One of the country’s largest wealth management broker-dealers in the country is updating its technology to better serve its existing high-net-worth clientele. Oppenheimer & Co. announced today that it is launching a strategic alliance with fintech firm InvestCould to accelerate the creation of a “digital experience platform” for it’s advisors, other professionals and clients, according to a company announcement. InvestCloud will help produce a new web-based advisor-clietn portal for Oppenheimer’s private client division, which will integrate with Oppenheimer’s existing technology. It’s expected to launch in the first half of next year.
Today, leading smart payments provider and fintech bank, Credorax, and luxury cruise and tour merchant Scenic Group, announced a partnership that will enable Scenic Group to accept and process payments from travel agencies around the world. Through this partnership, Credorax will provide its full suite of services to Scenic Group, allowing travel agents a seamless booking and payments process. As a smart payments provider, Credorax helps merchants accept payments easily with its Source™ payments gateway. The platform offers telecom-grade (99.999%) availability for processing payments as well as a host of payments products and services designed to maximize business growth and optimise operational processes.
Riskalyze today expanded its existing enterprise agreement with Independent Financial Partners ("IFP"), a broker-dealer and registered investment advisor managing $6 billion in assets. Through this agreement, IFP will switch from a file-based system to a multi-custodial FIX connection – implementing their access to Riskalyze's Connected Trading platform and creating a more seamless experience for their 250 advisors. Riskalyze's Connected Trading will provide IFP advisors –
OpenSesame, the elearning innovator, announced the addition of The Expert Academy to its popular OpenSesame Plus subscription to expand its offerings of video-based courses featuring world-famous presenters. The UK-based publisher helps organizations support both personal and professional development of workforces in unique and highly applicable topics. Through storytelling and case studies, world-renowned subject matter experts captivate learners not only in the most in-demand business skills, but also in topics unparalleled to anything currently available in the OpenSesame catalog.
Docupace, the leader in cloud-based digital operations software for wealth management firms, today announced the appointment of Ryan George as the company's Chief Marketing Officer. George joins former 1st Global president David Knoch, who assumed the role of Chief Executive Officer in April 2020.
Riskalyze and H. Beck today announced an enterprise agreement to deliver risk alignment, investment analytics, and trading technology to the advisors affiliated with the independent broker dealer. H. Beck is one of the nation's top 50 independent broker-dealers by revenue, and is known as a supportive and personal partner to the independent financial professionals in its network.
Enfusion, the leading provider of cloud-based investment management software, announced today it has appointed Lorelei Skillman as Chief Marketing Officer. With over 20 years of transformative marketing experience in the financial services sector, Skillman will lead Enfusion's global marketing and communications initiatives, working alongside the organization's executive leadership team to expand and evolve its brand, footprint, and bottom-line impact.
Agiloft, the global standard in contract and commerce lifecycle management, today announced the appointment of Kevin Niblock as chief revenue officer (CRO). Niblock will lead Agiloft's global sales team, manage strategic partnerships, and help expand the company's vertical and geographic market presence. Niblock brings over 30 years of sales and leadership experience in the IT industry.
Riskalyze today announced its enterprise agreement with Lincoln Investment (Lincoln), a full-service broker-dealer and registered investment adviser serving nearly 360,000 investors who represent more than $41 billion in assets. The agreement will provide more than 1,000 Lincoln advisors with access to Riskalyze's risk assessment technology across different business channels.
Liberis, an international fintech that provides funding to small businesses, announced that its Funding Platform will be made available to a broader set of SaaS companies, empowering their product teams to easily embed financial services into their offerings. Liberis operates globally in the US, UK, and Europe through partnerships with large payment processors and SaaS companies.