Search Results for: dealer experience

LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
by Fintech News Desk0
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
Say Announces Addition of ETF Industry Leader Jennifer Grancio to Advisory Board
Banking Fintech News

Say Announces Addition of ETF Industry Leader Jennifer Grancio to Advisory Board

Fintech News Desk
by Fintech News Desk0
Say is pleased to announce the addition of Jennifer Grancio to its advisory board. Ms. Grancio will provide guidance to Say as it further expands its Shareholder Communication Platform to provide improved shareholder voting and engagement tools for broker-dealers, issuers, institutional investors, and retail shareholders. Read More: Folio Financial Among......
New Company, Trupayments, LLC, Launches Grail Technology Platform to Power Personalized Digital Marketing, Shopping and Retailing Solutions
Banking Fintech Funding

New Company, Trupayments, LLC, Launches Grail Technology Platform to Power Personalized Digital Marketing, Shopping and Retailing Solutions

Fintech News Desk
by Fintech News Desk0
Initial Products, Tru Shop-By-Payment and Tru Rideitnow Serve Automotive, Powersports and Rv Verticals. Automobile Consumer Services, Inc. (ACS), announced it has established truPayments, LLC, a financial technology company. In 2017, ACS engineers began building a new platform, GRAIL, replacing its 11 year old DriveItNow web application. When completed, GRAIL will......
InfraRisk Expands Auto Financing Cooperation with Toyota Finance, Taurus Motor Finance
Banking Fintech Funding News

InfraRisk Expands Auto Financing Cooperation with Toyota Finance, Taurus Motor Finance

Fintech News Desk
by Fintech News Desk0
InfraRisk Pty Ltd. , a leading supplier of credit management solutions in Australia, announced it has expanded cooperation in auto financing with Toyota Financial Services to Germany and Austria to facilitate its credit process when lending to dealerships and large fleet customers. Toyota Financial Services is a wholly owned subsidiary of the world’s......
Ledger Vault, Coinstreet Partners And Global Intelligent Trust Collaborate to Launch Digital Asset Custody Service for Digitized Securities, Tokenized Assets & Stablecoins
Fintech News

Ledger Vault, Coinstreet Partners And Global Intelligent Trust Collaborate to Launch Digital Asset Custody Service for Digitized Securities, Tokenized Assets & Stablecoins

Fintech News Desk
by Fintech News Desk0
BMI Coinstreet Digital (BC-Digital), a joint venture between BMI Group & Coinstreet Partners, and Global Intelligent Trust (GIT), a licensed trust company in Hong Kong, announced their collaboration to launch digital asset custody services for initial Tokenized Security Offering (TSO), Digitized Security Offering (DSO), Tokenized Asset Offering (TAO), Security Token Offering......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Banking Fintech News

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
by Fintech News Desk0
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......
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