Search Results for: client

Applied Real Intelligence (“A.R.I.”) Launches Venture Debt Opportunities Fund for Qualified Clients
Fintech Investment Services News

Applied Real Intelligence (“A.R.I.”) Launches Venture Debt Opportunities Fund for Qualified Clients

Business Wire
by Business Wire0
A.R.I.’s Fund Brings Exclusive Access to Wealth Advisors and Affluent Clients for First Time Applied Real Intelligence LLC (A.R.I.), an investment management company based in Los Angeles, has launched its A.R.I. Venture Debt Opportunities Fund for Qualified Clients in response to significant interest from Registered Investment Advisors (RIAs), wealth advisors,......
Blue Ocean Technologies Partners with Futu Clearing Inc to Provide Futubull Clients Real-Time Trading & Data Access to US Equities
Fintech News Trading

Blue Ocean Technologies Partners with Futu Clearing Inc to Provide Futubull Clients Real-Time Trading & Data Access to US Equities

Fintech News Desk
by Fintech News Desk0
Blue Ocean Technologies LLC (BOT), a global fintech leader in afterhours trading and the holding company of Blue Ocean ATS; and Futu Clearing Inc., the US-based clearing and execution subsidiary of Futu Holdings Limited, an advanced fintech company upgrading the investing experience by offering fully digitized financial services in multiple markets, announced......
Follow Launches with $9 Million in Funding to Build The First Social Investment Platform To Automate Copying of Trades for US Equities to US Clients
Investment Services News

Follow Launches with $9 Million in Funding to Build The First Social Investment Platform To Automate Copying of Trades for US Equities to US Clients

Fintech News Desk
by Fintech News Desk0
Anchored by a team of successful founders and tech executives (Google, Acorns), Follow gives investors a platform to subscribe to screened financial voices and automatically mirror their investments Follow, the first community-centric investment platform joining selected finance-focused influencers called ‘Leaders’ and individual investors launches with $9M in funding. As the......
KeyBank Leverages Blend to Deliver Digital Mortgage Application Process for Clients
Mortgage News

KeyBank Leverages Blend to Deliver Digital Mortgage Application Process for Clients

Fintech News Desk
by Fintech News Desk0
Cloud banking platform closing loans more than two weeks faster KeyBank is seeing significant results in making home buying easier for clients in the face of a competitive market. A software platform that digitizes the end-to-end mortgage application process for clients looking to purchase or refinance a home, provided by Blend, is helping......
BNY Mellon Expands Outsourced Trading to Buy-Side Clients
Investment Services News Trading

BNY Mellon Expands Outsourced Trading to Buy-Side Clients

Fintech News Desk
by Fintech News Desk0
Further broadens the company’s trusted outsourced offerings to the front office BNY Mellon announced a new outsourced trading offering for buy-side institutions globally, including asset managers and asset owners. The offering by BNY Mellon Capital Markets, LLC will be powered by xBK, the buy-side trading division that executes more than......
Nied Financial Seeks Enhanced Client Service With Grove Point Financial
Finance Investment Services News

Nied Financial Seeks Enhanced Client Service With Grove Point Financial

Fintech News Desk
by Fintech News Desk0
Rock Springs, WY firm brings $22 million AUM to Grove Point partnership Grove Point Financial, a boutique broker-dealer and investment advisory platform, announces the addition of Nied Financial, a Rock Springs, Wyoming-based firm overseeing $22 million in assets. “We are delighted to welcome Nied Financial and its clients into the......
MortgageRight Attracts Mortgage Originators With Client-First Policies
Mortgage News

MortgageRight Attracts Mortgage Originators With Client-First Policies

Fintech News Desk
by Fintech News Desk0
Birmingham, AL based MortgageRight is reaching out to mortgage originators who wish to work with a professional, comprehensive provider that prioritizes the client. To make it simpler for those involved in this industry to see what makes the company stand apart from its competitors, MortgageRight has published a blog post......
Bank Nagelmackers Partners With Objectway to Implement Their New Private Client Offering
Banking News

Bank Nagelmackers Partners With Objectway to Implement Their New Private Client Offering

Fintech News Desk
by Fintech News Desk0
Focused on delivering premium private banking services, Nagelmackers provides clients with a digital native service and investment experience, building on Objectway Suite to underpin its digital transformation Bank Nagelmackers, one of the leading personal and private banks in Belgium, has selected Objectway, a Pan-European Wealth & Asset Management software and......
Announcing Kraken Pro: The Secure Trading Platform for Advanced Clients
Cryptocurrency News Trading

Announcing Kraken Pro: The Secure Trading Platform for Advanced Clients

Fintech News Desk
by Fintech News Desk0
Institutional-grade performance with a modern, highly customizable user interface Kraken, one of the world’s longest standing and most trusted crypto platforms, is proud to announce the public launch of Kraken Pro. The powerful web platform encompasses a full suite of advanced trading tools and unified access to spot trading, margin......
Strategic Planning Group Moves to Commonwealth to Optimize Client Outcomes And Capitalize on Technology
Finance Investment Services News

Strategic Planning Group Moves to Commonwealth to Optimize Client Outcomes And Capitalize on Technology

Fintech News Desk
by Fintech News Desk0
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Strategic Planning Group, Inc. from Fishers, Indiana, to its network of financial advisors. Formerly with Cambridge Investment Research, firm president and advisor John Wood, CFP®, CLU®, ChFC®, AIF®, and advisor......
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