Search Results for: Financial Advisor

Vise Expands Leadership Team And Advisory Board With Industry Leaders
Artificial Intelligence Fintech Investment Services News

Vise Expands Leadership Team And Advisory Board With Industry Leaders

Fintech News Desk
by Fintech News Desk0
Vise, the AI-powered investment management platform built for the modern financial advisor, has seen rapid growth and adoption since its launch in November, 2019. As a result, the company has appointed three new senior executives to its leadership team, strengthening its foundation for continued growth and allowing the business to......
Covr Financial Technologies Announces New Head of Direct Distribution
Business Fintech News

Covr Financial Technologies Announces New Head of Direct Distribution

Fintech News Desk
by Fintech News Desk0
Covr Strengthens Consumer Platform Capabilities with Hire of Todd Ewing Covr Financial Technologies (Covr) continues to see significant growth in its consumer business and is pleased to announce Todd Ewing as the Head of Direct Distribution.  Todd comes to Covr with nearly 30 years of experience in insurance direct distribution and direct-to-consumer leadership,......
SS&C's Black Diamond Wealth Platform Launches Command Center for Investment Advisors
Fintech Investment Services News Risk Management

SS&C’s Black Diamond Wealth Platform Launches Command Center for Investment Advisors

Fintech News Desk
by Fintech News Desk0
The Client View application centralizes all client-focused workflows in one place SS&C Technologies Holdings announced the launch of Client View, a new application within SS&C Black Diamond Wealth Platform. The application brings together all of the platform’s client-focused tools in an informational, interconnected, and actionable “command center” to help advisors manage......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
by Fintech News Desk0
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
Luma Financial Technologies Expands Presence in Latin America with StoneX Financial Inc. Signing
Fintech News Risk Management

Luma Financial Technologies Expands Presence in Latin America with StoneX Financial Inc. Signing

Fintech News Desk
by Fintech News Desk0
Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced that StoneX Financial Inc., a subsidiary of StoneX Group Inc. has selected the Luma platform to offer clients unparalleled access to the structured solutions market. StoneX Group, through its subsidiaries, is a leading provider of execution, risk......
Financial Services Technology Leader Skience Announces Appointment of Doug Trott to Board of Directors
Business Fintech News

Financial Services Technology Leader Skience Announces Appointment of Doug Trott to Board of Directors

Fintech News Desk
by Fintech News Desk0
Skience, the leading financial services solution and consulting provider, announced that Doug Trott, former CEO and Board Chairman of PriceMetrix, has been elected to Skience’s board of directors. Mr. Trott brings to the Skience board more than 35 years of executive experience in the financial services industry, as well as......
Experian’s Precise ID® Solution Is Helping Prevent and Detect Improper and Fraudulent Unemployment Insurance Payments
Fintech News

Experian and BioCatch Provide a Global Financial Services Provider With a 73% Lift in Fraud Detection

Fintech News Desk
by Fintech News Desk0
Layered behavioral biometrics, device intelligence and machine learning drive stronger account opening fraud detection and substantial operational improvements Amidst the pandemic, consumers have progressively shifted more and more of their activities online. Concurrently, there has been a surge in fraudulent attempts – industry data suggests that, since the beginning of......
Financial Institutions Can Empower Consumers to Securely Share Their Data with New Aggregation Solution from Fiserv
Big Data Fintech News

Financial Institutions Can Empower Consumers to Securely Share Their Data with New Aggregation Solution from Fiserv

Fintech News Desk
by Fintech News Desk0
Financial institutions can meet growing demand from consumers to access their account information when and where they choose with a new aggregation solution from Fiserv, a leading global provider of payments and financial services technology solutions. AllData® Connect provides a single point of access for third-party aggregation activity, simplifying the complexities of......
Abrigo’s New Asset/Liability Management Solution Helps Optimize Performance at Community Financial Institutions
Fintech News Risk Management

Abrigo’s New Asset/Liability Management Solution Helps Optimize Performance at Community Financial Institutions

Fintech News Desk
by Fintech News Desk0
Abrigo, the leading technology provider of compliance, credit risk, and lending solutions for community financial institutions, announced the launch of its web-based Asset/Liability Management (ALM) solution. Abrigo ALM is hosted in the Abrigo Data Center, allowing for seamless integration within the Abrigo platform and greater alignment between ALM and other......
Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Fintech News

Independent Financial Partners Launches Connected Trading with Riskalyze, Further Deepening its Enterprise Relationship

Fintech News Desk
by Fintech News Desk0
Riskalyze’s seamless trading automation will help reduce manual operations and save advisors time Riskalyze today expanded its existing enterprise agreement with Independent Financial Partners (“IFP”), a broker-dealer and registered investment advisor managing $6 billion in assets. Through this agreement, IFP will switch from a file-based system to a multi-custodial FIX connection – implementing their access to......
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