Search Results for: broker

TigerWit Announces Record Revenue in Latest Financial Year
Fintech News Trading

TigerWit Announces Record Revenue in Latest Financial Year

Fintech News Desk
by Fintech News Desk0
UK-headquartered and award-winning global financial technology company TigerWit is pleased to announce that it has achieved record revenues of US$27.5m for their financial year ended 31st March 2020, up 24% from 2018/19. TigerWit has also increased its global network of partnerships and expanded its presence in emerging markets globally. The successes of the......
Cover Whale Newly Approved Lloyd's Coverholder to expand InsurTech Trucking Program
Big Data Fintech InsurTech News

Cover Whale Newly Approved Lloyd’s Coverholder to expand InsurTech Trucking Program

Fintech News Desk
by Fintech News Desk0
Cover Whale, an InsurTech broker, was approved as a new Coverholder at Lloyd’s of London. Cover Whale is collaborating with Lloyd’s syndicates to provide a new insurance facility for thousands of Trucks in the US. Read More: GlobalFintechSeries Interview with Griffin McGahey, President at HC3 “Cover Whale helps streamline Insurance starting with......
Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic
Fintech InsurTech Investment Services News

Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Succession Resource Group, Inc. (SRG) is excited to announce the launch of LendingWell on Monday, May 4, 2020. LendingWell is a free online platform dedicated to helping independent Registered Investment Advisors, Registered Representatives, CPAs, and insurance agents and agencies find the right lender for their financing needs. LendingWell matches advisors with......
Sovos and Axway Software Partner to Reduce Complexity of Global Tax Management
Fintech News Trading

Shareholders Service Group Partners with AdvisorPeak

Fintech News Desk
by Fintech News Desk0
Shareholders Service Group (SSG) and AdvisorPeak are pleased to announce a new agreement for the benefit of advisors who custody with SSG. Independent registered investment advisors that utilize the brokerage and custodial services of SSG now have access to AdvisorPeak’s online trading and rebalancing platform at a custom price. Read More: Jack Henry......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Capital Markets Fintech News

Addepar Announces Alternatives Marketplace

Fintech News Desk
by Fintech News Desk0
Marketplace makes it easy to view, transact and manage financial products through an integrated digital experience Addepar, a leading technology platform for wealth management, announced the launch of Marketplace. This new application within the Addepar platform allows clients to view and assess a range of offerings and digitally initiate transactions......
KoreConX Co-Founder Releases Digital Securities 101 - Global 2020 Edition Book
Capital Markets Fintech News

KoreConX Co-Founder Releases Digital Securities 101 – Global 2020 Edition Book

Fintech News Desk
by Fintech News Desk0
Digital Securities are going to transform the capital markets KoreConX is pleased to announce the book release “Digital Securities 101 – Global 2020 Edition.” Read More: Executives Explore Disruptions in Fraud Trends, Securing Online Channels and Mobility Payments in Transit Digital Securities 101 – 2020 Global Edition “Digital Securities 101” is a how-to......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Fintech News

Investview (“INVU”) Enters Into $11 Million Stock Purchase with Strategic Fintech Partner

Fintech News Desk
by Fintech News Desk0
Investview, a global distributor of financial education tools, content, research and technology, has entered into a securities purchase and intellectual capital transaction with a financial services and technology investment fund to purchase $11 million of its common stock in a private placement. The terms of the share purchase agreement are......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Banking Investment Services Mobile Banking News

DBS Unveils New Digital Financial Planning Proposition to Provide Personalized Financial Advisory for All

Fintech News Desk
by Fintech News Desk0
New digital advisory solution leverages big data and technology to provide insights tailored to customers All five million DBS/POSB customers can now access DBS’ new digital financial planning solution NAV Planner within their internet and mobile banking accounts. NAV Planner – an industry-first, feature-rich digital advisory solution leveraging big data......
Tavant Announces FinConnect on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace
Fintech News

Tavant FinXperience Powers DRIVER – Fairway Wholesale Lending’s Digital Mortgage Platform

Fintech News Desk
by Fintech News Desk0
DRIVER serves 3,000 mortgage brokers across 500 brokerage firms nationwide with improved speed of response, enhanced communication capabilities, streamlined experience Tavant, a Silicon Valley-based digital lending products and solutions company, announced its long-time customer, Fairway Independent Mortgage Corporation, has expanded its digital mortgage platform. Fairway has deployed Tavant’s FinXperience Broker......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
by Fintech News Desk0
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
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