Search Results for: broker

Tech Startup Fileboard Pivots to Form Insurance Software Solution 20 Miles
InsurTech News

Tech Startup Fileboard Pivots to Form Insurance Software Solution 20 Miles

Fintech News Desk
by Fintech News Desk0
After nearly 8 years of creating software for salespeople across various industries, Fileboard is pivoting to become 20 Miles to make a fresh start and refine the company’s focus going forward. With the release of the latest version of its platform alongside its new flagship sales cadence solution Workflow, the company......
AllocateRite Introduces Consolidated Risk Assessment Across Multiple Accounts - Because You Never Know When The Next Bubble Will Burst
Banking Business News

AllocateRite Introduces Consolidated Risk Assessment Across Multiple Accounts – Because You Never Know When The Next Bubble Will Burst

Fintech News Desk
by Fintech News Desk0
AllocateRite Digital, the New York FinTech and data science company that provides investment managers with ETF-based dynamic asset allocation strategies, is excited to announce support for multiple accounts at multiple brokerages. Multiple Account Linking Get the complete picture of your financial health by linking multiple brokerage accounts. Use RiskMonkey to......
Grayscale Bitcoin Trust Announces Resumption of Private Placement
Cryptocurrency Investment Services News

Grayscale Bitcoin Trust Announces Resumption of Private Placement

Fintech News Desk
by Fintech News Desk10
Grayscale Investments, the world’s largest digital currency asset manager and sponsor of Grayscale Bitcoin Trust announced that the Trust will resume the private placement of its shares. The Trust’s private placement is offered on a periodic basis throughout the year and is now currently available to accredited investors for daily......
Leading Canadian Mortgage Tech Startup, Lendesk, Appoints Sean Wilson as COO
Fintech Fintech Funding News

Leading Canadian Mortgage Tech Startup, Lendesk, Appoints Sean Wilson as COO

Fintech News Desk
by Fintech News Desk11
Wilson Brings Six Years of Executive Experience Serving Vancouver’s Financial Industries Lendesk Technologies ULC, the premier FinTech provider for Canada’s mortgage industry professionals, announced the appointment of Sean Wilson to the role of Chief Operating Officer at Lendesk, effective January 13, 2020. Wilson brings with him six years of experience......
World FinTech Report 2020: FinTech Collaboration Is Even More Essential Now for Banks to Achieve Customer-Centricity
Banking InsurTech News

Everest Group Names Capgemini a Leader and Star Performer in Insurance IT Services

Fintech News Desk
by Fintech News Desk0
Capgemini announced that it has been named a Leader and Star Performer in Everest Group Life and Annuities (L&A) Insurance Application and Digital Services PEAK Matrix 2020 assessment. As a leader, Capgemini was recognized for its strong value proposition across the consult-to-operate spectrum, deep industry focus, wide breadth of capabilities, meaningful investments......
ePayPolicy, a Market-Leading Electronic Payments Solution for the E&S Insurance Market, Announces Investment from Serent Capital
InsurTech News

ePayPolicy, a Market-Leading Electronic Payments Solution for the E&S Insurance Market, Announces Investment from Serent Capital

Fintech News Desk
by Fintech News Desk0
ePayPolicy, a leading integrated electronic payments solutions in the Excess & Surplus (“E&S”) insurance market, announced it received a significant investment from Serent Capital, a San Francisco and Austin based private equity firm focused on investing in high-growth technology and services businesses. ePayPolicy will leverage the Serent investment to accelerate......
Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes
Fintech News Trading

Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes

Fintech News Desk
by Fintech News Desk0
Altruist Corp, an LA-based fintech company that provides a fully integrated digital brokerage to financial advisors, announced its partnership with DriveWealth, a global leader in digital trading technology. DriveWealth is also partnered with Citibank and will power Altruist’s brokerage execution and is responsible for safekeeping securities on behalf of Altruist’s customers......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
by Fintech News Desk0
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
Say Announces Addition of ETF Industry Leader Jennifer Grancio to Advisory Board
Banking Fintech News

Say Announces Addition of ETF Industry Leader Jennifer Grancio to Advisory Board

Fintech News Desk
by Fintech News Desk0
Say is pleased to announce the addition of Jennifer Grancio to its advisory board. Ms. Grancio will provide guidance to Say as it further expands its Shareholder Communication Platform to provide improved shareholder voting and engagement tools for broker-dealers, issuers, institutional investors, and retail shareholders. Read More: Folio Financial Among......
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