Search Results for: financial broker platform

Wescom Financial Services Announces Transition of Broker-Dealer Services to CUSO Financial Services
Finance News

Wescom Financial Services Announces Transition of Broker-Dealer Services to CUSO Financial Services

Fintech News Desk
by Fintech News Desk0
Nearly $6 billion credit union continues to grow personalized and innovative wealth management services for its members through partnership with CFS CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, and Wescom Credit Union (Wescom) announced that Wescom Financial Services (WFS) will transition its broker-dealer services to CFS under a dual program......
LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform
Banking News

LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform

Fintech News Desk
by Fintech News Desk0
Business comprises nearly 30 financial advisors, who collectively serve $4.4 billion of brokerage and advisory assets LPL Financial LLC announced an agreement with Commerce Bank to transition support of Commerce Financial Advisors to LPL’s Institution Services platform. Commerce Financial Advisors, the retail brokerage and advisory division of Commerce Brokerage Services,......
BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting
Finance News

BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting

Fintech News Desk
by Fintech News Desk0
Enables turnkey accounting services for broker-dealers and TAMPs BetaNXT, the next wave in wealth management technology and outsourcing solutions, has partnered with Envision Financial Systems, a leading provider of real-time investor recordkeeping solutions, to deliver an integrated brokerage and mutual fund subaccounting solution. Under the terms of the agreement, BetaNXT......
Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology
Finance Fintech News

Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology

Fintech News Desk
by Fintech News Desk0
73 Percent of Advisors Say Millennials & Gen Z Require Different Engagement than Boomers & Gen X While the right technology may give financial advisors an edge, the wrong technology can cost them real dollars and real clients. A new report by Advisor360°, a leading provider of integrated technology for broker-dealers......
BSI Financial Services Chosen as Backup Asset Manager for First-Ever Rated Home Equity Agreement Securitization
Cryptocurrency News

BIGG Digital Assets Inc. Subsidiary Netcoins Announces The Re-launch Of Netcoins Pay In Partnership With Koho Financial Inc. And Mastercard

Fintech News Desk
by Fintech News Desk0
BIGG Digital Assets Inc. owner of Netcoins (“Netcoins”), the online cryptocurrency brokerage that makes it easy for Canadians to buy, sell and understand cryptocurrency, and Blockchain Intelligence Group, a leading developer of blockchain technology search, risk-scoring and data analytics solutions, is pleased announce the re-launch of Netcoins Pay in partnership......
Q2 and CloudKaptan Help Prompt Financial Solutions Drive Growth by Transforming the Lending Experience
Banking Lending News

Q2 and CloudKaptan Help Prompt Financial Solutions Drive Growth by Transforming the Lending Experience

Fintech News Desk
by Fintech News Desk0
Ontario-based digital home lender Prompt Financial Solutions attracts more than 6,000 mortgage brokers and increases loan volume by 20 times and loan size by 10 times Q2 Holdings, Inc., a leading provider of digital transformation solutions for banking and lending, has announced Ontario-based digital home lender Prompt Financial Solutions has partnered......
Mazuma Credit Union Moves Wealth Management Program to Ameriprise Financial for Enhanced Technology
Finance News

Mazuma Credit Union Moves Wealth Management Program to Ameriprise Financial for Enhanced Technology

Fintech News Desk
by Fintech News Desk0
Mazuma Credit Union, which operates 12 locations in Missouri and Kansas and oversees nearly $900 million in assets, has transitioned its wealth management program to Ameriprise Financial, Inc. following an extensive search for a new broker-dealer. Mazuma Credit Union joined the Ameriprise Financial Institutions Group (AFIG) from CUNA Brokerage Services,......
Large Southwestern US Auto Group Selects BIO-key's Cloud-Based PortalGuard IDaaS Platform to Safeguard Consumer Financial Data
Finance News

Large Southwestern US Auto Group Selects BIO-key’s Cloud-Based PortalGuard IDaaS Platform to Safeguard Consumer Financial Data

Fintech News Desk
by Fintech News Desk0
BIO-key International, Inc., an innovative provider of workforce and customer identity and access management (IAM) solutions featuring Identity-Bound Biometrics (IBB), announced that a large auto group in the Southwestern US, which supports multiple dealerships, has selected its PortalGuard IDaaS platform to protect its critical corporate data. PortalGuard will enable the auto......
Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools
Fintech News Risk Management

Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools

Fintech News Desk
by Fintech News Desk0
Two leading financial technology firms partner to offer more advisory firms access to risk analytics Riskalyze, the industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors, announced Moneytree Software, a pioneer in the development of financial planning technology which simplifies complexities for advisors, has selected the firm’s......
Kevin Farley joins Post Advisory Group as portfolio manager to support growing CLO and structured credit platform
Investment Services News

Kevin Farley Joins Post Advisory Group As Portfolio Manager To Support Growing CLO And Structured Credit Platform

Fintech News Desk
by Fintech News Desk0
Post Advisory Group, the $15.6 billion AUM global high yield, senior loan and structured credit specialist investment team of Principal Global Investors, announced Kevin Farley has joined the firm as a portfolio manager for its CLO and structured credit platform. The addition of Farley to the team will further support the......
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