Search Results for: financial broker platform

Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference
Fintech News

Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference

Fintech News Desk
by Fintech News Desk0
Hybrid ConnectED Event Kicks Off with Rollout of Streamlined, End-to-End Technology-Enabled Journey for Financial Advisors via New Express Onboarding, Upgraded Customer Relationship Management Platform, Advisor Business Hub and Vidyard for Advisor Group Forms Pilot of Financial Planning Jump Start Program for Next-Gen Financial Advisors, Expands Behavioral Financial Advice Training Program......
RedBlack, an intelliflo Solution, Launches Cloud-Based Rebalancing and Trading Platform
Investment Services News

RedBlack, an intelliflo Solution, Launches Cloud-Based Rebalancing and Trading Platform

Fintech News Desk
by Fintech News Desk0
Many financial advisory firms have a strong preference toward easier-to-use cloud solutions, whether due to internal IT staff constraints or the desire to focus more resources on core competencies. Aligned with this trend, RedBlack, an intelliflo solution, has released the cloud edition of its market-leading portfolio rebalancing and trading platform, which is......
Gainfully joins White Glove to Accelerate Growth in Enterprise Financial Services
Fintech News

Gainfully joins White Glove to Accelerate Growth in Enterprise Financial Services

Fintech News Desk
by Fintech News Desk0
Acquisition of Gainfully accelerates transition to full spectrum marketing White Glove, a portfolio company of Rockbridge Growth Equity and fintech marketing company specializing in client acquisition services for financial advisors, announced the acquisition of Gainfully Inc., an industry leader in compliance-enabled content marketing technology for enterprise insurance and financial services......
Rable is the First App to Gamify Trading With Its Next Big Update to the Social Investing Platform
Cryptocurrency Fintech Investments News

Rable is the First App to Gamify Trading With Its Next Big Update to the Social Investing Platform

Fintech News Desk
by Fintech News Desk0
Rable user sees 4,000% return in latest virtually 6-week challenge Rable, the social investment trading app, launches a new way for users to practice their investments strategies and compete against fellow Rablers through a major update to the platform called “Challenges,” where users trade securities in real markets utilizing real-time......
UWM Launches “BOLT”, Giving Mortgage Brokers Tools to Achieve 15 Minute Initial Approval
Mortgage News

UWM Launches “BOLT”, Giving Mortgage Brokers Tools to Achieve 15 Minute Initial Approval

Fintech News Desk
by Fintech News Desk0
Lender’s proprietary technology clears path for faster loan approvals, fewer touches and more certainty for brokers United Wholesale Mortgage, (UWM), the #1 wholesale and purchase lender in America, announced today the launch of BOLT, a self-service platform that provides the ability to get an initial approval for qualified borrowers in......
Zelros Receives the 2021 European Technology Innovation Leadership Award from Frost & Sullivan for Helping Insurance Companies Enhance Customer Experience and Personalization with their AI Platform
InsurTech News

Zelros Receives the 2021 European Technology Innovation Leadership Award from Frost & Sullivan for Helping Insurance Companies Enhance Customer Experience and Personalization with their AI Platform

Fintech News Desk
by Fintech News Desk0
The platform delivers AI-driven insights that empower insurance distributors to stay competitive, drive more revenue while minimizing churn with a proactive, personalized omnichannel experience Based on its recent analysis of the European market for AI-based advanced insurance distribution platforms, Frost & Sullivan recognizes Zelros with the 2021 European Technology Innovation Leadership Award for its......
Rize Secures $11.4 Million Series A Led by Alpha Edison and Morpheus Ventures to Help Fintech Builders Build Flexible Financial Products
Fintech News

Rize Secures $11.4 Million Series A Led by Alpha Edison and Morpheus Ventures to Help Fintech Builders Build Flexible Financial Products

Fintech News Desk
by Fintech News Desk0
Rize Money Inc., a fintech infrastructure platform, has raised $11.4M Series A funding led by Alpha Edison and Morpheus Ventures. Existing backers include Rucker Park Capital, Walkabout Ventures, Raptor Group, Revolution’s Rise of the Rest Seed Fund, Third Prime, Red & Blue Ventures, and Graham Holdings. Rize describes itself as a one-stop-shop for everything......
Exdion EDGE Platform Automates Insurance Broker Policy Life Cycle
Artificial Intelligence InsurTech News

Exdion EDGE Platform Automates Insurance Broker Policy Life Cycle

Fintech News Desk
by Fintech News Desk0
New Platform Boosts Efficiency, Improves Accuracy, Speeds Processes, and Lowers Costs Exdion Solutions, Inc. unveiled its new suite of commercial insurance policy servicing products, called Exdion EDGE. “We have harnessed the latest technology to create a suite of products that will alter and improve how brokers manage their most important......
InvestX Capital Receives Strategic Investment from Jefferies Financial Group Inc., Virtu Financial and Canaccord Genuity Group Inc.
Fintech Investments News

InvestX Capital Receives Strategic Investment from Jefferies Financial Group Inc., Virtu Financial and Canaccord Genuity Group Inc.

Fintech News Desk
by Fintech News Desk0
New funding will be used to accelerate InvestX’s rapid growth in the private markets InvestX Capital Ltd., a leading private market secondaries platform and financial technology company, announced it has secured a strategic investment from financial leaders Jefferies Financial Group Inc., Virtu Financial and Canaccord Genuity Group Inc.. Marcus New,......
Fintech : A Beginner's Guide to Financial Technology
Banking Blockchain Cryptocurrency DeFi Featured Fintech

Fintech A Beginner’s Guide To Financial Technology

Hitesh Agrawal
by Hitesh Agrawal0
Each one of you might be a part of a game-changing finance experience when you pay for online shopping from a mobile device or receive money instantly in your bank account from an application. Traditional banking had many barriers of slow operating systems, waiting in long queues, and other similar......
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