Search Results for: broker

Financial Gravity Rolls Out The Real Risk Meter™
Business Fintech News Risk Management

Financial Gravity Rolls Out The Real Risk Meter™

Fintech News Desk
by Fintech News Desk1
Financial Gravity Companies Inc. in partnership with Applied Behavior Finance, Inc. (ABF), releases The Real Risk MeterTM, a new SaaS based tool for advisors in the wealth management industry that challenges Riskalyze, Finametrica, and other risk analysis tools. www.realriskmeter.com Dr. William Nelson, Co-Founder of ABF, acknowledged, “We know we’re taking on an 800-pound......
Merchants Capital Launches Clik.ai to Automate Loan Servicing Operations
Artificial Intelligence Banking Fintech News

Merchants Capital Launches Clik.ai to Automate Loan Servicing Operations

Fintech News Desk
by Fintech News Desk0
Clik.ai, a fastest growing automated underwriting platform that helps brokers and lenders underwrite faster, announced it has entered an agreement with Merchants Capital, a top nationwide mortgage banking company with expertise in multifamily, affordable, senior and student housing finance, to implement Clik.ai’s AI-driven workflow automation engine into Merchants’ loan servicing......
Rethink Launches a New Property Data Tool to Power Commercial Real Estate Deals
Fintech News

Rethink Launches a New Property Data Tool to Power Commercial Real Estate Deals

Fintech News Desk
by Fintech News Desk0
Rethink, the leading provider of commercial real estate dealmaking technology, announced the release of Rethink Intelligence. The new solution integrates data on more than 8.5 million commercial properties with the company’s deal management solution, Rethink Core. “Losing a deal can happen for many reasons, but two of the most common are......
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,......
1