Tag : Financial Advisors

Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Fintech Investment Services News

Oranj Adds Reporting Feature to Its Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Investment reports that allow advisors to quickly and easily generate detailed client communications Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced the launch of its new Investment Reporting feature on the Oranj platform. The Oranj Investment Reporting feature is designed to be straightforward,......
AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age
Business Fintech News

AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age

Fintech News Desk
by Fintech News Desk0
Interactive, Zoom-Ready Advice Delivery and Client Review Tools Deepen Advisor-Investor Interactions and Trust  AssetMark (NYSE: AMK) today announced two new digital capabilities, its enhanced Client Proposal and new PortfolioReview tools, to help financial advisors drive deeper advisor-client interactions in their digital journey. With the new ability to present client proposals and......
Valmark Launches Innovative, Simplified, And Multi-Vendor eSignature Process To Create Operational Efficiency And Scale For Independent Financial Advisors
Fintech News

Valmark Launches Innovative, Simplified, And Multi-Vendor eSignature Process To Create Operational Efficiency And Scale For Independent Financial Advisors

Fintech News Desk
by Fintech News Desk0
Valmark Financial Group announced today the launch of a client and advisor-friendly eSignature process that leverages its exclusive MyCase platform. The new system provides independent financial advisors affiliated with Valmark Financial Group the ability to open and service accounts electronically with multiple vendors without the administrative hassles required by other industry solutions. Read......
Broadridge Names Vijay Mayadas to Lead Capital Markets
Fintech News

Financial Advisors Expect More Help From Asset Managers as Working Practices Permanently Change, According to Broadridge Study

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, a global Fintech leader, released a survey of over 400 financial advisors, which reveals that financial advisors did not find asset manager wholesalers more helpful in addressing their needs throughout the challenges of the COVID-19 pandemic. Seventy percent of advisors agree that the pandemic will have a......
KBC Bank Chooses Finastra for Libor Transition
Fintech News

7-Tool Advisor Equips Financial Advisors With Game-Changing Practice Solutions

Fintech News Desk
by Fintech News Desk0
One Seven, a registered investment advisor and comprehensive business management platform for financial advisors, today announces the launch of 7-Tool Advisor, a bold new self-development and practice management solution for growth-minded advisors. Whether partnered with One Seven or operating an unaffiliated practice, 7-Tool Advisor equips financial advisors with seven game-changing solutions......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Fintech News

Oranj Adds KraneShares China-Focused ETFs to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Full suite of KraneShares ETFs and model portfolios now available on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that China-focused global asset management firm KraneShares has been added as a best-in-class manager to the Oranj free to low-cost platform.......
Fintech News

Greenwich Associates Finds Amid COVID-19 Crisis, More Than Half of Financial Advisors Globally Are Increasing Their Presence on Top Social Media Platforms

Fintech News Desk
by Fintech News Desk0
Financial advisors are dramatically stepping up their use of social media platforms like LinkedIn and Twitter. With the COVID-19 crisis keeping markets volatile, clients jittery and most professionals cooped up at home, financial advisors are adopting social media as a way of keeping themselves informed and in touch with clients......
Global Blue Completes Business Combination With Far Point Acquisition Corporation
Fintech News

Global Blue Completes Business Combination With Far Point Acquisition Corporation

Fintech News Desk
by Fintech News Desk0
Global Blue Group AG, a leading provider of Tax Free Shopping and payment solutions, today announced that it has completed its business combination (the “Business Combination”) with Far Point Acquisition Corporation (NYSE: FPAC, FPAC.UN, and FPAC.WS), a special purpose acquisition company (“FPAC”). The Business Combination was approved by FPAC’s stockholders......
The Bancorp Bank Joins Envestnet Credit Exchange, Offering Access to Automated Securities-Backed Loan Origination
Banking Fintech News

The Bancorp Bank Joins Envestnet Credit Exchange, Offering Access to Automated Securities-Backed Loan Origination

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that The Bancorp Bank, a wholly- owned subsidiary of The Bancorp, has joined the roster of lenders on the Envestnet Credit Exchange, providing financial advisors with seamless access to securities-backed lines of credit. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding “We continue to add......
AssetMark Launches eService Team and Expands Digital Servicing Tools
Fintech News

AssetMark Launches eService Team and Expands Digital Servicing Tools

Fintech News Desk
by Fintech News Desk0
Latest Evolution in Long-standing Culture of Service Helps Financial Advisors Respond Faster in New Era for Remote Investor Servicing(AssetMark)  AssetMark announced its new dedicated eService team to help financial advisors meet the increasing demand for digital servicing during the pandemic while reinforcing the firm’s commitment to fostering deep relationships with its......
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