Search Results for: transition services

Kestra Private Wealth Services Welcomes HF3 Wealth Partners
Investment Services News

Kestra Private Wealth Services Welcomes HF3 Wealth Partners

Fintech News Desk
by Fintech News Desk0
Alexandria, Virginia-based firm sought freedom and resources to deliver a top-notch, client-centric approach Kestra Private Wealth Services, LLC, a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of HF3 Wealth Partners to its platform. “From our initial conversations, we could tell David and HF3 Wealth Partners were an excellent......
Blockchain Markets News Trading

BEX Mauritius Block Exchange Receives the World’s First Ever Security Token Trading License From The Financial Services Commission (FSC) Mauritius

Fintech News Desk
by Fintech News Desk0
BEX Mauritius Block Exchange (“BEX”) announced that the Financial Services Commission (“FSC”) Mauritius has granted its first-ever Securities Trading Systems License under the Mauritius Securities Act of 2005 to BEX to operate a security token trading platform. BEX Mauritius Block Exchange is the world’s first regulated operational security token trading......
LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform
Banking News

LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform

Fintech News Desk
by Fintech News Desk0
Business comprises nearly 30 financial advisors, who collectively serve $4.4 billion of brokerage and advisory assets LPL Financial LLC announced an agreement with Commerce Bank to transition support of Commerce Financial Advisors to LPL’s Institution Services platform. Commerce Financial Advisors, the retail brokerage and advisory division of Commerce Brokerage Services,......
EXIRIO Announces Launch of Premium Portfolio Tracking Services
Fintech News

EXIRIO Announces Launch of Premium Portfolio Tracking Services

Fintech News Desk
by Fintech News Desk0
Transformational milestone primes fintech platform for next phase of growth. EXIRIO users can connect with over 11,000 banks and brokers across North America & Europe Delaware-incorporated, globally accessible EXIRIO, the wealth and investment tracking app founded in 2020, announces a major milestone as it transitions from its free phase to the......
Glia and Finastra to Accelerate Transition from Phone-First to Digital-First Customer Service for Financial Institutions
Banking Digital Finance News

Glia and Finastra to Accelerate Transition from Phone-First to Digital-First Customer Service for Financial Institutions

Fintech News Desk
by Fintech News Desk0
New app streamlines front-end digital transformation, improving customer experience through FusionFabric.cloud Glia, the leading provider of Digital Customer Service (DCS), has teamed up with Finastra, a global provider of financial software applications and marketplaces, to help financial institutions to improve the digital customer experience. Via its FusionFabric.cloud platform and Fusion Digital Banking solution, Finastra will......
Kestra Private Wealth Services Strengthens Southeast Presence with Canton Wealth Partners
Finance News

Kestra Private Wealth Services Strengthens Southeast Presence with Canton Wealth Partners

Fintech News Desk
by Fintech News Desk0
$650 million firm sought freedom from the corporate umbrella and a greater focus on client goals Kestra Private Wealth Services, LLC, a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Canton Wealth Partners, whose financial professionals collectively oversee $650 million in client assets. “The Canton Wealth Partners team......
CPS Names PayNearMe as its Primary Payments Partner to Accelerate the Auto Lender’s Digital Transformation
Digital Payments Fintech News

Consumer Portfolio Services Names PayNearMe as its Primary Payments Partner to Accelerate the Auto Lender’s Digital Transformation

Fintech News Desk
by Fintech News Desk0
With a focus on fintech innovation, CPS expands its partnership with PayNearMe to deliver a frictionless customer experience across all digital payment types and channels PayNearMe, a fast-growing fintech company radically improving the customer payment experience, announced Consumer Portfolio Services, Inc. named PayNearMe as its primary payments partner. This partnership will accelerate......
IBM And Tietoevry Form A Global Collaboration Taking A New Step Forward In The Development Of Financial Services Technology
Banking Digital Payments News

IBM And Tietoevry Form A Global Collaboration Taking A New Step Forward In The Development Of Financial Services Technology

Fintech News Desk
by Fintech News Desk0
Tietoevry Banking will onboard their Payments product portfolio, including Card Suite, Payment Hub, Virtual Account Management, and Instant Payments Solutions to the IBM Cloud for Financial Services. IBM Consulting enters into a global business transformation and system integration initiative with Tietoevry Banking supporting the digitization of new and existing banking......
Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms
Finance News

Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms

Fintech News Desk
by Fintech News Desk0
Firms’ Clients to Benefit from Trilogy’s Additional Resources and Multi-Generational Teams Who Will Provide a Trusted Advisor for Life Trilogy Financial Services (Trilogy), a national financial advisory firm with more than $3 billion in brokerage and advisory assets, today announces it has acquired two independent financial advisory practices. Trilogy is partnering with these......
Hagerty Appoints Patrick McClymont as new Chief Financial Officer, Announces Planned Retirement and Transition for Longtime CFO Fred Turcotte
Finance News

Hagerty Appoints Patrick McClymont as new Chief Financial Officer, Announces Planned Retirement and Transition for Longtime CFO Fred Turcotte

Fintech News Desk
by Fintech News Desk0
Hagerty (HGTY) announced today that Patrick McClymont has been named Hagerty’s next Chief Financial Officer, effective September 6, 2022. He will succeed current CFO Fred Turcotte, who will retire but will remain with the company in a senior advisor role through 2023 to help ensure a seamless transition. Latest Fintech News: Cashfree Payments Partners with......
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