Search Results for: Financial Advisor

Covr Financial Technologies, Americo and SCOR Join Forces to Launch New Life Insurance Product Aligned with Consumer and Business Lending
Fintech InsurTech News

Covr Financial Technologies, Americo and SCOR Join Forces to Launch New Life Insurance Product Aligned with Consumer and Business Lending

Fintech News Desk
by Fintech News Desk0
    LoanMatch Protector provides life insurance tailored to loan amortization     schedules, including mortgage and small business loans Covr Financial Technologies (Covr), Americo Financial Life and Annuity Insurance Company (Americo), and global reinsurer SCOR are announcing the launch of LoanMatch Protector, a first-of-its-kind life insurance policy customized to a consumer’s specific loan......
Tier1 Acquires Compliance and Financial Crime Prevention Software Solution, Alessa
Business Fintech News

Tier1 Acquires Compliance and Financial Crime Prevention Software Solution, Alessa

Fintech News Desk
by Fintech News Desk0
The acquisition expands Tier1’s portfolio of digital transformation solutions to optimize client engagement, increase operational efficiency and reduce regulatory compliance risk, and is in conjunction with President Jiro Okochi’s promotion to CEO of Tier1. Tier1 Financial Solutions, a leading provider of client relationship management (“CRM”) solutions, has acquired Alessa, a compliance and......
NYMBUS Expands Industry Advisory Board with Two New Appointments
Banking Fintech Investment Services News

NYMBUS Introduces Industry Advisory Board

Fintech News Desk
by Fintech News Desk0
NYMBUS®, a leading provider of banking technology solutions, has announced two distinguished banking and digital leaders to form its new industry advisory board. The inaugural team of executives will provide valuable perspectives for helping more financial institutions accelerate their digital growth with Nymbus. Read More: Aurora Mobile Partners with Taikang Life......
Fidelity's eMoney Advisor Rolls Out First Mobile App
Fintech Mobile Banking News

Fidelity’s eMoney Advisor Rolls Out First Mobile App

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced the launch and general availability of Incentive, a client-led financial planning and wellness application. Following a successful beta program with six participating firms, Incentive is available now for use through retirement plan......
Fidelity's eMoney Rolls Out Financial Planning and Wellness App
Business Fintech News

Fidelity’s eMoney Rolls Out Financial Planning and Wellness App

Fintech News Desk
by Fintech News Desk0
eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced the launch and general availability of Incentive, a client-led financial planning and wellness application. Following a successful beta program with six participating firms, Incentive is available now for use through retirement plan advisors.......
eMoney-Announces-General-Availability-of-Incentive_-a-Financial-Planning-and-Wellness-Mobile-App
Fintech Mobile Banking News

eMoney Announces General Availability of Incentive, a Financial Planning and Wellness Mobile App

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the launch and general availability of Incentive, a client-led financial planning and wellness application. Following a successful beta program with six participating firms, Incentive is available now for use through retirement......
NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management
Business Fintech News

NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management

Fintech News Desk
by Fintech News Desk0
NexJ Systems, announces it is partnering with AdvisorStream to enhance a product that enables wealth managers to better address the need to meaningfully engage with clients. Inform is the first intelligent digital assistant that allows advisors to hyper-personalize content and deliver superior, value-added, customer experiences throughout the client lifecycle. Read More: PayPal......
Pay-Theory-CEO-Brad-Hoeweler-Named-Advisor-to-Fintech-Frontier
Banking Business Fintech Investment Services News

Pay Theory CEO Brad Hoeweler Named Advisor to Fintech Frontier; Ed Rigaud Joins Pay Theory as Advisor

Fintech News Desk
by Fintech News Desk0
Pay Theory, a Cincinnati-based family tech company that provides payment solutions for school districts, childcare, and families, is proud to announce that Brad Hoeweler, its CEO, has been tapped as an advisor to Fintech Frontier, an innovation partnership of Cincinnati-based financial services corporations and fintech entrepreneurs. Led by Cintrifuse, a......
PAYMYNT Financial Acquires Lettucepay
Business Cryptocurrency Fintech News

PAYMYNT Financial Acquires Lettucepay

Fintech News Desk
by Fintech News Desk0
PAYMYNT Financial, a Shopping Rewards & Financial Growth Company, Acquires Award-Winning Cryptocurrency Paytech Software Boston-based fintech start-up, PAYMYNT Financial, acquires LettucePay, an award-winning, payment technology firm specializing in cryptocurrency payments. Effective immediately, the acquisition makes it possible for PAYMYNT Financial to integrate cryptocurrencies, such as Bitcoin, as a form of......
Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors
Business Fintech Fintech Funding Investment Services News

Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors

Fintech News Desk
by Fintech News Desk0
Bill McNabb, former Chairman and CEO of Vanguard, joins Altruist’s Board of Directors Altruist, a fully-integrated digital investment platform for financial advisors, announced it has closed an additional round of funding that will accelerate its mission of disrupting the custodial offering for independent advisors. The company will use the new......
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