Search Results for: Financial Advisor

Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News Risk Management

Netskope Announces David Fairman as Chief Security Officer for Asia-Pacific Region

Fintech News Desk
Former CSO of National Australia Bank and Royal Bank of Canada to bring expertise during period of rapid customer growth amid rise in remote-first workforce Netskope, the leading security cloud, announced the appointment of David Fairman to Chief Security Officer (CSO), APAC. With his global experience, Fairman is responsible for security operations......
KlariVis Now Available in the Microsoft Azure Marketplace
Banking Fintech News

KlariVis Now Available in the Microsoft Azure Marketplace

Fintech News Desk
Microsoft Azure customers worldwide now gain access to KlariVis to take advantage of the scalability, reliability, and agility of Azure to drive application development and shape business strategies  KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced its listing in the Microsoft Azure Marketplace, an......
XP Inc. Acquires Stake in Fintech Fliper in Anticipation of the Ongoing Trend Toward Open Banking
Banking Fintech Investment Services News

XP Inc. Acquires Stake in Fintech Fliper in Anticipation of the Ongoing Trend Toward Open Banking

Fintech News Desk
XP Inc, a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announces the acquisition of a majority ownership stake in Fliper, an automated investment consolidation platform that offers its users connectivity and tools to perform intuitive and intelligent financial self-management. The transaction allows......
tZERO Named Best Blockchain Solution of the Year by FTF News Technology Innovation Awards 2020
Blockchain Fintech News

tZERO Named Best Blockchain Solution of the Year by FTF News Technology Innovation Awards 2020

Fintech News Desk
tZERO, the global leader in blockchain innovation for capital markets, announced that it has won the 2020 FTF News Technology Innovation Award for the ‘Best Blockchain Solution of the Year’ category. As the securities industry is moving ahead with new solutions that use distributed ledger technology (DLT), this award honors......
TD Ameritrade Investor Movement Index: May Activity Boosts IMX
Fintech Investment Services News

TD Ameritrade Investor Movement Index: May Activity Boosts IMX

Fintech News Desk
The Investor Movement Index increased to 4.35 in May, up 11.54 percent from its April score of 3.90. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets. Read More: GlobalFintechSeries Interview......
Joseph Otting, Former Comptroller of the Currency, Joins Black Knight Board of Directors
Cryptocurrency Fintech News

Joseph Otting, Former Comptroller of the Currency, Joins Black Knight Board of Directors

Fintech News Desk
Black Knight, a leading provider of integrated software, data and analytics to the mortgage and real estate industries, announced that Joseph M. Otting, former Comptroller of the Currency, has been elected to serve on the company’s Board of Directors. Read More: Strider Announces John Mullen, Former Assistant Director of CIA,......
Republic Capital Group Investing in Creativemass, a FinTech Software Company
Banking Capital Markets Fintech Investment Services News

Republic Capital Group Investing in Creativemass, a FinTech Software Company

Fintech News Desk
Republic Capital Group, a firm specializing in providing investment banking services to the RIA, asset and wealth management communities, is announcing it is investing in Creativemass, a co-located U.S. and Australian financial services software company providing wealth management solutions through its flagship product, WealthConnect. Read More: GlobalFintechSeries Interview with Brandon......
Wolters Kluwer Introduces OneSumX ProViso to Help Manage Financial Institutions’ Regulatory Obligations
Fintech News

Wolters Kluwer Tax & Accounting CCH Tagetik Analytic Information Hub and CCH Axcessâ„¢ Knowledge Coach Expert Solutions Recognized with American Business Awards

Fintech News Desk
Wolters Kluwer Tax & Accounting, a leading provider of expert solutions that combine deep domain knowledge and local expertise with advanced technology and services to help tax, accounting, audit, and finance professionals make critical decisions every day, was recognized with two Stevie Awards in the 18th Annual American Business Awards. for......
Boston National Title to Use Black Knight's Expedite Suite of eSign and Document Fulfillment Solutions
Banking Fintech News

Black Knight’s CompassPPE and Ernst Fee Service Now Integrated With Blend’s Digital Lending Platform to Support Effective Loan Pricing

Fintech News Desk
Collaboration delivers improved margin management, helps lenders effectively price loans and minimize costly fee cures, while enhancing the customer experience Black Knight, announced that its dynamic CompassPPE product, pricing and eligibility engine and comprehensive Ernst Fee Service solution are now integrated with Blend‘s digital lending platform for mortgages and consumer banking. The integration......
Finitive and Vervent Announce Strategic Partnership
Business Fintech News

Finitive and Vervent Announce Strategic Partnership

Fintech News Desk
Vervent is pleased to announce a partnership with Finitive to further promote collaboration and inclusion within the Fintech industry. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor The combined power of Vervent’s advanced portfolio servicing with Finitive’s network and proficiency in private credit......
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