Search Results for: financial broker platform

Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech Investment Services News

Vestmark Named to Second Annual WealthTech100 Listing

Vestmark, Inc. proudly announces that it has been included in FinTech Global’s second annual WealthTech100 listing, which recognizes the next-generation wealth technology solution providers shaping the future of wealth and asset management. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring Revenue This year’s WealthTech100 finalists were selected by a......
Dougherty Mortgage Selects SS&C to Support Loan Servicing Business
Banking Fintech Investment Services News

Dougherty Mortgage Selects SS&C to Support Loan Servicing Business

SS&C Technologies Holdings,announced that Dougherty Mortgage LLC, a full-service nationwide mortgage banking firm, has selected SS&C as a technology and services partner. SS&C will provide cloud-based software and services for loan origination, servicing, asset management, investor reporting, insurance compliance and document management. Read More: Fintech Europe Selects Ten Startups for its......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Fintech Investment Services News

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
Featured Fintech InsurTech Mobile Banking

Ever Wondered How FinTech Is Changing Everyday Life?

Paroma Sen
Fintech has evolved and how over the last few years. The various financial technologies on offer and the growing number of companies and services that are now using innovative fintech apps and platforms to either help manage their own finances or provide a better quality of financial services to other......
15 Billion Usernames and Passwords for Internet Services Including Bank and Social Media Accounts on Offer to Cyber Criminals, Finds New Research From Digital Shadows
Blockchain Fintech News

Monsoon Blockchain Partners With Industry Giants in the US and Asia to Engineer the Next Generation of Fintech

Monsoon Blockchain Corporation, Asia’s premier blockchain company pioneering the adoption of highly secure decentralized asset management, has partnered with Asia’s largest digital asset platform OSL of BC Group, DraperDragon Fund, CarbonBlue of BSN, and Academy Award Winning Studio Cross Creek Media. This deal signifies a major move for the blockchain,......
Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic
Fintech InsurTech Investment Services News

Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic

Succession Resource Group, Inc. (SRG) is excited to announce the launch of LendingWell on Monday, May 4, 2020. LendingWell is a free online platform dedicated to helping independent Registered Investment Advisors, Registered Representatives, CPAs, and insurance agents and agencies find the right lender for their financing needs. LendingWell matches advisors with......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Capital Markets Fintech News

Addepar Announces Alternatives Marketplace

Marketplace makes it easy to view, transact and manage financial products through an integrated digital experience Addepar, a leading technology platform for wealth management, announced the launch of Marketplace. This new application within the Addepar platform allows clients to view and assess a range of offerings and digitally initiate transactions......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
Schneider Upgrades Carrier Payment Process With Pairing of TriumphPay and Transflo
Fintech Fintech Funding News

Schneider Upgrades Carrier Payment Process With Pairing of TriumphPay and Transflo

Fintech News Desk
Implementation of vendor technology expedites payment, improves carrier experience Schneider, a premier provider of trucking, intermodal and logistics services, has implemented more options to improve the carrier experience by adding capabilities from TriumphPay, a payment processing platform for brokers and shippers, and Transflo, a leading business process automation and digital......
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