Search Results for: Financial Advisor

Former Envestnet | Yodlee, Morningstar and Charles Schwab Executives join The TIFIN Group
Business Fintech Investment Services News

Former Envestnet | Yodlee, Morningstar and Charles Schwab Executives join The TIFIN Group

Fintech News Desk
by Fintech News Desk0
Fintech platform expands leadership with the addition of Anil Arora, Tricia Rothschild and Michael Winnick The TIFIN Group, a fintech platform that builds companies aimed at shaping the future of investor experience to drive better investor outcomes, announced expansion of its executive team and board members. The additions include Anil......
VPay Recognized for Customer Service Excellence by Stevie Awards for Fourth Consecutive Year
Fintech InsurTech News

VPay Survey: More Than Half of Consumers Would Switch Insurers for Instant Claim Payment

Fintech News Desk
by Fintech News Desk0
VPay, a leading turnkey claim payments platform, released the results of its survey on consumer expectations for claim payment from insurers. The survey of 502 consumers who had filed an insurance claim in the past three years was commissioned by VPay and conducted by Engine Insights. Nearly 60% of those......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Business Fintech News Risk Management

Apttus and Conga Combine to Become Leader in Digitally Transforming Commercial Operations

Fintech News Desk
by Fintech News Desk0
The combination of industry pioneers to drive commercial excellence, automate core business processes and accelerate time to revenue Apttus, the leader in quote-to-cash (QTC) solutions, and Conga, the leader in Digital Document Transformation announced the two companies are joining forces to create the leader in digital transformation for commercial operations.......
Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech Investment Services News

Vestmark Named to Second Annual WealthTech100 Listing

Fintech News Desk
by Fintech News Desk0
Vestmark, Inc. proudly announces that it has been included in FinTech Global’s second annual WealthTech100 listing, which recognizes the next-generation wealth technology solution providers shaping the future of wealth and asset management. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring Revenue This year’s WealthTech100 finalists were selected by a......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Investment Services News

Charles Schwab Purchases Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in an all cash transaction. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors.......
Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation
Artificial Intelligence Fintech News

Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation

Fintech News Desk
by Fintech News Desk0
Avii, a leading practice management platform for tax, audit, advisory, compliance and management consulting firms, is advancing the accounting software market space with the launch of Avii Workspace™ 2.0. Read More: Remitly Partners With Alipay to Offer International Remittances Avii Workstation 2.0 is available now, with scheduling, budgeting and reporting enhancements......
Survey of Leading Capital Markets Firms Uncovers Top Data Management Challenges
Big Data Capital Markets Fintech News

Survey of Leading Capital Markets Firms Uncovers Top Data Management Challenges

Fintech News Desk
by Fintech News Desk0
The leading data architecture challenges for capital markets firms center around data quality and delivering relevant data to the business, according to new research from leading global research and advisory firm Aite Group. Read More: WorldRemit Partners with Wizall Money to Launch its First Mobile Money Transfer Service to Senegal “Many capital......
The Entrust Group Launches Their New Client Portal Delivering A Seamless Experience For Self-Directed IRA Investors
Fintech News

The Entrust Group Launches Their New Client Portal Delivering A Seamless Experience For Self-Directed IRA Investors

Fintech News Desk
by Fintech News Desk0
The Entrust Group (“Entrust”), a national, Self-Directed IRA administrator headquartered in Oakland, California, announces the launch of its new client portal. The self-service, account management portal is available exclusively to Entrust clients with the goal of helping them self-direct their account online seamlessly. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European......
Venminder
InsurTech Investment Services News

SE2 Names Mark Schultis as CEO

Fintech News Desk
by Fintech News Desk0
Schultis to lead company’s client focused, technology-driven approach in serving the life and annuity markets SE2, an Eldridge business, and industry leader in life and annuities insurance technology, today named Chief Customer Officer, Mark Schultis, to CEO. Current Chief Executive, Gautam Thakkar, will remain on the SE2 Board of Directors......
Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite
Fintech Investment Services News

Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite

Fintech News Desk
by Fintech News Desk0
Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for ultra/high net worth clients and their investment portfolios, today announced it has partnered with V3Limited LLC, a boutique advisory firm providing private investment monitoring and active management services for family offices. Read More: Strider Announces......
1