Search Results for: financial broker platform

BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms
Finance News

BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms

PR Newswire
by PR Newswire0
Investor Communications Technology Improves the Advisor and Investor Experience BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced at the SIFMA Operations Conference and Exhibition in Orlando the rollout of an enhanced Client Communications Solutions to help financial services firms digitally transform......
VIU by HUB Partners with Gonzaga University to Bring Digital Personal Insurance Brokerage to Alumni
InsurTech News

VIU by HUB Partners with Gonzaga University to Bring Digital Personal Insurance Brokerage to Alumni

PR Newswire
by PR Newswire0
The partnership simplifies the personal insurance journey for Gonzaga University alumni and offers an additional way for “Zags” to contribute to their alma mater VIU by HUB (VIU), a digital insurance brokerage platform, announced a partnership with Gonzaga University (GU) to provide alumni (Zags) with the opportunity to shop for and buy personal insurance......
Legendary Financial Services Veteran Neil Greene Launches JABOY Capital Markets
Capital Markets Investment Services News

Legendary Financial Services Veteran Neil Greene Launches JABOY Capital Markets

PR Newswire
by PR Newswire0
JABOY Capital Markets To Bring New Level of Deal Flow and VIP Services To Family Offices, RIAs, BDs and HNWI In the Trusted JABOY Productions Network JABOY Capital Markets is pleased to announce its official launch of a traditional and alternative investments platform to service the family office, RIA and high-net-worth clients within the......
ViewTrade Chosen By Israel's ONE ZERO Digital Bank as Technology Partner for Securities Trading Platform
Fintech News Trading

ViewTrade Chosen By Israel’s ONE ZERO Digital Bank as Technology Partner for Securities Trading Platform

PR Newswire
by PR Newswire0
ViewTrade, the force that powers fintech, announced that it has been chosen by Israel’s ONE ZERO Digital Bank to be the broker and technology partner for its new securities trading platform, allowing Israeli investors seamless access to US markets. ONE ZERO customers can now trade in a wide variety of equities......
TradeStation Securities Selects Doxim Customer Communications Management (CCM) Platform to Strengthen its Award-Winning Suite of Trading Platforms
News Trading

TradeStation Securities Selects Doxim Customer Communications Management (CCM) Platform to Strengthen its Award-Winning Suite of Trading Platforms

PR Newswire
by PR Newswire0
Doxim’s industry-leading, omnichannel CCM solution will help TradeStation enhance the investor and trader experience and streamline operations. Doxim, the leading customer communications management (“CCM”) and engagement technology provider serving highly regulated markets, announced that TradeStation Securities, Inc. (“TradeStation”), an award-winning*, self- clearing online brokerage for trading stocks, ETFs, options and futures......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
BrokerTech Ventures Announces $34 Million BrokerTech Fund
InsurTech News

BrokerTech Ventures Announces $34 Million BrokerTech Fund

PR Newswire
by PR Newswire0
BrokerTech Ventures and ManchesterStory Launch new Venture Capital Fund to invest in early-stage insurtech companies focused on tech-enabled insurance brokerage BrokerTech Ventures (BTV), the industry’s first broker-led convening platform and accelerator program, has partnered with leading insurtech venture capital investor ManchesterStory Group (ManchesterStory) to launch the BrokerTech Fund, LP, the first venture capital......
American Financial Exchange Appoints Veteran Financial Services Executive John Shay as CEO
Finance Lending News

American Financial Exchange Appoints Veteran Financial Services Executive John Shay as CEO

PR Newswire
by PR Newswire0
The American Financial Exchange (AFX), an electronic exchange for direct lending and borrowing for American banks and financial institutions, announced that the exchange has appointed veteran financial services executive John Shay as CEO, effective immediately. AFX recently announced that 100% of the company was acquired by 7RIDGE, a specialized growth equity firm invested......
First Rate Acquires Wealth Management Platform and Partners for Compliance
Compliance management News

First Rate Acquires Wealth Management Platform and Partners for Compliance

Fintech News Desk
by Fintech News Desk0
As part of First Rate’s ongoing strategy to expand its WealthTech footprint, First Rate acquires performance reporting and portfolio management assets from InvestEdge, and announces a strategic partnership with InvestEdge for Compliance Solutions First Rate, a leading wealthtech services provider to the wealth management industry, announced the acquisition of certain......
InvestOFund Enhances Platform Security, Upgrades Encryption Protocols
News Security Trading

InvestOFund Enhances Platform Security, Upgrades Encryption Protocols

PR Newswire
by PR Newswire0
The reliability of financial services has always hinged on the level of security they integrate, and the trading sector is no exception. For market participants, having a trading environment that is both secure and encrypted is specifically crucial. This ensures that their transactions can be completed seamlessly and that their......
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