Search Results for: digital investment platform

Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
Banking Fintech News

Envestnet | Yodlee and JPMorgan Chase Sign Data Agreement to Enhance Consumer Data Protections, Bolster Overall Data Connectivity and Reliability

Fintech News Desk
by Fintech News Desk0
Agreement Provides Consumers Improved Access to Their Financial Data Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, and JPMorgan Chase have signed a data sharing agreement, providing the framework for the bank’s customers to more securely and effectively share and......
Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category
Banking Fintech Funding News

Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category

Fintech News Desk
by Fintech News Desk0
Folio Financial announced that it has been chosen as a  Benzinga Top Fintech Listmaker in the “Best Robo-Advisor” category for its Digital Wealth Platform. This award recognizes “organizations in the FinTech space who are moving the needle on financial wellness innovation.” The four other finalists in the category were Charles Schwab, Betterment, Wealthfront,......
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,......
Marqeta and CashFlows Announce New European Partnership, Uniting Two of the Region’s Most Disruptive Payment Innovators
Digital Payments News

Marqeta and CashFlows Announce New European Partnership, Uniting Two of the Region’s Most Disruptive Payment Innovators

Fintech News Desk
by Fintech News Desk0
Marqeta’s industry-leading modern card issuing platform will look to CashFlows’ BIN sponsorship capabilities, further simplifying and speeding up the path to market for digital banks and fintech innovators Marqeta, the leading global modern card issuing platform, announced a new partnership  at the Money20/20 Europe event in Amsterdam with CashFlows, a......
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