Search Results for: financial advisors

Cornerstone
Banking Fintech News

Fintech Partnerships a Key Growth Strategy for Banks and Credit Unions in 2020

Fintech News Desk
by Fintech News Desk0
Fintechs Can Provide Better Design Capabilities, Improved Customer Experience, Report States Financial institutions are making fintech partnerships a key priority in 2020, according to new research from Cornerstone Advisors. In What’s Going On In Banking 2020: Outlook for a New Decade, 65 percent of banks and 76 percent of credit unions say......
Tickeron Announces Unprecedented AI Feature Precalculating Trading Success Odds
News Trading

Tickeron Announces Unprecedented AI Feature Precalculating Trading Success Odds

Fintech News Desk
by Fintech News Desk0
Tickeron, an artificial and human intelligence platform delivering unparalleled trading insights and analysis, announces its AI-driven feature generating instant historic and predictive analysis by precalculating the odds of success for self-directed investors and investment advisors. Tickeron is a subscription-based market intelligence platform giving access to the latest trading news and......
Itiviti Appoints Josh Monroe to Lead Americas Region
Fintech News

Itiviti Appoints Josh Monroe to Lead Americas Region

Fintech News Desk
by Fintech News Desk0
Itiviti, a leading technology and service provider to financial institutions worldwide, announced the appointment of Josh Monroe as Managing Director, Head of Americas region. An accomplished sales executive and recognized sales coach who brings more than 15 years of financial industry experience to Itiviti, Josh joins Itiviti from Ned Davis Research,......
eVest Technology Launches Innovative Marketplace, Offering the Next Generation of Investment to Accredited Investors
Investment Services News

eVest Technology Launches Innovative Marketplace, Offering the Next Generation of Investment to Accredited Investors

Fintech News Desk
by Fintech News Desk0
Company’s eVest Marketplace Platform Delivers Investment Opportunities In A Myriad Of Industries Through A Comprehensive And Convenient Digital Process Featuring Instant Updates, Automated Funding And Dividend Processing, And No Broker or Attorney Fees Ushering in the next generation of investing, eVest Technology, long recognized for its savvy, industry-leading syndication software,......
Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
by Fintech News Desk0
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
by Fintech News Desk0
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
Xignite Now Available in AWS Data Exchange
Fintech News

Xignite Now Available in AWS Data Exchange

Fintech News Desk
by Fintech News Desk0
Provides Easy Access to End-of-Day and Historical Stock Price Data Xignite, Inc. announced their financial data APIs  are now available in AWS Data Exchange, a new service that makes it easy for millions of Amazon Web Services (AWS) customers to securely find, subscribe to, and use third-party data in the cloud. Xignite......
FPS’ IPX Platform Makes Key Additions to Executive Management and Sales Teams
Banking News

FPS’ IPX Platform Makes Key Additions to Executive Management and Sales Teams

Fintech News Desk
by Fintech News Desk0
The Investment Provider Xchange (“IPX”), an innovative solutions provider for retirement plan professionals, plan sponsors and participants in the 403(b) and 457(b) space, announced the addition of key executive staff and sales team members. Kevin Loffredi joins as Chief Product Officer and Michael Schaeffer joins as Director of Sales. In addition,......
Covius Acquires Clayton Services' Due Diligence and Surveillance Businesses
Business Fintech News

Covius Acquires Clayton Services’ Due Diligence and Surveillance Businesses

Fintech News Desk
by Fintech News Desk9
Covius Holdings, Inc., a leading provider of technology-enabled solutions to the financial services industry, announced it has acquired Clayton Services, LLC, a leader in loan due diligence and credit risk management surveillance services, from Radian Group Inc. The transaction does not include Five Bridges Advisors, Green River Capital, Red Bell......
EMURGO Establishes Strategic Task Force with Uzbekistan Government to Develop Framework for Security Token Offerings & Exchanges
Blockchain Currency Exchange News

EMURGO Establishes Strategic Task Force with Uzbekistan Government to Develop Framework for Security Token Offerings & Exchanges

Fintech News Desk
by Fintech News Desk5
EMURGO Ptd. Ltd. – EMURGO – the official commercial arm of Cardano blockchain – announces the establishment of a blockchain task force with the National Agency of Project Management (NAPM) under the government of the Republic of Uzbekistan, and alongside advisors KOBEA Group & Infinity Blockchain Holdings, to lead the development of a......
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