Search Results for: manage clients

InsurTech News

Tegra118’s RetireUp Adds Protective Life Insurance Company to Growing Roster of Insurance Carriers

Fintech News Desk
Builds momentum in solving for retirement and lifetime income needs by continuing to add products from top-tier insurance carriers on its comprehensive platform Tegra118, a top provider of wealth and asset management technology solutions, announced that its recently acquired RetireUp business has added Protective® Income Builder indexed annuity from Protective Life......
Fintech News

PrimeXBT Partners With CEX.IO For Alternative Deposit Options Through CEX Direct

Fintech News Desk
PrimeXBT, an award-winning multi-asset Bitcoin-based trading platform, has announced a new partnership with CEX Direct, provided by London-based crypto firm to allow users to buy Bitcoin directly from the platform. Read More: Huobi Introduces Request for Quote for Electronic Trading and Voice Trading Through a new partnership with CEX Direct, PrimeXBT clients......
REPAY Announces the Acquisition of cPayPlus
Business Fintech News

REPAY Announces the Acquisition of cPayPlus

Fintech News Desk
Accounts Payable Automation Acquisition Strengthens B2B Offering(Repay) Repay Holdings Corporation, a leading provider of vertically-integrated payment solutions, announced the acquisition of cPayPlus, LLC (“cPayPlus”) for up to $16.0 million, of which $8.0 million was paid at closing. The remaining $8.0 million may become payable in the third quarter of 2021,......
Investment Metrics Acquires Style Analytics to Expand its Portfolio Analytics, Reporting, and Data Solutions
Fintech Investment Services News

USI Advisors, Inc. Adopts Investment Metrics Portfolio Analytics and Reporting Solution

Fintech News Desk
Investment Metrics (IM), a leading provider of analytics, reporting, and benchmarking solutions for the institutional investment community, announced USI Advisors, Inc., a SEC Registered Investment Advisor offering investment advice to retirement plans and endowments, has chosen Investment Metrics Portfolio Analytics and Reporting Solution to help with investment analysis and communications......
BlueSnap Named BigCommerce Preferred Partner
Big Data Business Fintech News

BlueSnap Named BigCommerce Preferred Partner

Fintech News Desk
BlueSnap, the All-in-One Payment Platform to help merchants increase sales and reduce costs, announced it has been named a BigCommerce Elite Technology Partner, providing more than 60,000 BigCommerce customers access to BlueSnap’s global payment technology. Beginning today, BigCommerce customers can leverage BlueSnap’s All-in-One Payment Platform through the BigCommerce App Marketplace.......
RIA in a Box Launches Mobile App Giving RIAs Access to Compliance Tools Anywhere, Anytime
Fintech Investment Services Mobile Banking News

RIA in a Box Launches Mobile App Giving RIAs Access to Compliance Tools Anywhere, Anytime

Fintech News Desk
RIA in a Box, a leading provider of compliance, operations, and registration solutions for the wealth management industry, announced the launch of its new mobile application, designed to empower registered investment advisors (RIAs) to manage compliance planning and training in the palm of their hand. Advisors using the app will......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech Investment Services News

HTK Launches the Envestnet Insurance Exchange

Fintech News Desk
HTK Financial Professionals can now Seamlessly Offer Annuities to Clients Through the HTK Advisory Series Powered by Envestnet Envestnet, announces that Hornor, Townsend & Kent, LLC (HTK), a broker-dealer and registered investment adviser (RIA), has launched the Envestnet Insurance Exchange, a platform delivering access to reputable insurance carriers and their annuity......
SecurityScorecard and Great American Insurance Group Team Up to Share Security Ratings with Cyber Risk Insureds
Fintech InsurTech News Risk Management

SecurityScorecard and Great American Insurance Group Team Up to Share Security Ratings with Cyber Risk Insureds

Fintech News Desk
SecurityScorecard, the global leader in security ratings, announced that it is teaming up with Great American Insurance Group’s Cyber Risk operations to offer its customers SecurityScorecard ratings with the purchase of a cyber risk policy. The ratings help to provide insight on an organization’s cyber threats and tactical ways to potentially reduce......
1