Search Results for: Financial Advisor

Fintech Investment Services News Trading

Apex Clearing and Marstone Launch Fully Integrated Digital Wealth Solution Through Strategic Partnership

Fintech News Desk
by Fintech News Desk0
First joint client mandate will transform wealth management as well as help companies meet investor demands and needs for years to come Marstone, Inc., a leading, independent digital wealth management platform, and Apex Clearing, the custody and clearing engine powering the future of digital wealth management, today announced the integration of......
iPipeline Integrates AlphaTrust e-Sign into the AFFIRM Order Entry Platform
Fintech InsurTech News

iPipeline Integrates AlphaTrust e-Sign into the AFFIRM Order Entry Platform

Fintech News Desk
by Fintech News Desk0
iPipeline – a leading provider of cloud-based software solutions for the life insurance and financial services industry – announced the integration of AlphaTrust e-Sign into the AFFIRM® order entry system used by the nation’s most respected financial institutions and their advisors. The integration enables advisors to overcome remote selling obstacles......
Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform
Business Fintech News

Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Leading independent broker-dealer and RIA Insigneo has entered into a contractual partnership with technology pioneer Skience to build a state-of-the-art platform that combines the most advanced end-client connectivity with a customized workstation designed for advisors with global practices. The working partnership has a goal of rolling out a solution that......
Enigma Securities Expands Execution Services to Bitcoin Futures and Options Through New Partnership With CME Group
Business Cryptocurrency Fintech News

Enigma Securities Expands Execution Services to Bitcoin Futures and Options Through New Partnership With CME Group

Fintech News Desk
by Fintech News Desk0
Enigma Securities, a crypto-focused financial institution, specialized in electronic execution services announced the expansion of its services to provide access for Bitcoin Futures and Options block trading, through a new partnership with CME Group.  By leveraging CME’s ClearPort platform, Enigma can facilitate block trading of CME Bitcoin derivatives for institutional......
DefenseStorm Builds on 2019 Growth With a Record First Half Of 2020
Artificial Intelligence Fintech News

DefenseStorm Builds on 2019 Growth With a Record First Half Of 2020

Fintech News Desk
by Fintech News Desk0
DefenseStorm, a leading cloud-based cybersecurity and cybercompliance management provider to regional and community banks and credit unions, announced the addition of 12 new customers and the extension of 100% of customer relationships whose contracts were up for renewal in the first half of the year, positioning the company for accelerated......
E*TRADE Study Reveals Significant Rebound in Bullish Sentiment
Fintech Investment Services News

E*TRADE Study Reveals Significant Rebound in Bullish Sentiment

Fintech News Desk
by Fintech News Desk0
E*TRADE Financial Corporation announced results from the most recent wave of StreetWise, the E*TRADE quarterly tracking study of experienced investors. Results indicate investors are bullish on the market but have a wary economic outlook: Read More: GlobalFintechSeries Interview with Patrick Turiano, Director of Marketing at Paysafe Group “It’s encouraging to......
FMS Signs an Agreement to Handle Grocers Supply's Retail Accounting Services
Fintech News

FMS Signs an Agreement to Handle Grocers Supply’s Retail Accounting Services

Fintech News Desk
by Fintech News Desk0
FMS Solutions, announced that it will be the third-party outsourced provider for Grocers Supply’s retail accounting services division in Houston, Texas. This new agreement increases FMS’s presence in the south-central part of the U.S. This relationship continues the longstanding partnership between Grocers Supply and FMS. For many years, Grocers has leveraged FMS’s......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Business Fintech News

NewRez Accelerates the Digital Transformation of its Lending Experience in Collaboration with Salesforce

Fintech News Desk
by Fintech News Desk0
NewRez LLC, a national mortgage lender and servicing organization, and Salesforce, the global leader in CRM, announced a strategic relationship focused on delivering a consistent, connected experience for borrowers and homeowners across NewRez’s mortgage lending and servicing business. In addition, Salesforce has selected NewRez as a new industry design advisor......
Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards
Fintech News

Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards

Fintech News Desk
by Fintech News Desk0
As part of Aite Group’s recently announced 2020 Digital Wealth Management Impact Innovation Awards, Schwab Intelligent Portfolios Premium has been named the winner in the Hybrid Advice Offering category. Schwab Intelligent Portfolios Premium is a subscription-based digital advisory service that combines automated investing with unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional.......
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