Search Results for: Financial Advisor

Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Business Fintech Investment Services News Risk Management

Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced a new partnership that equips nearly 2,500 financial professionals registered through Atria owned broker-dealers with access to Riskalyze......
Microsoft Debuts Financial Services Cloud
Banking Business Fintech Investment Services Mobile Banking News Risk Management

Microsoft Debuts Financial Services Cloud

Fintech News Desk
by Fintech News Desk0
Amid the relentless challenges of 2020, the wheels of the financial industry kept turning. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies At the root of it all is the historic acceleration of digital technology in the pandemic. It’s what enabled the......
Berkshire Bank Taps Cirrus to Support Small Business and PPP-Related Lending Initiatives
B2B Business Fintech News

Aryza Integrates Syngrafii eSignature and Video Signing Room™ Technology into its Financial Management Software

Fintech News Desk
by Fintech News Desk0
Syngrafii integration in Aryza platforms will provide financial advisors with enhanced client onboarding, servicing, and document management efficiencies.    Aryza, experts in the development of flexible financial software solutions for the insolvency, lending, debt, and recovery sectors, today announced that it has integrated Syngrafii technology. Syngrafii, the global eSignature company which provides......
Discover Financial Services Names David L. Rawlinson II To Its Board Of Directors
Banking Business Fintech Investment Services News

Discover Financial Services Names David L. Rawlinson II To Its Board Of Directors

Fintech News Desk
by Fintech News Desk0
Discover Financial Services announced today that David L. Rawlinson II, chief executive officer of NielsenIQ, has joined the company’s Board of Directors. Read More: GlobalFintechSeries Interview with Rohit Arora, CEO at Biz2Credit David L. Rawlinson II joins Discover’s Board of Directors. Rawlinson has significant experience in global e-commerce, consumer trends, consumer......
AnalytixInsight’s MarketWall Launches GEMINA, a Trading Platform for Banks and Brokers
Business Capital Markets Fintech News

Envestnet | MoneyGuide Launches MoneyGuideEngine – API-Based Financial Planning

Fintech News Desk
by Fintech News Desk0
Envestnet | MoneyGuide announced the launch of MoneyGuideEngine, a repertoire of financial algorithms that offer the same capabilities that power the industry’s No. 1 financial planning solution. MoneyGuideEngine is now available and accessible to any personal finance-based digital offerings. Read More:  XP Inc. Acquires Riza M&A “Essentially, we are now......
Lukka Appoints FINRA Chairperson Eileen Murray as Key Strategic Advisor
Business Cryptocurrency Fintech News

Lukka Appoints FINRA Chairperson Eileen Murray as Key Strategic Advisor

Fintech News Desk
by Fintech News Desk0
Murray brings knowledge, expertise, and relationships in traditional finance to help drive Lukka’s growth Lukka, the leading crypto asset software and data provider, announced today that it has appointed Eileen Murray, Chairperson of FINRA and Former Co-CEO of Bridgewater Associates LP, to its advisory board. Murray brings knowledge and expertise......
Borrowell Raises $25 Million In New Funding And Completes Acquisition Of Refresh Financial
Digital Fintech InsurTech Investment Services News

Borrowell Raises $25 Million In New Funding And Completes Acquisition Of Refresh Financial

Fintech News Desk
by Fintech News Desk0
Additional funds will accelerate growth of Borrowell’s 1.5+ million member base and development of new products and services for consumers looking to achieve their financial goals Borrowell, Canada’s leading credit education company and one of its largest financial technology (fintech) companies, today announced it has completed the acquisition of Refresh......
Xero Survey Finds Millennial Small Business Owners In Canada Tend To Overestimate Their Financial Literacy
Digital Fintech Fintech Startups News

Xero Survey Finds Millennial Small Business Owners In Canada Tend To Overestimate Their Financial Literacy

Fintech News Desk
by Fintech News Desk0
Ahead of tax season, independent survey illustrates unique challenges facing the economic recovery of millennial business owners, and their trust in social media Xero, the global small business platform, today announced the results of a Canadian small business survey which evaluated the financial literacy of business owners by generation and......
DigiPli Launches Holistic Anti-Money Laundering Solution and Welcomes Two Advisory Board Members
Cryptocurrency Digital Fintech News

DigiPli Launches Holistic Anti-Money Laundering Solution and Welcomes Two Advisory Board Members

Fintech News Desk
by Fintech News Desk0
End-to-End AML and KYC Solution Revolutionizes How Fintechs Onboard Customers Founded by seasoned compliance veterans, DigiPli is transforming Anti-Money Laundering (AML) and Know Your Customer (KYC) protocols for FinTechs and other financial services firms. Today, DigiPli is pleased to announce the official launch of its holistic Onboarding-as-a-Service solution, which addresses......
CLS Stockbrokers signs for iFinancial AML package
Fintech Investment Services News

CLS Stockbrokers Signs for iFinancial AML Package

Fintech News Desk
by Fintech News Desk0
iFinancials’ award-winning software AMLtrac has been selected by CSL Stockbrokers to help with the on-boarding of their customers and to meet their Anti Money Laundering obligations. CSL Stockbrokers, a financial advisory, financial solutions, and investment organisation have signed for iFinancial’s Anti Money Laundering software which enables them to focus on......
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