Search Results for: dealer experience

iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors
Capital Markets Fintech Investment Services News

iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors

Fintech News Desk
by Fintech News Desk0
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced an enhanced technology integration with BNY Mellon’s Pershing (“Pershing”) that will simplify the process for advisors accessing alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
Agora Data and Harvey Mudd College Partner to Develop an AI-Powered Application for the BHPH Industry
Business Fintech News

Agora Data Integrates With ABCoA Dealer Management System, Increases Reach of Services for BHPH Dealer Community

Fintech News Desk
by Fintech News Desk0
Agora Data, Inc., a finance solution provider of predictive loan technology, announced today its integration with Advanced Business Computers of America, Inc. (“ABCoA”) Deal Pack. ABCoA’s Deal Pack is a leading provider of dealer management software solutions (“DMS”) to automotive dealers, helping to manage all facets of their operation in one system. The......
AIX and Great Lakes Fund Solutions Announce Integration
Business Fintech Investment Services News

Alternative Investment Industry Leader AIX Launches with Independent Financial Partners (IFP) as Independent Broker-Dealer Client

Fintech News Desk
by Fintech News Desk0
 Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the process of transacting in non-traded alternatives,  announced that Independent Financial Partners (IFP), a full-service broker-dealer, registered investment adviser, and insurance agency, has launched the platform as an independent broker-dealer client. “As AIX continues to gain momentum, we are......
tZERO Announces Two New Broker-Dealers Are Live & Trading
Fintech Investment Services News Trading

tZERO Announces Two New Broker-Dealers Are Live & Trading

Fintech News Desk
by Fintech News Desk0
tZERO, the global leader in blockchain innovation for capital markets, announced today that broker-dealers ChoiceTrade and a multinational, publicly-traded investment bank and financial services company focused on institutional brokerage are now live and trading on the tZERO ATS. These broker-dealers join Dinosaur Financial Group, LLC as subscribers to the tZERO ATS. Customers......
Banking Capital Markets Fintech Fintech Funding Guest Posts Trading

The Impact of COVID-19 on Broker Dealers (And Where It Hurts)

Michael Higgins
by Michael Higgins1
It has been a long and grueling 3 months since the first COVID-19 case reared its head in the United States. When the first deaths were reported, no one could have predicted the global impact it would have. Quarantine efforts in China were minimized but once the disease began to......
Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors
Business News

Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors

Fintech News Desk
by Fintech News Desk0
Combines Knowledge, Networks and Experience of Leading Advisor Recruiting and Transition Consultant Jeff Nash, CEO of BridgeMark Strategies, and Steve Pirigyi, CEO of The Higher Line Ignition Point Partners announced its launch as a comprehensive consultancy that provides outsourced expertise to heads of business development and CEOs focused on evaluating......
Carilion Clinic Partners with VisitPay to Transform Patient Financial Experience
Business Fintech News

Carilion Clinic Partners with VisitPay to Transform Patient Financial Experience

Fintech News Desk
by Fintech News Desk0
VisitPay Will Offer a Patient Finance Experience in Tandem With the Epic Billing System Carilion Clinic, a not-for-profit health system headquartered in Roanoke, Va., has selected VisitPay to provide patients with the tools and resources necessary to manage and meet their financial obligations with confidence. “At Carilion Clinic, we are focused on all......
AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms
Banking Fintech Funding News

AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms

Fintech News Desk
by Fintech News Desk0
New Partnership Will Allow Valmark Member Firms to Modernize and Simplify the Billing Process for Financial Planning Services and Better Serve Clients’ Changing Needs AdvicePay, the only fee-for-service billing and payment platform designed exclusively for financial advisors, and Valmark Financial Group, one of the  leading independent full-service life insurance agency,......
Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors
Fintech News

Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors

Business Wire
by Business Wire0
Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm, announced that it has acquired Laurel Wealth Advisors (“Laurel”), a California-based independent advisory firm known for its holistic planning approach, after significant due diligence by both parties. Latest Fintech Interview: Global Fintech Interview with Lisa Loud, CEO & Co-founder......
Fidelity Accused Of "Lackadaisical" Vetting Of Investors Wanting To Trade In Complex, Risky Investments
Investments News Risk Management

Fidelity Accused Of “Lackadaisical” Vetting Of Investors Wanting To Trade In Complex, Risky Investments

Fintech News Desk
by Fintech News Desk0
William Galvin, head of the Massachusetts Securities Division, has filed an administrative complaint against Fidelity Brokerage Services. The firm has been accused of not making a good enough attempt to vet investors’ applications before allowing them to engage in options and margin trading. This led to financial losses for investors.......
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