Search Results for: financial broker platform

Mazuma Credit Union Moves Wealth Management Program to Ameriprise Financial for Enhanced Technology
Finance News

Mazuma Credit Union Moves Wealth Management Program to Ameriprise Financial for Enhanced Technology

Fintech News Desk
by Fintech News Desk0
Mazuma Credit Union, which operates 12 locations in Missouri and Kansas and oversees nearly $900 million in assets, has transitioned its wealth management program to Ameriprise Financial, Inc. following an extensive search for a new broker-dealer. Mazuma Credit Union joined the Ameriprise Financial Institutions Group (AFIG) from CUNA Brokerage Services,......
Large Southwestern US Auto Group Selects BIO-key's Cloud-Based PortalGuard IDaaS Platform to Safeguard Consumer Financial Data
Finance News

Large Southwestern US Auto Group Selects BIO-key’s Cloud-Based PortalGuard IDaaS Platform to Safeguard Consumer Financial Data

Fintech News Desk
by Fintech News Desk0
BIO-key International, Inc., an innovative provider of workforce and customer identity and access management (IAM) solutions featuring Identity-Bound Biometrics (IBB), announced that a large auto group in the Southwestern US, which supports multiple dealerships, has selected its PortalGuard IDaaS platform to protect its critical corporate data. PortalGuard will enable the auto......
Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools
Fintech News Risk Management

Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools

Fintech News Desk
by Fintech News Desk0
Two leading financial technology firms partner to offer more advisory firms access to risk analytics Riskalyze, the industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors, announced Moneytree Software, a pioneer in the development of financial planning technology which simplifies complexities for advisors, has selected the firm’s......
Kevin Farley joins Post Advisory Group as portfolio manager to support growing CLO and structured credit platform
Investment Services News

Kevin Farley Joins Post Advisory Group As Portfolio Manager To Support Growing CLO And Structured Credit Platform

Fintech News Desk
by Fintech News Desk0
Post Advisory Group, the $15.6 billion AUM global high yield, senior loan and structured credit specialist investment team of Principal Global Investors, announced Kevin Farley has joined the firm as a portfolio manager for its CLO and structured credit platform. The addition of Farley to the team will further support the......
Front Launches API Platform to be the Plaid of Crypto and DeFi
Cryptocurrency DeFi News

Front Launches API Platform to be the Plaid of Crypto and DeFi

Fintech News Desk
by Fintech News Desk0
Front is now offering the Front API to emerging FinTechs to further democratize access to financial services and user assets. Front, a company offering emerging FinTechs real-time access to investment portfolios and hassle-free crypto transfers across exchanges, launches Front API on Product Hunt. Latest Fintech Insights : Flywire Partners with Universitas......
LevelField Financial Makes Strategic Acquisition of Netshares Financial Services LLC
Banking News

LevelField Financial Makes Strategic Acquisition of Netshares Financial Services LLC

Fintech News Desk
by Fintech News Desk0
– New Platform to Launch; LevelField Capital, An Investment Bank Providing Services to Private Customers and Businesses – LevelField Financial (LevelField), the U.S. financial services firm seeking to unite traditional banking and digital asset products and services in one trusted platform, announced today that it has acquired of Netshares Financial......
Breeze Disability Insurance Platform Now Available to Appalachian Underwriters Network
InsurTech News

Breeze Disability Insurance Platform Now Available to Appalachian Underwriters Network

Fintech News Desk
by Fintech News Desk0
With the partnership, thousands of agents and brokers can offer online disability insurance via Breeze’s turnkey platform. Breeze, the insurtech simplifying how disability insurance is bought and sold, announced a new partnership with leading insurance wholesaler Appalachian Underwriters, Inc. (AUI). “Latest Fintech News: PalmPay Hits 10 Million User Milestone in Nigeria......
American Financial Resources, Inc. Expands Partnership with Tavant, Adds Touchless Documents
Mortgage News

American Financial Resources, Inc. Expands Partnership with Tavant, Adds Touchless Documents

Fintech News Desk
by Fintech News Desk0
Lender accelerates digital transformation, scales operations, and enhances the overall mortgage experience. Tavant, a Silicon Valley-based provider of industry-leading digital lending solutions, and American Financial Resources, Inc. (AFR), a national mortgage lender, operating in the wholesale, correspondent, and retail origination channels, have partnered to enhance the lender’s digital mortgage experience, end-to-end. Leveraging Tavant’s Touchless Lending™, AFR’s correspondent lenders, mortgage brokers,......
Latham Adds Leading Financial Institutions Regulation Partner in New York
Finance News

Latham Adds Leading Financial Institutions Regulation Partner in New York

Fintech News Desk
by Fintech News Desk0
Arthur Long brings significant experience advising on complex bank regulatory compliance matters and regulatory aspects of transactions. Latham & Watkins LLP is pleased to announce that Arthur Long has joined the firm’s New York office as a partner in the Corporate Department, and as a member of the Capital Markets & Public Company Representation Practices and......
IB Coin Choosing Reliable Trading Platform Crucial to Digital Currency Transactions
Cryptocurrency News

IB Coin Choosing Reliable Trading Platform Crucial to Digital Currency Transactions

Fintech News Desk
by Fintech News Desk0
There are currently about 7,000 different privately-owned digital currencies with a combined market value of hundreds of billions of dollars, and billions of dollars are already traded daily across all digital currency trading platforms around the world. However, as digital cryptocurrencies are characterized by the anonymity and irreversibility of transactions,......
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