Search Results for: financial broker platform

1st United Credit Union Builds Relationship with Jack Henry
Business Fintech News

1st United Credit Union Builds Relationship with Jack Henry

Fintech News Desk
by Fintech News Desk0
Credit union enhances its core and digital strategy to elevate the financial offerings, service experience available to members(Jack Henry ) Jack Henry & Associates, is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Its Symitar division announced that California-based 1st United Credit Union has......
Xero revamps Starter plan to support sole traders in a rapidly changing small business economy
Business Fintech News

Xero Announces Acquisition of Waddle

Fintech News Desk
by Fintech News Desk0
Xero announced the acquisition of Waddle, a cloud-based invoice lending platform. Waddle helps connect small businesses to invoice finance, a form of secured lending that relies on a business’s unpaid invoices(Xero). The acquisition of Waddle is an important step in the company’s strategy to grow Xero small business platform and......
Advisor360° Introduces New Insurance Application for Wealth Management Enterprises
Fintech InsurTech News

Advisor360° Introduces New Insurance Application for Wealth Management Enterprises

Fintech News Desk
by Fintech News Desk0
The Advisor360° platform now provides broker-dealers with enhanced insurance capabilities, helping their advisors to grow their businesses. Advisor360°, provider of a unified, integrated suite of customizable tools for advisors, clients, and enterprises, today announced it has expanded the insurance capabilities of the Advisor360° platform, allowing wealth management firms to further evolve......
The Bancorp Bank Joins Envestnet Credit Exchange, Offering Access to Automated Securities-Backed Loan Origination
Banking Fintech News

The Bancorp Bank Joins Envestnet Credit Exchange, Offering Access to Automated Securities-Backed Loan Origination

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that The Bancorp Bank, a wholly- owned subsidiary of The Bancorp, has joined the roster of lenders on the Envestnet Credit Exchange, providing financial advisors with seamless access to securities-backed lines of credit. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding “We continue to add......
CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives
Business Fintech Investment Services News

CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives

Fintech News Desk
by Fintech News Desk0
CAIS, the leading alternative investment platform, announced an integration agreement with BNY Mellon’s Pershing (“Pershing”), a leading provider of global financial business solutions, to automate manual transaction processes, making it easier and faster for financial advisors to allocate to alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
Social Investing App Public.com Secures Seven Figure Investment From Business Professor and Entrepreneur Scott Galloway
Business Fintech Investment Services News

Social Investing App Public.com Secures Seven Figure Investment From Business Professor and Entrepreneur Scott Galloway

Fintech News Desk
by Fintech News Desk1
Fast-growing brokerage app and community adds Galloway to list of backers committed to changing the culture of investing(Public.com ) Public.com, the social investing app backed by Will Smith’s Dreamers VC, NFL star J.J. Watt, bestselling author Sophia Amoruso, and the original investors in Venmo, announced that business professor and entrepreneur......
Yieldstreet Supports Growth Plans by Adding Seasoned Executives to Management
Business Fintech News

Yieldstreet Supports Growth Plans by Adding Seasoned Executives to Management

Fintech News Desk
by Fintech News Desk0
Fintech veterans to lead product and revenue growth strategy Yieldstreet, the digital wealth management platform, announced the addition of two senior finance and technology industry veterans to help lead the company’s revenue growth strategy. Mathew Keshav Lewis will serve as Chief Revenue Officer and General Manager of Investments, and Sylvain......
iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors
Capital Markets Fintech Investment Services News

iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors

Fintech News Desk
by Fintech News Desk0
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced an enhanced technology integration with BNY Mellon’s Pershing (“Pershing”) that will simplify the process for advisors accessing alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
InsuraGuest Signs Swarts, Manning & Associates Insurance Agency
Fintech InsurTech News

InsuraGuest Signs Swarts, Manning & Associates Insurance Agency

Fintech News Desk
by Fintech News Desk0
InsuraGuest Technologies, Inc., under its wholly owned U.S. subsidiary InsuraGuest Insurance Agency, LLC (the “Agency”), has signed Swarts, Manning & Associates (“SMA”) for its agency/broker program, which focuses on agencies and brokers that write general liability polices specifically for hotels. Read More: Bank of America Commits $100,000 to Athena Alliance......
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