Search Results for: wealth manager

NFP Acquires Presidio Financial Services Corporation, Expands Its Specialized Medical Malpractice Insurance Expertise
InsurTech News

NFP Acquires Presidio Financial Services Corporation, Expands Its Specialized Medical Malpractice Insurance Expertise

Fintech News Desk
by Fintech News Desk0
Acquisition strengthens NFP’s P&C presence in the Western US NFP, a leading property and casualty broker (P&C), benefits consultant, wealth manager and retirement plan advisor, announced it has acquired Presidio Financial Services Corporation (Presidio). Based in Westlake Village, California, Presidio is an independent insurance brokerage that provides an extensive range......
Broadridge Secures Patent for Machine Learning Tech Enhancing Securities Based Lending
Machine Learning News

Broadridge Secures Patent for Machine Learning Tech Enhancing Securities Based Lending

PR Newswire
by PR Newswire0
Patent covers Broadridge systems that help advisors hyper-target SBL borrowers, deepen client relationships and reduce attrition The machine learning technology that powers global Fintech leader Broadridge Financial Solutions‘ ability to provide financial advisors with engagement predicting scores and other valuable insights on securities based lending (SBL) borrowers has been granted a patent......
Global X Expands Its Digital Asset SMA Availability Via Partnership with Eaglebrook Advisors
Digital Asset Management News

Global X Expands Its Digital Asset SMA Availability Via Partnership with Eaglebrook Advisors

PR Newswire
by PR Newswire0
Global X ETFs, a leading global provider of exchange-traded funds (ETFs), will be launching two digital asset, separately managed account (SMA) strategies on the Eaglebrook Advisors platform on Tuesday, June 13th. The Global X Digital Asset Mega-Cap Index and Global X Digital Asset Mid-Cap Index strategies provide foundational exposure to the......
Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners
Investment Services News

Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners

PR Newswire
by PR Newswire0
Broad-based investor group shares a commitment to provide the highest standard of financial care to clients and continue to invest in the Mercer Advisors platform Mercer Advisors, a national Registered Investment Adviser (RIA) with Assets Under Management (AUM) of approximately $48 billion as of April 30th, 2023, announced that it is expanding......
Masttro Unveils Doc AI: Revolutionizing Alternative Investment Data Processing
Investment Services News

Masttro Unveils Doc AI: Revolutionizing Alternative Investment Data Processing

Business Wire
by Business Wire0
Masttro, a leading wealth tech platform for wealth managers and advisors, announced the launch of its newest product, Document AI. Doc AI is a revolutionary new module that automates the data handling of capital calls, distributions, and capital statements, bringing speed and accuracy to the process of managing alternative investments.......
Decentro Launches Flow and Fabric – Full-Stack Payments and Embedded Finance Solutions for Companies in India
Banking News

Decentro Launches Flow and Fabric – Full-Stack Payments and Embedded Finance Solutions for Companies in India

Fintech News Desk
by Fintech News Desk0
Flow, a full-stack payment suite, automates and simplifies money movement for categories such asbanking, lending, investments, marketplaces, consumer platforms & more Decentro, a leading financial infrastructure company, has launched Flow and Fabric, two complete end-to-end payments and embedded banking stacks, to help businesses with a smooth onboarding experience and management......
Zayo and Fermaca Partner to Deliver the Most Advanced Cross-Border Connectivity Between the United States and Mexico
Investment Services News

Zayo and Fermaca Partner to Deliver the Most Advanced Cross-Border Connectivity Between the United States and Mexico

Business Wire
by Business Wire0
The strategic partnership will provide the first modernized connectivity infrastructure between the U.S. and Mexico in 20 years with connection to the growing data center hub of Queretaro Zayo Group Holdings, Inc., a leading global communications infrastructure provider, announced its strategic partnership with Fermaca Networks, a leading provider of long-haul dark......
HappyMiner Cloud Mining Will Join the Cryptocurrency Market by Providing Passive income from Bitcoin Mining
Cloud Cryptocurrency News

HappyMiner Cloud Mining Will Join the Cryptocurrency Market by Providing Passive income from Bitcoin Mining

GlobeNewswire
by GlobeNewswire0
HappyMiner is a cloud mining company that allows individuals to return investments through its cloud mining services. The company is pleased to announce new affordable cloud mining plans. To address the latest innovation, HappyMiner announces new affordable cloud mining plans. It enables individuals to invest in cryptocurrency mining while minimizing the......
Lending Enablement Solutions Drive ROA Attainment for Automotive Lenders, Open Lending Survey Finds
Lending News

Lending Enablement Solutions Drive ROA Attainment for Automotive Lenders, Open Lending Survey Finds

Business Wire
by Business Wire0
New data validates the role of automated decisioning and risk analytics in financial institutions’ performance, with 95% of Lending Enablement users meeting ROA targets Open Lending Corporation, an industry trailblazer in lending enablement and risk analytics solutions for financial institutions, released its Lending Enablement Benchmark report. The goal of the......
FICO Launches Inclusion Accelerator Program and Financial Inclusion Lab to Help Advance Lender Financial Inclusion Initiatives
Finance Lending News

FICO Launches Inclusion Accelerator Program and Financial Inclusion Lab to Help Advance Lender Financial Inclusion Initiatives

Business Wire
by Business Wire0
Representing the next phase of FICO’s longstanding commitment to financial inclusion innovation, these programs make it easy for the market to rapidly test and adopt alternative data solutions FICO, a leading global analytics software firm, announced the launch of its Inclusion Accelerator Program and Financial Inclusion Lab to advance lender......
1