Search Results for: Income

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
CPI Card Group’s Dual Interface Metal Cards Uniquely Combine High-Quality Design and Contactless Capability
Banking Fintech News

CPI Card Group’s Dual Interface Metal Cards Uniquely Combine High-Quality Design and Contactless Capability

Fintech News Desk
by Fintech News Desk0
In New White Paper, CPI Maps “the Road to Contactless” CPI Card Group Inc. , a payment technology company and leading provider of credit, debit and prepaid solutions, highlighted its dual interface metal card solution, which uniquely captures two major trends in consumer payments: metal and contactless. The Company’s patented......
Phoenix American Financial Services Announces New Client Partnership with One Wall Partners
Business News

Phoenix American Financial Services Announces New Client Partnership with One Wall Partners

Fintech News Desk
by Fintech News Desk0
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with real estate investment firm One Wall Partners (“OneWall”). Phoenix will support OneWall with its industry leading fund accounting services platform. OneWall will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience......
MarketAxess Appoints Riad Chowdhury as the New Head of Asia Pacific
Investment Services News Trading

MarketAxess Moves to Support Clients’ Sustainable Investment Strategies

Fintech News Desk
by Fintech News Desk0
Launch of “Trading for Trees” Incentive Program Backed by New Green Bond Trading Functionality MarketAxess Holdings Inc., the operator of a leading electronic trading platform for fixed-income securities, and the provider of market data and post-trade services for the global fixed-income markets, announced the launch of a “Trading for Trees”......
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
by Fintech News Desk0
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
Inaugural Zoe Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management, Seek Long-Term Advisor Relationships
Banking News

Inaugural Zoe Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management, Seek Long-Term Advisor Relationships

Fintech News Desk
by Fintech News Desk0
First-of-Its-Kind Study Suggests More than Two Million Wealthy Households Do Not Currently Have a Financial Advisor, Finds that More Than Half Would Choose an Advisor Online Zoe Financial, a technology-driven marketplace that empowers customers to make better financial decisions, released the results of its inaugural Zoe Wealth Planning Sentiment Study.......
H2O.ai Empowers MarketAxess to Innovate and Inform Trading Strategies
Artificial Intelligence News

H2O.ai Empowers MarketAxess to Innovate and Inform Trading Strategies

Fintech News Desk
by Fintech News Desk6
MarketAxess Composite+ Recognized by Industry Experts for its Use of AI H2O.ai, the open source leader in artificial intelligence (AI) and machine learning (ML), announced that its open source platform, H2O, provides critical machine learning capabilities to MarketAxess, the operator of a leading electronic trading platform for fixed-income securities and......
FormFree Receives U.S. Patent for Ground-Breaking Approach to Credit Decisioning
Uncategorized

FormFree Founder Brent Chandler Commends CFPB Proposal to Eliminate DTI, Citing Ability to Pay as ‘Best Consumer Borrowing Risk Indicator’

Fintech News Desk
by Fintech News Desk0
FormFree Founder and CEO Brent Chandler responded to this week’s news that Consumer Financial Protection Bureau (CFPB) Director Kathy Kraninger indicated the bureau’s decision to propose amending the Ability to Repay/Qualified Mortgage Rule so as to “move away” from debt-to-income (DTI) calculations as a mortgage underwriting factor: First, I commend the CFPB for their courage......
WEX Announces a $400 Million Investment From Warburg Pincus and Amendment to the Credit Agreement
Banking Business News

WEX Signs Definitive Agreement to Acquire eNett and Optal

Fintech News Desk
by Fintech News Desk7
Aligns with WEX’s global growth strategy by extending the Company’s leadership position in the attractive Travel market Accelerates WEX’s revenue growth and is accretive to adjusted net income EPS in the first 12 months Provides significant global geographic diversification while reducing WEX’s exposure to macro-economic fluctuations Complements WEX’s technology and......
CoinField Introduces Crypto Exchange Franchises in 15 Markets
Cryptocurrency News

CoinField Introduces Crypto Exchange Franchises in 15 Markets

Fintech News Desk
by Fintech News Desk0
CoinField is launching a global franchise network for potential new partners to help drive the adoption of cryptocurrencies worldwide. With the new franchise model, CoinField will provide business partners with access to its fully regulated and licensed fiat-to-crypto exchange based in the EU. New business partners will have access to a fast......
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