Search Results for: business tools and solutions

LPL Financial and Perennial Financial Services Welcome Eddie ChanLPL Financial and Perennial Financial Services Welcome Eddie Chan
Finance News

LPL Financial and Perennial Financial Services Welcome Eddie Chan

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisor Eddie Chan has joined LPL Financial’s broker-dealer, RIA and custodial platforms, affiliating with Perennial Financial Services, an existing firm supporting LPL-affiliated advisors. Chan reported having served approximately $110 million in advisory, brokerage and retirement plan assets,* and joins LPL from Ameriprise Financial. Latest......
ASB Successfully Activates nCino to Help Transform Business Lending
Banking News

ASB Successfully Activates nCino to Help Transform Business Lending

Fintech News Desk
by Fintech News Desk0
Top three New Zealand institution by asset size is live on nCino following implementation journey during pandemic nCino, Inc. a pioneer in cloud banking and digital transformation solutions for the global financial services industry, today announced that ASB, one of New Zealand’s leading commercial banks, is live on the nCino......
Daily FTS Roundup: The 5 Coolest Things on Earth Today
Featured Finance News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds
Investments News

Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced that Brian Storey, CFA, joined Orion’s Brinker Capital Investments as senior portfolio manager. Storey is a key contributor to asset allocation decisions across Brinker’s discretionary investment products and provides manager selection, due diligence and portfolio construction......
TIFIN Wealth Announces Strategic Partnership with Chalice Network and Their Community of 60,000+ Advisors
Fintech News

TIFIN Wealth Announces Strategic Partnership with Chalice Network and Their Community of 60,000+ Advisors

Fintech News Desk
by Fintech News Desk0
TIFIN Wealth’s solutions to be promoted in Chalice’s marketplace; their investment personalization and digital marketing solutions available at a discount to Chalice affiliated wealth managers TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announces a new strategic partnership with......
Monite Partners With Codat to Enable Any App to Embed Invoicing and Bill Payment Features
Digital Payments Fintech Startups News

Monite Partners With Codat to Enable Any App to Embed Invoicing and Bill Payment Features

Fintech News Desk
by Fintech News Desk0
The partnership will enable SaaS providers to become a one stop shop for SMBs to manage their business. Embedded finance startup Monite has partnered with the universal API for small business data, Codat, to make it faster and easier to integrate accounts payable and accounts receivable capabilities into existing apps.......
CORRECTING and REPLACING Blackhawk Network and Great Lakes Data Systems Collaborate to Drive Digital Payment Options for Midsize and Enterprise Businesses
Digital Payments News

Blackhawk Network and Great Lakes Data Systems Collaborate to Drive Digital Payment Options for Midsize and Enterprise Businesses

Fintech News Desk
by Fintech News Desk0
Joint effort gives retailers of all sizes the ability to offer touch-free mobile payment options at checkout As digital payments continue to make a major impact on how consumers shop and pay, payments innovator Blackhawk Network and leading sale systems innovator, Great Lakes Data Systems (GLDS), announced a joint effort to......
Huawei & MuRong Jointly Release the Mobile Payment and Micro Finance Solution
Fintech News

Lendio Makes Strategic Move to Position the Brand for Growth, Strengthens Product Portfolio for Small Businesses

Fintech News Desk
by Fintech News Desk0
Leading fintech company removes the “Sunrise by Lendio” brand, merges its free tools and enhanced SaaS subscription with its popular loan marketplace Lendio, the nation’s leading small business financial solutions provider, announced the next phase of its brand and business evolution. The growing fintech company has sunset its Sunrise by......
RLTY Capital Expands Across New York State
Finance News

RLTY Capital Expands Across New York State

Fintech News Desk
by Fintech News Desk0
Ryan Serhant-backed RLTY Capital’s commission purchasing is now available to agents, brokerages, and developers throughout New York State including the Hamptons and Hudson Valley RLTY Capital, a New York-based real estate tech platform and specialty finance firm backed by Ryan Serhant and SERHANT. Ventures, today announced that its service is......
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