Search Results for: Financial Advisor

Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry
Business Fintech News

Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry

Fintech News Desk
by Fintech News Desk0
Asset-Map, the premier visualized financial planning engagement experience for financial professionals, today announced a new software integration with Wealthbox, one of the leading CRM solutions for financial advisors. This new integration creates a unified technology experience for advisors who use both systems to manage client relationships and engage in compelling planning......
Qi Card's Success a Financial Tech Triumph I
Business Fintech News

Qi Card’s Success a Financial Tech Triumph

Fintech News Desk
by Fintech News Desk0
Iraq Embraces Innovative Biometric Banking Tech for Personal Banking Qi Card, the leading electronic banking solution and default national debit/credit card of Iraq, is regarded as one of the most successful examples of innovative financial tech (Fintech) in personal banking space. Since inception, the company has domiciled over 8M customers, issued nearly 2.5M Master Qi Cards......
Wolters Kluwer CCH Tagetik recognized as a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions
Business Fintech News

Wolters Kluwer CCH Tagetik Recognized as a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions

Fintech News Desk
by Fintech News Desk0
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and a leader in global performance management software solutions, has been named a Leader in the 2020 Gartner, Inc. Magic Quadrant for Cloud Financial Planning and Analysis Solutions 1. The annual report evaluated vendors for completeness of vision and ability to execute......
OneStream Software Named a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions
Business Fintech

OneStream Software Named a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions

Fintech News Desk
by Fintech News Desk0
Recognition follows positioning in the Leaders Quadrant in Magic Quadrant for Cloud Financial Close Solutions OneStream Software, a leader in corporate performance management (CPM) solutions for mid-sized to very large enterprises, today announced it has been named a Leader in Gartner’s 2020 Magic Quadrant for Cloud Financial Planning and Analysis......
Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers
Business Fintech News Risk Management

Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers

Fintech News Desk
by Fintech News Desk0
Products address Code of Ethics and personal account monitoring, best execution, education and training, advertising reviews, and cybersecurity Foreside Financial Group, a global provider of regulatory and compliance service and technology offerings for firms in the global asset and wealth management industry, is introducing a robust collection of technology-based compliance......
Allianz Life Introduces Expanded Suite of Risk Management Services for Advisors
Fintech InsurTech News

Allianz Life Introduces Expanded Suite of Risk Management Services for Advisors

Fintech News Desk
by Fintech News Desk0
Allianz Advisory Solutions is designed to help advisors address risk in today’s challenging market Allianz Life Insurance Company of North America (Allianz Life®), announces the expansion of its advisory channel services with the formal launch of Allianz Advisory Solutions, an expanded suite of products and services built specifically for Registered Investment Advisors (RIAs)......
Buckle Appoints Sharon Fernandez to Head of Insurance
Business Fintech News

Buckle Announces Top Financial and Insurance Executive Kristi Matus as Corporate CFO and COO

Fintech News Desk
by Fintech News Desk0
Andrew Rear, CEO of Digital Partners, a Munich Re company, is appointed Buckle’s new Chairman of the Board Buckle, a tech-enabled financial services company, announced the appointment of two industry leaders. Kristi Matus, who was Executive Advisor for Thomas H. Lee Partners and CFO of USAA, is now the company’s CFO......
Cogitate Enhances DigitalEdge Insurance Platform with Verisk Advisory Loss Costs, Rules, and Forms
Business Fintech InsurTech News

Cogitate Enhances DigitalEdge Insurance Platform with Verisk Advisory Loss Costs, Rules, and Forms

Fintech News Desk
by Fintech News Desk0
Cogitate Technology Solutions, a future-ready P&C insurance technology innovator, has enhanced its DigitalEdge Insurance Platform by becoming a member of the Verisk Strategic Alliances network and integrating rates, rules, and forms from ISO, a Verisk business, into various lines of business. Cogitate’s Platform enables insurance carriers, MGA’s, wholesalers and program managers to distribute their lines......
Aclaimant Welcomes Andrew Pinkes as New Member to its Advisory Board
Fintech InsurTech News Risk Management

Aclaimant Welcomes Andrew Pinkes as New Member to its Advisory Board

Fintech News Desk
by Fintech News Desk0
Insurance industry veteran brings over 30 years experience to Aclaimant’s advisory board in property & casualty, specialty, disability, and property casualty run-off management Aclaimant, an insight driven workflow solution for safety and risk management, today announces Andrew Pinkes has joined the company’s advisory board. Pinkes brings 30 years of experience in the......
Sopra Banking Software Unveils Fintech Marketplace
Fintech News

SQL Power’s Supervisory Platform Continues to Revolutionize the Financial Regulation Industry

Fintech News Desk
by Fintech News Desk0
SQL Power (www.sqlpower.ca), the global leader in financial regulatory and advanced analytics technology is proud to announce the implementation of their supervisory platform, the SQL Power Suite, on September 22, 2020 at the Trinidad and Tobago Securities and Exchange Commission (TTSEC). Read More: Germany-based QUIN Launches An Investment Advisor And Raises €1M According to......
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