FTB News Desk - FinTecBuzz

TD Ameritrade Institutional and Wealthbox CRM Collaborate to Automate Account Openings for RIAs

FTB News DeskDecember 17, 20185 min

A pain point for financial advisors is the laborious task of manually entering client data associated with new account openings. TD Ameritrade Institutional and Wealthbox have collaborated to ease the pain with a new integration between the Wealthbox CRM product and the TD Ameritrade Institutional Veo One platform. The new automated account opening feature in Wealthbox now allows RIAs on the TD Ameritrade Institutional platform to pre-fill client information from Wealthbox into Veo and Veo One account-opening forms...

Asset Management Real Estate Investment

Ke Finance Partners with Ke.com to Launch Online Consumer Real Estate Financing Services in China

FTB News DeskDecember 17, 20188 min

Ke Finance (also known as Beike Finance) is partnering with Ke.com to enable China’s real estate consumers to access Ke Finance’s comprehensive offering of consumer real estate financing services. This partnership expands the range of comprehensive financial products available to customers, with services ranging from home renovation and rentals to mortgage related products. Customers benefit from a user-friendly single platform experience that is superior in speed and broader in selection compared with bank-provided loans. In this strategic alliance, Ke Finance provides the...

Asset Management Investments

Tim Gokey Elected to the Board of Directors of Broadridge

FTB News DeskDecember 14, 20186 min

Broadridge Financial Solutions, Inc. (NYSE: BR) is pleased to announce that its Board of Directors has elected Tim Gokey, Broadridge’s current President and Chief Operating Officer and incoming Chief Executive Officer, as a Director of the Company on December 12, 2018. The effective date of both the Board seat and CEO transition will be January 2, 2019. Following his election, Broadridge’s Board will consist of 10 members, eight of whom are independent. As previously announced on September 12, 2018, Mr. Gokey has been...

Data & Analytics Risk Management

Don Cardinal Named Head of Financial Data Exchange

FTB News DeskDecember 14, 20187 min

The Financial Data Exchange (FDX) today announced it has appointed Don Cardinal as its managing director. In this new role, Cardinal will direct the daily operations of FDX and engage with the broader financial services and fintech communities to fulfill the organization’s mission to develop and implement a financial industry standard for secure data sharing. “I am excited by the opportunity to further empower consumers by putting more control in their hands over when or how their...

Business Tools Financial Software

Galileo and Robinhood Partner on Robinhood Checking & Savings

FTB News DeskDecember 14, 20186 min

Galileo, a leading and trusted technology partner for fintech and payments, today announced that its technology and know-how is helping to power Robinhood Checking & Savings, unveiled this morning in a blog post from Robinhood. Galileo’s highly customizable payments infrastructure has been integrated into Robinhood Checking & Savings, which earns three percent annual interest, has no fees, and offers access to over 75,000 free ATMs. Robinhood chose Galileo for its robust suite of APIs that helped Robinhood create...

Payment Platform Payments

PumaPay (PMA) Officially Listed on CoinAll Exchange

FTB News DeskDecember 14, 20186 min

CoinAll (www.coinall.com) officially announced the listing of PumaPay (PMA) token on Dec 7th. PMA trading started at 12:00 Dec 10th (HKT, UTC+8). PumaPay aims to create a new generation comprehensive payment system for the digital age. It is built around an open source blockchain-based protocol that decentralizes a whole layer of transaction processing services. The comprehensive and flexible PullPayment Protocol allows adopters to process transactions using nearly all the familiar billing methodologies and combines the flexibility and ease...

Crypto Currencies

Zcoin Goes Live with Highly Anticipated Merkle Tree Proofs to Democratize Cryptocurrency Mining

FTB News DeskDecember 14, 20186 min

Zcoin, the privacy coin which pioneered the Zerocoin Protocol to enable private financial transactions on the blockchain, has become the first network to go live with Merkle Tree Proofs (MTP). While MTP was first implemented on 23 October this year, the hard switchover takes place on 10 December. The Zcoin network will now reject any blocks mined with its old algorithm, Lyra2z, and only accept blocks mined using the MTP algorithm. MTP is a Proof of Work...

Business Tools Financial Software

DIY Tax Preparation Company Launching IOOGO TAX January 1, 2019

FTB News DeskDecember 14, 20186 min

Most people are unaware that the IRS is unable to legally enforce training and testing requirements on tax preparation agents. The lack of enforceable training has allowed tax preparation companies to hide behind tax software programs to enter customer information, a task nearly anyone can do on their own. Having identified this problem, IOOGO has announced a January 1, 2019 release of IOOGO Tax, their cost-effective, transparent, and dependable solution for do-it-yourself tax preparation. Bringing over four decades of...

Business Tools Financial Software

TribalScale Announces Lori Casselman as President and Chief Operating Officer

FTB News DeskDecember 13, 20185 min

Today, global innovation firm, TribalScale, announces that Lori Casselman will join the company as President and Chief Operating Officer. Sheetal Jaitly will remain as TribalScale’s Chief Executive Officer and will continue to focus on the company’s vision and innovative offerings. As President & COO, Lori Casselman will be responsible for leading TribalScale’s revenue growth and international expansion, driving the strategy and operational effectiveness to lead the company into the future. In just three years, TribalScale has grown rapidly, adding 5 new...

Investments Real Estate Investment

Juniper Square Announces $25M in Series B Funding Led by Ribbit Capital

FTB News DeskDecember 13, 20187 min

Juniper Square, the leading technology provider for real estate investments, today announced $25M in Series B funding led by Ribbit Capital, the leading financial technology VC firm. Ribbit joins Felicis Ventures, Zigg Capital, and other strategic investors from the real estate industry, who also participated in the round. This latest investment brings total funding to date to $33M. The company will use the funds to further accelerate the rapid adoption of its market-leading software solution. Founded in 2014,...

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