Search Results for: financial broker platform

Indico Data Closes $19M Funding Round and Secures Strategic Investment from P&C Software Platform Leader Guidewire
Investment Services News

Indico Data Closes $19M Funding Round and Secures Strategic Investment from P&C Software Platform Leader Guidewire

PR Newswire
Guidewire partnership also includes the future launch of the Ready for Guidewire validated Indico accelerator, which will enable insurers to automatically ingest unstructured submission data into PolicyCenter, drastically improving decision-making in the underwriting process Indico Data, the industry’s leading solution for the automating of critical intake workflows across the policy......
FusionIQ Announces Integration with Interactive Brokers Canada
Fintech News

FusionIQ Announces Integration with Interactive Brokers Canada

PR Newswire
Innovations for financial advisors, including FusionIQ’s FIQ Journey product, now available to industry leaders in Canada FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, announced its integration with automated global electronic broker Interactive Brokers, in Canada. This is a major......
Stanford Financial Launches Innovative Trading Platform Tailored To Transform The Way People Trade
Finance Fintech News Trading

Stanford Financial Launches Innovative Trading Platform Tailored To Transform The Way People Trade

PR Newswire
In the rapidly changing world of finance, navigating the complexities of the market requires a reliable and adaptable trading partner. Stanford Financial emerges as a dynamic force, introducing a comprehensive suite of trading solutions designed to empower customers of all levels, from beginners to experienced professionals, at every stage of......
BindHQ and Ascend Partner to Transform Broker Management and Financial Operations, Streamlining MGA Payment Workflows, Boosting Efficiency and Profitability
Fintech News

BindHQ and Ascend Partner to Transform Broker Management and Financial Operations, Streamlining MGA Payment Workflows, Boosting Efficiency and Profitability

PR Newswire
Ascend, the leading provider of financial operations automation software to the insurance industry, is proud to announce its strategic partnership with BindHQ, the premier agency operating system for MGAs, wholesalers and MGUs. This collaboration leverages Ascend’s suite of automation solutions to streamline payments and accounting processes alongside BindHQ’s all-encompassing management......
XP Appoints Victor Mansur as Chief Financial Officer Effective August 1, 2024
Fintech News

XP Appoints Victor Mansur as Chief Financial Officer Effective August 1, 2024

Business Wire
Mansur is currently XP’s Deputy CFO and an industry veteran who brings two decades of experience in treasury, trading, structuring, and sales roles Outgoing CFO Bruno Constantino will serve in an advisory role for a 12-month period after the transition and remain on the XP Board Head of Investor Relations......
Finance Brands and Sports Sponsorship. Is It Worth It Leading financial marketing agency Contentworks investigates.
Finance Fintech News

Finance Brands and Sports Sponsorship. Is It Worth It? Leading financial marketing agency Contentworks investigates.

PR Newswire
Very few events can give you the kind of exposure a sporting event can. As the leading financial services marketing agency, we’re looking at finance brands and sports sponsorship. Is it worth it? Very few events can give you the kind of exposure a sporting event can. Football undoubtedly takes......
Mphasis Collaborates with AWS to Launch Gen AI Foundry for Financial Services
Artificial Intelligence News

Mphasis Collaborates with AWS to Launch Gen AI Foundry for Financial Services

Fintech News Desk
The collaboration marks a significant milestone as Mphasis establishes the Gen AI Foundry, led by Mphasis.AI Mphasis, an Information Technology (IT) solutions provider specializing in cloud and cognitive services, announced a multi-year global agreement with Amazon Web Services (AWS). The collaboration marks a significant milestone as Mphasis establishes the Gen......
Charles-Schwab-Named-Best-Investing-Platform-Overall-by-U.S.-News
Fintech Investments News

Charles Schwab Named Best Investing Platform Overall by U.S. News

Business Wire
Schwab was also awarded Best Investing Platform for Stock Trading, Best Investing Platform for Options Trading, and Best Investing Platform for Forex Trading. Charles Schwab has been recognized as the Best Investing Platform Overall by U.S. News & World Report in their 2024 U.S. News Money Awards – the second......
Luma-Financial-Technologies-Announces-a-Collaboration-with-BNY-Mellon’s-Pershing-to-Provide-Next-Level-Annuity-Management-Solutions
Finance Fintech News

Luma Financial Technologies Announces a Collaboration with BNY Mellon’s Pershing to Provide Next-Level Annuity Management Solutions

Business Wire
Through Pershing’s award-winning custodial platform, NetX360 ®+, advisors will be able to access Luma’s educational materials, analytics, and suitability tools to help them streamline and manage sales activities for all annuity product types. Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and BNY Mellon’s......
TradeStation Securities Collaborates with OptionsPlay to Enhance User Experience with Cross-Platform Integration
Finance Fintech News Trading

TradeStation Securities Collaborates with OptionsPlay to Enhance User Experience with Cross-Platform Integration

Business Wire
TradeStation Securities clients who subscribe to OptionsPlay can now act on trade insights generated by OptionsPlay seamlessly without having to use a separate brokerage platform to place trades. TradeStation Securities, Inc. (“TradeStation Securities”), an award-winning,* self-clearing online brokerage for trading stocks, ETFs, options and futures, today announced it is the......
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