Search Results for: Financial Advisor

Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech News

Vestmark Partners With Redi2, Giving VestmarkONE Platform Users Access to Scalable Billing Tool for Managed Accounts

Fintech News Desk
by Fintech News Desk0
Vestmark Continues Forging Industry Relationships in Ongoing Effort to Provide a Seamless, Fully Integrated Solution Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager billing solution through the VestmarkONE platform. Read More: WorldRemit Partners......
Itiviti's Linda Middleditch wins European Women in Finance Award for Excellence in FinTech
Fintech News Trading

Diginex Partners With Itiviti to Provide NYFIX Connectivity for Digital Asset Customers

Fintech News Desk
by Fintech News Desk0
Itiviti, a leading technology and service provider to financial institutions worldwide, announced a partnership with Diginex, a digital asset financial services and advisory company. This partnership has been fueled by demand from institutional investors, who wish to include digital assets in their portfolios, while utilizing resilient and scalable connectivity based......
Avii, What Their SaaS and Accounting Software Platform
Fintech News

Avii’s New Cost Calculator Shows Accountants Exactly What Their SaaS and Accounting Software Platform Functionality Costs

Fintech News Desk
by Fintech News Desk0
The tool is free and the results confidential, and most accountants and practices are extremely surprised  How do you audit an auditor? It may seem like the price accounting practices are paying for accounting software is an easy answer, but in most cases, the genuine answer may be a giant......
Cambria Investment Management Hires SS&C to Service ETF Lineup
Fintech Investment Services News

Cambria Investment Management Hires SS&C to Service ETF Lineup

Fintech News Desk
by Fintech News Desk0
SS&C ALPS to provide comprehensive offering to 11 Cambria ETFs SS&C Technologies Holdings, announced that Cambria Investment Management has selected SS&C ALPS to provide full fund administration, accounting and distribution services for Cambria ETFs. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy Financial Habits SS&C ALPS has......
Charles Schwab Reinforces Its Commitment to Customer Data Protection
Fintech News

Charles Schwab Reinforces Its Commitment to Customer Data Protection

Fintech News Desk
by Fintech News Desk0
Signs API agreements with several Third Party financial technology companies Charles Schwab announced agreements with Intuit (maker of QuickBooks, TurboTax and Mint), eMoney Advisor (a financial planning software provider), and Envestnet | Yodlee (a leading financial data aggregation and analytics platform), to use Schwab’s “API” (application programming interface) connections. Read......
Personal Capital Launches New Product Feature Recession Simulator
Capital Markets Fintech News

Virtual Delivery Model Enables Personal Capital to Thrive Despite COVID-19 and Market Headwinds

Fintech News Desk
by Fintech News Desk0
Wealth Management Company Has Record First Quarter Sales for Q1 2020 and Introduces The Financial Roadmap to Deliver Advice at Scale In the midst of a global pandemic, Personal Capital is leading the financial service industry’s shift to a remote setting by delivering advice at scale in today’s virtual world. Through the......
OpenFin Hires Adrian Crockett as Chief Product Officer
Banking Fintech News

OpenFin Hires Adrian Crockett as Chief Product Officer

Fintech News Desk
by Fintech News Desk0
OpenFin, the operating system (OS) of finance, announced the hire of Adrian Crockett as Chief Product Officer. Based in New York, Crockett brings a wealth of experience in building innovative products and leading digital transformation within capital markets. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy Financial......
Dennis Queal Named New Executive Vice President at Data Center Inc. (DCI)
Banking Fintech News

Dennis Queal Named New Executive Vice President at Data Center Inc. (DCI)

Fintech News Desk
by Fintech News Desk0
CFO Prioritizes the Balance of Growth & Efficiency for Bank Tech Developer Data Center Inc. (DCI), the privately-owned developer of iCore360 core banking software and related digital technologies, has announced the promotion of Dennis Queal to Executive Vice President and Chief Financial Officer. Read More: Jack Henry & Associates Launches Core-Integrated......
Computer Guidance Corporation and Nvoicepay™ Execute Partnership Agreement Delivering Integrated Payment Automation Solutions for Commercial Contractors
Capital Markets Fintech News

Addepar Introduces Pricing Assurance Program to Support RIAs

Fintech News Desk
by Fintech News Desk0
Addepar Assurance offers pricing credit to RIAs amid market volatility Addepar, a leading technology platform for wealth management, announced Addepar Assurance, a program designed to make it easier for new clients to gain access to Addepar’s platform during challenging market conditions. The program provides credit for new clients to offset......
RSM Selects Lukka as Preferred Provider for Crypto Tax Software Solutions
Blockchain Fintech News

RSM Selects Lukka as Preferred Provider for Crypto Tax Software Solutions

Fintech News Desk
by Fintech News Desk0
Lukka, a blockchain-native software and data services company, has been selected by RSM US LLP (“RSM”) – the nation’s leading provider of audit, tax and accounting services focused on the middle market – to provide crypto tax software solutions to the firm’s tax clients. Specifically, Lukka will supply RSM’s tax......
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