Search Results for: broker

Flyer Launches New Co-Pilot OMS Fixed-Income Trade Processing Enhancements as Part of Expanded Integration with Envestnet | Tamarac
Fintech News Trading

Flyer Launches New Co-Pilot OMS Fixed-Income Trade Processing Enhancements as Part of Expanded Integration with Envestnet | Tamarac

Fintech News Desk
by Fintech News Desk0
Flyer and Envestnet, announced that advisors relying on the Envestnet | Tamarac (Tamarac) platform now can automate their fixed-income trade processing in Flyer’s Co-Pilot order management system (OMS). The Co-Pilot integration with Tamarac, providing a more comprehensive, seamless, and advanced advisor trading experience, was originally announced in April 2019. By adding efficient fixed-income trading enhancements,......
IPC's Unigy Wins 'Best Communication Infrastructure Provider' in the 2020 American Financial Technology Awards
Fintech News Trading

IPC Wins ‘Best High Performance Network Services’ at TradingTech Insight Awards — North America for Second Year in a Row

Fintech News Desk
by Fintech News Desk0
IPC, a leading global provider of secure, compliant communications and networking solutions for the global financial markets, announced its Connexus Cloud platform was named the winner in the “Best High Performance Network Services” category in the prestigious TradingTech Insight Awards — North America 2020 for the second consecutive year. Read More:......
Secure Digital Markets Partners with BlockQuake on Regulated Digital Asset Exchange Alternative for Institutions & Retail Traders
Business Cryptocurrency Fintech News Trading

Secure Digital Markets Partners with BlockQuake on Regulated Digital Asset Exchange Alternative for Institutions & Retail Traders

Fintech News Desk
by Fintech News Desk0
Secure Digital Markets (SDM), a leading digital asset focused brokerage and trading firm in North America, has announced its new partnership with BlockQuake, a regulatory-driven digital asset & cryptocurrency exchange headquartered in New York City, to collaborate on the distribution, trading and liquidity of digital assets through BlockQuake’s exchange and......
Great Valley Advisor Group Adds Bernicke Wealth Management
Fintech Investment Services News

Great Valley Advisor Group Adds Bernicke Wealth Management

Fintech News Desk
by Fintech News Desk0
The $530M Wisconsin-based independent RIA joins GVA advisor network to take advantage of compliance support and enhanced technology resources Great Valley Advisor Group (“GVA”), a technology-driven full-service registered investment adviser (“RIA”) that partners with select independent financial advisors to support growth and provide access to superior practice management and business......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
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; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
AllocateRite Announces Hiring of New Director of Sales
Artificial Intelligence Fintech Investment Services News Risk Management Trading

AllocateRite Announces Hiring of New Director of Sales

Fintech News Desk
by Fintech News Desk0
Alan Rubenfeld, Veteran Sales Leader, will Further Strengthen AllocateRite’s Data Science-Powered Risk Analytics and Investment Technology Platform AllocateRite, the New York FinTech and data science company which provides wealth managers and consumers groundbreaking data science-powered risk analytics and investment technology, is excited to announce veteran sales leader Alan Rubenfeld has joined AllocateRite......
K2 Intelligence Financial Integrity Network Recognized in Chambers and Partners Litigation Support Guide
Business Fintech Fintech Funding News

K2 Intelligence Financial Integrity Network Recognized in Chambers and Partners Litigation Support Guide

Fintech News Desk
by Fintech News Desk0
K2 Intelligence Financial Integrity Network (FIN) is proud to announce that the firm’s UK and USA teams have been ranked in the 2020 Chambers and Partners Litigation Support Guide. The firm, an industry-leading investigative, compliance and cyber defense services firm, earned recognition for its client work in Asset Tracing & Recovery (Investigations Agencies), Global-wide; Business Intelligence & Investigations,......
280 CapMarkets Launches Straight Through Processing & Additional Asset Classes on its BondNav Platform
Fintech News Trading

280 CapMarkets Launches Straight Through Processing & Additional Asset Classes on its BondNav Platform

Fintech News Desk
by Fintech News Desk0
280 CapMarkets (280), a fixed income technology company providing best execution trading support and price transparency to advisors, institutions and issuers, has announced the roll-out of straight-through processing (STP) capabilities, which accelerates and automates the processing of client transactions. The goal is for clients to manage their own trading allocations and seamlessly......
Stikkum Announces Enhanced Version of Its Mortgage Retention Alert & Automation Platform
Fintech News

Stikkum Announces Enhanced Version of Its Mortgage Retention Alert & Automation Platform

Fintech News Desk
by Fintech News Desk0
Stikkum, a leading technology innovator in the mortgage client retention space, announced the launch of its latest version of its mortgage retention alert and automation platform. The platform enhancements strengthen the way mortgage brokers and bank loan officers can reconnect, contact, and engage existing mortgage client relationships. Based on extensive......
Amalgamated Life Insurance Company Announces a Rebrand to Better Reflect a Family of Companies
Fintech InsurTech News

Amalgamated Life Insurance Company Announces a Rebrand to Better Reflect a Family of Companies

Fintech News Desk
by Fintech News Desk0
Amalgamated Life Insurance Company, a leading provider of comprehensive insurance solutions, announced that it and its affiliated companies, have completed a rebranding initiative designed to better reflect the “Amalgamated Family of Companies” and leverage the brand equity in the flagship company’s name, “Amalgamated.” Read More: Jack Henry & Associates Launches Core-Integrated......
1