Search Results for: financial broker platform

Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation
Fintech Investment Services News

Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation

Fintech News Desk
by Fintech News Desk0
Global FinTech firm will provide end-to-end digital transformation; automating back office operations and implementing intuitive front office functions Siebert, a leading national broker-dealer and provider of financial services, has appointed InvestCloud to design and implement its complete digital transformation. Siebert Financial Corp will implement InvestCloud’s full suite of applications, ranging from......
Heffernan Insurance Brokers Partners with altumAI, Creators of futureWork
Artificial Intelligence Fintech InsurTech News

Heffernan Insurance Brokers Partners with altumAI, Creators of futureWork

Fintech News Desk
by Fintech News Desk0
Heffernan Insurance Brokers, one of the largest full-service, independent insurance brokerage firms in the United States, announced a partnership with altumAI, the company behind the innovative health and safety technology solution, futureWork. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition futureWork uses data, technology, and AI to identify and avoid......
All of Us Financial Is Now Live, Poised To Take On Industry Titans
Fintech News Trading

All of Us Financial Is Now Live, Poised To Take On Industry Titans

Fintech News Desk
by Fintech News Desk0
The world’s only fully transparent online broker raises $3.5 million USD to reengineer trading for self-directed investors All of Us, the world’s first fully transparent online broker, announced its trading platform is officially live via the All of Us website or app on iOS and Android. The mobile- and web-based trading platform......
HTK Adopts AdvicePay to Support Enhanced Financial Planning Solutions
Capital Markets Fintech News

HTK Adopts AdvicePay to Support Enhanced Financial Planning Solutions

Fintech News Desk
by Fintech News Desk0
Innovative payment processing platform enables HTK financial professionals to seamlessly offer subscription-based services AdvicePay, the leading fee payment-processing platform designed exclusively for financial professionals, announced an enterprise online billing and payment solution for top broker-dealer and registered investment adviser (RIA), Hornor, Townsend & Kent, LLC (HTK). The solution and partnership......
InsureZone and ClarionDoor Announce Partnership to Offer Standard and Surplus Lines Rating in One Platform
Fintech InsurTech News

InsureZone and ClarionDoor Announce Partnership to Offer Standard and Surplus Lines Rating in One Platform

Fintech News Desk
by Fintech News Desk0
Texas-based InsureZone has announced their new partnership with ClarionDoor, a provider of cloud-only, insurance solutions with deep experience in surplus lines. This partnership will pair InsureZone’s suite of insurance sales management software and standard lines rating capabilities with ClarionDoor’s CD MGA Hub, Excess & Surplus solution in one place. Read......
Tavant Announces FinConnect on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace
Fintech News

Tavant FinXperience Powers DRIVER – Fairway Wholesale Lending’s Digital Mortgage Platform

Fintech News Desk
by Fintech News Desk0
DRIVER serves 3,000 mortgage brokers across 500 brokerage firms nationwide with improved speed of response, enhanced communication capabilities, streamlined experience Tavant, a Silicon Valley-based digital lending products and solutions company, announced its long-time customer, Fairway Independent Mortgage Corporation, has expanded its digital mortgage platform. Fairway has deployed Tavant’s FinXperience Broker......
Covered by SAGE Secures $6M Seed Funding From NFX, Acorns and Betterment Co-Founders, and Tectonic Capital to Build A Tech Powered Insurance Brokerage
Fintech InsurTech News

Covered by SAGE Secures $6M Seed Funding From NFX, Acorns and Betterment Co-Founders, and Tectonic Capital to Build A Tech Powered Insurance Brokerage

Fintech News Desk
by Fintech News Desk0
The insurtech startup aims to transform the role of retail agents in today’s insurance ecosystem Covered by SAGE, a modern, tech-enabled Property and Casualty (P&C) insurance brokerage revolutionizing the insurance industry, announced it has successfully closed a $6 million seed round, led by NFX with participation from Tectonic Capital and Treasury,......
Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech News

Vestmark Partners With Redi2, Giving VestmarkONE Platform Users Access to Scalable Billing Tool for Managed Accounts

Fintech News Desk
by Fintech News Desk0
Vestmark Continues Forging Industry Relationships in Ongoing Effort to Provide a Seamless, Fully Integrated Solution Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager billing solution through the VestmarkONE platform. Read More: WorldRemit Partners......
American Fidelity Appoints SS&C for Insurance Investment Accounting Partnership
Fintech News

Xplore Wealth Selects SS&C to Help Realize Its “One Platform” Goal

Fintech News Desk
by Fintech News Desk0
Australia-based independent platform provider and investment administrator partners with SS&C Global Wealth Platform to streamline technology SS&C Technologies Holdings, announced that Xplore Wealth chose SS&C’s Global Wealth Platform (GWP) to help the firm consolidate systems and enhance its wealth management platform. Read More: Crypto Gazette Brings Exciting News to Crypto Enthusiasts: Ledger Nano X......
Apifiny Partners with ECS Fin to Launch Pilot Program of Roxe Network
Fintech News

Apifiny Launches Institutional Platform GlobalX to Connect Exchange Liquidity

Fintech News Desk
by Fintech News Desk0
Institutions will now be able to trade on every single crypto market simultaneously thanks to GlobalX, an API platform launched on March 31 by San Francisco-based firm Apifiny. Apifiny hired former executives of Google X, Kraken and AlphaPoint to promote the service. Read More: H2O.ai Empowers MarketAxess to Innovate and Inform......
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