Search Results for: Financial Advisor

FinMason Expands Sales Team
Investment Services News

FinMason Expands Sales Team

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced the addition of two industry veterans to their senior sales staff: Elizabeth Lewis and Wes Graves. They will be responsible for identifying business opportunities, managing client accounts and relationships, and recognizing pain points that FinMason can ease......
Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs
Fintech News

Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs

Fintech News Desk
by Fintech News Desk0
InvestCloud White Allows RIAs to Run Entire Business Via One Platform and TAMPs to Support Dozens of Others At its 2020 Conference, InvestCloud announced the launch of InvestCloud White, a digital platform for wealth management and turnkey asset management programs (TAMPs). InvestCloud White is a complete solution for the wealth management space,......
FXCM Pro Now Onboarding Clients With FlexTrade’s Maxxtrader
News Trading

FXCM Pro Now Onboarding Clients With FlexTrade’s Maxxtrader

Fintech News Desk
by Fintech News Desk0
FXCM Group, LLC, a leading international provider of online foreign exchange and CFD trading, announced that FXCM Pro is beginning the process of onboarding clients with FlexTrade System’s “MaxxTrader” solution across the LD4 hosting centre. This announcement follows from the recent news in late 2019 detailing the initial launch of......
Holt Accelerator - Seeking the World's Best Early Stage Fintechs to Join Cohort 3.0
Investment Services

Holt Accelerator – Seeking the World’s Best Early Stage Fintechs to Join Cohort 3.0

Fintech News Desk
by Fintech News Desk0
Holt Fintech Accelerator is currently receiving applications for their 2020 cohort – version 3.0. This will be the third cohort following active investments in 18 top fintechs, enabling 30+ deals for their startups (ie. half with financial institutions as customers / partners, half with institutional investors), resulting in companies raising an......
Forte and SeamlessDocs Form Strategic Partnership to Streamline Payments for Government Agencies
Fintech News

Forte Unveils New BillPay Solution

Fintech News Desk
by Fintech News Desk0
Forte Payment Systems, a CSG company, announced its new BillPay solution including omnichannel accessibility, payer-friendly navigation, biller customization, and advanced technology that delivers a secure and seamless payment experience. “Consumer demands, evolving technology, security, and growing connectivity all contribute to the shifting focus in payments” BillPay gives billers the ability to collect......
8i Enterprises Acquisition Corp. Announces that Its Intended Merger Target – Diginex Bolsters Compliance Function with Singapore Talent
Business Fintech News

8i Enterprises Acquisition Corp. Announces that Its Intended Merger Target – Diginex Bolsters Compliance Function with Singapore Talent

Fintech News Desk
by Fintech News Desk0
 8i Enterprises Acquisition Corp. a special purpose acquisition company, announced that Diginex, a digital asset financial services and advisory company with which JFK entered into a definitive share exchange agreement dated July 9, 2019, has expanded its compliance team with the appointment of Vicki Tan, who joins Diginex as Head......
LiquidityBook Finishes Volatile Year with Record Revenues, Major Staff Expansion
Banking Investment Services News

LiquidityBook Adds Duet Group to Client Roster

Fintech News Desk
by Fintech News Desk0
SaaS-based POEMS provider selected by global investment holding company to support additional lines of business LiquidityBook announced that Duet Group, a global investment holding company, has implemented the SaaS-based LBX Buy Side as its POEMS (portfolio, order and execution management system). LiquidityBook’s platform provides a full range of order, execution......
Bankers Confident about Future but Signal Fintech Fear
Banking News

Bankers Confident about Future but Signal Fintech Fear

Fintech News Desk
by Fintech News Desk0
New Payment/Money Transfer Platforms Viewed by Many as a Serious Threat to Sector’s Overall Profitability. Banking leaders are increasingly confident about their future.  Promontory Interfinancial Network’s proprietary Bank Confidence Index reached its highest point since it debuted five years ago, according to its fourth quarter Bank Executive Business Outlook survey released......
i2c Announces Appointment of Jim McCarthy as Its President
Banking Fintech Fintech Radar Fintech Startups Mobile Banking News

Payment and Open Banking Technology Provider i2c Appoints Jim McCarthy as President

Abhishek Upadhyay
by Abhishek Upadhyay0
One of the major providers of open banking and payment technology, i2c Inc. recently announced that the firm had appointed Jim McCarthy as its President. Jim will operate from the company’s headquarters in Silicon Valley. He will be responsible for i2c teams working with partners, prospects, and clients, and will......
1