Tag : financial advisor

InvestEdge Acquired by Featheringill Capital
Fintech Investment Services News

Sanctuary Wealth Chooses InvestEdge as Compliance and Surveillance Partner

Fintech News Desk
by Fintech News Desk0
Application tied to client’s IPS helps advisors more easily comply with SEC & FINRA regs Sanctuary Wealth, home to the next generation of elite financial advisors, has added the InvestEdge Compliance and Surveillance application to its open architecture platform. Thirty-eight partner firms in 16 states with over $10 billion in assets under advisement comprise......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech InsurTech News

Jennifer Lucovich Appointed as Financial Advisor at UBS Scottsdale Arizona Branch Office

Fintech News Desk
by Fintech News Desk0
Jerrod Logan also appointed as Senior Wealth Strategy Associate UBS is proud to announce that Jennifer Lucovich has joined the firm as a Financial Advisor, Senior Vice President—Wealth Management in the Scottsdale Arizona branch office. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection Jennifer is......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Fintech Investment Services News

Prominent Financial Advisor Tyrone Ross Named as CEO of Onramp Invest

Fintech News Desk
by Fintech News Desk0
Reality Shares, Inc.Board of Directors is pleased to announce its appointment of Tyrone Ross as the Chief Executive Officer of Onramp™ Invest. He will assume the day-to-day leadership of the Company effective immediately. Ross, a decorated financial advisor, and financial services influencer will help deliver on the initial vision for Onramp,......
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Ten Ways Virtual Assistants Can be Good for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Top Tips to Implement Virtual Assistants on your Fintech / Finance Site Financial advisors have to pay specific attention to the needs of each client and prospect, they need to spend more time understanding their unique requirement to be able to offer the right solution in time. Because often times,......
Vivriti Capital Raises INR 350 CR in Series B Funding From LGT Lightstone Aspada
Fintech Fintech Funding Investment Services News

Vivriti Capital Raises INR 350 CR in Series B Funding From LGT Lightstone Aspada

Fintech News Desk
by Fintech News Desk0
Vivriti Capital, online enterprise debt platform and lender raises USD 50 Mn (~ INR 350 Crores) in Series B funding from LGT Lightstone Aspada. The latest round comes in less than 10 months since its Series A funding from US-based Creation Investments. The latest round takes the total equity raised......
Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
by Fintech News Desk0
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
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