Search Results for: client

Prudential Financial,
Business Fintech News

Financial Tools Make Prudential, Welltok Ideal Partners to Improve Employee Total Well-Being

Fintech News Desk
by Fintech News Desk0
Prudential, a leading provider of financial wellness education and tools, and Welltok, the consumer activation solutions company, are partnering to provide employers with the integrated well-being approach they desire. Prudential’s financial wellness content, tools and access to its solutions will be delivered within Welltok’s total well-being solution. Read More: M Financial Group......
SmartStream Launches API for Firms Requiring Fast Access to Reference Data for Meeting the SFTR Deadline
Fintech News

SmartStream Launches API for Firms Requiring Fast Access to Reference Data for Meeting the SFTR Deadline

Fintech News Desk
by Fintech News Desk0
SmartStream Technologies, the financial Transaction Lifecycle Management (TLM) solutions provider, today extended its Reference Data Utility (RDU) Securities Financing Transactions Regulation (SFTR) service to include an API for firms requiring fast access to the technology and data needed to manage their reference data challenges – critical for meeting the ESMA SFTR reporting deadline of July......
Risky Business: Lack of Risk-Based Conversations Hinders Retirement Readiness
Fintech News Risk Management

Risky Business: Lack of Risk-Based Conversations Hinders Retirement Readiness

Fintech News Desk
by Fintech News Desk0
As Americans evaluate their finances during these challenging times, many financial professionals may be missing opportunities to shift conversations about retirement from accumulation to protection. The new 2020 Retirement Risk Readiness Study from Allianz Life Insurance Company of North America (Allianz Life) surveyed three categories of Americans to get different......
Enigma Securities Partners With Fireblocks, Joins Fireblocks Network
Business Fintech News Risk Management

Enigma Securities Partners With Fireblocks, Joins Fireblocks Network

Fintech News Desk
by Fintech News Desk0
Enigma Securities, a crypto liquidity provider focused on electronic execution services, announced its new partnership with Fireblocks and its joining of the recently launched Asset Transfer Network. By leveraging Fireblocks’ secure Asset Transfer Network, Enigma can safely and securely transfer digital assets between exchanges, custodians, counterparties and other portfolios, while automating......
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......
Zenus Bank appoints Chief Information Officer
Fintech Mobile Banking News

Zenus Bank Becomes Visa Principal Member

Fintech News Desk
by Fintech News Desk0
Soon-to-launch Zenus Bank will utilize Visa’s scale and global acceptance to issue debit cards for its clients. Zenus Bank, the American digital bank is announcing it is the first International Financial Entity to become a Principal Member of Visa, the world’s leader in digital payments. Read More: M Financial Group......
The London Metal Exchange Selects Itiviti for Automated Client Onboarding as Part of Trading Infrastructure Overhaul
Fintech News Trading

Itiviti’s Tbricks Automated Trading Solution Recognized as Best Trading Solution for Listed Securities (Equities/Derivatives)

Fintech News Desk
by Fintech News Desk0
Itiviti, a leading technology, and service provider to financial institutions worldwide, announced the Tbricks automated trading solution has won “Best Trading Solution for Listed Securities (Equities/Derivatives)” at the prestigious TradingTech Insight USA Awards. The awards recognize excellence in trading solutions and services for capital markets and focus on vendors and consultancies......
Factor4 Announces Partnership with Advanced Mobile Payment Inc. (AMP)
Business Fintech Mobile Banking News

Factor4 Announces Partnership with Advanced Mobile Payment Inc. (AMP)

Fintech News Desk
by Fintech News Desk0
Factor4 provides AMP with Omnichannel Gift Card and Loyalty Program Solutions Factor4, LLC, a leading provider of gift card and loyalty solutions for the SMB market, announces their partnership with AMP, a global provider of POS products and solutions. Factor4’s gift card and loyalty program solutions are integrated with AMP’s 8000......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Banking Big Data Fintech News

GTreasury Partners with Fenics Market Data to Provide Treasury Professionals with Industry’s Most Accurate OTC End-of-Day Data

Fintech News Desk
by Fintech News Desk0
GTreasury, a treasury and risk management platform provider, today announced a new integration that pairs GTreasury’s solution with Fenics Market Data, a leading originator, generator, and distributor of global financial and commodities market data. The new integration enables GTreasury clients to access end-of-day and historic data sets – including interest rate......
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