Search Results for: dealer experience

Hilltop Securities Selects Broadridge to Provide Regulatory and Customer Communications Processing
Digital Fintech News

Hilltop Securities Selects Broadridge to Provide Regulatory and Customer Communications Processing

PR Newswire
by PR Newswire0
A better digital experience for regulatory and transactional communications Hilltop Securities Inc. has selected global Fintech leader, Broadridge Financial Solutions, Inc., to provide new regulatory communications tools, expanded market coverage, and solutions to help transform the communications experience for advisors, correspondents, and investors while driving engagement and greater digital adoption. “We are......
CUSO Financial Announces New Partnership with Mobiloil Credit Union
Finance News

CUSO Financial Announces New Partnership with Mobiloil Credit Union

PR Newswire
by PR Newswire0
$1 billion Texas-based financial institution joins broker-dealer with singular focus on credit unions CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), announces a multi-year agreement with Mobiloil Credit Union (Mobiloil) to support and grow its wealth management program. Established in 1935 as Magnolia Employees Beaumont Texas Federal Credit Union, Mobiloil serves......
Compliance management Featured Fintech Fintech Primers Fintech Radar

How To Leverage Fintech To Combat Money Laundering

Pooja Choudhary
by Pooja Choudhary0
Fintech has experimented with its magic wand in various fields, so how can we corner the money laundering aspect? In this blog we shall be covering how fintech is leveraged to combat money laundering or in other words we can say how fintech is used to fight for AML in......
Legendary Financial Services Veteran Neil Greene Launches JABOY Capital Markets
Capital Markets Investment Services News

Legendary Financial Services Veteran Neil Greene Launches JABOY Capital Markets

PR Newswire
by PR Newswire0
JABOY Capital Markets To Bring New Level of Deal Flow and VIP Services To Family Offices, RIAs, BDs and HNWI In the Trusted JABOY Productions Network JABOY Capital Markets is pleased to announce its official launch of a traditional and alternative investments platform to service the family office, RIA and high-net-worth clients within the......
FICO Launches Inclusion Accelerator Program and Financial Inclusion Lab to Help Advance Lender Financial Inclusion Initiatives
Finance Lending News

FICO Launches Inclusion Accelerator Program and Financial Inclusion Lab to Help Advance Lender Financial Inclusion Initiatives

Business Wire
by Business Wire0
Representing the next phase of FICO’s longstanding commitment to financial inclusion innovation, these programs make it easy for the market to rapidly test and adopt alternative data solutions FICO, a leading global analytics software firm, announced the launch of its Inclusion Accelerator Program and Financial Inclusion Lab to advance lender......
INX Collaborates with BitGo to Introduce Institutional-Grade Wallet Management Solution for Digital Securities
News Security

INX Collaborates with BitGo to Introduce Institutional-Grade Wallet Management Solution for Digital Securities

PR Newswire
by PR Newswire0
INX is Enabling Institutional Investors to Fully and Confidently Participate in the Security Token Market and the Greater Digital Economy The INX Digital Company, Inc., a broker-dealer and inter-dealer broker, announced that it has launched a pilot enterprise-level wallet management solution for regulated security tokens through a collaboration with its......
First Rate Acquires Wealth Management Platform and Partners for Compliance
Compliance management News

First Rate Acquires Wealth Management Platform and Partners for Compliance

Fintech News Desk
by Fintech News Desk0
As part of First Rate’s ongoing strategy to expand its WealthTech footprint, First Rate acquires performance reporting and portfolio management assets from InvestEdge, and announces a strategic partnership with InvestEdge for Compliance Solutions First Rate, a leading wealthtech services provider to the wealth management industry, announced the acquisition of certain......
CapIntel Announces Strategic Partnership with SEI
Finance Investment Services News

CapIntel Announces Strategic Partnership with SEI

Business Wire
by Business Wire0
CapIntel’s technology will further streamline processes for SEI and third-party advisors CapIntel, a leading financial technology company that helps asset managers, wholesalers and financial advisors improve day-to-day workflow and efficiency, announced a new strategic partnership with SEI, a global provider of technology and investment solutions that connect the financial services......
Sheehan Wealth Partners Joins LPL Strategic Wealth Services
Fintech News

Sheehan Wealth Partners Joins LPL Strategic Wealth Services

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors James Sheehan CFP, CPWA, and Shawn Tighe CFP, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They become the 30th team to join LPL Strategic Wealth Services, the firm’s modern supported independent solution that enables advisors to grow their business according to their vision.......
Broadridge and Linedata Announce Integration with Linedata Longview OMS to enhance Trade Matching
Finance Fintech News

Broadridge and Linedata Announce Integration with Linedata Longview OMS to Enhance Trade Matching

PR Newswire
by PR Newswire0
Driving greater customer value through a single multi-asset class post-trade matching platform, leveraging FIX To better automate the middle and back-office functions around trade matching, global Fintech leader, Broadridge Financial Solutions, Inc., announced an expansion of its partnership with Linedata, a global provider of asset management and credit technology data and services. Through this expanded......
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