Search Results for: dealer experience

Advisor360° Introduces New Insurance Application for Wealth Management Enterprises
Fintech InsurTech News

Advisor360° Introduces New Insurance Application for Wealth Management Enterprises

Fintech News Desk
The Advisor360° platform now provides broker-dealers with enhanced insurance capabilities, helping their advisors to grow their businesses. Advisor360°, provider of a unified, integrated suite of customizable tools for advisors, clients, and enterprises, today announced it has expanded the insurance capabilities of the Advisor360° platform, allowing wealth management firms to further evolve......
CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives
Business Fintech Investment Services News

CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives

Fintech News Desk
CAIS, the leading alternative investment platform, announced an integration agreement with BNY Mellon’s Pershing (“Pershing”), a leading provider of global financial business solutions, to automate manual transaction processes, making it easier and faster for financial advisors to allocate to alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
Wipro Selected as Strategic Partner by Metro Bank to Drive IT Transformation
Business Fintech News

Wipro and Quaternion Partner to Launch Standard Initial Margin Model (SIMM) Solution

Fintech News Desk
Wipro Limited, a leading global information technology, consulting and business process services company, today announced a partnership with industry-leading Standard Initial Margin Model (SIMM) vendor, Quaternion Risk Management. As part of the collaboration, Wipro will offer SIMM-in-a-box to financial institutions covered under Uncleared Margin Rules (UMR). Read More: Cardtronics takes over......
Webull Financial Debuts Customizable Desktop Platform, Webull 4.0
Fintech News Trading

Webull Financial Debuts Customizable Desktop Platform, Webull 4.0

Fintech News Desk
Latest version of desktop platform offers traders the option to completely customize widgets based on preference and importance Webull Financial LLC, an independent, self-directed broker dealer focused on zero-commission trading and in-depth market data, today announced the launch of Webull Desktop 4.0. The enhanced version of its current desktop offering provides......
Regulating Cryptocurrency – Global Lessons From South Africa
Cryptocurrency Fintech Guest Posts

Regulating Cryptocurrency – Global Lessons From South Africa

Angus Brown
“Cryptocurrency is the perfect way to launder money”. This has been the view of many hackers, fraudsters and even regulators. The creation of a distributed network of servers allowing anonymous accounts and the instant transfer of value anywhere in the world was initially seen as an opportunity to launder illicit......
InsurTech News

World Insurance Associates Acquires Lindberg & Associates Insurance of Virginia

Fintech News Desk
World Insurance Associates LLC (WIA), a Top 100 Insurance Agency, announced today that it acquired Lindberg & Associates of Poquoson, Virginia, on July 1, 2020. Terms of the transaction were not disclosed. Founded in 2011, Lindberg & Associates is an independent insurance agency that provides all forms of property and......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Fintech News

SMArtX Announces New Office Expansion with Four Key Hires

Fintech News Desk
SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform (TAMP), announced today a new Austin, Texas office and the recent addition of four new strategic hires to further position itself for rapid industry growth. The hires include Brad Haag as......
News Trading

Flyer Adds Brian Bleasdell as Chief Product Officer

Fintech News Desk
Flyer, a leading provider of trading tools, connectivity and infrastructure for the wealth management industry, announced today that Brian Bleasdell has joined the firm’s executive team as Chief Product Officer. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection As Flyer extends its offering for wealth managers, Bleasdell......
First National Bank of Omaha Launches Credit Card-as-a-Service Solution
Banking News

First National Bank of Omaha and Ford Launch New FordPass™ Rewards Visa® Card

Fintech News Desk
Credit Card is Newest Feature of Most Comprehensive Loyalty Rewards Program in Auto Industry First National Bank of Omaha (FNBO) announced today the launch of a new automotive credit card program with Ford Motor Company and Visa, Inc. FNBO is among the nation’s leading and most experienced credit card issuers,......
Blockchain Cryptocurrency Investment Services News

12 Peers Invests in ShareRing (SHR), Marking the Firm’s First Investment Into the Digital Asset Space

Fintech News Desk
The ShareRing management team has successfully executed gig-economy applications for mobility rentals and travel. Their latest venture, the ShareRing app is focused on the fragmented $7 Trillion travel economy and integrates travel documents and itineraries into an all-in-one travel platform. 12 Peers Capital, the Cayman Islands based broker-dealer and capital......
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