account management - FinTecBuzz

Envestnet Tamarac Helps RIAs Scale Advice with Transparency

March 25, 20267 min

First Quarter Technology Release Enhances Embedded Trading Oversight, Reporting Flexibility, and Mobile Client Experience March 24 Client Webinar Provides Deeper Dive Into Platform Updates and a Preview of Upcoming Enhancements Envestnet, the leading Adaptive WealthTech company, has introduced new enhancements to its Tamarac platform, focused on improving trading transparency, accelerating account management, enhancing reporting flexibility, and modernizing the client portal experience for registered investment advisors (RIAs). This release is part of Envestnet’s first quarterly technology...

by First Connect

Insurance

First Connect Surpasses $500M GWP Following Centana Investment

December 10, 20257 min

First Connect, a modern digital insurance marketplace connecting insurance carriers with independent agents, announced it has surpassed $500 million in gross written premium (GWP) in 2025. The milestone comes one year after Centana Growth Partners acquired a majority stake in the company, following a year of meaningful expansion, product innovation, and expanded carrier and agency relationships. The company’s momentum comes as independent agencies continue to gain market share, positioning First Connect at the center of...

by PRNewswire

Platforms

Rajiv Shah Joins Trading Technologies to Lead Sales in EMEA

December 4, 20253 min

Trading Technologies International, Inc., a global capital markets technology platform services provider, today announced that the firm has expanded its sales team in London with the hiring of Rajiv Shah as Head of Sales, EMEA. Shah, who will lead sales in Europe, the Middle East and Africa (EMEA), has over 25 years of experience in financial technology. Alun Green, TT’s EVP and Managing Director, Futures and Options, said: “Rajiv brings terrific and very relevant experience...

by FTB News Desk

In-House Features

Key Metrics for Account Management in Fintech

May 16, 202528 min

Explore essential KPIs for account management in fintech and finance. Learn how to boost retention, drive growth, and enhance client success with data-driven strategies.

by PRNewswire

Investments

GTN & Webull Singapore Launch Fixed Income Investing for APAC

April 16, 20254 min

GTN, a global fintech redefining trading and investing for all, today announced its partnership with Webull Singapore (“Webull”), a leading global investment platform, to open up fixed income investing. Webull users across APAC can now tap into GTN’s unique fractional fixed income offering, breaking down traditional investment barriers. Webull’s users gain access to carefully selected fractional US treasuries, as well as a comprehensive range of non-fractional fixed income assets. By integrating GTN’s robust single API...

by BusinessWire

Payments

Aurora Payments Appoints Derek Dean as New Chief Revenue Officer

December 3, 20244 min

Dean joins Aurora Payments’ executive leadership team to accelerate the growth of the company’s comprehensive, customizable suite of tech solutions designed specifically for small and medium businesses

by PRNewswire

Investments

Wealth Enhancement Group Acquires M&R Capital Management, Inc.

November 12, 20244 min

This partnership marks Wealth Enhancement Group's sixth location in New Jersey and brings the firm's total client assets to more than $96.6 billion.

by BusinessWire

Insurance

Curative Appoints New Chief Growth Officer

July 11, 20234 min

Sean Maguire Brings Relationship-Driven Sales Strategy and Innovation to the Company’s Growing New Health Plan Offering Curative Insurance Company, a pioneering provider of the, no copay, no deductible health plan*, is thrilled to announce the appointment of Sean Maguire to the role of Chief Growth Officer (CGO). Sean brings over 30 years of experience in sales with a track record of driving revenue growth and boosting sales for major market leaders within the healthcare benefits...

by BusinessWire

Brokers/Trading

Vela Adds Product and Account Management Expertise

February 15, 20204 min

Vela, a leading independent provider of trading and market access technology for global multi-asset electronic trading, today announced the expansion of its global Product and Account Management teams with new hires in London and New York. Based in London, Cedric Rondeaux joins Vela from ICE Data Services as Product Manager, reporting to the Chief Product Officer, Ollie Cadman. As a subject matter expert, Rondeaux will work as part of the global Product Management team, responsible...