Search Results for: financial broker platform

Origin Launches Mint Alternative: the First Personal Finance Platform that Offers Expert Guidance through AI Chat
Finance News

Origin Launches Mint Alternative: the First Personal Finance Platform that Offers Expert Guidance through AI Chat

GlobeNewswire
by GlobeNewswire0
Origin, the startup reimagining financial wellness for all, announced that it has launched the first personal finance platform to provide holistic tracking of net worth, AI-powered financial guidance, automated investing, easy tax filing, estate planning, and the option to meet with a Certified Financial Planner(CFP). Origin fills the void left......
Ascend to Serve as a Financial Operations Automation Platform for Acrisure
Fintech News

Ascend to Serve as a Financial Operations Automation Platform for Acrisure

PR Newswire
by PR Newswire0
Ascend announced that Acrisure, the global Fintech leader, will leverage its premier financial operations automation platform. Initially, Acrisure will leverage Ascend to streamline billing, financing, and carrier payable workflows within its small commercial lines accounts. Ascend’s cutting-edge platform features comprehensive automation of accounts receivable and accounts payable workflows within the......
KoreConX selects Nuvei to power payments for its private investments platform
Investment Services News

KoreConX Selects Nuvei to Power Payments for Its Private Investments Platform

PR Newswire
by PR Newswire0
Nuvei technology is enabling individuals to make retail investments in private businesses compliantly Nuvei Corporation, the Canadian fintech company, announces that it has been selected by KoreConX, a leading infrastructure technology platform that enables individuals to invest in private companies with regulated intermediaries, as its primary payments partner. Through its......
Wealthbox Releases Integration with LPL Financial's ClientWorks Platform
Fintech News

Wealthbox Releases Integration with LPL Financial’s ClientWorks Platform

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announced its live integration with ClientWorks, LPL Financial’s advisor technology platform. Starting , the integration with ClientWorks provides LPL-affiliated advisors with visibility into client account information and demographic data from directly within Wealthbox to help streamline their work. “We’re grateful for our......
Cyber Security and Insurance Platform Upfort Raises $8 Million in Series A Funding
Fintech Investments News

Cyber Security and Insurance Platform Upfort Raises $8 Million in Series A Funding

Business Wire
by Business Wire0
Funding propels Upfort’s efforts to empower businesses in building cyber resilience Upfort, a cutting-edge cyber security and insurance platform, today announced it has raised $8 million in a Series A funding round led by SYN Ventures, with participation of Eniac Ventures and Fika Ventures, which co-led Upfort’s seed round. This investment advances Upfort’s goal......
Global Crypto Exchange Platform, PayBito Adds GAS, CFX, STX to Its Asset List
Cryptocurrency News Trading

Global Crypto Exchange Platform, PayBito Adds GAS, CFX, STX to Its Asset List

PR Newswire
by PR Newswire0
The US-based crypto exchange platform, PayBito has recently announced adding GAS, STX, and CFX altcoins to its existing asset list. The renowned crypto exchange, PayBito operates globally and has received several accolades for its top-notch features and state-of-the-art infrastructure. To improve trader experience, and attract more and more investors to its exchange, PayBito recently declared its intention......
FinTech Venture Studio, Surge Ventures Launches Its Inaugural Company, RegVerse and Unveils an Industry First Generative AI-Powered Regulatory Management Platform
Fintech News

FinTech Venture Studio, Surge Ventures Launches Its Inaugural Company, RegVerse and Unveils an Industry First Generative AI-Powered Regulatory Management Platform

PR Newswire
by PR Newswire0
Avery, the Regulatory Co-Pilot, Is Designed to Offer 24/7 Personalized Regulatory and Enforcement Action Insights to Minimize Risk Of Non-Compliance, All While Saving Time And Money For SEC, FINRA and State-Board Regulated Firms Surge Ventures, a FinTech Venture Studio, proudly announces the launch of its inaugural venture, RegVerse which focuses on......
LPL Financial Welcomes Bradford Capital Group
Fintech News

LPL Financial Welcomes Bradford Capital Group

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced today that financial advisors and partners Chris Bradford, CFP®, Dave Meagher and Stina Bradford have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $150 million in advisory, brokerage and retirement plan assets*, and joins LPL from Securities America, part of Osaic......
Lake Ridge Bank Modernizes Customer Engagement with the 8x8 XCaaS Cloud Contact Center and UC Platform
Banking Cloud News

Lake Ridge Bank Modernizes Customer Engagement with the 8×8 XCaaS Cloud Contact Center and UC Platform

Business Wire
by Business Wire0
Trusted Financial Services Firm Deploys 8×8 to Deliver Superior Customer Service Through Company-wide Efficiency and Enhanced Collaboration 8×8, Inc., a leading integrated cloud contact center and unified communications platform provider, announced that Lake Ridge Bank has deployed the 8×8 XCaaS (eXperience Communications as a Service™) integrated cloud contact center and unified communications platform,......
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