Search Results for: financial broker platform

MeridianLink's LoansPQ Loan Origination Software is Now Integrated with Affordit to Expand Loan Applicants' Credit Options Through Financial Wellness
Business Fintech News

MeridianLink’s LoansPQ Loan Origination Software is Now Integrated with Affordit to Expand Loan Applicants’ Credit Options Through Financial Wellness

Fintech News Desk
Affordit, a fast-growing business-to-business financial technology company, announced  a partnership with MeridianLink, a leading provider of enterprise business solutions for financial institutions across the United States. This new partnership provides MeridianLink’s LoansPQ® loan applicants access to Affordit’s leading technology to improve their financial wellness and enable more efficient and effective lending for both......
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
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 Investâ„¢ 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......
Algorand and Archax Partner for New Wave of Sophisticated Financial Products
Blockchain Business Fintech News

Algorand and Archax Partner for New Wave of Sophisticated Financial Products

Fintech News Desk
Archax announced that it has partnered with leading blockchain provider Algorand to work on new innovative smart financial products that will trade on its FCA regulated exchange. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash Archax – which last week became the first firm to receive FCA......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Fintech News

LPL Financial Adds YCharts to Vendor Affinity Program To Strengthen Advisor Investment Research and Client Communication Toolset

Fintech News Desk
YCharts, investment research, analytics, and client communications platform, announced it has been selected for inclusion in LPL Financial (“LPL”) Vendor Affinity Program. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash “Today’s investors want more communication from their financial advisors and they want those engagements to be increasingly......
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
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......
Cowbell Cyber Launches Partner Program to Provide Policyholders With Closed-Loop Risk Management
Artificial Intelligence Fintech InsurTech News

Cowbell Cyber Unleashes Platform Enhancements, Accelerating Digitization of Cyber Insurance

Fintech News Desk
Enhancements Allow for Continuous Underwriting of Bigger Risks, Deliver Value on Day One to Policyholders with Cowbell Insightsâ„¢ Cowbell Cyber, the industry’s first AI-powered cyber insurance provider for small to mid-sized businesses (SMBs), today announced enhancements to its cyber insurance platform which allows for larger risk underwriting to be done......
Volterra Achieves PCI DSS Certification
Fintech News

Unique Real Estate Tech Developer ‘Terrakan’ Announces Official Web Launch – Signature Platform Helps Homeowners and Realtors Generate Reports, Perform Comprehensive Listing Research and Network with Industry Professionals

Fintech News Desk
Terrakan recently announced its official launch, with the unveiling of an all-inclusive portal that brings together the protean and often equivocal world of real estate in one place. For the first time, homeowners can find and speak with professionals, ask for advice, take advantage of concierge services, read detailed property......
LPL Financial Partners With Slack to Offer Messaging Capabilities to Its Advisors and Institutions
Business Fintech Investment Services News

LPL Financial Partners With Slack to Offer Messaging Capabilities to Its Advisors and Institutions

Fintech News Desk
LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, announced that the firm has partnered with Slack, a leading channel-based messaging platform, to give advisors and their teams new tools to communicate in real time, whether working from the same office, from......
Hong Kong SFC Issues Approval-in-Principle to OSL for Virtual Asset Automated Trading and Brokerage Licenses
Fintech News Trading

Hong Kong SFC Issues Approval-in-Principle to OSL for Virtual Asset Automated Trading and Brokerage Licenses

Fintech News Desk
OSL, Asia’s leading digital asset platform and member of BC Technology  Group (stock code: 863 HK), today received an approval-in-principle for its application to operate a virtual asset trading platform under a license for Type 1 (dealing in securities) and Type 7 (automated trading service (ATS)) regulated activities under the Securities and......
Good Life Companies Recruits $150 Million In Client Assets With Two Newly Added Financial Advisor Businesses To Its Platform
Economy Fintech InsurTech News

Good Life Companies Recruits $150 Million In Client Assets With Two Newly Added Financial Advisor Businesses To Its Platform

Fintech News Desk
 Good Life Companies, one of the nation’s fastest-growing independent hybrid RIA firms, announced the successful recruitment of two independent financial advisor businesses to its platform with approximately $150 million in total client assets.  Former bank channel financial advisor Paul Castro has launched Pathway Wealth Management, an independent practice affiliated with Good Life Companies. ......
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