Search Results for: financial management tools

Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers
Lending News

Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers

PR Newswire
by PR Newswire0
Broadridge’s books and records data consolidation, securities lending and financial advisor marketing systems will help Salesforce customers streamline workflows and enhance advisor productivity Broadridge Financial Solutions announces a collaboration with Salesforce to help wealth management firms scale their businesses, accelerate digital transformation, reduce cost, mitigate risk and increase advisor productivity. Through......
Logpoint Appoints Michael Haldbo as Chief Financial Officer
Fintech News Security

Logpoint Appoints Michael Haldbo as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Experienced financial executive Michael Haldbo joins Logpoint to protect and support the business and ensure its successful transformation into a European cybersecurity powerhouse Logpoint is announcing the appointment of Michael Haldbo as Chief Financial Officer (CFO). Reporting to Logpoint CEO Jesper Zerlang, Haldbo will be responsible for taking the company successfully......
Finance Super App Curve Makes Its First Step Towards Becoming a Financial Marketplace
Digital Wallet Fintech News Technology

Finance Super App Curve Makes Its First Step Towards Becoming a Financial Marketplace

PR Newswire
by PR Newswire0
Curve, the London-based Fintech that combines all your cards and accounts into a single smart card and app, introduces its new app interface, the first phase in its longstanding mission to become an OS for money. The new app has just two tabs, a digital “Wallet,” and a new interface named Launchpad.......
Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program
Investment Services News

Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program

Business Wire
by Business Wire0
Partnership gives Maps Credit Union clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial  announced Maps Credit Union, a member-owned financial cooperative with more than $1.3 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from CUSO Financial......
Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
Artificial Intelligence Fintech News

Conquest Planning and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Business Wire
by Business Wire0
Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, announced a partnership to provide Conquest’s leading technology......
Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management
Finance Fintech News

Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management

PR Newswire
by PR Newswire0
Financial Resources Group Investment Services, LLC announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management. The teams are registered under LPL Financial (“LPL”), and together bring approximately $336 million in advisory, brokerage and retirement plan assets1. They join from Cetera Financial Group. “We are excited to welcome the teams at......
Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
by Business Wire0
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired the assets of Midwest Financial, located in......
PlanScout Acquires Financial Planning Software SIPS RPS And Launches Outsourced Planning Service For Independent Financial Advisors
Fintech News

PlanScout Acquires Financial Planning Software SIPS RPS And Launches Outsourced Planning Service For Independent Financial Advisors

PR Newswire
by PR Newswire0
PlanScout, a startup founded by fintech and business transformation veterans Raygar Khailany and John Murray, acquired the SIPS Retirement Planning System (SIPS RPS) as part of its strategy to provide outsourced financial planning services to financial advisors. Latest Fintech Interview : Global Fintech Interview with Olivier Thierry “OT”, CRO at HungerRush......
Financial Advisors Have Used FIDx's Platform for More Than $1B in New Annuity Contracts
InsurTech News

Financial Advisors Have Used FIDx’s Platform for More Than $1 Billion in New Annuity Contracts

PR Newswire
by PR Newswire0
Accelerated Growth Driven by Increased Adoption from Financial Advisors Fiduciary Exchange LLC (FIDx) is celebrating a significant milestone: financial advisors have utilized FIDx’s platform, which includes tools and integrated technology solutions for managing annuities, for more than $1 billion in new annuity contracts since the platform’s full market launch in September 2021. “Our......
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