Search Results for: financial broker platform

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group
Investment Services News

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

Business Wire
by Business Wire0
New RIA from former Goldman Sachs and United Capital executives makes its first acquisition, adding offices in Metro Kansas City and Detroit, MI Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired......
Tavant Announces the Launch of a New Product to Its AI-powered Touchless Lending Platform
Lending News

Tavant Announces the Launch of a New Product to Its AI-powered Touchless Lending Platform

Business Wire
by Business Wire0
Advancement to Touchless Lending will feature a newly added product that automates underwriting for Asset Analysis Tavant, Silicon Valley’s leading digital lending solutions provider, announced the launch of a highly anticipated new product, Asset Analysis, to Touchless Lending, their AI-powered digital lending platform. With this addition, Touchless Lending will further......
CAT Financial Products Selects Broadridge for International Post-Trade Processing of Structured Products
Investment Services News

CAT Financial Products Selects Broadridge for International Post-Trade Processing of Structured Products

PR Newswire
by PR Newswire0
CAT Financial Products Ltd. (CATFP), one of the leading independent Swiss providers of securities and investment services for structured products, has transformed its front to back office processing efficiency by implementing the international multi-asset post-trade processing solution from global Fintech leader Broadridge Financial Solutions, Inc.. Through Broadridge’s solution, CATFP benefits from an......
Valour Announces the Launch of Physically Digital Asset Backed ETP Issuance Platform in Europe
Digital Asset Management News

Valour Announces the Launch of Physically Digital Asset Backed ETP Issuance Platform in Europe

Business Wire
by Business Wire0
Valour launches its EU-wide offering of physically backed Exchange Traded Products on digital assets (ETPs) including white-label solutions for asset managers and family offices Valour Inc., a technology holding company and the first and only publicly traded company that bridges the gap between traditional capital markets, Web3 and decentralized finance,......
Arcesium Launches Aquata, an Advanced Data Platform Purpose-Built for the Investments Industry
Fintech Investment Services News

Arcesium Launches Aquata, an Advanced Data Platform Purpose-Built for the Investments Industry

PR Newswire
by PR Newswire0
Financial Services Firms Can Swiftly Integrate and Validate Data and Run Powerful Analytics and Reporting for Deeper Insights Arcesium, a leading global financial technology firm, announced the launch of Aquata, a powerful out-of-the-box data platform. Aquata is engineered to empower various client types, including institutional asset managers, private markets investors,......
JLT GROUP: Embrace New Financial Technology to Create a Safe and Reliable Foreign Exchange Trading Environment
Currency Exchange News

JLT GROUP: Embrace New Financial Technology to Create a Safe and Reliable Foreign Exchange Trading Environment

GlobeNewswire
by GlobeNewswire0
Recently, due to the thunder of European and American banks, the international financial market sentiment has been very fragile, and investors are worried and anxious about the current financial market derivatives investment. How to obtain stable and high-return investment in the current “turbulent” financial market has become a question for......
Total Expert Enters Insurance Market as Platform Drives ROI Across the Financial Enterprise
Fintech InsurTech News

Total Expert Enters Insurance Market as Platform Drives ROI Across the Financial Enterprise

Business Wire
by Business Wire0
Insurance companies can now use turnkey marketing automation and customer intelligence to deliver the perfect customer journey across every financial milestone Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, is helping insurance agencies and brokerages modernize their marketing processes and provide agents with actionable insights......
Sarna Receives Funding from Simplex Ventures, Motivate Ventures and Wedbush to Disrupt Digital Brokerage Space
Investment Services News Trading

Sarna Receives Funding from Simplex Ventures, Motivate Ventures and Wedbush to Disrupt Digital Brokerage Space

Business Wire
by Business Wire0
Investment will fuel the completion of Sarna Finance’s mobile investing platform and rollout in the US and overseas Sarna, a trading and investing platform, has announced new seed investments totaling over $2.5 million from venture capital firms with deep experience in fintech and financial services. The infusion of capital will......
Bitpanda Technology Solutions Now Available to Financial Institutions via Visa’s Fintech Partner Connect Programme
Investment Services News

Bitpanda Technology Solutions Now Available to Financial Institutions via Visa’s Fintech Partner Connect Programme

PR Newswire
by PR Newswire0
Bitpanda Technology Solutions, Bitpanda’s Software-as-a-Service solution,  empowers banks, brokers, fintechs and online platforms to rapidly offer trading and investment services for asset classes such as Crypto, Stocks/ETFs, Precious metals & Commodities to their end customers In partnership with Austrian fintech unicorn Bitpanda, Visa’s partners will gain the opportunity to access Bitpanda’s......
Procore Launches Construction Insurance Brokerage to Empower Builders
InsurTech News

Procore Launches Construction Insurance Brokerage to Empower Builders

Business Wire
by Business Wire0
Procore Risk Advisors helps customers leverage technology investments and operational excellence for better insurance terms Procore Technologies, Inc., a leading global provider of construction management software, announced its latest offering, Procore Risk Advisors, which will simplify and improve one of the construction industry’s biggest challenges: insurance. Procore Risk Advisors is......
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