Blue Insurance Ltd

Financial Management

Envestnet, Oyster Consulting | April 21, 2021

Envestnet | MoneyGuide reported today a collaboration with Oyster Consulting to provide paraplanning services to mutual clients. The partnership aims to allow more financial advisors to initiate, scale, and deepen financial planning relationships with clients at a lower cost. "Clients are relying on advisors to have peace of mind and holistic guidance in addition to portfolio plans now more than ever," said Tony Leal, President of Envestnet | MoneyGuide. "For consul...

Fintech

Trovata and Banco Santander | September 05, 2022

Trovata, the leading fintech in automating cash workflows through multi-bank API data aggregation for corporate finance and treasury teams, announced today a global distribution agreement with Santander. Through the partnership, Santander will market & refer Trovata’s cash management platform to its corporate & investment banking clients to modernize treasury workflows through data-driven automation. With Trovata’s next-gen platform, Santander offers its client...

SBA | June 20, 2020

U.S. SBA and Treasury have agreed with the bipartisan leaders of the U.S. Senate Small Business Committee to make public additional data regarding the PPP. This agreement will ensure that the interests of both transparency and protections for small business...

Core Banking, Financial Management

Atomic | August 24, 2022

Atomic, the market-leading provider for payroll connectivity, has been named the winner of the sixth annual FinTech Breakthrough Awards for "Best Banking Transaction Solution". This award comes on the heels of the company's $40 million Series B funding round, further validation of Atomic's cutting edge and consumer-friendly payroll solutions. "This is an incredible milestone for our company and recognition of our team's hard work creating f...