Search Results for: wealth management technology

LexinFintech Holdings Ltd. Announces Changes to Board of Directors
Fintech News

LexinFintech Holdings Ltd. Announces Changes to Board of Directors

Fintech News Desk
by Fintech News Desk0
LexinFintech Holdings Ltd. (“Lexin” or the “Company”) (NASDAQ: LX), a leading online consumption and consumer finance platform for new generation consumers in China, today announced the appointment of Ms. Annabelle Yu Long to Lexin’s board of directors and the resignation of Mr. Min Xiao from his post as a director......
InsuraGuest Signs Swarts, Manning & Associates Insurance Agency
Fintech InsurTech News

InsuraGuest Signs Swarts, Manning & Associates Insurance Agency

Fintech News Desk
by Fintech News Desk0
InsuraGuest Technologies, Inc., under its wholly owned U.S. subsidiary InsuraGuest Insurance Agency, LLC (the “Agency”), has signed Swarts, Manning & Associates (“SMA”) for its agency/broker program, which focuses on agencies and brokers that write general liability polices specifically for hotels. Read More: Bank of America Commits $100,000 to Athena Alliance......
Investment Services News

Great Point Capital Expands Access to Alternative Investment Solutions with Proteus Partnership

Fintech News Desk
by Fintech News Desk0
Proteus’ technology will enable Great Point Capital advisors, broker-dealers and insurance agents to better construct alternative investment portfolios for accredited investors Proteus, an RIA, alternative investments and private funds platform, today announced it has partnered with national financial services firm Great Point Capital to provide the practice’s independent investment advisors, broker-dealers......
Fidelity Launches Bond Beacon℠, an Innovative, Digital Fixed Income Trading Solution for Firms and Advisors
Capital Markets Fintech News Trading

Fidelity Launches Bond Beacon℠, an Innovative, Digital Fixed Income Trading Solution for Firms and Advisors

Fintech News Desk
by Fintech News Desk0
Fidelity Institutional announced the launch of Fidelity Bond BeaconSM, a comprehensive, fully digital fixed income trading solution that helps advisors manage all aspects of individual fixed income investing for their clients. This solution brings together a range of features that advisors seek in building and managing fixed income portfolios. Bond......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech News

Carson Coaching Online Launches To Deliver Proven Growth Resources For Top Advisors

Fintech News Desk
by Fintech News Desk0
Carson Group, one of the fastest growing financial services firms in the country, today announced that the firm’s nationally-recognized, top-ranked advisor coaching program, Carson Coaching, has released the next iteration of its online coaching and practice management program to help financial advisors take their firms to the next level. Read More: Huobi......
The Fedeli Group And TPA Stream Announce Partnership
Fintech News

TPA Stream Launches TPA Stream Connect

Fintech News Desk
by Fintech News Desk0
Cleveland-based insurtech software company TPA Stream develops software for third-party administrators (TPAs) and health insurance brokers to streamline daily manual processes. Its newest technology, TPA Stream Connect, provides developers with access to claims data from multiple sources and formats. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft......
PGIM Investments and iCapital Network Announce Partnership to Enhance Access to Alternatives
Business Fintech Investment Services News

PGIM Investments and iCapital Network Announce Partnership to Enhance Access to Alternatives

Fintech News Desk
by Fintech News Desk0
Trillion-dollar asset manager will integrate iCapital Network technology to power seamless alts experience for HNW advisor channel  PGIM Investments, the retail distribution arm of PGIM, Inc., the $1.4 trillion global investment management business of Prudential Financial, Inc. (PFI), and iCapital Network1, the leading financial technology platform driving access and efficiency in alternative......
AssetBook Enhances Portfolio Reporting for Financial Advisors
Fintech News Robotic Process Automation

AssetBook Enhances Portfolio Reporting for Financial Advisors

Fintech News Desk
by Fintech News Desk0
AssetBook announced the release of Pulse by AssetBook, containing enhanced features for portfolio monitoring and reporting. AssetBook continues to develop innovative portfolio management solutions for wealth advisors, leveraging years of experience in building powerful, secure and scalable applications. Built on an open API, Pulse seamlessly integrates as an additional technology......
Apex Clearing Adds Two Industry Veterans to Leadership Team, Tricia Rothschild & Tom Valverde
Fintech News

Apex Clearing Adds Two Industry Veterans to Leadership Team, Tricia Rothschild & Tom Valverde

Fintech News Desk
by Fintech News Desk0
Rothschild Joins as President & Valverde Joins as GM to Maximize Apex Growth, Positioning the Firm to be the Custodian of Choice in Wealth Management Apex Clearing, a PEAK6 company and the custody and clearing engine powering the future of wealth management, announced the addition of two financial services and......
1