Chester County News and Community Website
BLUE BELL, PA — In a collaborative effort, Rego Payment Architectures, Inc. (OTCQB: RPMT) and Q2 Holdings, Inc. (NYSE: QTWO) have unveiled a pivotal report titled “Banking on Tomorrow: How …
New Report Highlights Gen Z and Alpha’s Impact on Future Banking Read More
EXTON, PA — iPipeline recently unveiled OneView, an innovative solution designed to provide real-time tracking and management of clients’ annuity orders. This new platform aims to simplify the historically complex …
iPipeline Launches OneView to Streamline Annuity Management for Advisors Read More
OAKS, PA — SEI (NASDAQ:SEIC), a provider of wealth management solutions, recently unveiled an advanced integration within its SEI Wealth PlatformSM (SWP) that marks a significant leap forward for U.S. …
SEI Revolutionizes Wealth Management with Enhanced Multi-Custody Capability Read More
BERWYN, PA — Independent Financial Group, LLC (IFG) has announced an expansion of its long-standing partnership with Envestnet. This collaboration is set to empower IFG’s network of over 600 independent …
Independent Financial Group Amplifies Wealth Management Capabilities Through Envestnet Partnership Read More BERWYN, PA — The investment market evolves continually, presenting intricate scenarios that challenge the knowledge and skills of financial advisors. In the rapidly advancing landscape of wealth management, the T3/Inside …
Envestnet Emerges as Forefront Industry Leader in Advisor Software: Demystifying the Complexities of Investment Planning Read More
KING OF PRUSSIA, PA — Sagent, a leading fintech company, has announced a new seven-year alliance with independent mortgage bank CMG Financial. The partnership aims to enhance the enterprise and …
Sagent to Power Homeowner Experience for CMG Financial in Seven-Year Partnership Read More BERWYN, PA — In a significant industry nod, Envestnet | PMC has been honored with the Asset Management Platform of the Year award at the WSR Wealth Exemplar Awards. The …
Envestnet | PMC Scoops WSR Wealth Exemplar Award for Asset Management Platform of the Year Read More OAKS, PA — In response to the booming active ETF market, Cullen Capital Management LLC has chosen SEI’s (NASDAQ: SEIC) Advisors’ Inner Circle Fund as its operational platform for launching …
Cullen Capital Leverages SEI Platform for Its First Active ETF Amid Surging Market Growth Read More
RADNOR, PA — Delaware County-based fintech firm eMoney Advisor has rolled out a significantly enhanced version of its Client Portal, featuring a sleek, user-friendly design and a dedicated space for …
eMoney Advisor Unveils Revamped Client Portal to Strengthen Advisor-Client Interaction Read More KING OF PRUSSIA, PA — Sagent, a fintech software titan supported by Warburg Pincus, has unveiled its groundbreaking mortgage software platform, Dara. Designed to revolutionize mortgage servicing, Dara is the …
Introducing Dara by Sagent: Transforming Mortgage Servicing with Unified Data and User Experience Read More