Search Results for: Investment Management

Bluevisor Recognized as One of the 10 Most Incredible Startups in New York and East Coast Region
Fintech Startups News

Bluevisor Recognized as One of the 10 Most Incredible Startups in New York and East Coast Region

Fintech News Desk
by Fintech News Desk0
Bluevisor, a member company of the Born2Global Centre, was recently recognized at Wall Street for its AI-based asset management service. At Startup World Cup 2019, which was held in New York on November 30, Bluevisor overcame a fierce competition rate of 400:1 and was designated one of the competition’s top 10 companies. As a top......
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Business Fintech News

Snappy Kraken and Sawtooth Solutions Partner to Provide IARs & RIAs With Marketing That Costs Zero Up Front and Only Pay for Success

Fintech News Desk
by Fintech News Desk0
Full White Label and Hybrid Label Marketing Partnerships Now Available Industrywide to Help Financial Services Firms Serving Advisors Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has announced an enterprise relationship with Sawtooth Solutions, an investment platform that provides both RIAs and IARs......
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......
Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category
Banking Fintech Funding News

Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category

Fintech News Desk
by Fintech News Desk0
Folio Financial announced that it has been chosen as a  Benzinga Top Fintech Listmaker in the “Best Robo-Advisor” category for its Digital Wealth Platform. This award recognizes “organizations in the FinTech space who are moving the needle on financial wellness innovation.” The four other finalists in the category were Charles Schwab, Betterment, Wealthfront,......
Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
by Fintech News Desk0
Growing Innovator in Financial Technology (FinTech) and Consulting Expands Board of Directors to Include 34-Year Wells Fargo Veteran. Sapphire Software Services, Inc., a Minnesota-based software consulting firm and makers of Panoramix for Financial Advisors, announced an expansion of the board of directors as part of a general organization meeting. Joining......
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,......
The Front Door of a Bank Is Now an App, Not a Physical Branch, as Shift to Digital-Only Banking Intensifies
Banking News

The Front Door of a Bank Is Now an App, Not a Physical Branch, as Shift to Digital-Only Banking Intensifies

Fintech News Desk
by Fintech News Desk0
Twice as many Americans expect to use a banking app than visit a physical bank branch in the next three months, with more than 60 percent doing the majority of their banking online. Mobile banking apps have surpassed physical branches as the most critical touchpoint of the banking experience, according to......
Visa and Marqeta Offer Fintechs a Path to Growth in the World’s Fastest Growing Digital Payments Landscape
Digital Payments News

Visa and Marqeta Offer Fintechs a Path to Growth in the World’s Fastest Growing Digital Payments Landscape

Fintech News Desk
by Fintech News Desk0
Marqeta expansion radically simplifies the process of launching digital card programs across 10 markets in Asia Pacific Visa, the world’s leader in digital payments, and Marqeta, the modern card issuing platform, announced a platform collaboration intended to ease global expansion for multi-national card programs. The project plans to provide a......
Capital on Tap Partners With Marqeta for Expansion to Spain
Digital Payments Fintech News

Capital on Tap Announces New Partnership With Marqeta, Pairing Industry-Leading Business Credit Card With Best-In-Class Card Issuing Platform

Fintech News Desk
by Fintech News Desk0
Capital on Tap will turn to Marqeta’s modern card issuing platform to power its card offering, used by UK small businesses to better access capital. Capital on Tap, one of the UK’s fastest growing companies, announced that it is partnering with Marqeta, the leading global modern card issuing platform, to......
Marqeta and CashFlows Announce New European Partnership, Uniting Two of the Region’s Most Disruptive Payment Innovators
Digital Payments News

Marqeta and CashFlows Announce New European Partnership, Uniting Two of the Region’s Most Disruptive Payment Innovators

Fintech News Desk
by Fintech News Desk0
Marqeta’s industry-leading modern card issuing platform will look to CashFlows’ BIN sponsorship capabilities, further simplifying and speeding up the path to market for digital banks and fintech innovators Marqeta, the leading global modern card issuing platform, announced a new partnership  at the Money20/20 Europe event in Amsterdam with CashFlows, a......
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