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FinTecBuzz

by FTB News Desk

Volly Announces New Integration Partnership With Mortgage Builder®

Volly Announces New Integration Partnership With Mortgage Builder®

October 26, 20193 min

WOBURN, MASS.—DATE—Volly, an industry-leading provider of SaaS-based Marketing Automation, CRM and POS solutions for banks and mortgage companies, announced that it has entered an integration partnership with Mortgage Builder®, a provider of award-winning mortgage loan origination and servicing software systems. Mortgage Builder provides comprehensive lending solutions that manage the complete lending cycle, from loan origination through servicing. This partnership gives users direct access to Volly’s suite of solutions through Mortgage Builder’s end-to-end loan origination platform....

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by FTB News Desk

PremFina Selects Microsoft Azure for Cloud Platform

PremFina Selects Microsoft Azure for Cloud Platform

April 9, 20195 min

PremFina Ltd (“PremFina” or the “Company”), the first premium finance company to offer a proprietary software as a white-label service in the U.K., is pleased to announce it has selected Microsoft Azure (“Azure”) as its preferred cloud provider. Azure is a cloud computing platform by Microsoft Corp. to help organisations with their business challenges. It allows for the freedom to deliver services such as servers, storage, databases and software both as Infrastructure as a Service...

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by FTB News Desk

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

Financial Software

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

December 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...

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