Tag : financial data aggregation

Conquest and Flinks Bring Holistic Financial Planning to Wealth and Insurance Advisors
Analytics Finance Fintech News

Conquest and Flinks Bring Holistic Financial Planning to Wealth and Insurance Advisors

Fintech News Desk
by Fintech News Desk0
Conquest Planning Inc., and Flinks publicly announced the formation of a strategic partnership to provide financial planning firms and their advisors with an industry-leading integrated aggregation solution. Working together, the two companies will deliver an integrated mix of Conquest’s state-of-the-art financial planning application and Flinks’ best-in-class financial data aggregation &......
Envestnet | Yodlee and Productfy Enter Partnership to Offer Single Technology Platform for Early-Stage Startups to Embed Financial Products
B2B Digital Fintech News

Envestnet | Yodlee and Productfy Enter Partnership to Offer Single Technology Platform for Early-Stage Startups to Embed Financial Products

Fintech News Desk
by Fintech News Desk0
Partnership enables access to comprehensive “FinTech-in-a-box” solutions for developers looking to hit the ground running with FinTech basics Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services announced today it is partnering with Productfy, a developer-focused business-to-business (B2B) FinTech platform that......
CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth
Business Fintech News

CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth

Fintech News Desk
by Fintech News Desk0
CircleBlack, the digital wealth management and financial data aggregation platform for financial advisors and their clients, today announced it has added two industry veterans, Ken O’Brien and Claudine Martin to its management team. The expansion of the team represents CircleBlack’s tremendous growth in support of RIAs and a focus on delivering the technology they......
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