Search Results for: dealer experience

University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Fintech Investment Services News

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Fintech News Desk
by Fintech News Desk0
Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic
Fintech InsurTech Investment Services News

Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Succession Resource Group, Inc. (SRG) is excited to announce the launch of LendingWell on Monday, May 4, 2020. LendingWell is a free online platform dedicated to helping independent Registered Investment Advisors, Registered Representatives, CPAs, and insurance agents and agencies find the right lender for their financing needs. LendingWell matches advisors with......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Capital Markets Fintech News

Addepar Announces Alternatives Marketplace

Fintech News Desk
by Fintech News Desk0
Marketplace makes it easy to view, transact and manage financial products through an integrated digital experience Addepar, a leading technology platform for wealth management, announced the launch of Marketplace. This new application within the Addepar platform allows clients to view and assess a range of offerings and digitally initiate transactions......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
by Fintech News Desk0
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech News

Vestmark Partners With Redi2, Giving VestmarkONE Platform Users Access to Scalable Billing Tool for Managed Accounts

Fintech News Desk
by Fintech News Desk0
Vestmark Continues Forging Industry Relationships in Ongoing Effort to Provide a Seamless, Fully Integrated Solution Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager billing solution through the VestmarkONE platform. Read More: WorldRemit Partners......
PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-Of-Its-Kind, Multi-Strategist Retirement Plan Solution
Business Fintech News

PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-Of-Its-Kind, Multi-Strategist Retirement Plan Solution

Fintech News Desk
by Fintech News Desk0
Advisors can View Real-Time Plan & Participant Data from PCS within Envestnet Wealth Management Platform PCS Retirement, a leading provider of retirement plan recordkeeping services, announced the rollout of the ManagedPlan turnkey solution for retirement plan sponsors and their financial advisors, developed and run in partnership with Envestnet Retirement Solutions......
Coinstreet Partners Responds To COVID-19 By Launching Global Online Investor Roadshow Covering 30 Countries And 15 Languages
Fintech Investment Services News

Coinstreet Partners Responds To COVID-19 By Launching Global Online Investor Roadshow Covering 30 Countries And 15 Languages

Fintech News Desk
by Fintech News Desk0
In response to the global COVID-19 outbreak, Coinstreet Partners (Coinstreet), an award-winning decentralized investment banking group and F.M.T. (Finance, Media & Tech) consultancy firm, is converting its conventional private placement, alternative investments and digital assets investor roadshow into a series of digital events by launching Global Online Investor Roadshow (GOIR). The Global Online Investor......
Admiral Group Extends Guidewire Relationship to Support Digital Engagement With Customers and Producers
InsurTech News

Admiral Group Extends Guidewire Relationship to Support Digital Engagement With Customers and Producers

Fintech News Desk
by Fintech News Desk0
Motor insurer deploys Guidewire digital applications to enhance operational efficiency and improve business agility Admiral Group plc, one of the largest motor insurance providers in the UK, and Guidewire Software, Inc., provider of the industry platform general insurers rely upon, announced that Admiral has successfully deployed Guidewire InsurancePlatform Digital products,......
FinMason Expands Sales Team
Investment Services News

FinMason Expands Sales Team

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced the addition of two industry veterans to their senior sales staff: Elizabeth Lewis and Wes Graves. They will be responsible for identifying business opportunities, managing client accounts and relationships, and recognizing pain points that FinMason can ease......
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