Search Results for: Business Advisors

Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform
Banking News

Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform

Fintech News Desk
by Fintech News Desk0
The New Funds Will Expand Secfi’s Options Financing Product, Helping More Startup Employees Manage Their Wealth From Offer to IPO Secfi, the first pre-wealth management platform helping startup employees navigate financial decisions from offer to IPO, announced they have secured a $550 million investment facility from Serengeti Asset Management. The......
Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions
Banking Mobile Banking News

Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions

Fintech News Desk
by Fintech News Desk0
Combination Provides Automated Data Aggregation Across Hundreds of Financial Institutions and Fund Managers Directly to an End-To-End Accounting Platform Datafaction, a leader in financial accounting and secure bill pay solutions designed specifically for firms that service Ultra High Net Worth (UHNW) families and individuals, announces a collaboration with Private Client Resources (PCR), the leading......
Tech Startup Fileboard Pivots to Form Insurance Software Solution 20 Miles
InsurTech News

Tech Startup Fileboard Pivots to Form Insurance Software Solution 20 Miles

Fintech News Desk
by Fintech News Desk0
After nearly 8 years of creating software for salespeople across various industries, Fileboard is pivoting to become 20 Miles to make a fresh start and refine the company’s focus going forward. With the release of the latest version of its platform alongside its new flagship sales cadence solution Workflow, the company......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
by Fintech News Desk0
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
Ingenico
Banking Fintech News

Ingenico iCON Case Helps Merchants Design More Creative Mobile Checkout Experiences

Fintech News Desk
by Fintech News Desk0
Retailers, Restaurants and More Can Create New Opportunities for Line-Busting and More Flexible Mobile Experiences for Consumers Ingenico Group , the global leader in seamless payment, is introducing its iCON case for a more versatile, compact solution for mobile checkout next week at NRF’s Retail Big Show. Retailers, restaurants, hotels......
Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange
Banking News

Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange

Fintech News Desk
by Fintech News Desk0
Envestnet, Inc.  announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses. “We’re excited to provide Envestnet clients access to services that......
New10 Partners with Vonage to Transform Contact Centre and Deliver a White Glove Customer Experience
Business Fintech News

New10 Partners with Vonage to Transform Contact Centre and Deliver a White Glove Customer Experience

Fintech News Desk
by Fintech News Desk0
Vonage , a global business cloud communications leader,  announced that New10 has selected its contact centre solution to better serve its customer-base by delivering exceptional experiences. Based in the Netherlands, New10 is a financial services company which helps entrepreneurs to finance their plans and ambitions for growth. Offering a fully......
Phoenix Finance Ranked in the "2019 KPMG China Fintech 50"
Fintech Fintech Funding News

Phoenix Finance Ranked in the “2019 KPMG China Fintech 50”

Fintech News Desk
by Fintech News Desk0
On December 23rd, KPMG officially announced the list of “2019 KPMG China Fintech 50” and held the awards ceremony for “2019 KPMG China Fintech 50” in Beijing. Phoenix Finance, a comprehensive intelligent financial service platform established by Phoenix TV Group for global Chinese, was selected for its development and applying of fintech......
ISG Launches Research on Service Management, Financial Outsourcing, Microsoft and Salesforce Ecosystems
Fintech News

ISG Launches Research on Service Management, Financial Outsourcing, Microsoft and Salesforce Ecosystems

Fintech News Desk
by Fintech News Desk0
ISG Provider Lens Reports Will Give Enterprise Clients Valuable Information When Choosing Service Providers Information Services Group , a leading global technology research and advisory firm, has launched four research studies examining the service integration and management market, the financial and accounting outsourcing market, the Microsoft ecosystem market and the Salesforce......
One Wish Granted Can Change the World
Banking Fintech News

One Wish Granted Can Change the World

Fintech News Desk
by Fintech News Desk0
One Park Financial Makes Employees Dreams Come True With Dream Weaver Program What is your dream? For employees of One Park Financial, a Miami-based financial services firm for small businesses, that is more than a rhetorical question. The company’s new Dream Weaver Program aims to make employees’ dreams come true. “Our......
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