Search Results for: dealer experience

Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors
Fintech News

Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors

Business Wire
by Business Wire0
Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm, announced that it has acquired Laurel Wealth Advisors (“Laurel”), a California-based independent advisory firm known for its holistic planning approach, after significant due diligence by both parties. Latest Fintech Interview: Global Fintech Interview with Lisa Loud, CEO & Co-founder......
Fidelity Accused Of "Lackadaisical" Vetting Of Investors Wanting To Trade In Complex, Risky Investments
Investments News Risk Management

Fidelity Accused Of “Lackadaisical” Vetting Of Investors Wanting To Trade In Complex, Risky Investments

Fintech News Desk
by Fintech News Desk0
William Galvin, head of the Massachusetts Securities Division, has filed an administrative complaint against Fidelity Brokerage Services. The firm has been accused of not making a good enough attempt to vet investors’ applications before allowing them to engage in options and margin trading. This led to financial losses for investors.......
TruDecision-Partners-with-CIG-Financial-to-Drive-Auto-Loan-Growth
Business Fintech Investment Services News

TruDecision Partners with CIG Financial To Drive Auto Loan Growth

Fintech News Desk
by Fintech News Desk0
TruDecision, Inc. (TruDecision) announced today that their advanced analytic platform will be deployed by CIG Financial (CIG) to pursue improved performance and an enhanced dealer experience. CIG will leverage TruDecision’s Expert Auto Score in order to offer an increased number of competitively priced approvals. Read More:  insightsoftware Announces Intent to......
MarketAxess Appoints Riad Chowdhury as the New Head of Asia Pacific
Banking Business Fintech News Trading

MarketAxess Appoints Riad Chowdhury as the New Head of Asia Pacific

Fintech News Desk
by Fintech News Desk0
MarketAxess Holdings Inc. (Nasdaq: MKTX), the operator of a leading electronic trading platform for fixed-income securities, and the provider of market data and post-trade services for the global fixed-income markets, today announced the appointment of Riad Chowdhury as Head of Asia Pacific, effective September 23, 2020. Read More: EPAM Continuum......
Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents
Finance Fintech News

Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, announces a collaboration with iPipeline®, a leading provider of digital solutions for the life insurance, annuities, and wealth management industries. Through this collaboration, Luma and iPipeline have developed a fully integrated solution that streamlines and simplifies workflows......
Sunbit Secures a $355 Million Debt Warehouse Facility Led by J.P. Morgan, Mizuho Bank Ltd. and Waterfall Asset Management
Fintech News

Sunbit Secures a $355 Million Debt Warehouse Facility Led by J.P. Morgan, Mizuho Bank Ltd. and Waterfall Asset Management

Business Wire
by Business Wire0
Facility to Support Strong Demand Among Consumers Driven by Merchant Adoption, Embedded Financing Partnerships, and the Expansion of Sunbit No-Fee Credit Card Sunbit, the company building financial technology for real life, announced that it closed a $355 million debt warehouse facility led by J.P. Morgan, Mizuho Bank Ltd. and Waterfall......
VitalEdge Technologies Launches Worldpay Integration for e-Emphasys to Enhance Secure Payment Processing
Finance Fintech News

VitalEdge Technologies Launches Worldpay Integration for e-Emphasys to Enhance Secure Payment Processing

PR Newswire
by PR Newswire0
VitalEdge Technologies is thrilled to announce the launch of the Worldpay integration for its e-Emphasys platform, bringing a seamless and secure payment processing solution to the heavy equipment industry. Already available for IntelliDealer, Worldpay is now accessible to e-Emphasys users, providing businesses with a modernized approach to handling credit card transactions. Worldpay’s integration......
Talos Unveils New Portfolio Management System for Digital Assets
Finance Fintech News Trading

Talos Unveils New Portfolio Management System for Digital Assets

PR Newswire
by PR Newswire0
Integration with OEMS Delivers Full Investment Lifecycle Platform Talos, the premier provider of institutional trading technology for digital assets, today announced the launch of its new Portfolio Management System (PMS), seamlessly integrating all of its portfolio management tools with its flagship order and execution management system (OEMS). This new offering......
NETSOL Unveils the Transcend Platform to Provide Customers with a Unified Digital Retail and Asset Finance Solution
Finance Fintech News

NETSOL Unveils the Transcend Platform to Provide Customers with a Unified Digital Retail and Asset Finance Solution

GlobeNewswire
by GlobeNewswire0
New AI-powered platform to transform the auto and equipment buying, leasing and financing experience NETSOL Technologies, Inc., the global leader in delivering state-of-the-art solutions for the asset finance and leasing industry, announced today its new unified Transcend Platform – an AI-powered digital retail and asset finance solution for automotive and......
Instantia partners with ION FX for trade execution and risk management
Finance Fintech News Risk Management Robotic Process Automation Trading

Instantia partners with ION FX for trade execution and risk management

PR Newswire
by PR Newswire0
ION, a global leader in trading and workflow automation software, high-value analytics and insights, and strategic consulting to financial institutions, central banks, governments, and corporate organizations, announces that Instantia has selected ION Foreign Exchange (FX) for trade execution, trade management, risk, and settlement management for its FX business. Australia-based Instantia is a digital FX,......
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