Search Results for: broker accounts

Financial Advisors Have Used FIDx's Platform for More Than $1B in New Annuity Contracts
InsurTech News

Financial Advisors Have Used FIDx’s Platform for More Than $1 Billion in New Annuity Contracts

PR Newswire
by PR Newswire0
Accelerated Growth Driven by Increased Adoption from Financial Advisors Fiduciary Exchange LLC (FIDx) is celebrating a significant milestone: financial advisors have utilized FIDx’s platform, which includes tools and integrated technology solutions for managing annuities, for more than $1 billion in new annuity contracts since the platform’s full market launch in September 2021. “Our......
Fiserv and Akoya Meet Consumer Demand for Anytime, Anywhere Financial Information with New Data Sharing Agreement
Fintech News

Fiserv and Akoya Meet Consumer Demand for Anytime, Anywhere Financial Information with New Data Sharing Agreement

PR Newswire
by PR Newswire0
Connection will enable direct access to data, facilitating secure information sharing for financial institutions and their customers Fiserv, Inc., a leading global provider of payments and financial services technology, and Akoya, an API-only network for the consumer-permissioned sharing of financial data, are collaborating to enable secure data sharing among financial......
Velocity Risk Underwriters Implemented Guidewire InsuranceNow to Launch New Products for Business Growth
InsurTech News

Velocity Risk Underwriters Implemented Guidewire InsuranceNow to Launch New Products for Business Growth

Business Wire
by Business Wire0
Managing general agency leveraging core operations in the cloud Guidewire announced that Velocity Risk Underwriters (Velocity Risk), a catastrophe-focused property insurance hybrid managing general agency (MGA) and AM Best A- (Excellent) rated excess and surplus (E&S) insurer licensed in all 50 states, implemented Guidewire InsuranceNow to quickly launch new products to meet changing......
Quicken Adds Robust Investment Tracking Features to Its Personal Finance App Simplifi
Cryptocurrency News

Quicken Adds Robust Investment Tracking Features to Its Personal Finance App Simplifi

PR Newswire
by PR Newswire0
Amid this period of market volatility, new features offer users powerful investment balance and performance tracking capabilities Quicken Inc., maker of America’s best-selling personal finance software, released a robust set of investment tracking features for Simplifi by Quicken, its award-winning personal finance app. The new capabilities and insights give Simplifi users......
Achieve and Cross River Partner to Diversify and Expand Investor Access to Personal Loan Collateral
Finance News

Achieve and Cross River Partner to Diversify and Expand Investor Access to Personal Loan Collateral

PR Newswire
by PR Newswire0
Partnership debuts with the sale of pass-through certificates backed by $34.5 million in Achieve Personal Loans Achieve, the leader in digital personal finance, and Cross River Bank completed the issuance of the first pass-through certificates backed by Achieve Personal Loans, for which CRB Securities, LLC acted as placement and settlement agent.......
Janover Launches AI Capabilities to Further Transform Commercial Real Estate Lending
Artificial Intelligence Fintech News

Janover Launches AI Capabilities to Further Transform Commercial Real Estate Lending

Fintech News Desk
by Fintech News Desk0
Janover Inc., a B2B fintech marketplace connecting commercial property borrowers and lenders with a human touch, announced the launch of new autonomous artificial intelligence (AI) email, which build on AI communication capabilities that were successfully implemented within the platform earlier this year. The AI-based agent operates via chat, voice, text,......
SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service and Competitive Rates, Building More Momentum for Their Money
Banking News

SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service

Business Wire
by Business Wire0
White-label app and dashboard empowers advisors to provide bespoke private banking services to high-net-worth clients, including checking and savings accounts with high-yield 3.51% APY and up to $125M FDIC insurance SkyView, a leading investment bank and specialty lender dedicated to supporting the M&A goals of independent registered investment advisors (RIAs),......
The Federal Reserve Announces That Its New System for Instant Payments, the FedNow Service, Is Now Live
Digital Payments News

The Federal Reserve Announces That Its New System for Instant Payments, the FedNow Service, Is Now Live

Business Wire
by Business Wire0
The Federal Reserve on Thursday announced that its new system for instant payments, the FedNow Service, is now live. Banks and credit unions of all sizes can sign up and use this tool to instantly transfer money for their customers, any time of the day, on any day of the year.......
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