-Dealers to Manage Trust Accounts Envestnet, Inc., announces the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker- dealers seamlessly utilize trust accounts to facilitate......
Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Business Digital Fintech Investment Services News

Altruist Names Pete Dorsey as Chief Strategy & Revenue Officer

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform for RIAs, appoints Pete Dorsey, former National Managing Director at TD Ameritrade Institutional, to its executive team as Chief Strategy and Revenue Officer. Mr. Dorsey joins the Altruist team with over two decades of experience in the RIA business, working with the country’s largest......
Luma Partners with Insurance Technologies to Bring Annuities Solution to Market
Fintech InsurTech Investment Services News Risk Management

Luma Partners with Insurance Technologies to Bring Annuities Solution to Market

Fintech News Desk
by Fintech News Desk0
Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have selected Insurance Technologies, LLC, provider of FireLight®, a multi-carrier end-to-end insurance and retirement sales platform, as its latest partner to bring their annuities solution, “Luma Annuities,” to market. Read More:  2021 – The......
Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū
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Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū

Fintech News Desk
by Fintech News Desk0
Acquisition will Strengthen and Expand Portfolio BI’s Offering to include FinTech Managed Cloud Services, Data Science, and DevOps Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, announced it has completed the acquisition of Hentsū, a global provider of......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
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YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth

Fintech News Desk
by Fintech News Desk0
YCharts announces the addition of industry veteran Kevin Knull as President and Chief Revenue Officer YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers today announced that Kevin Knull will be joining their executive leadership team as President and Chief Revenue Officer (CRO). Read More:......
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