Search Results for: investment management platform

Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category
Banking Fintech Funding News

Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category

Fintech News Desk
Folio Financial announced that it has been chosen as a  Benzinga Top Fintech Listmaker in the “Best Robo-Advisor” category for its Digital Wealth Platform. This award recognizes “organizations in the FinTech space who are moving the needle on financial wellness innovation.” The four other finalists in the category were Charles Schwab, Betterment, Wealthfront,......
Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
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
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,......
The Front Door of a Bank Is Now an App, Not a Physical Branch, as Shift to Digital-Only Banking Intensifies
Banking News

The Front Door of a Bank Is Now an App, Not a Physical Branch, as Shift to Digital-Only Banking Intensifies

Fintech News Desk
Twice as many Americans expect to use a banking app than visit a physical bank branch in the next three months, with more than 60 percent doing the majority of their banking online. Mobile banking apps have surpassed physical branches as the most critical touchpoint of the banking experience, according to......
Visa and Marqeta Offer Fintechs a Path to Growth in the World’s Fastest Growing Digital Payments Landscape
Digital Payments News

Visa and Marqeta Offer Fintechs a Path to Growth in the World’s Fastest Growing Digital Payments Landscape

Fintech News Desk
Marqeta expansion radically simplifies the process of launching digital card programs across 10 markets in Asia Pacific Visa, the world’s leader in digital payments, and Marqeta, the modern card issuing platform, announced a platform collaboration intended to ease global expansion for multi-national card programs. The project plans to provide a......
Marqeta and CashFlows Announce New European Partnership, Uniting Two of the Region’s Most Disruptive Payment Innovators
Digital Payments News

Marqeta and CashFlows Announce New European Partnership, Uniting Two of the Region’s Most Disruptive Payment Innovators

Fintech News Desk
Marqeta’s industry-leading modern card issuing platform will look to CashFlows’ BIN sponsorship capabilities, further simplifying and speeding up the path to market for digital banks and fintech innovators Marqeta, the leading global modern card issuing platform, announced a new partnership  at the Money20/20 Europe event in Amsterdam with CashFlows, a......
Marqeta Launches New Digital Banking Solution For European Fintech Innovators, Announces Three Major Customer Signings
Banking News

Marqeta Launches New Digital Banking Solution For European Fintech Innovators, Announces Three Major Customer Signings

Fintech News Desk
Modern card issuing leader announces new digital banking solution, alongside partnerships with Morning, YAPEAL and Aplazame Marqeta, the global standard in modern card issuing, announced it has launched a new digital banking solution for European fintech innovators, with three customers already signed on to use it: digital banks Morning and......
UK Consumer Appetite for Digital-Only Banking Grows As Cashless Society Beckons
Banking News

UK Consumer Appetite for Digital-Only Banking Grows As Cashless Society Beckons

Fintech News Desk
41% of UK consumers are considering a switch to digital-only banking, with Millennials leading the charge The UK is ripe for a proliferation of digital banking offerings, according to a survey of UK consumers by Marqeta, whose advanced payments infrastructure and open-API platform has pioneered a new standard for Modern Card......
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