Search Results for: broker accounts

M1 Finance Doubles Assets in Six Months – Hitting $2 Billion Mark Faster Than Any Fintech in Its Class
Banking Fintech Fintech Funding Investment Services News

M1 Finance Doubles Assets in Six Months – Hitting $2 Billion Mark Faster Than Any Fintech in Its Class

Fintech News Desk
by Fintech News Desk0
 M1 Finance, the automated money management platform for investing, borrowing, and banking, announced it surpassed $2 billion in assets on its platform, just six months after hitting the $1 billion asset mark. Read More: GlobalFintechSeries Interview with Clara Shih, CEO and Founder at Hearsay Systems M1 reached both the $1......
Business Fintech News

B2B Payment Solutions Ltd Secures FCA AEMI Approval to Offer e-Payment Services in UK and Europe

Fintech News Desk
by Fintech News Desk0
B2B Payment Solutions Ltd Secures FCA AEMI Approval to Offer e-Payment Services in UK and Europe B2B Payment Solutions Ltd, part of the B2Broker Group of companies, is pleased to announce that the United Kingdom’s Financial Conduct Authority (FCA) has granted the company an Electronic Money Institution License (AEMI). The licence permits......
Doxim Fast-Tracks the Digital Banking Experience with New Self Service and Messaging Capabilities
Fintech News

Doxim Announces Omnichannel Loan Origination and Account Opening in Partnership with Mobetize

Fintech News Desk
by Fintech News Desk0
New Doxim Self-Service Account and Loan Origination modules will enable banks and credit unions to offer their customers a unique end-to-end paperless origination experience Doxim, the leading customer communications management (CCM) and engagement technology provider serving financial and regulated markets, announced the upcoming availability of its Self-Service Account and Loan......
Wealthfront Speeds Up Money Movement from the Wealthfront Cash Account
Fintech News

Wealthfront Launches First Self-Driving Money™ Service

Fintech News Desk
by Fintech News Desk0
Autopilot automates your savings plan so you can remove the stress of manually monitoring accounts and moving money Today, Wealthfront launched an exciting new service called Autopilot that automates a client’s savings plan so they no longer need to manually monitor accounts and move money around. This is a huge......
InvestEdge Acquired by Featheringill Capital
Fintech Investment Services News

Sanctuary Wealth Chooses InvestEdge as Compliance and Surveillance Partner

Fintech News Desk
by Fintech News Desk0
Application tied to client’s IPS helps advisors more easily comply with SEC & FINRA regs Sanctuary Wealth, home to the next generation of elite financial advisors, has added the InvestEdge Compliance and Surveillance application to its open architecture platform. Thirty-eight partner firms in 16 states with over $10 billion in assets under advisement comprise......
Save Advisers Teams Up with Radius Bank for $3 Billion in Portfolio Transactions for its New SaveTech Platform
Fintech Fintech Startups Investment Services News

Save Advisers Teams Up with Radius Bank for $3 Billion in Portfolio Transactions for its New SaveTech Platform

Fintech News Desk
by Fintech News Desk0
Fintech startup Save announced  that they have signed a preliminary agreement with Radius Bank to power an FDIC-insured consumer checking account and the Save Debit Invest™ debit card for customers of Save’s Savetech platform. The Save Debit Invest account will be managed as part of Save’s first-of-its-kind savings platform, where Save provides customers......
Cashfloat Reports an Increase of Over 270% in Loan Fee Fraud Attempts Since the Start of COVID-19
Fintech News

Cashfloat Reports an Increase of Over 270% in Loan Fee Fraud Attempts Since the Start of COVID-19

Fintech News Desk
by Fintech News Desk0
Cashfloat.co.uk, one of the UK’s leading online unsecured direct lenders, reported a record increase of over 270% in loan fee fraud attempts since the start of the coronavirus pandemic, with an average loss of £250 per victim. Read More: TeamMate+ global expert solution from Wolters Kluwer named finalist in 2020 SaaS......
Fintech News

Millennials and Gen Xers Shaping the Future of Financial Planning by Establishing New Norms with Financial Professionals

Fintech News Desk
by Fintech News Desk0
According to a new study from AIG Life & Retirement and the MIT AgeLab, financial clients are expressing a willingness and desire to step beyond traditional conversational boundaries with their financial professionals. This is particularly apparent with younger clients between the ages of 30 and 45 who indicate the most......
ICONLOOP and Shinhan Bank Launch First Blockchain-based Financial KYC Compliance Certification Service in South Korea
Fintech News

ICONLOOP and Shinhan Bank Launch First Blockchain-based Financial KYC Compliance Certification Service in South Korea

Fintech News Desk
by Fintech News Desk0
Korea’s second-largest commercial bank, with $375 billion in assets, to Implement ‘Zzeung’ by ICONLOOP, the only mobile app approved by the Financial Services Commission, to open new customer accounts remotely with full KYC compliance ICONLOOP (www.iconloop.com) today announced a partnership with Shinhan Bank, Korea’s second-largest commercial bank, to issue KYC compliance......
iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors
Capital Markets Fintech Investment Services News

iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors

Fintech News Desk
by Fintech News Desk0
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced an enhanced technology integration with BNY Mellon’s Pershing (“Pershing”) that will simplify the process for advisors accessing alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
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