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iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors
Capital Markets Fintech Investment Services News

iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors

Fintech News Desk
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced an enhanced technology integration with BNY Mellon’s Pershing (“Pershing”) that will simplify the process for advisors accessing alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
AssetMark Launches eService Team and Expands Digital Servicing Tools
Fintech News

AssetMark Launches eService Team and Expands Digital Servicing Tools

Fintech News Desk
Latest Evolution in Long-standing Culture of Service Helps Financial Advisors Respond Faster in New Era for Remote Investor Servicing(AssetMark)  AssetMark announced its new dedicated eService team to help financial advisors meet the increasing demand for digital servicing during the pandemic while reinforcing the firm’s commitment to fostering deep relationships with its......
Fintech News

ContractsRx Disrupts the Legal Industry With the Launch of Two New SaaS-based Technology Solutions

Fintech News Desk
Denver-based ContractsRx launches ClickTractsSM and SumTractsSM solutions to simplify, streamline and standardize the contracting process, freeing companies from the shackles of long, costly and error-prone legal contracting processes. ContractsRx, a legal contract software innovator, announced two new solutions that transform how contracts are created, managed and accessed.  These new Software-as-a-service......
FPL Technologies secures $10 million Series A funding from Sequoia India, Matrix Partners India, and Hummingbird
Business Fintech Fintech Funding News

FPL Technologies secures $10 million Series A funding from Sequoia India, Matrix Partners India, and Hummingbird

Fintech News Desk
 FPL Technologies announced a $10 million Series A financing round with participation from Sequoia India, Matrix Partners India, Hummingbird Ventures, and a number of reputed angel investors. The company has also announced the launch of their mobile-first credit card, OneCard. In an industry-first, a user can easily apply for OneCard......
Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets
Fintech News

Compelling Digital Client Experience Draws Advisor Team to Ameriprise Financial

Fintech News Desk
Former NYLIFE team excited to leverage ‘smartly designed’ client-facing technology to keep focus on clients and building practice A team of financial advisors recently joined the franchise channel of Ameriprise Financial Inc. (NYSE: AMP) from NYLIFE Securities with $114 million in client assets. The team, called Oak Bridge Financial, includes......
SPiCE Becomes First Digital Security to List on Fusang Exchange
Fintech News

Accurate Premium Financial Services to employ Input 1’s Premium Finance Software and Services to Launch its Premium Financing Business

Fintech News Desk
Accurate Premium Financial Services, based in Paterson New Jersey, announced today that it has chosen Input 1, a leading provider of digital billing and payment solutions, as their premium finance software provider. Read More: Bank Of The Future: How Banks And Fintechs Are This Decade’s Unlikely Duo  “We took our time vetting......
Fintech News

Orion’s New Client Portal Runs a Critical Thread of Connectivity Through the Entire Advisor-Client Journey

Fintech News Desk
New portal and Apex Clearing integration meet the rising demand for one-stop, go-anywhere access to investors’ complete financial picture 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 unveils a new Orion......
Fintech InsurTech News

First Update to ACORD Next-Generation Digital Standards Developed in Collaboration with Leading Insurance Organizations

Fintech News Desk
ACORD, the global standards-setting body for the insurance industry, today announced the release of Version 1.1 of its Next-Generation Digital Standards for insurance data exchange, the first version of which were released earlier this year. Developed through ongoing collaboration with leading industry organizations, the Standards enable omnichannel information exchange using fine-grained......
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