Wealth Management System Provider, INFOVISA, and FinTech Partner to Offer Automated Trading to Clients

Share Article

FinTech Securities (FinTech) and INFOVISA have combined efforts to provide expanded wealth management resources to INFOVISA customers. Under the terms of an agreement announced today, clients using INFOVISA’s MAUI™ trust accounting solution will now have the ability to execute equity trades in real-time through FinTech.

“This agreement gives investment professionals who have previously had few choices the ability to access a trading service that may better fit their needs." Jack Curran, President and Founder of FinTech.

FinTech Securities (FinTech) and INFOVISA have combined efforts to provide expanded wealth management resources to INFOVISA customers. Under the terms of an agreement announced today, clients using INFOVISA’s MAUI™ trust accounting solution will now have the ability to execute equity trades in real-time through FinTech.

“This partnership with FinTech provides our clients the ability to greatly streamline their trading and gives them access to a company that has long provided superior service to our market. Our rapidly growing client base is constantly looking to improve accuracy and efficiency,” said INFOVISA President & CEO Michael Dinges. “This partnership not only brings that, but allows our clients to work with a company that has long demonstrated their dedication to the community bank and independent trust company space,” Dinges went on to say.

As Jack Curran, President and Founder of FinTech explained, “This agreement gives investment professionals who have previously had few choices the ability to access a trading service that may better fit their needs. We pride ourselves on hands-on client service and support, and we feel that FinTech is well-positioned to deliver the strong level of service that INFOVISA customers have come to expect.”
About FinTech

FinTech Securities offers securities brokerage of equity, fixed income and options securities to the institutional money management community. FinTech provides the money manager with professional trading technology, research tools, and convenience while maintaining an exceptionally high level of customer service. FinTech offers access to the markets ranging from direct market access technology to experienced securities traders handling our clients’ orders.
Founded in 2004, FinTech Securities can provide an attractive choice for your brokerage business. The firm has grown rapidly which is a testament to the level of trust their clients have put in the firm to execute their trades and service their accounts.

About INFOVISA
INFOVISA is an independent provider of data processing systems and related services for bank trust departments, independent trust companies, not-for-profit foundations, colleges and universities. INFOVISA was founded in 1992 when it was determined that there was a need for a Windows-based automated performance measurement system. Shortly thereafter, INFOVISA became the trust industry’s first company to release such a system. ETR (Enhanced Trust Reporting) proved to be a very powerful solution for many users, and INFOVISA quickly became a leader in the wealth management industry. INFOVISA is privately held by a holding company that focuses on processing companies that serve the financial services industry. Over the years, the family-owned holding company has initiated new companies to explore opportunistic market niches. Affiliated companies of INFOVISA serve clients across the country, and many are leaders in their respective markets. INFOVISA is headquartered in Cornelius, North Carolina with offices in Denver, Colorado and Lincoln, Nebraska. Today INFOVISA serves more than 150 clients nationwide. For more information, visit http://www.INFOVISA.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Michael Dinges
Visit website