Search Results for: financial advice

Envestnet Appoints Robert Coppola as Chief Technology Officer
Business Fintech News

Envestnet Appoints Robert Coppola as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Organization Continues Aligning the Envestnet User Experience Across Applications to Help Advisors Enhance Their Clients’ Financial Wellness Envestnet, Inc. (NYSE: ENV) announces that Robert Coppola has joined the organization as Chief Technology Officer. Mr. Coppola reports to President Stuart DePina, and will succeed Scott Grinis, who has served as Envestnet’s Chief Technology Officer for the......
Emotomy® Deepens Integration with Schwab Advisor Center®
Business Fintech Investment Services News

Emotomy® Deepens Integration with Schwab Advisor Center®

Fintech News Desk
by Fintech News Desk0
Latest platform enhancement helps advisors improve efficiency, convenience Emotomy®, an institutional-caliber digital investment platform, can help advisors improve their daily efficiency with the seamless integration of Emotomy’s powerful portfolio construction tool and the Schwab Advisor Center® custodial platform. Read More: Exxe Group Issues Bitcoin Exchange Corporate Updates “This latest update......
PayPoint Adds Installment Payments to Bill Pay Tech
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PayPoint Gets Personal to Help Businesses Collect With Care

Fintech News Desk
by Fintech News Desk0
To further help businesses collect payments due, or overdue, whilst remaining sensitive to customers’ changeable circumstances in the current market, PayPoint has enhanced its new responsible collection tool, PayByLink, with the addition of personalised SMS reminders. Available through PayPoint’s digital payment solution MultiPay, businesses now have the option of sending......
SS&C Adds Managed Accounts Provider ProNvest to its Retirement Solutions Ecosystem
Fintech Investment Services News

SS&C Adds Managed Accounts Provider ProNvest to its Retirement Solutions Ecosystem

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, announced that SS&C Retirement Solutions has added ProNvest, an industry-leading managed account solution, onto its TRAC recordkeeping platform. TRAC supports a diverse range of managed account solutions for retirement providers in the defined contribution marketplace. Read More: MemberPass™ and Filene Survey Reveals Changing Attitudes to How Americans Protect Identity with......
Fintech Investment Services News

Wealthcare Announces Integration with SS&C’s Black Diamond Wealth Platform

Fintech News Desk
by Fintech News Desk0
New integration provides SS&C advisory clients with a turnkey, goals-driven planning and investment management solution Wealthcare, an innovator in wealth management, tech-enabled advisor solutions, and a business unit of Financeware, a NewSpring Holdings platform company, today announced a new integration with SS&C’s Black Diamond® Wealth Platform. Through this integration, Black Diamond clients will......
Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
Fintech Investment Services News

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

Fintech News Desk
by Fintech News Desk0
Envestnet, is rolling out a series of technology enhancements, including innovative features in the Envestnet | Tamarac platform that enable independent registered investment advisers (RIAs) to efficiently manage and track annual capital gains taxes in clients’ taxable accounts. Read More: Aumni Extends Series A to Include Orrick, Donnelley Financial Solutions and......
Schwab Independent Advisor Outlook Study Indicates Advisors Remain Optimistic Despite Challenges of COVID-19 Environment
Fintech News

Schwab Independent Advisor Outlook Study Indicates Advisors Remain Optimistic Despite Challenges of COVID-19 Environment

Fintech News Desk
by Fintech News Desk0
According to the latest findings from Schwab is Independent Advisor Outlook Study (IAOS), independent advisors are experiencing challenges in their businesses stemming from COVID-19 but remain confident in the industry’s continued long-term growth. The study was released today as independent advisors gathered virtually for Schwab IMPACT®, which celebrates its 30th anniversary this year. Read......
tZERO Announces Integration With Sterling Trading Tech, Powering Two New Third-Party Broker-Dealers That Are Live & Trading on the tZERO ATS
Fintech News Trading

tZERO Announces Integration With Sterling Trading Tech, Powering Two New Third-Party Broker-Dealers That Are Live & Trading on the tZERO ATS

Fintech News Desk
by Fintech News Desk0
This Announcement Marks an Important Step to Broadening Investor Access and Enhancing Liquidity on the tZERO ATS tZERO, a leader in financial innovation and liquidity for private companies, announced today that it has completed a technology integration with Sterling Trading Tech, a leading global provider of trading and compliance solutions. This......
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