Search Results for: broker accounts

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs
Investment Services News

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs

PR Newswire
by PR Newswire0
New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX The retirement groups within Morningstar Investment Management LLC (“Morningstar Retirement”), a subsidiary of investing insights firm Morningstar, and Envestnet, a leading......
Origin Launches Mint Alternative: the First Personal Finance Platform that Offers Expert Guidance through AI Chat
Finance News

Origin Launches Mint Alternative: the First Personal Finance Platform that Offers Expert Guidance through AI Chat

GlobeNewswire
by GlobeNewswire0
Origin, the startup reimagining financial wellness for all, announced that it has launched the first personal finance platform to provide holistic tracking of net worth, AI-powered financial guidance, automated investing, easy tax filing, estate planning, and the option to meet with a Certified Financial Planner(CFP). Origin fills the void left......
Ascend to Serve as a Financial Operations Automation Platform for Acrisure
Fintech News

Ascend to Serve as a Financial Operations Automation Platform for Acrisure

PR Newswire
by PR Newswire0
Ascend announced that Acrisure, the global Fintech leader, will leverage its premier financial operations automation platform. Initially, Acrisure will leverage Ascend to streamline billing, financing, and carrier payable workflows within its small commercial lines accounts. Ascend’s cutting-edge platform features comprehensive automation of accounts receivable and accounts payable workflows within the......
Insurtech Startup Quotewell Comes Out of Stealth, Raised Over $15 Million in Series a Funding Led by NEA
InsurTech News

Insurtech Startup Quotewell Comes Out of Stealth, Raised Over $15 Million in Series a Funding Led by NEA

PR Newswire
by PR Newswire0
QuoteWell, a tech-enabled commercial insurance wholesale brokerage that is at the forefront of innovating the distribution side of insurance, announced the launch of its brokerage operations to serve independent retail agents. QuoteWell helps agents who are often overlooked and given poor customer service due to low premiums associated with their......
FDCTech Signs the Definitive Agreement to Merge with Alchemy Group, Seeks Uplist
Fintech News

FDCTech Signs the Definitive Agreement to Merge with Alchemy Group, Seeks Uplist

GlobeNewswire
by GlobeNewswire0
The Company acquires 100% of Alchemy Markets DMCC (Alchemy UAE), 100% of Alchemy Prime Ltd. (Alchemy UK), and 49.90% of Alchemy Markets Ltd. (Alchemy Malta). Post-merger, the Company will control 100% of Alchemy Malta. The acquisition of Alchemy UK and Alchemy Malta is subject to regulatory approval. FDCTech,, a fintech-driven......
Ault Alliance Launches New FinTech Offering Monthlyincome.com
Fintech News

Ault Alliance Launches New FinTech Offering Monthlyincome.com

Business Wire
by Business Wire0
Ault Alliance, a diversified holding company announced the launch of its new FinTech offering via the Company’s online investing platform Monthlyincome.com, which provides opportunities for investors to purchase senior unsecured notes and earn fixed monthly income. Latest Fintech Interview : Global Fintech Interview with Randall Tidwell, CFO at Serviceaide Monthlyincome.com......
First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF
Investment Services News

First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF

Business Wire
by Business Wire0
First Trust Advisors L.P. (“FTA”) announces the declaration of the monthly distribution for First Trust Income Opportunities ETF, advised by FTA. Latest Fintech Interview : Global Fintech Interview with Ivan Matviak, Executive Vice President at Clearwater Analytics FTA is a federally registered investment advisor and serves as the Fund’s investment......
1