Search Results for: Financial advisors

Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs
Fintech News

Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs

Fintech News Desk
by Fintech News Desk0
InvestCloud White Allows RIAs to Run Entire Business Via One Platform and TAMPs to Support Dozens of Others At its 2020 Conference, InvestCloud announced the launch of InvestCloud White, a digital platform for wealth management and turnkey asset management programs (TAMPs). InvestCloud White is a complete solution for the wealth management space,......
FXCM Pro Now Onboarding Clients With FlexTrade’s Maxxtrader
News Trading

FXCM Pro Now Onboarding Clients With FlexTrade’s Maxxtrader

Fintech News Desk
by Fintech News Desk0
FXCM Group, LLC, a leading international provider of online foreign exchange and CFD trading, announced that FXCM Pro is beginning the process of onboarding clients with FlexTrade System’s “MaxxTrader” solution across the LD4 hosting centre. This announcement follows from the recent news in late 2019 detailing the initial launch of......
Holt Accelerator - Seeking the World's Best Early Stage Fintechs to Join Cohort 3.0
Investment Services

Holt Accelerator – Seeking the World’s Best Early Stage Fintechs to Join Cohort 3.0

Fintech News Desk
by Fintech News Desk0
Holt Fintech Accelerator is currently receiving applications for their 2020 cohort – version 3.0. This will be the third cohort following active investments in 18 top fintechs, enabling 30+ deals for their startups (ie. half with financial institutions as customers / partners, half with institutional investors), resulting in companies raising an......
Forte and SeamlessDocs Form Strategic Partnership to Streamline Payments for Government Agencies
Fintech News

Forte Unveils New BillPay Solution

Fintech News Desk
by Fintech News Desk0
Forte Payment Systems, a CSG company, announced its new BillPay solution including omnichannel accessibility, payer-friendly navigation, biller customization, and advanced technology that delivers a secure and seamless payment experience. “Consumer demands, evolving technology, security, and growing connectivity all contribute to the shifting focus in payments” BillPay gives billers the ability to collect......
LiquidityBook Finishes Volatile Year with Record Revenues, Major Staff Expansion
Banking Investment Services News

LiquidityBook Adds Duet Group to Client Roster

Fintech News Desk
by Fintech News Desk0
SaaS-based POEMS provider selected by global investment holding company to support additional lines of business LiquidityBook announced that Duet Group, a global investment holding company, has implemented the SaaS-based LBX Buy Side as its POEMS (portfolio, order and execution management system). LiquidityBook’s platform provides a full range of order, execution......
Platform Banking Provider Agora Services is Securing $2 Million in Funding and Opens Headquarters in Atlanta
Banking Fintech Funding Fintech Radar Fintech Startups News

Platform Banking Provider Agora Services is Securing $2 Million in Funding and Opens Headquarters in Atlanta

Fintech News Desk
by Fintech News Desk0
Agora selected Atlanta based on talent pool and strong network of local fintech firms Agora Services, the leading provider of digital platform banking solutions, selected Atlanta as the location for the company’s new headquarters. Outside of the financial services footprint, Atlanta, which has become the FinTech Payment Hub, is a......
Lendified Makes Private Placement Offering Available to All Investors
Uncategorized

Lendified Makes Private Placement Offering Available to All Investors

Fintech News Desk
by Fintech News Desk0
First Ever Company to Utilize Dealsquare and Frontfundr for Pre-Go-Public Private Placement Lendified Holdings Inc. (“Lendified”), a FinTech company operating a lending platform for small businesses and a SaaS technology platform providing AI-enabled credit origination and analytics to financial institutions, previously launched a $4 million private placement and today made......
Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech News

Orion’s New User Interface Reimagines Advisor Experience, Surfaces Actionable Workflows

Fintech News Desk
by Fintech News Desk0
Orion’s Home Experience, Revealed at the T3 Advisor Conference, Marries the Best of App- and Dashboard-Based Technologies to Help Advisors Prioritize and Run Their Days More Productively. The start of an advisor’s day lays the groundwork for their success. That’s why Orion Advisor Tech (“Orion”), the premier provider of financial advisor......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech Fintech Radar Fintech Startups Investment Services News

Carson Group Announces Elimination of Technology Costs for Its Partners

Abhishek Upadhyay
by Abhishek Upadhyay0
One of the fastest-growing financial services companies, Carson Group recently made an announcement that the company will cover the tech costs for all its partner firms starting from the 1st of April this year. This will include software platforms Egnyte, Orion, Salesforce, and Smarsh. From thereon, wirehouse advisors, IARs and......
Fintainium Adds Top Executive Talent To Fuel Growth
Business Fintech News

Fintainium Adds Top Executive Talent To Fuel Growth

Fintech News Desk
by Fintech News Desk0
Fintainium, the next generation B2B payments solution provider, announces the appointment of three industry executives to fuel expansive company growth. The new team members, appointed as President, General Manager, and Senior Vice President of Business Development, were hand-picked based on skillset, expertise, and performance in the marketplace and will bring......
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