Search Results for: Financial Advisor

Alternative Investment Exchange (AIX) Hires Michelle Browning as Director of Sales
Artificial Intelligence Fintech Investment Services News

Alternative Investment Exchange (AIX) Hires Michelle Browning as Director of Sales

Fintech News Desk
by Fintech News Desk0
Fast growing technology platform adds veteran industry sales resource Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the process of transacting in non-traded alternatives, hired Michelle Browning as Director of Sales. Browning will be responsible for securing new relationships with product sponsors, broker dealers and other investment advisors. Read......
Bill.com and KeyBank introduce Key CashFlowsm, a Streamlined Payments Solution for Small and Midsize Businesses
Business Fintech Investment Services News

Bill.com Launches Tailored Offering For Wealth Management Firms To Help Deliver Bill Pay Services For High-Net-Worth Clients

Fintech News Desk
by Fintech News Desk0
Bill.com (NYSE: BILL), a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB) today announced a new offering for wealth management firms supporting high-net-worth clients. The solution enables firms to shift from a cumbersome and time-intensive approach to an......
Venminder
Banking Business Fintech Investment Services News

Frost Bank Goes Live On Fi-Tek’s Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
After an extensive search lasting over several years, Frost Bank of San Antonio, Texas has selected Fi-Tek LLC as their wealth management technology partner. Together, Frost Bank and Fi-Tek successfully implemented on May 31st, 2020 the full suite of GWES wealth management platform. Read More: Opportunity Fund Partners with Lendio and Funding Circle, Increasing......
Investview (INVU) Completes $1.3 Million Securities Transaction and Extends Bitcoin Mining Growth Plan with Strategic Fintech Partner
Business Fintech News

Investview (INVU) Completes $1.3 Million Securities Transaction and Extends Bitcoin Mining Growth Plan with Strategic Fintech Partner

Fintech News Desk
by Fintech News Desk0
Investview, Inc. (OTCQB: INVU) a diversified financial technology and global distributor organization that operates through its subsidiaries to provide financial education tools, content, research and management of digital asset technology that mines cryptocurrencies, with a focus on Bitcoin mining and the generation of digital assets, has completed its third closing......
Sarwa Unveils Next Gen Sarwa X and Announces Partnership with Saxo Bank
Business Fintech Investment Services News

Sarwa Unveils Next Gen Sarwa X and Announces Partnership with Saxo Bank

Fintech News Desk
by Fintech News Desk0
New set of features will offer a more affordable, seamless, and smarter investing to the region Sarwa, the region’s first online investment advisory platform for young professionals, has unveiled its next-generation Sarwa X, a new product powered by a strategic partnership with Saxo Bank, a leading Fintech and Regtech specialist......
DBS Rolls Out Branch Transformation to Boost Convenience and Accessibility for Customers
Fintech Mobile Banking News

DBS Rolls Out Branch Transformation to Boost Convenience and Accessibility for Customers

Fintech News Desk
by Fintech News Desk0
New branch concepts provide quicker, socially-distanced, and more personalised banking services amid Covid-19 DBS announced it is scaling up the transformation of its branches across Singapore as customers seek quicker, socially-distanced, and more personalised branch banking services, and shift their banking to digital platforms amid Covid-19. Read More: PayBito Experiences......
everyoneINVESTED_-The-Wealth-Tech-Spin-off-Of-KBC-Asset-Management_-To-Partner-Objectway-In-Providing-Innovative-Digital-Investment-Applications
Business Economy Fintech Investment Services News

everyoneINVESTED, The Wealth Tech Spin-off Of KBC Asset Management, To Partner Objectway In Providing Innovative Digital Investment Applications

Fintech News Desk
by Fintech News Desk0
 everyoneINVESTED and Objectway – a leading international player in Digital Wealth & Asset Management software – have entered into a partnership agreement that will enable them to leverage their ambition of providing professional asset managers and financial institutions with access to everyoneINVESTED’s innovative digital investment technology. The first solution that......
Lending Leaders Positive About MeridianLink Acquisition of Teledata Communications, Inc.
Fintech News

Lending Leaders Positive About MeridianLink Acquisition of Teledata Communications, Inc.

Fintech News Desk
by Fintech News Desk0
MeridianLink, a leading provider of enterprise business solutions for financial service organizations, recently announced the acquisition of Teledata Communications, Inc. (TCI). TCI is the creator of DecisionLender, a SaaS loan origination solution (LOS) first released in 1998. DecisionLender is an industry-trusted LOS that serves more than 500 banks, credit unions,......
Eventus Systems to provide trade surveillance, AML transaction monitoring for BitMEX
Cryptocurrency Fintech News Risk Management

Eventus Systems to provide trade surveillance, AML transaction monitoring for BitMEX

Fintech News Desk
by Fintech News Desk0
Cryptocurrency products platform to deploy Validus solution Eventus Systems, Inc., an award-winning global provider of multi-asset class trade surveillance and market risk solutions, announced that 100x Group, the holding structure for BitMEX, has selected Eventus to support BitMEX’s trade surveillance and Anti-Money Laundering (AML) transaction monitoring. BitMEX, a cryptocurrency products......
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