Search Results for: OATS

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......
Banking Fintech Guest Posts

Banks Are Experiencing a Kodak Moment: Lessons Learned from a Fallen Giant

Johanna Pugh
by Johanna Pugh0
Giants have fallen when they reacted too slowly to changing consumer needs. Kodak, despite developing the first digital camera, did not believe digital photography would dominate the market, and therefore did not leverage the opportunities their discovery offered. They chose to focus on film, not innovation, and fell after a......
SS&C Technologies Powers Mid Atlantic Capital's FINRA CAT Reporting
Capital Markets Fintech News Risk Management Trading

SS&C Technologies Powers Mid Atlantic Capital’s FINRA CAT Reporting

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, announced that Mid Atlantic Capital Group has chosen SS&C to automate its FINRA Consolidated Audit Trail (CAT) reporting obligations. The Securities and Exchange Commission will require all broker-dealers to report equities and options transaction data to FINRA CAT at the end of the month. Read More: Abrigo Adds......
Numerati Partners Invited NavVid to Present at the Second InsurTech Alliance (ITA) Science & Engineering Expo
Business Fintech News

Numerati Partners Invited NavVid to Present at the Second InsurTech Alliance (ITA) Science & Engineering Expo

Fintech News Desk
by Fintech News Desk0
NavVid was one of three firms invited to present technology offerings at the InsurTech Alliance (ITA) Science & Engineering Expo (Expo), co-hosted by Numerati Partners on January 30, 2020 in New York City. The ITA is a collaboration between Numerati Partners, a New York-based data analytics and technology enablement firm, which seeks to foster the next......
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