Tag : Advisors

ExxonMobil Announces Merger with Pioneer Natural Resources in an All-Stock Transaction
Fintech Investments News

ExxonMobil Announces Merger with Pioneer Natural Resources in an All-Stock Transaction

Business Wire
by Business Wire0
Transforms ExxonMobil’s upstream portfolio, more than doubling the company’s Permian footprint and creating an industry-leading, high-quality, high-return undeveloped U.S. unconventional inventory position Expect to generate double-digit returns by recovering more resource, more efficiently and with a lower environmental impact Combines Pioneer’s sizeable acreage, entrepreneurial culture and deep industry expertise with......
Millennium Trust Company Completes Acquisition of PayFlex
Digital Payments News

Millennium Trust Company Completes Acquisition of PayFlex

Fintech News Desk
by Fintech News Desk0
Millennium Trust Company, LLC, a leading provider of retirement, workplace, and custody services for employers, institutions, advisors, and individuals, today completed the previously announced acquisition of PayFlex Holdings, Inc., a provider of Health Savings Accounts (HSAs) and other consumer-directed benefits solutions, from CVS Health Latest Fintech News: Tech Data Launches B2B eCommerce Platform PEER......
Broadridge Launches Wealth Lending Network Marketplace
Banking Fintech Fintech Funding Investment Services News Risk Management

Broadridge Launches Wealth Lending Network Marketplace

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc. , a global Fintech leader, has launched a Wealth Lending Network marketplace to connect wealth managers to banks and other financial services institutions. The marketplace will enable wealth managers of all sizes to offer Securities-Based Lending (SBL) services to their clients using Broadridge’s end-to-end SBL technology......
DFIN-Launches-Innovative-Purpose-Built-ActiveDisclosure
Business Capital Markets Fintech News Risk Management

DFIN Launches Innovative Purpose-Built ActiveDisclosure; New Software Transforms SEC Regulatory Reporting

Fintech News Desk
by Fintech News Desk0
Donnelley Financial Solutions (NYSE: DFIN), a leading risk and compliance company, today announced its new version of ActiveDisclosure. Built from the ground up, this cloud- and browser-based financial reporting software transforms regulatory reporting with seamless integration, simple and fast onboarding, and an array of intelligent core filing tools. Read More:......
Business Fintech News

Envestnet Rolls Out Data-Driven ‘Recommendations Engine’ for Enterprises

Fintech News Desk
by Fintech News Desk0
Envestnet, Inc. (NYSE: ENV) has announced the launch of the new version of its Recommendations Engine for enterprise organizations. Read More:  DeFi Platform OIN Finance Integrates With Frontier and Introduces FRONT to OINDAO The Recommendations Engine smartly sifts through the wealth and industry data across Envestnet’s unified platform, which includes......
Franklin-Templeton_-Apex-Clearing-and-Bambu-Introduce-Tango-–-A-Scalable-Goals-Based-Wealth-Management-Tool-for-Advisors
Business Fintech News

Franklin Templeton, Apex Clearing and Bambu Introduce Tango – A Scalable Goals-Based Wealth Management Tool for Advisors

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the introduction of Tango, a turnkey robo-advisor designed to empower advisors to provide personalized, goals-based wealth management at scale. The all-in-one solution is a collaboration between three industry leaders—Franklin Templeton, Bambu, and Apex Clearing. Franklin Templeton provides the personalized, goals-based portfolio management advice to advisors through......
Banking Business News Risk Management

Riskalyze and Envestnet Announce Integration to Streamline Proposal Process for Advisors

Fintech News Desk
by Fintech News Desk0
Single sign-on and deep integration will allow advisors to create and implement proposals for client portfolios across the two platforms Today, Riskalyze announced its expanded integration with Envestnet, Inc. (NYSE: ENV), allowing advisors to create proposals for asset allocations through a single sign-on between the two platforms. Advisors will be able to use Riskalyze......
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......
William D. Green Joins Advisor360° Board of Directors
Business Fintech News

William D. Green Joins Advisor360° Board of Directors

Fintech News Desk
by Fintech News Desk0
The former Chairman and CEO of Accenture brings long-term enterprise knowledge and relationships to the WealthTech company’s board Advisor360°, provider of a unified, integrated software suite for advisors, clients, and Broker-Dealers/Rollup-RIAs today announced that seasoned enterprise IT industry veteran William (Bill) D. Green has joined the company’s board of directors. Read More: The......
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