Search Results for: investment platform

Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Fintech News

Independent Financial Partners Launches Connected Trading with Riskalyze, Further Deepening its Enterprise Relationship

Fintech News Desk
by Fintech News Desk0
Riskalyze’s seamless trading automation will help reduce manual operations and save advisors time Riskalyze today expanded its existing enterprise agreement with Independent Financial Partners (“IFP”), a broker-dealer and registered investment advisor managing $6 billion in assets. Through this agreement, IFP will switch from a file-based system to a multi-custodial FIX connection – implementing their access to......
Finitive Facilitates Credit Facility for Buyer of Distressed Small Business Loans
Fintech Investment Services News

Finitive Facilitates Credit Facility for Buyer of Distressed Small Business Loans

Fintech News Desk
by Fintech News Desk0
Finitive, a private credit platform providing institutional investors with direct access to alternative lending investments, announced that it has facilitated a credit facility for a specialty finance company that buys distressed small business loans and merchant cash advance (MCA) portfolios. Read More: The Influence of Mobile Apps WeChat Pay and......
Black Knight Completes Acquisition of Optimal Blue; Significantly Expands Origination Offerings With Leading Secondary Market Solutions and Actionable Data Services
Capital Markets Fintech News

Black Knight Completes Acquisition of Optimal Blue; Significantly Expands Origination Offerings With Leading Secondary Market Solutions and Actionable Data Services

Fintech News Desk
by Fintech News Desk0
Cannae Holdings, Inc. and Thomas H. Lee Partners, L.P. are minority co-investors in newly formed entity Black Knight, a leading provider of software, data and analytics solutions to the mortgage and consumer loan, real estate and capital markets verticals, announced the completion of its acquisition of Optimal Blue, a leading......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Banking Fintech Fintech Startups News

ADERA to Broaden and Deepen its Business Presence in Chongqing, China

Fintech News Desk
by Fintech News Desk0
Singapore-based Financial Services Technology Group, ADERA, to Broaden and Deepen its Business Presence in Chongqing, China; Signs 1st MOU and Letter of Intent to Develop the First Supply Chain Financing Platform for Cross Border Trade Activities between Singapore and Chongqing and Undertakes 2nd MOU to Establish a Fintech and Data......
Finch Launches Industry-First All-in-One Checking and Investing Platform
Fintech Fintech Funding Fintech Startups Investment Services News

Finch Secures $1.8M Seed Round to Launch its All-in-One Checking and Investing Account Designed for Millennials

Fintech News Desk
by Fintech News Desk0
Finch, a fintech startup that integrates the benefits of investing and the flexibility of checking into an all-in-one account, has announced that it has raised $1.8M in seed funding to launch its platform and help transform how people manage their money. The round was led by Boston based Mendoza Ventures with participation from Barclays, Techstars Investors,......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech Investment Services News

Tegra118 Partners With Wealth Access to Amplify Digital Experiences for Advisors and Investors

Fintech News Desk
by Fintech News Desk0
Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – is investing in its technology with strategic partnerships that meaningfully enhance the advisor experience......
Vericred Launches Health Insurance and Employee Benefits Enrollment APIs, Announces Key Relationships
Fintech InsurTech News

Vericred Launches Health Insurance and Employee Benefits Enrollment APIs, Announces Key Relationships

Fintech News Desk
by Fintech News Desk0
Beam, CaliforniaChoice, Kaiser Permanente and Oscar partner with Vericred to create a de facto standard for California group enrollment and member management Vericred today unveiled a new suite of enrollment and member management APIs, ushering in a new era of digital connectivity between health insurance and employee benefit carriers and InsurTech......
Northern Trust Launches New Cloud-Based Insurance Accounting and Analytics Application
Fintech InsurTech Investment Services News

Northern Trust Launches New Cloud-Based Insurance Accounting and Analytics Application

Fintech News Desk
by Fintech News Desk0
Advanced, interactive digital tools provide enhanced user experience and greater depth of data analysis and insights Northern Trust (Nasdaq: NTRS) today announced the launch of its new cloud-based reporting application which further enhances its Insurance Investment Accounting and Analytics Services solution, developed to support the full spectrum of investment portfolio......
LendingUSA™ Appoints Narine Yenovkian as Vice President of Compliance
Business Fintech News Risk Management

LendingUSA™ Announces the Appointment of Three New Board Members

Fintech News Desk
by Fintech News Desk0
LendingUSA, a leading point-of-sale financing provider, has announced the addition of three new board members: Scott Carter, Scott Lascelles, and Bryan E. Sullivan. These appointments add decades of leadership experience in finance, marketing, risk management, and technology to LendingUSA. Read More: How Should Fintechs Choose Partner Strategies To Scale Their......
Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors
Business Fintech News

Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors

Fintech News Desk
by Fintech News Desk0
Combined entity provides advisors access to leading technology and partnerships Agreement unites two experienced teams and technology to further strengthen leadership in advisor and portfolio manager services in Canada Today, Purpose Advisor Solutions (“PAS”) and Wealthsimple for Advisors (“W4A”) announced they have completed their merger into a single business. The......
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