Search Results for: broker

Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
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Safebuilt Insurance Services (SIS Insure) Partners with AF Group to Expand Insurance Programs for Contractors

Fintech News Desk
Partnership Extends Capacity of A-Rated General Liability Contractor Insurance Programs Offered through Proprietary, Online Platform Safebuilt Insurance Services, LLC (“SIS Insure” or “The Company”), a licensed program manager, has announced its partnership with AF Group, a premier provider of innovative insurance solutions. SIS Insure is a subsidiary of Integrated Specialty......
Volterra Achieves PCI DSS Certification
Fintech News

Unique Real Estate Tech Developer ‘Terrakan’ Announces Official Web Launch – Signature Platform Helps Homeowners and Realtors Generate Reports, Perform Comprehensive Listing Research and Network with Industry Professionals

Fintech News Desk
Terrakan recently announced its official launch, with the unveiling of an all-inclusive portal that brings together the protean and often equivocal world of real estate in one place. For the first time, homeowners can find and speak with professionals, ask for advice, take advantage of concierge services, read detailed property......
FXCM Pro Onboards Automated Risk Management Solutions in Centroid Partnership
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FXCM Pro Onboards Automated Risk Management Solutions in Centroid Partnership

Fintech News Desk
 FXCM Pro, the institutional arm of the FXCM Group, LLC, is announcing that it is partnering with Centroid, a leading provider of Foreign Exchange (FX) technology solutions. The partnership will provide FXCM Pro’s institutional clients with a range of automated risk management solutions from Centroid. The partnership will aim to supplement......
LPL Financial Partners With Slack to Offer Messaging Capabilities to Its Advisors and Institutions
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LPL Financial Partners With Slack to Offer Messaging Capabilities to Its Advisors and Institutions

Fintech News Desk
LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, announced that the firm has partnered with Slack, a leading channel-based messaging platform, to give advisors and their teams new tools to communicate in real time, whether working from the same office, from......
Tech Financial Management, a Division of Tech CU, Launches Automated Digital Investing Service Guided Wealth Portfolios
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Tech Financial Management, a Division of Tech CU, Launches Automated Digital Investing Service Guided Wealth Portfolios

Fintech News Desk
New Service Puts Your Investments on Cruise Control, Provides Access to a Financial Advisor to Ensure a High-Quality Experience(Tech Financial Management) Tech Financial Management, a division of Tech CU (Technology Credit Union), announced the launch of Guided Wealth Portfolios. Powered by LPL Financial, the new service is designed to provide consumers......
CERTFin Chooses Anomali for Threat Intelligence
Banking Fintech News

CERTFin Chooses Anomali for Threat Intelligence

Fintech News Desk
Italian Financial Sector Relies on Anomali to Improve Security Operations and Reduce Cyber Risk(CERTFin) Anomali, a leader in intelligence‐driven cybersecurity solutions, announced that it has been chosen by CERTFin to provide threat intelligence capabilities that will further enhance Cybersecurity across the Italian financial sector. Read More: DataRooms.com Embeds the dtSearch......
Claim Central Hires Former WeGoLook Execs to Lead North American Platform and Marketplace Development
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Claim Central Hires Former WeGoLook Execs to Lead North American Platform and Marketplace Development

Fintech News Desk
Roberson and Knoll join as Managing Directors in the U.S.(Claim Central ) Claim Central Consolidated, a pioneer in claims fulfillment technology, is pleased to announce former WeGoLook executives Robin Roberson and Kenneth Knoll have joined the company as managing directors. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding While......
Zyter Releases CMS Interoperability Solution for Health Insurance Payers
Fintech InsurTech News

Zyter Releases CMS Interoperability Solution for Health Insurance Payers

Fintech News Desk
Enables Compliance with U.S. Interoperability and Patient Access Regulations Zyter, a leading digital health and IoT-enablement platform, announced the availability of Zyter CMS Interoperability, a HIPAA-compliant, cloud-based software solution.  This enables health insurance companies (“payers”) to meet compliance deadlines for adopting the requirements of the Interoperability and Patient Access final......
InsuraGuest Signs Swarts, Manning & Associates Insurance Agency
Fintech InsurTech News

InsuraGuest Signs Swarts, Manning & Associates Insurance Agency

Fintech News Desk
InsuraGuest Technologies, Inc., under its wholly owned U.S. subsidiary InsuraGuest Insurance Agency, LLC (the “Agency”), has signed Swarts, Manning & Associates (“SMA”) for its agency/broker program, which focuses on agencies and brokers that write general liability polices specifically for hotels. Read More: Bank of America Commits $100,000 to Athena Alliance......
Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch
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Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch

Fintech News Desk
The Longo Group, managing more than $530 million in client assets, is Sanctuary’s first New Orleans/Gulf Coast partner Sanctuary Wealth, home to the next generation of elite financial advisors, has expanded its network into the New Orleans and Mississippi Gulf Coast region with the addition of its first Louisiana team, The Longo Group, to the......
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