Search Results for: Financial Advisor

Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech Investment Services News

Tegra118 Partners With Wealth Access to Amplify Digital Experiences for Advisors and Investors

Fintech News Desk
by Fintech News Desk0
Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – is investing in its technology with strategic partnerships that meaningfully enhance the advisor experience......
William D. Green Joins Advisor360° Board of Directors
Business Fintech News

William D. Green Joins Advisor360° Board of Directors

Fintech News Desk
by Fintech News Desk0
The former Chairman and CEO of Accenture brings long-term enterprise knowledge and relationships to the WealthTech company’s board Advisor360°, provider of a unified, integrated software suite for advisors, clients, and Broker-Dealers/Rollup-RIAs today announced that seasoned enterprise IT industry veteran William (Bill) D. Green has joined the company’s board of directors. Read More: The......
Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors
Business Fintech News

Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors

Fintech News Desk
by Fintech News Desk0
Combined entity provides advisors access to leading technology and partnerships Agreement unites two experienced teams and technology to further strengthen leadership in advisor and portfolio manager services in Canada Today, Purpose Advisor Solutions (“PAS”) and Wealthsimple for Advisors (“W4A”) announced they have completed their merger into a single business. The......
Fintech Startup, Flaist, Launches New Technology that Gives Banking and Financial Institutions AI Customer Service Agents
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Fintech Startup, Flaist, Launches New Technology that Gives Banking and Financial Institutions AI Customer Service Agents

Fintech News Desk
by Fintech News Desk0
Fintech startup, Flaist, announces the launch of a new conversational AI tool – called EVA – that helps credit unions, community, and regional banks with personalized customer service. The fintech startup, Flaist, has announced the launch of a new conversational AI tool – called EVA – that helps credit unions,......
Nationwide Partners with SS&C to Transform Advisor-Sold Retirement Plan Business
Business Fintech InsurTech News

Nationwide Partners with SS&C to Transform Advisor-Sold Retirement Plan Business

Fintech News Desk
by Fintech News Desk0
Nationwide will move recordkeeping functions to enhance overall efficiency, agility and scale by leveraging SS&C’s best-in-class retirement technology and servicing platform SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Nationwide, a leading insurance and financial services company, has partnered with SS&C to support and enhance its advisor-sold retirement plan platform. The......
Virtual Benefits Administrator Partners With SAVVI Financial to Bring Financial Wellness Into the Benefits Picture
Fintech News

Virtual Benefits Administrator Partners With SAVVI Financial to Bring Financial Wellness Into the Benefits Picture

Fintech News Desk
by Fintech News Desk0
Virtual Benefits Administrator (VBA), a pro-active, leading edge healthcare software company, and SAVVI Financial LLC (SAVVI), a data science driven technology-enabled financial wellness provider, announced today their partnership to provide access to affordable and effective financial advice for VBAGateway members. Read More: S&P Global Market Intelligence and Snowflake Collaborate to......
BAE Systems Financial Compliance Solutions Built on AWS Cloud
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BAE Systems Financial Compliance Solutions Built on AWS Cloud

Fintech News Desk
by Fintech News Desk0
BAE Systems Applied Intelligence announced a new offering created on Amazon Web Services (AWS) to deliver complete anti-money laundering regulatory compliance solutions. The solution is supported by the availability, reliability and security of AWS and offers banks and financial institutions the opportunity to quickly stand up an affordable integrated financial......
Tom Gruber, Former Head of Siri Advanced Development Group at Apple, Joins EverQuote’s Advisory Board
Fintech InsurTech News

EverQuote Announces Closing of Crosspointe Insurance Advisors

Fintech News Desk
by Fintech News Desk0
Company Positioned to Capitalize on Growth in the Health Insurance Vertical EverQuote, Inc. (Nasdaq: EVER), a leading online insurance marketplace, today announced that it has completed the previously announced acquisition of Crosspointe Insurance & Financial Services, LLC, a leading health insurance agency headquartered in Evansville, Indiana.  The transaction closed yesterday......
Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success
Business Fintech News

Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success

Fintech News Desk
by Fintech News Desk0
Integrated marketing tools, expanded relationships with Schwab and Fidelity Institutional, and all-new risk rubric elevate Orion’s platform experience Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today is announcing a flurry of......
360factors Announces Partnership with Innovatus Advisory Group to Deliver Risk and Compliance Intelligence Technology and Services to Banks
Artificial Intelligence Banking Business Fintech News Risk Management

360factors Announces Partnership with Innovatus Advisory Group to Deliver Risk and Compliance Intelligence Technology and Services to Banks

Fintech News Desk
by Fintech News Desk0
360factors, Inc., the industry leader in risk and compliance intelligence software, and Innovatus Advisory Group (IAG), a prominent risk and compliance advisory firm, announced a joint partnership, combining 360factors’ Predict360 risk and compliance intelligence platform with IAG’s compliance and management consulting services. Read More: Curb Debuts Taxi PaaS Solution with City......
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