Search Results for: client

CoinEx Chain Foundation Launches Support Program to Encourage Community Development
Blockchain Cryptocurrency

CryptoCorner: Tencent Establishing Digital Currency Research Group, Shenzhen Stock Exchange Launches Blockchain Index, OKEx Launches BTC Options Trading for Select Clients

Fintech News Desk
by Fintech News Desk0
Chinese internet giant Tencent may be establishing “a digital currency research project group” according to local media. The company did not deny the news to reporters, but did not provide further information. However, CoinDesk reports that the “new team will look at how to use digital currencies in its payments platform as......
VoPay Partners With Hydrogen to Offer Fintech Clients Seamless Access to Open Banking Payments
Banking Fintech Funding News

VoPay Partners With Hydrogen to Offer Fintech Clients Seamless Access to Open Banking Payments

Fintech News Desk
by Fintech News Desk0
VoPay empowers businesses to offer direct bank account payments just like credit cards Increased access to open banking is empowering fintechs to offer a better consumer experience  API integration provides a simple, yet powerful plug and pay solution  VoPay, a leader in payment technology innovation, is pleased to announce that......
Envestnet | MoneyGuide Empowers Advisors at Buckingham Wealth Partners to Deliver New Levels of Financial Wellness to Their Clients with its Advanced Planning Solution - MoneyGuideElite
Banking Fintech News

Envestnet | MoneyGuide Empowers Advisors at Buckingham Wealth Partners to Deliver New Levels of Financial Wellness to Their Clients with its Advanced Planning Solution – MoneyGuideElite

Fintech News Desk
by Fintech News Desk0
Envestnet | MoneyGuide, the creator of leading financial planning software, MoneyGuidePro announced a partnership with Buckingham Wealth Partners, providing access to the MoneyGuide Elite planning software to advisors under their umbrella. Elite, MoneyGuide’s more advanced planning product, has the ability to address the complexities of clients’ financial needs by identifying......
Bank of America Expands Unlimited Zero-Dollar Trades to All Merrill Edge Self-Directed Clients
Banking News

Bank of America Expands Unlimited Zero-Dollar Trades to All Merrill Edge Self-Directed Clients

Admin
by Admin0
Bank of America announced the expansion of unlimited commission-free online stock, ETF and option trading to all Merrill Edge Self-Directed investors. Zero-dollar trades, together with the firm’s powerful combination of personalized guidance, straightforward tools, professional expertise and the industry-leading Preferred Rewards program, ensure Bank of America and Merrill clients can pursue their......
AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms
Banking Fintech Funding News

AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms

Fintech News Desk
by Fintech News Desk0
New Partnership Will Allow Valmark Member Firms to Modernize and Simplify the Billing Process for Financial Planning Services and Better Serve Clients’ Changing Needs AdvicePay, the only fee-for-service billing and payment platform designed exclusively for financial advisors, and Valmark Financial Group, one of the  leading independent full-service life insurance agency,......
ClarisHealth Unveils Pareo Partner Exchange: Revolutionizing Payment Integrity for Payers
Finance Fintech News

ClarisHealth Unveils Pareo Partner Exchange: Revolutionizing Payment Integrity for Payers

PR Newswire
by PR Newswire0
Payment Integrity industry’s first integrated ecosystem set to accelerate value delivery and reduce administrative complexity in $9 billion market. Groundbreaking offering addresses the growing complexity in vendor management and empowers health plans to leverage innovative solutions within Pareo and manage their end-to-end payment integrity program. ClarisHealth, a leader in payment integrity technology......
COVU Secures an Additional $12.5 Million in Series A Funding
InsurTech Investment Services News

COVU Secures an Additional $12.5 Million in Series A Funding

Business Wire
by Business Wire0
COVU, Inc., a leader in AI-native services for insurance agencies, announced the successful completion of $12.5 million in equity and debt financing, as part of the first tranche of its Series A funding round. This brings total funding to date to over $20 million. The funding round attracted investment from......
Arta Finance Launches Globally via Singapore, Unveils Arta AI Copilot, and Announces Wealth-As-A-Service for Banks
Finance Fintech News

Arta Finance Launches Globally via Singapore, Unveils Arta AI Copilot, and Announces Wealth-As-A-Service for Banks

PR Newswire
by PR Newswire0
MAS-licensed Arta launches in Singapore and internationally Arta unveils Arta AI Copilot – a number of AI-enhanced experiences on its wealth platform Arta announces partnerships with Wio Invest, Google Cloud, and Capco for its Wealth-as-a-service offering for banks and financial institutions globally Arta welcomes Ralph Hamers as external advisor Fast-growing digital wealth management platform Arta......
Clear Street Launches Rebrand of CenterPoint Securities and Provides Active Trading Division Update
Finance Fintech News Trading

Clear Street Launches Rebrand of CenterPoint Securities and Provides Active Trading Division Update

Business Wire
by Business Wire0
CenterPoint Securities Rebrands to Clear Street Active Trading While Rolling Out New Functionality Clear Street’s Advanced Trading Technology and Award-Winning Solutions Power Excellence for Active & Professional Traders Clear Street (“Clear Street”, “the Company”) a cloud-native financial technology firm on a mission to modernize the brokerage ecosystem, announced today the rebranding of......
Covr Unveils Its Third Generation Insurance Software: The Most Advanced Platform for Simplifying Insurance for Financial Professionals
Finance Fintech News

Covr Unveils Its Third Generation Insurance Software: The Most Advanced Platform for Simplifying Insurance for Financial Professionals

PR Newswire
by PR Newswire0
Covr Financial Technologies, a leading digital insurance provider, announced this week the launch of Advisor 3.0, the latest version of its industry-leading insurance platform. This cutting-edge software empowers financial professionals, insurance advisors, and institutions to streamline their insurance business across various product lines, including life insurance, disability insurance, long-term care,......
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