Search Results for: dealer experience

AIX Announces Technology Integration with The Sycamore Company
Investment Services News

Alternative Investment Exchange Announces Technology Integration with The Sycamore Company

Fintech News Desk
by Fintech News Desk0
Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, is integrating with The Sycamore Company (“Sycamore”) to put efficient alternative investing at advisors’ fingertips. Sycamore is a provider of cloud-based financial technology solutions that enable front to back-office broker-dealer and RIA operations. This partnership immediately provides......
iCapital to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions
Fintech News

iCapital to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions

Fintech News Desk
by Fintech News Desk0
Combination creates a comprehensive global advisor marketplace for alternatives access, education, and servicing iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and SIMON Markets,2 the award-winning3 fintech company offering a digital platform designed to help financial advisors understand and manage......
Enhanced Digital Group Announces $12.5 Million Seed Round to Fund Expanded Access for Crypto Structured Trading Products
Cryptocurrency Digital Asset Management News

Enhanced Digital Group Announces $12.5 Million Seed Round to Fund Expanded Access for Crypto Structured Trading Products

Fintech News Desk
by Fintech News Desk0
Investors Include Leading International, Traditional Finance and Crypto-Native Firms Led by WebN Group and Genesis Enhanced Digital Group (EDG), a wholesaler of structured products in the digital asset space, announced a $12.5 million seed funding raise. The round was led by WebN Group – a research-based incubator backed by Alan......
QTR Family Wealth Joins High-Growth Investment Group Bison Wealth
Finance Fintech News

QTR Family Wealth Joins High-Growth Investment Group Bison Wealth

Fintech News Desk
by Fintech News Desk0
QTR brings an established and strong presence in the Central Florida market to Bison Wealth The Hunter Group, formerly part of Merrill Lynch in Orlando, Fla., is on the move, joining Bison Wealth, a division of Bison Holdings, as QTR Family Wealth (QTR). The dynamic wealth management team, led by industry veterans Wes Hunter, Chad......
PrivateAuto: The First Self-Service Payment App for Private Vehicle Sales
Digital Payments News

PrivateAuto: The First Self-Service Payment App for Private Vehicle Sales

Fintech News Desk
by Fintech News Desk0
The easiest way to list, meet, and get paid when selling privately PrivateAuto is the first self-service, peer-to-peer payment app for private vehicle sales that allows users to verify a driver’s license, eSign the bill of sale, and instantly transfer funds anytime, anyplace. PrivateAuto’s transactional marketplace is the only one......
Sterling Mutuals Allies with CI Financial’s Snap Projections to Boost Financial Planning Capabilities
Finance News

Sterling Mutuals Allies with CI Financial’s Snap Projections to Boost Financial Planning Capabilities

Fintech News Desk
by Fintech News Desk0
Sterling Mutuals Inc., one of Canada’s largest independent financial services dealers, and Snap Projections Inc., a leader in financial planning software, announce a relationship that enhances the ability of Sterling’s advisors to support their clients with advanced financial planning services. “We are very pleased to partner with Sterling to deliver......
Praxent Supports alooola in Launching Digital-First Financial Advisory Platform Geared Toward Millennials
Finance Fintech News

Praxent Supports alooola in Launching Digital-First Financial Advisory Platform Geared Toward Millennials

Fintech News Desk
by Fintech News Desk0
Praxent helps established RIA with mobile app development, Plaid and DriveWealth integrations Praxent, a fintech design and engineering partner to financial companies, announced that it has supported the launch of alooola, an education-based wealth management and investment advisory platform. “With our design and development expertise and integration guidance, Glen Eagle......
FTX US Launches FTX Stocks Offering Trading on US Listed Equities & ETFs
Capital Markets News Trading

FTX US Launches FTX Stocks Offering Trading on US Listed Equities & ETFs

Fintech News Desk
by Fintech News Desk0
Private beta of zero-fee stocks trading now open to select FTX US Stocks waitlisted users West Realm Shires Services and FTX Capital Markets announced the launch of FTX Stocks, an equities trading platform offered through the FTX US trading application. The launch will commence in a private beta phase for......
Climate First Bank Increases Access to Eco-Friendly Finance with New Hires
Banking Lending News

Climate First Bank Unveils Revolutionary Digital Solar Lending Platform

Fintech News Desk
by Fintech News Desk0
The proprietary technology expedites the approval process so most clients receive up to 100% financing for solar panels in less than 48 business hours with no dealer fee Climate First Bank, the world’s first FDIC-insured community bank founded to fight the climate crisis,  officially launches its digital solar lending platform.......
Miami-Based Startup Dorado Is Pioneering a New Crypto-Native IRA Platform
Cryptocurrency Digital Asset Management News

Miami-Based Startup Dorado Is Pioneering a New Crypto-Native IRA Platform

Fintech News Desk
by Fintech News Desk0
Miami-based startup Dorado is launching the first crypto-native IRA software platform of its kind that will offer yield on digital assets within retirement accounts. The company will provide a retirement platform where customers can open an IRA and self-trade or stake the cryptocurrency of their choice. Dorado is collaborating with......
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