Search Results for: Business Advisors

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
by Fintech News Desk0
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
Xignite Now Available in AWS Data Exchange
Fintech News

Xignite Now Available in AWS Data Exchange

Fintech News Desk
by Fintech News Desk0
Provides Easy Access to End-of-Day and Historical Stock Price Data Xignite, Inc. announced their financial data APIs  are now available in AWS Data Exchange, a new service that makes it easy for millions of Amazon Web Services (AWS) customers to securely find, subscribe to, and use third-party data in the cloud. Xignite......
Inaugural Zoe Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management, Seek Long-Term Advisor Relationships
Banking News

Inaugural Zoe Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management, Seek Long-Term Advisor Relationships

Fintech News Desk
by Fintech News Desk0
First-of-Its-Kind Study Suggests More than Two Million Wealthy Households Do Not Currently Have a Financial Advisor, Finds that More Than Half Would Choose an Advisor Online Zoe Financial, a technology-driven marketplace that empowers customers to make better financial decisions, released the results of its inaugural Zoe Wealth Planning Sentiment Study.......
Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline
Fintech News

Riskalyze Announces “Regulation Best Interest” Solution at FSI OneVoice

Fintech News Desk
by Fintech News Desk0
New Reg BI Functionality Built Into Riskalyze Select and Elite Will Assist Wealth Management Enterprises in Addressing All Four Components of the Rule  Riskalyze announced brand new functionality and workflows as upgrades to its Riskalyze Select and Elite products to help financial advisors and wealth management enterprises address all four......
WEX Announces a $400 Million Investment From Warburg Pincus and Amendment to the Credit Agreement
Banking Business News

WEX Signs Definitive Agreement to Acquire eNett and Optal

Fintech News Desk
by Fintech News Desk7
Aligns with WEX’s global growth strategy by extending the Company’s leadership position in the attractive Travel market Accelerates WEX’s revenue growth and is accretive to adjusted net income EPS in the first 12 months Provides significant global geographic diversification while reducing WEX’s exposure to macro-economic fluctuations Complements WEX’s technology and......
Covr Financial Technologies Announces New Head of Sales
Banking News

Covr Financial Technologies Announces New Head of Sales

Fintech News Desk
by Fintech News Desk0
Covr Financial Technologies announced that Jim Gothers has been appointed as Head of National Sales for its financial institution business, supporting banks, brokerage firms, wealth management firms and RIA partner firms. Reporting to Jim will be Covr’s insurance sales consultant team, advanced insurance division, policy analytics team, and key account directors. Read More: Telepin......
Digital Experience Drives Advisor Engagement, SS&C Report Finds
Business News

Digital Experience Drives Advisor Engagement, SS&C Report Finds

Fintech News Desk
by Fintech News Desk0
Latest Research Names Fidelity Top Digital Engagement Leader SS&C Technologies Holdings, Inc. released its annual research on the digital behaviors and expectations of financial advisors. The report identifies critical areas where asset managers can improve advisors’ digital experience and provides industry examples of best practices. The study also found that......
EMURGO Establishes Strategic Task Force with Uzbekistan Government to Develop Framework for Security Token Offerings & Exchanges
Blockchain Currency Exchange News

EMURGO Establishes Strategic Task Force with Uzbekistan Government to Develop Framework for Security Token Offerings & Exchanges

Fintech News Desk
by Fintech News Desk5
EMURGO Ptd. Ltd. – EMURGO – the official commercial arm of Cardano blockchain – announces the establishment of a blockchain task force with the National Agency of Project Management (NAPM) under the government of the Republic of Uzbekistan, and alongside advisors KOBEA Group & Infinity Blockchain Holdings, to lead the development of a......
Catalyst Fund Announces New £12 Million GBP Commitment From UK Aid and J.P. Morgan to Advance Financial Inclusion in Emerging Markets
Banking News

Catalyst Fund Announces New £12 Million GBP Commitment From UK Aid and J.P. Morgan to Advance Financial Inclusion in Emerging Markets

Fintech News Desk
by Fintech News Desk0
New Commitment to Help Fund the Growth of 30 Early-Stage Companies Focused on Advancing Financial Inclusion for Underserved Consumers Catalyst Fund, managed by BFA Global and Rockefeller Philanthropy Advisors (RPA), announced a new £12 million GBP ($15 million USD) commitment from UK aid and J.P. Morgan to advance financial inclusion for underserved people......
EY TaxChat Enters Global Consumer Market for Personal Tax Filing
Banking Fintech News

EY TaxChat Enters Global Consumer Market for Personal Tax Filing

Fintech News Desk
by Fintech News Desk0
EY announces EY TaxChat, the first direct-to-consumer EY tax service, which will be available to individual taxpayers in several countries around the world. An on-demand mobile tax preparation service, EY TaxChat offers personalized service from a licensed EY professional who will prepare and file tax returns on the taxpayer’s behalf.......
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