Search Results for: Financial Advisor

Banking Business News Risk Management

Riskalyze and Envestnet Announce Integration to Streamline Proposal Process for Advisors

Fintech News Desk
by Fintech News Desk0
Single sign-on and deep integration will allow advisors to create and implement proposals for client portfolios across the two platforms Today, Riskalyze announced its expanded integration with Envestnet, Inc. (NYSE: ENV), allowing advisors to create proposals for asset allocations through a single sign-on between the two platforms. Advisors will be able to use Riskalyze......
Altruist Joins Forces with Apex Clearing to Offer Advisors Frictionless Investing Experience
Business Fintech News

Altruist Joins Forces with Apex Clearing to Offer Advisors Frictionless Investing Experience

Fintech News Desk
by Fintech News Desk0
Easily accessible and cost-efficient investment technology solutions to make investing fair for everyone Altruist, the first fully integrated digital brokerage platform, today announced a new partnership with Apex Clearing, the custody and clearing engine powering the future of wealth management, to provide independent financial advisors and their clients with a......
Nasdaq Announces Retirement of Chief Financial Officer Michael Ptasznik
Fintech Investment Services News

Nasdaq Announces Retirement of Chief Financial Officer Michael Ptasznik

Fintech News Desk
by Fintech News Desk0
Appoints Controller and Chief Accounting Officer Ann Dennison as CFO Nasdaq announced that Michael Ptasznik has decided to retire from his position as Chief Financial Officer effective February 28, 2021. Ptasznik will be succeeded by Ann Dennison, Nasdaq’s Senior Vice President, Controller and Chief Accounting Officer. Dennison will assume the......
Paysend appoints Jairo Riveros as Strategic Advisor for its Global Expansion Plan
Fintech Investment Services News

Paysend appoints Jairo Riveros as Strategic Advisor for its Global Expansion Plan

Fintech News Desk
by Fintech News Desk0
Paysend Group Ltd. is pleased to announce that Mr. Jairo Riveros has joined the company as Strategic Advisor to support the Paysend Management team for its global business development and corporate strategy. Mr. Riveros is a strategist leader in financial services, passionate about financial inclusion, the use of data & analytics,......
Encova Insurance and Bold Penguin Expand Partnership and Distribution Capabilities
Fintech InsurTech News

Valentina Isakina Joins Bold Penguin’s Advisory Board

Fintech News Desk
by Fintech News Desk0
Accomplished executive Valentina Isakina offers significant breadth and depth of experience advising and leading Fortune 100 insurance companies Rapidly growing commercial insurance technology provider Bold Penguin announces today it has appointed Valentina Isakina to its Advisory Board. As an accomplished global executive, Isakina offers world-class expertise that will support Bold......
Kasasa “Report Card” Provides Actionable Insights to Financial Institution Clients
Fintech InsurTech News

Kasasa Partners with KindHealth to Offer Value-Add Products and Services to Community Financial Institutions

Fintech News Desk
by Fintech News Desk0
Kasasa®, an award-winning financial technology and marketing provider, has partnered with KindHealth, an AI-powered national health insurance marketplace, to help community banks and credit unions drive consumer-friendly, non-interest income. Together, Kasasa and KindHealth will enhance financial institutions’ capability to offer the augmented services and products that existing and potential customers value. Read......
New TAG Cyber Research Report Finds Rogue Devices Extremely Threatening to Financial Services Industry
Fintech News Risk Management

New TAG Cyber Research Report Finds Rogue Devices Extremely Threatening to Financial Services Industry

Fintech News Desk
by Fintech News Desk0
Hardware Access Control & Cybersecurity Research Advisory Leaders Report Financial Institutions Facing Intense Security Risks  Sepio Systems, the leader in Hardware Access Control (HAC), today announced the availability of a new research note conducted with TAG Cyber, LLC, the leader in democratizing world-class cyber security research and advisory services, and co-authored......
OneConnect wins 2020 IDC Digital Trust Award for innovative Financial Cloud
Artificial Intelligence Fintech News

OneConnect wins 2020 IDC Digital Trust Award for innovative Financial Cloud

Fintech News Desk
by Fintech News Desk0
OneConnect Financial Technology Co., Ltd. has been recognized for its innovative OneConnect Financial Cloud with the Real Results Digital Trust Award from International Data Corporation (IDC), the premier global provider of market intelligence, advisory services, and events. The company was the only Chinese company to win the award this year, which goes to......
Tegra118 and Red Rock Strategic Partners Join Forces to Help Firms Drive Growth and Improve Advisor-Client Engagement
Business Fintech News

Tegra118 and Red Rock Strategic Partners Join Forces to Help Firms Drive Growth and Improve Advisor-Client Engagement

Fintech News Desk
by Fintech News Desk0
Strategic partnership helps firms and advisors gain untapped value from technology to accelerate growth, reduce expenses and enhance client experiences Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced a partnership with Red Rock Strategic Partners providing comprehensive and results-driven approaches for firms......
Barksdale Federal Credit Union Selects Ignite Sales Platform to Guide Members Digitally to Wise Financial Choices
Business Fintech News

Barksdale Federal Credit Union Selects Ignite Sales Platform to Guide Members Digitally to Wise Financial Choices

Fintech News Desk
by Fintech News Desk0
Ignite Sales, Inc., the financial industry leader in customer engagement technology, today announced that Barksdale Federal Credit Union has selected Ignite to digitally engage and meet the needs of its members with a high touch personalized experience from Louisiana to East Texas and around the globe using the credit union’s......
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