Search Results for: manage clients

Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients' Wealth
Fintech News

Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients’ Wealth

PR Newswire
by PR Newswire0220
Through this partnership, Commonwealth’s affiliated advisors can seamlessly and securely manage clients’ retirement plan assets via Pontera, further enhancing their ability to support their clients’ long-term financial planning goals. Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announces it has signed an......
Visa Enters Strategic Partnership with Expel to Help Clients Manage Cybersecurity Risk
News Security

Visa Enters Strategic Partnership with Expel to Help Clients Manage Cybersecurity Risk

Business Wire
by Business Wire0263
Expel brings Managed Detection and Response (MDR) capabilities, which Visa uses to augment its own security team, to Visa’s Value-Added Services portfolio, helping to protect global clients from emerging cyberthreats Visa announced a strategic partnership with Expel, a leading security operations provider, extending Visa’s Value-Added Services offering in the emerging......
MUFG Investor Services Expands Banking Solutions to Provide Global Payment and Cash Management Services to Clients
Banking Digital Payments News

MUFG Investor Services Expands Banking Solutions to Provide Global Payment and Cash Management Services to Clients

Business Wire
by Business Wire0386
Banking Executive, Adil Rehman, Named Managing Director, Global Head of Payments & Liquidity to Build Expanded Banking Capabilities MUFG Investor Services, a global leader in asset servicing, banking, and fund financing for the alternative investment management industry, announced plans to expand its banking solutions to address global client demand for......
Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose
Finance News

Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose

Fintech News Desk
by Fintech News Desk0296
Firm Offers Financial Plans That Empower Clients To Live Their Lives With Purpose Partridge Wealth, a wealth management firm dedicated to helping values-driven clients pursue their life’s purpose, announced its launch. Prospective clients are invited to learn how they can work to achieve their financial goals while staying true to......
Republic Bank of Chicago partners with DataSeers for Fraud and Compliance Management
Banking News

Republic Bank Partners with Nest Egg to Bring Investment Planning and Management to the Bank’s Clients

Business Wire
by Business Wire0355
Republic Bank & Trust Company announces a new partnership with Nest Egg, a digital platform that connects the Bank’s clients with professional financial and investment advisors through a click or a call. “Financial literacy and sound advice are key to ensuring long-term financial success, and Republic’s partnership with Nest Egg......
HSBC Partners With Extend, Accelerating Availability of Expense Management Solutions for Commercial Card Clients
Banking News

HSBC Partners With Extend, Accelerating Availability of Expense Management Solutions for Commercial Card Clients

Fintech News Desk
by Fintech News Desk0432
Using their HSBC business cards, joint customers will be able to simplify essential processes Extend, a leading virtual card and spend management platform, announced a partnership with HSBC, one of the world’s largest banking and financial services organizations. HSBC will offer Extend solutions to its commercial card clients in the......
BMO and Extend Bring Virtual Card Distribution and Better Spend Management Capabilities to North American Commercial Clients
Digital Payments Fintech News

BMO and Extend Bring Virtual Card Distribution and Better Spend Management Capabilities to North American Commercial Clients

Fintech News Desk
by Fintech News Desk0403
Partnership gives clients rapid onboarding and offers customizable Extend API to help grow business through payment innovation BMO and Extend, a virtual card and spend management platform, announced the addition of a simple and powerful set of payments functionality to BMO Corporate Cards. Through its existing relationship with Mastercard, BMO Commercial......
Banco Santander to Rollout Trovata to Automate Cash Forecasting & Liquidity Management for Corporate Clients
Fintech News

Banco Santander to Rollout Trovata to Automate Cash Forecasting & Liquidity Management for Corporate Clients

Fintech News Desk
by Fintech News Desk0299
Trovata to support large scale platform deployments in European and LATAM markets 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......
American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients
Fintech Funding Investment Services News

American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients

Fintech News Desk
by Fintech News Desk0388
Digital advice services will now complement American Century’s robust investment offerings of mutual funds, ETFs, advisor-led portfolios and other investment solutions Marstone, Inc., a leading digital wealth technology firm, announced a commercial relationship with American Century Investments, the $230 billion* global asset manager, providing clients with Marstone’s digital wealth management......
Northern Trust Enhances Commission Management for Outsourced Trading Clients
News Trading

Northern Trust Enhances Commission Management for Outsourced Trading Clients

Fintech News Desk
by Fintech News Desk0416
Collaboration with Commcise will provide asset managers and hedge funds with web-based tools to manage research and commission budgets Northern Trust has streamlined the commission management process for its Integrated Trading Solutions (ITS) clients through a collaboration with Commcise, a provider of cloud-based software solutions, including commission management and aggregation......
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