Search Results for: integration

Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
by Fintech News Desk0
Growing Innovator in Financial Technology (FinTech) and Consulting Expands Board of Directors to Include 34-Year Wells Fargo Veteran. Sapphire Software Services, Inc., a Minnesota-based software consulting firm and makers of Panoramix for Financial Advisors, announced an expansion of the board of directors as part of a general organization meeting. Joining......
AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms
Banking Fintech Funding News

AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms

Fintech News Desk
by Fintech News Desk0
New Partnership Will Allow Valmark Member Firms to Modernize and Simplify the Billing Process for Financial Planning Services and Better Serve Clients’ Changing Needs AdvicePay, the only fee-for-service billing and payment platform designed exclusively for financial advisors, and Valmark Financial Group, one of the  leading independent full-service life insurance agency,......
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