Search Results for: integration

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......
Advyzon and RightCapital Announce Updates to Data-Sharing Integration
Investment Services News

Advyzon and RightCapital Announce Updates to Data-Sharing Integration

PR Newswire
by PR Newswire0
Fintech leaders also provide details on new Probability of Success widget Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently announced updated integration capabilities with RightCapital, a financial planning software that simplifies the complexity of financial planning for advisors and their clients.......
Financial Integration Startup PortX Secures $16.5 Million in Series B Funding
Banking News

Financial Integration Startup PortX Secures $16.5 Million in Series B Funding

Business Wire
by Business Wire0
Funding underscores shift toward open banking and the demand for seamless core integration and innovation Investors represent 200 community financial institutions PortX forms Credit Union Service Organization (CUSO) PortX, a leader in integration and open banking for community financial institutions and fintechs, announced the successful close of its Series B......
Finli Announces Integration with Q2's Digital Banking Platform
Banking News

Finli Announces Integration with Q2’s Digital Banking Platform

PR Newswire
by PR Newswire0
Financial Institutions can now provide Finli, a digital back office platform for small businesses, to customers through Q2’s Digital Banking Platform Finli, a digital back office platform for small businesses, announced its integration with Q2’s Digital Banking Platform, via the Q2 Partner Accelerator Program. Q2 Holdings, Inc. is a leading provider......
Opus Accelerates FedNow Service Integration for Banks and Financial Institutions
Digital Payments News

Opus Accelerates FedNow Service Integration for Banks and Financial Institutions

PR Newswire
by PR Newswire0
Opus is primed to support banks in adopting the Federal Reserve’s FedNow Service, enabling real-time payments and customer-centric solutions. As the US financial industry embraces Federal Reserve’s FedNow Service, offering real-time payments, Opus Technologies, a leading payment technology company, stands ready to assist banks and FinTechs in navigating this pivotal......
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......
Bitwave Partners with Enterprise Wallet for Web3 Businesses, N Suite, Revolutionizing Digital Asset Integration
Digital Asset Management News

Bitwave Partners with Enterprise Wallet for Web3 Businesses, N Suite, Revolutionizing Digital Asset Integration

GlobeNewswire
by GlobeNewswire0
double jump.tokyo Inc., (headquartered in Shinjuku-ku, Tokyo; Hironobu Ueno, CEO) proudly announces that its blockchain Private Key sharing and management service, N Suite, is partnering with Bitwave, the first enterprise accounting software platform built specifically for digital assets. The N Suite enables organizations to securely store private keys in the cloud,......
TOGGLE AI Introduces Direct Trading Integration in Partnership With Interactive Brokers
Artificial Intelligence News Trading

TOGGLE AI Introduces Direct Trading Integration With Tradestation

Fintech News Desk
by Fintech News Desk0
As a part of TOGGLE’s expanding suite of financial tools and services, TradeStation clients are now able to execute trades using AI tools directly on the TOGGLE platform TOGGLE AI, the intelligent investing dashboard, introduced the expansion of its direct trading integrations with the addition of TradeStation Group, Inc., a......
Bitget Revolutionizes Crypto Tax Reporting by Enhanced API Integration with Koinly
Cryptocurrency News Trading

Bitget Revolutionizes Crypto Tax Reporting by Enhanced API Integration with Koinly

GlobeNewswire
by GlobeNewswire0
Bitget, top derivatives cryptocurrency exchange and copy trading platform, is proud to unveil a major upgrade to its API connecting to Koinly’s tax reporting platform in direct response to invaluable feedback from its dynamic community of crypto tax users. Latest Fintech Interview : Global Fintech Interview with Jane Thomason, Web3.0 Leader at......
Amazon Announces App Integration for Merchants to Enable Buy with Prime on Shopify Stores
Digital Payments News

Amazon Announces App Integration for Merchants to Enable Buy with Prime on Shopify Stores

Business Wire
by Business Wire0
The Buy with Prime app for Shopify is natively integrated into Shopify’s Checkout and admin, which helps merchants grow their business using Buy with Prime on their Shopify stores Amazon announced the Buy with Prime app for Shopify, a new app integration that makes it easy for merchants to offer......
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