Search Results for: Business Advisory

Bill Moretti, Industry Leader in Structured Finance and Fintech Joins RiskSpan to Lead Innovation Lab
Banking Capital Markets Fintech News

Bill Moretti, Industry Leader in Structured Finance and Fintech Joins RiskSpan to Lead Innovation Lab

Fintech News Desk
by Fintech News Desk7
Bill Moretti, an industry leader at the intersection of structured finance, financial technology, and portfolio management, has joined RiskSpan as a Senior Managing Director and head of its SmartLink innovation lab. Over the course of his two-decade tenure as a senior investment executive with MetLife, Bill became recognized as an......
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......
Mastercard, FIS, and Open Lending Named NAFCU Services Innovation Award Winners
Banking Fintech News

Mastercard Launches Augmented Reality Experience to Bring Card Benefits to Life

Fintech News Desk
by Fintech News Desk0
New Application Informs and Empowers Cardholders to Maximize the Full Potential of Their Card Benefits Mastercard unveiled a new augmented reality (AR) app that lets cardholders see, explore and access the benefits of their Mastercard. The industry-first card benefits app delivers a photorealistic AR experience that transports users to a......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
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......
Blucora Announces Departure of CFO and Appointment of Rick Simonson as Special Advisor
Banking News

Blucora Announces Departure of CFO and Appointment of Rick Simonson as Special Advisor

Fintech News Desk
by Fintech News Desk0
Blucora, Inc., a leading provider of tax-smart financial solutions that empower people’s goals, announced that Davinder Athwal, Chief Financial Officer, will be stepping down from his role at the company, effective January 31, 2020, and will then be available in an advisory capacity through 2020. “Since Davinder joined Blucora two......
eComchain Announces New eCommerce Features around Blockchain and AI for 2020
Banking Blockchain News

eComchain Announces New eCommerce Features around Blockchain and AI for 2020

Fintech News Desk
by Fintech News Desk0
In today’s crowded marketplace of eCommerce providers, exceeding customer’s expectations are crucial. The usual “nice to have” features have now become “must haves” and that is what eComchain has striven to provide to their customers in 2019; a complete out-of-the-box solution with no additional development required. Most customers today expect......
FactSet Reports Solid Revenue and EPS Growth in First Quarter 2020
Banking Fintech News

FactSet Reports Solid Revenue and EPS Growth in First Quarter 2020

Fintech News Desk
by Fintech News Desk0
FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, announced results for its first quarter ended November 30, 2019. First Quarter Fiscal 2020 Highlights Revenues increased 4.3% or $15.0 million to $366.7 million compared with $351.6 million for the same period in fiscal 2019. The increase......
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......
ViaBTC Upgrades ViaWallet Domain
Banking

BitOoda Closes $7 Million Seed Round with Growing Investor Pool & New Approach to Digital Finance

Fintech News Desk
by Fintech News Desk0
Demand Rising for Products Merging Digital Finance & Applied Science BitOoda Holdings, LLC (“BitOoda”), a digital asset financial services platform that blends digital finance and applied science, announced that it closed a $7 million seed round. BitOoda’s investor base was spurred by the achievement of several industry firsts in the......
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