Search Results for: financial goals

Advisor360°-Names-Cassie-Warrington-VP_-Business-Development
Artificial Intelligence Banking Business Fintech InsurTech Investment Services News Trading

Advisor360° Names Cassie Warrington VP, Business Development

Fintech News Desk
by Fintech News Desk0
Advisor360°, provider of a unified, integrated software suite for advisors, clients, broker-dealers and rollup-RIAs, today announced that Cassie Warrington has joined the firm as Vice President, Business Development. A thought leader with a proven track record of leveraging her expertise in business planning, account development and third-party partnerships, Ms. Warrington’s hire represents......
ePlus Celebrates 30th Anniversary
Artificial Intelligence Business Fintech InsurTech News Risk Management

ePlus Celebrates 30th Anniversary

Fintech News Desk
by Fintech News Desk0
ePlus inc. (NASDAQ NGS: PLUS – news) announced that it is celebrating its 30th anniversary as a leading global technology and financing provider helping advise and enable customers to achieve more from their technology and flexible financing options. Founded in 1990 to provide advanced asset management and financing options for......
LiquidX Expands Strategic Relationship with Broadridge, Announces Multi-Year Investment
Business Fintech InsurTech Investment Services News

LiquidX Expands Strategic Relationship with Broadridge, Announces Multi-Year Investment

Fintech News Desk
by Fintech News Desk0
 LiquidX, the global network for working capital, trade finance and insurance, has secured a multi-year investment with Broadridge Financial Solutions, a global Fintech leader. This enhanced relationship will make Broadridge LiquidX’s largest investor, supporting its continued growth over the next several years. Broadridge also provides LiquidX with strategic operational services for......
Huobi Expands Visa and Mastercard Support to Enable Seamless Cryptocurrency Transactions
Cryptocurrency Fintech News

Huobi Expands Visa and Mastercard Support to Enable Seamless Cryptocurrency Transactions

Fintech News Desk
by Fintech News Desk0
Huobi Group today announced expanded support for Visa and Mastercard transactions on its digital asset exchange Huobi Global. The new payment service is being provided by Huobi Technology (Gibraltar) Co., Ltd (“Huobi Gibraltar”), a regulated DLT firm by the Gibraltar Financial Services Commission, and enables users to use their credit......
IndexReview Launches New Desktop and Mobile Friendly Website
Cryptocurrency Fintech News Trading

IndexReview Launches New Desktop and Mobile Friendly Website

Fintech News Desk
by Fintech News Desk0
Leading trading brand IndexReview has announced that it has successfully launched a new version of its website, making it now optimal for desktop, mobile and tablet use. This move, along with the new version of its trading app for iOS and Android systems, is aimed at making trading as comfortable as possible......
Remitter Announces Partnership with Alchemy
Artificial Intelligence Business Fintech News

Remitter Announces Partnership with Alchemy

Fintech News Desk
by Fintech News Desk0
Remitter USA Inc., an AI powered digital communications platform used to improve payment recovery is pleased to announce its partnership with Alchemy Technologies (“Alchemy”), award winning Fintech Infrastructure Development Company. Read More: GlobalFintechSeries Interview with Bill Koefoed, Chief Financial Officer at OneStream Software The partnership between Remitter and Alchemy will further streamline......
Fintech Investment Services News

Wealthcare Announces Integration with SS&C’s Black Diamond Wealth Platform

Fintech News Desk
by Fintech News Desk0
New integration provides SS&C advisory clients with a turnkey, goals-driven planning and investment management solution Wealthcare, an innovator in wealth management, tech-enabled advisor solutions, and a business unit of Financeware, a NewSpring Holdings platform company, today announced a new integration with SS&C’s Black Diamond® Wealth Platform. Through this integration, Black Diamond clients will......
Donna Peeples Joins Envestnet's Executive Leadership Team as Chief Relationship Officer
Artificial Intelligence Fintech News

Donna Peeples Joins Envestnet’s Executive Leadership Team as Chief Relationship Officer

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Donna Peeples has joined the firm as Chief Relationship Officer. In this newly created role, Ms. Peeples will lead Envestnet’s sales strategy and relationship management initiatives across all business lines for Wealth and Data & Analytics. Read More: GlobalFintechSeries Interview with Chen Amit, Co-founder and CEO at Tipalti “Donna......
The London Metal Exchange Selects Itiviti for Automated Client Onboarding as Part of Trading Infrastructure Overhaul
Fintech News Trading

Frontrunner Itiviti kicks off cloud transformation of its entire trading infrastructure

Fintech News Desk
by Fintech News Desk0
Itiviti, a leading technology and service provider to financial institutions worldwide, announced the cloud transformation of its entire electronic trading platform. Itiviti opted for a hybrid private-public cloud strategy to reinforce the modularity and flexibility of the Itiviti platform. Read More: Introducing Varo Advance: Instant Cash Access up to $100......
Schwab Independent Advisor Outlook Study Indicates Advisors Remain Optimistic Despite Challenges of COVID-19 Environment
Fintech News

Schwab Independent Advisor Outlook Study Indicates Advisors Remain Optimistic Despite Challenges of COVID-19 Environment

Fintech News Desk
by Fintech News Desk0
According to the latest findings from Schwab is Independent Advisor Outlook Study (IAOS), independent advisors are experiencing challenges in their businesses stemming from COVID-19 but remain confident in the industry’s continued long-term growth. The study was released today as independent advisors gathered virtually for Schwab IMPACT®, which celebrates its 30th anniversary this year. Read......
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