Search Results for: financial broker platform

FinFit Partners with PeopleStrategy to Bring Financial Wellness to Small and Mid-Sized Employers
Business Fintech News

FinFit Partners with PeopleStrategy to Bring Financial Wellness to Small and Mid-Sized Employers

Fintech News Desk
by Fintech News Desk0
FinFit, a FinTech company that provides over 150,000 employers with a unique financial wellness benefit platform, announced a partnership with PeopleStrategy, a full-service brokerage and provider of comprehensive, cloud-based human resource (HR) solutions. FinFit’s platform is now available to more than 200 PeopleStrategy clients, offering complete access to essential financial......
Docutech’s Solex eClosing Solution Selected by Home Point Financial to Provide Hybrid eClosing Experience
Fintech News

Docutech’s Solex eClosing Solution Selected by Home Point Financial to Provide Hybrid eClosing Experience

Fintech News Desk
by Fintech News Desk0
Docutech, the leading provider of document, eSign, eClose and digital to print fulfillment technology and a member of the First American family of companies, today announced that Home Point Financial, the nation’s second-largest wholesale lender, has added Solex™ eClosing to their offerings. Now, Home Point’s borrowers can close on their mortgage......
Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform
Business Fintech News

Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Leading independent broker-dealer and RIA Insigneo has entered into a contractual partnership with technology pioneer Skience to build a state-of-the-art platform that combines the most advanced end-client connectivity with a customized workstation designed for advisors with global practices. The working partnership has a goal of rolling out a solution that......
Bluefin Announces $25 Million in Growth Financing Led by Macquarie Capital Principal Finance
Fintech News

E*TRADE Corporate Services Launches Industry-First API Developer Platform

Fintech News Desk
by Fintech News Desk0
Stock plan administrators can now customize the award-winning1 Equity Edge Online® platform and further streamline their administration E*TRADE Financial Corporate Services, Inc. announced the E*TRADE Equity Edge Online (EEO) Developer Platform. “Especially in this remote-work environment, stock plan administrators depend on efficient and easy-to-use technology to keep their day-to-day operations......
AIX and Great Lakes Fund Solutions Announce Integration
Business Fintech Investment Services News

Alternative Investment Industry Leader AIX Launches with Independent Financial Partners (IFP) as Independent Broker-Dealer Client

Fintech News Desk
by Fintech News Desk0
 Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the process of transacting in non-traded alternatives,  announced that Independent Financial Partners (IFP), a full-service broker-dealer, registered investment adviser, and insurance agency, has launched the platform as an independent broker-dealer client. “As AIX continues to gain momentum, we are......
FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.
Business Fintech Investment Services News

Genesis Financial, Inc. Completes Acquisition of Ballast Group and Cosight Financial Limited

Fintech News Desk
by Fintech News Desk0
Genesis Financial, a globally diversified financial services company with a focus on Fintech Investment, Wealth Management and Lending Platforms, announced that it successfully completed its acquisition of Ballast Holdings Pty Ltd. (Ballast Group) on June 30, 2020. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition Ballast operates as......
Social Investing Platform eToro to Offer Commission-free Stock Investing in the US
Fintech Investment Services News Trading

Social Investing Platform eToro to Offer Commission-free Stock Investing in the US

Fintech News Desk
by Fintech News Desk0
eToro, a global leader in social trading and investing, is excited to announce that it is a member FINRA. Through its US subsidiary, eToro USA Securities Inc, eToro will expand its current US offering from crypto trading to become a multi-asset trading platform enabling individuals to manage a portfolio of traditional assets......
Increasingly Confident, Brokers Are Exploring a Variety of Breakaway Paths to Becoming Independent RIAs: TD Ameritrade Institutional Survey
Fintech News

Increasingly Confident, Brokers Are Exploring a Variety of Breakaway Paths to Becoming Independent RIAs: TD Ameritrade Institutional Survey

Fintech News Desk
by Fintech News Desk0
While brokers have been breaking away from Wall Street for more than a decade to launch their own registered investment advisor (RIA) firms, they are increasingly confident in their ability to make a successful transition and exploring a wider range of paths to independence, according to the TD Ameritrade Institutional1 Break......
Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors
Fintech Investment Services News Risk Management

Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Wilshire Associates joins the growing list of asset managers on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that Wilshire Associates has joined the growing list of best-in-class asset managers who have made their mutual funds and model portfolios available......
Majesco’s Manish Shah Joins SMA’s 2020 Insights to Solution Series – Digital Platform
Fintech InsurTech News

Majesco’s Manish Shah Joins SMA’s 2020 Insights to Solution Series – Digital Platform

Fintech News Desk
by Fintech News Desk0
Join this virtual experience on June 24th and learn how digital platforms are accelerating the digital transformation for insurers Majesco, a global provider of cloud insurance platform software, announced its participation in the SMA’s Virtual Insights to Solutions event. This online virtual experience will be open exclusively to insurers that......
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