Search Results for: trading solution

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors
Finance Fintech News

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors

PR Newswire
by PR Newswire0
Award-winning technology gives financial professionals an opportunity to add significant value in reporting and financial planning Holistiplan, the industry-leading tax planning software for financial advisors, announced a strategic partnership with Advisor Group, one of the nation’s largest network of independent wealth management firms. Holistiplan will now provide discounted access to......
Loughborough Building Society Selects Finastra to Support its Ongoing Growth in the UK
Finance Fintech News

Loughborough Building Society Selects Finastra to Support its Ongoing Growth in the UK

PR Newswire
by PR Newswire0
Finastra’s SaaS solution, Essence, and Retail Analytics module will enable the Society to digitalise its offering and implement value-added services Finastra, a global provider of financial software applications and marketplaces, announced that Loughborough Building Society has selected Essence, deployed on Microsoft Azure cloud, to increase its operational efficiency and future-proof its......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
Yieldstreet and Equity Trust Announce Strategic Partnership to Expand IRA Access to Private Markets
Investment Services News

Yieldstreet and Equity Trust Announce Strategic Partnership to Expand IRA Access to Private Markets

Business Wire
by Business Wire0
New WealthBridge platform makes adding alternative investments to retirement accounts as easy as buying a stock Yieldstreet, the leading private market investing platform, and Equity Trust, one of the largest self-directed IRA custodians in the U.S., announced a strategic partnership that will make it easier than ever to add alternative investments......
SVT Robotics Appoints Cole Heffernan as Chief Financial Officer to Guide Continued Business Growth
News Robotic Process Automation

SVT Robotics Appoints Cole Heffernan as Chief Financial Officer to Guide Continued Business Growth

GlobeNewswire
by GlobeNewswire0
Heffernan brings a decade of senior finance and accounting experience to the position SVT Robotics, a leader in enterprise software for the implementation of industrial robotics, announced the appointment of Cole Heffernan as Chief Financial Officer (CFO). Heffernan joins the SVT executive team having most recently served as Head of......
American Financial Exchange Appoints Veteran Financial Services Executive John Shay as CEO
Finance Lending News

American Financial Exchange Appoints Veteran Financial Services Executive John Shay as CEO

PR Newswire
by PR Newswire0
The American Financial Exchange (AFX), an electronic exchange for direct lending and borrowing for American banks and financial institutions, announced that the exchange has appointed veteran financial services executive John Shay as CEO, effective immediately. AFX recently announced that 100% of the company was acquired by 7RIDGE, a specialized growth equity firm invested......
Personetics Announces Integration with Q2's Digital Banking Platform
Banking News

Personetics Announces Integration with Q2’s Digital Banking Platform

Business Wire
by Business Wire0
Rockland Trust Bank plans to deploy Personetics through Q2’s Digital Banking Platform to build deeper customer relationships through data-driven personalization Personetics, the global leader in financial data-driven personalized customer engagement, announced its integration with Q2’s Digital Banking Platform, via the Q2 Partner Accelerator Program. Q2 Holdings, Inc. is a leading provider......
LogRhythm Partners with eFinance to Strengthen Egypt’s Digital Payment Security Ecosystem
Digital Payments News

LogRhythm Partners with eFinance to Strengthen Egypt’s Digital Payment Security Ecosystem

Fintech News Desk
by Fintech News Desk0
The partnership is enabling FinTech innovation by safely delivering integrated, customizable and scalable digital payment platforms throughout Egypt   LogRhythm, the company empowering security teams to navigate the ever-changing threat landscape with confidence, has partnered with eFinance, a subsidiary of eFinance Investment Group to rapidly detect and mitigate threats in Egypt’s digital......
Vera Equity Launches With A $20 Million Fund
Fintech News

Vera Equity Launches With A $20 Million Fund

Business Wire
by Business Wire0
The firm’s first fund targets early stage fintech companies Vera Equity, a venture capital firm supporting early stage companies through its unique access to talent, announced it has raised a $20 million fund and invested in 20 innovative fintech startups to date. Vera Equity was co-founded by Michael Vaughan, former......
Onfido Launches Identity Verification Service for Salesforce Financial Services Cloud
Finance News

Onfido Launches Identity Verification Service for Salesforce Financial Services Cloud

Business Wire
by Business Wire0
Salesforce customers are now able to activate identity verification in just a few clicks to help drive onboarding efficiency and Know Your Customer compliance Onfido, the leading global provider of automated digital identity verification and authentication announced that its award-winning Real Identity Platform services are now available for Salesforce Financial Services Cloud customers.......
1