Tag : financial advisers

Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers
Finance Fintech News

Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers

Business Wire
by Business Wire0
Conquest Planning (“Conquest”), a technology platform modernising financial planning with customised and convenient advice, announced its partnership with PlannrCRM, a next-generation back-office technology platform tailored for financial advisers. This strategic collaboration aims to streamline and enhance processes, delivering meaningful financial advice faster and more accurately to more clients “The integration will offer a......
SolSwipe Offers The First Decentralized Solana Debit Card And Sells Out Its NFTs In Record Time
Finance InsurTech News

FWD Singapore and IPP Financial Advisers Aim to Raise S$1 Million for Distribution to NGOs

Fintech News Desk
by Fintech News Desk0
As part of IPP’s Celebrate 40th, for every critical illness or term policy sold by an IPP adviser from now to 30 June 2023, S$100 will be jointly donated by FWD Singapore and IPP Financial Advisers to NGOs including Special Olympics Asia Pacific FWD Singapore Pte. Ltd. (“FWD”) is partnering......
Vontobel Completes Acquisition of UBS Swiss Financial Advisers
Finance News

Vontobel Completes Acquisition of UBS Swiss Financial Advisers

Fintech News Desk
by Fintech News Desk0
Vontobel will become the largest Swiss-domiciled wealth manager for US clients seeking an account in Switzerland for diversification purposes The transaction is part of Vontobel’s long-term growth strategy in the US UBS USA will continue to refer clients with a US connection seeking regionally diversified strategies in a Swiss based......
Xignite Approved by Leading Exchanges as Vendor of Record for Real-Time and Delayed Market Data
Fintech News

Xignite Approved by Leading Exchanges as Vendor of Record for Real-Time and Delayed Market Data

Fintech News Desk
by Fintech News Desk0
New Service Will Save Order Management Providers and Investment Advisers Much Headaches and Thousands on Redistribution Fees  Xignite, Inc., a cloud-based market data distribution and management solutions provider for financial services and technology companies, announced a new Vendor of Record service for clients subscribing to real-time and delayed market data. The new......
FinClear boosts API with ThinkMarkets
Business Fintech News Trading

FinClear boosts API with ThinkMarkets

Fintech News Desk
by Fintech News Desk0
FinClear, the technology company enabling innovation in Australian financial services, has expanded its API trading business with the addition of ThinkMarkets as a client. FinClear, whose FinClear Platform hosts, trades, clears and settles securities for banks, fintechs, financial advisers and stockbrokers, has had increasing interest from technology firms over the......
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