Search Results for: financial broker platform

Docupace Names Kevin Armstrong as General Counsel and Chief Legal Officer
Fintech Investment Services News

Docupace Names Kevin Armstrong as General Counsel and Chief Legal Officer

Fintech News Desk
by Fintech News Desk0
Fintech leader continues adding experienced, influential voices to executive leadership team Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced Kevin Armstrong as the company’s general counsel and chief legal officer. Armstrong will oversee all legal matters and direct risk, compliance, audit and governance functions......
Broadridge Uses CloudBees Solutions to Speed Delivery of New Software Features to Customers
Fintech News Trading

Britannia Global Markets selects Broadridge for International Post-Trade Securities Operations

Fintech News Desk
by Fintech News Desk0
Mutualised solution increases efficiency, improves business controls and mitigates risk Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, today announced that Britannia Global Markets, a bespoke, all-encompassing brokerage house and subsidiary of Britannia Financial Group, has selected Broadridge to streamline its post-trade processing for its international securities business including cash equities, fixed......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Completes Growth Recapitalization With LLR Partners

Fintech News Desk
by Fintech News Desk0
Capital to support continued growth of investment analytics and communications platform for financial advisors and wealth managers YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers, today announced LLR Partners completed a growth recapitalization in partnership with the management team. The transaction will support YCharts’ continued organic......
ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement
Artificial Intelligence Fintech News

ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement

Fintech News Desk
by Fintech News Desk0
ForwardLane, whose powerful artificial intelligence technology provides advisors of all sizes with signals and next-best actions prompts, has named Lauren Feldman as Director of RIA Sales and Client Engagement. Read More: Nacha Adopts Rules for the Ongoing Modernization of ACH Payments In her new role, Feldman will lead ForwardLane’s sales and......
FinTech Startup Front to Fix Problems 80% of Retail Investors Face Every Year
Fintech Investment Services News

FinTech Startup Front to Fix Problems 80% of Retail Investors Face Every Year

Fintech News Desk
by Fintech News Desk0
Leveling the playing field for the everyday investor. It’s no secret that playing the stock market has always been an uneven game. New investors are especially subject to a lack of proper resources and a flood of misinformation guiding their stock picks on a regular basis. Front is here to......
Business Fintech InsurTech News

Bold Penguin Reaches Definitive Agreement to Acquire RiskGenius

Fintech News Desk
by Fintech News Desk0
Company adds qualitative policy review capabilities as it continues to be the dominant leader in small commercial connectivity Bold Penguin, a rapidly growing commercial insurance technology provider, announces today it has entered into a definitive agreement to acquire RiskGenius, a pioneer in insurance document intelligence software. The acquisition will add......
Despite Pandemic, Businesses Feel Ready to Face Challenges to Drive Growth, Lean on Modifications to Operations to Get There
Fintech News

Digital Payment Solutions Give a New Generation Greater Flexibility

Fintech News Desk
by Fintech News Desk0
FinancialBuzz.com News Commentary As consumer trends change overtime, many businesses have been forced to adapt accordingly. In recent years, one of the biggest demands in the consumer industry is more efficient payment systems. Traditionally, customers purchased products or goods at retail locations. However, with the rise of e-commerce, and now......
Atom Finance Launches a Premium Subscription Tier to Equip Investors with an Informational Edge as Stock Markets Become More Accessible to Consumers
Fintech Investment Services News

Atom Finance Launches a Premium Subscription Tier to Equip Investors with an Informational Edge as Stock Markets Become More Accessible to Consumers

Fintech News Desk
by Fintech News Desk0
Atom Finance, the consumer software platform providing institutional-quality investment resources to individual investors, announced the launch of their new premium subscription offering. The launch brings an expanded suite of advanced research tools to investors and empowers them with the same financial data and market insights as leading Wall Street firms.......
Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance
Fintech Investment Services News

Schwab Completes Acquisition of TD Ameritrade

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) announced that it has completed its acquisition of TD Ameritrade Holding Corporation (“TD Ameritrade”). The combination will create a company with enhanced scale, an even better portfolio of world-class services and solutions, and a talented team united by an unwavering commitment to clients and a......
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