Search Results for: manage clients

News Risk Management

apexanalytix Launches Passkeys to Prevent Fraud and Safeguard Clients’ Supplier Data with Biometric Authentication

PR Newswire
by PR Newswire0
This new advancement in fraud prevention protects login credentials from cyber criminals even when a supplier’s network or email system is compromised. apexanalytix, the leading provider of global supply chain risk management data, software and services, announced the launch of Passkeys. This industry-first feature enables suppliers to securely log into......
Gate.io Introduces Quant Fund - A New Era of Wealth Management for Digital Assets
Digital Asset Management News

Gate.io Introduces Quant Fund – A New Era of Wealth Management for Digital Assets

Fintech News Desk
by Fintech News Desk0
Gate.io is excited to announce the official launch of its Wealth Management flagship product – the Quant Fund, a groundbreaking wealth management solution designed for high-net-worth investors keen on exploring the digital assets space. We warmly invite you to be a part of this pioneering journey in wealth accrual by......
Gate2Chain Closes New Financing led by Ayre Ventures; Announces Several Enterprise Clients Using its B2B Product Suites
B2B Blockchain News

Gate2Chain Closes New Financing led by Ayre Ventures; Announces Several Enterprise Clients Using its B2B Product Suites

PR Newswire
by PR Newswire0
Gate2Chain Ltd., the leading enterprise-grade Web3 solutions builder has closed a new financing round led by Ayre Ventures. Gate2Chain is also announcing the signing of several enterprise clients for its B2B platforms Trace, G2C Suite, and Minta. The clients include: A publicly listed company building a recruitment platform focused on the......
iCapital®-and-Bain-Capital-Credit-Partner-to-Expand-Wealth-Managers’-Access-to-Alternative-Investments
Finance Fintech News

iCapital and Bain Capital Credit Partner to Expand Wealth Managers’ Access to Alternative Investments

Fintech News Desk
by Fintech News Desk0
Through this partnership, advisors gain increased operational efficiency by accessing select Bain Capital Credit products via the customized Bain Capital-branded platform powered by iCapital and on iCapital Marketplace. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announced a partnership with Bain Capital......
YCharts-and-Savant-Wealth-Management-Enhance-Partnership-To-Elevate-Client-Engagement-With-Streamlined-Proposal-Generation
Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
by Business Wire0
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC
Fintech News

Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC

PR Newswire
by PR Newswire0
Tax and accounting industry veteran David Gearhart, J.D., CPA, will lead the new sister organization as it works in conjunction with Graham Capital to provide investors with a truly holistic suite of financial and tax planning services. Graham Capital Wealth Management, LLC, (Graham Capital) an independent Registered Investment Advisor with......
Deloitte Invests $2 Billion to Accelerate Industry Advantage for its Clients
Investment Services News

Deloitte Invests $2 Billion to Accelerate Industry Advantage for its Clients

PR Newswire
by PR Newswire0
This strategic investment creates new approaches to rapidly building industry-focused solutions by leveraging domain experience, coupled with the principles of modern engineering, AI, and cybersecurity. This is designed to help accelerate industry-proficiency programs for Deloitte professionals with a focus on applied technology. As technology rapidly evolves, businesses across industries are......
Financial-Advisor-Thomas-Mains-Joins-UBS-Private-Wealth-Management-in-Atlanta,-GA
Finance Fintech News

Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA

Fintech News Desk
by Fintech News Desk0
Mains joined the UBS Southeast Market, managed by Lane Strumlauf, and will be located in the firm’s Atlanta, Georgia Private Wealth Management office. UBS Private Wealth Management today announced that Thomas (Tom) Mains has joined the firm as a Financial Advisor. He joins the UBS Southeast Market, managed by Lane......
Baker Hill Implements CrowdStrike to Offer Enhanced End-to-End Security for Financial Institution Clients
News Security

Baker Hill Implements CrowdStrike to Offer Enhanced End-to-End Security for Financial Institution Clients

PR Newswire
by PR Newswire0
By implementing CrowdStrike, Baker Hill has enhanced its robust suite of lending and risk management products for its financial institution clients with 24/7 threat management, monitoring, and response capabilities, as well as managed protection for endpoints, identities, cloud workloads, and more. Baker Hill, the leading financial technology provider in delivering solutions......
Creative Planning Acquires ML&R Wealth Management
Investment Services News

Creative Planning Acquires ML&R Wealth Management

PR Newswire
by PR Newswire0
ML&R expands Creative Planning’s presence in Texas and furthers the firm’s mission to have local advisors in every major metropolitan market. Creative Planning, one of the nation’s leading Registered Investment Advisors (RIA), announced the acquisition of ML&R Wealth Management (Maxwell Locke & Ritter). With offices in Austin and Round Rock, Texas, ML&R Wealth Management......
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