Search Results for: financial broker platform

B2B Commerce News

Wilshire and QUODD Enter Strategic Partnership In Response To Market Demand For Innovative Sources Of Content

Fintech News Desk
Wilshire, a leading global financial services firm committed to enhancing and modernizing the way that indexes are built, maintained and licensed, has entered into a strategic partnership with QUODD, a comprehensive market data-on-demand provider for the global financial services industry and a NewSpring Holdings platform company, to provide frictionless access......
Cloud Investments News

Pinnacle Realty Advisors Closes Seed Round With Launchpad Capital, Raises Over $5 Million to Date

Fintech News Desk
Cloud-based real estate brokerage, Pinnacle Realty Advisors, announces the closing of its seed round led by Launchpad Capital and the acquisition of technology firm, Realthy.io, to fuel growth of the subscription-based real estate firm and bring transparent pricing and proprietary software to its agents. Launchpad Capital’s Founder, Ryan Gilbert, will join Pinnacle Realty......
Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering
Fintech News

Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering

Fintech News Desk
Morgan Stanley Wealth Management announced plans to consolidate its robo-advisor offering, Access Investing, within the E*TRADE from Morgan Stanley ecosystem. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill Partners Acquire Majority Stake in EPC Power Corp. The updates are part of the E*TRADE integration as Morgan Stanley seeks to......
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Banking News

Matrixport Partners With Elwood Technologies To Enhance DAFS

Fintech News Desk
Matrixport, one of the world’s largest digital assets financial services (DAFS) ecosystems, announced that its prime brokerage business, Matrixport Institutional, has formed a flagship partnership with Elwood Technologies, an established global fintech providing institutional digital assets trading infrastructure. Matrixport is a leading global provider of custodian and prime services for......
Waterdrop Launches the WFind System
InsurTech News

Waterdrop Launches the WFind System

Fintech News Desk
Waterdrop Inc., a leading technology platform dedicated to insurance and healthcare service with a positive social impact, recently launched “Waterdrop Family Insurance Needs Diagnosis”, a system designed to help insurance brokers identify customer insurance needs based on information about their family members, income & expenses, and insurance demands. WFind involves......
Cetera Welcomes Cramer Capital Management
Capital Markets News

Cetera Welcomes Cramer Capital Management

Fintech News Desk
$140 million Kansas City team joins Cetera Advisor Networks from Commonwealth Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Cramer Capital Management has affiliated with Cetera Advisor Networks. Led by founders Bruce and Dawn Cramer, the Kansas City-based team was formerly affiliated with Commonwealth Financial Network and manages $140......
Adwerx Helps Industry Elite Grow their Business With Proven Technology, Launches the Top Producer Platform
Digital Fintech News

Professional Pride Realty Delivers its Agents a Competitive Advantage with Adwerx Advertising Automation

Fintech News Desk
Firm automates brand advertising for every agent through the leading digital platform with proven ROI Adwerx, a full-service digital advertising platform shown to help agents win more listings, announces Professional Pride Realty as the latest brokerage firm to provide advertising automation for every real estate agent. This collaboration will help......
Buckle Signs Agreement with InsureScan to Support Alabama Drivers with Auto Insurance Needs
InsurTech News

Buckle Signs Agreement with InsureScan to Support Alabama Drivers with Auto Insurance Needs

Fintech News Desk
Buckle, the financial services company providing auto insurance solutions for the gig economy, and InsureScan, an upcoming auto insurance specialist, have entered into a managing general agency (MGA) agreement supporting drivers in Alabama. Under the agreement, InsureScan is underwriting non-standard auto insurance policies using Gateway Insurance, one of Buckle’s insurance carriers,......
Asia's First Digital Asset Series (DAS) Seminars Covering Twelve Key Topics Across the Digital Asset Space to Debut in Hong Kong
Cryptocurrency News

Asia’s First Digital Asset Series (DAS) Seminars Covering Twelve Key Topics Across the Digital Asset Space to Debut in Hong Kong

Fintech News Desk
2022 Digital Asset Series (DAS) is a series of free educational seminars delivered by leading industry leaders and practitioners, legal professionals, regulators, and academic scholars from the Fintech ecosystem. Debuting in August 2022, DAS aims to provide education to the general public about the ever-growing landscape of digital assets and facilitate mass adoption......
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