Search Results for: manage clients

APOLLO Insurance Partners With Finaeo Inc. to Empower Brokers and Consumers With Digital Products
InsurTech News

APOLLO Insurance Partners With Finaeo Inc. to Empower Brokers and Consumers With Digital Products

Fintech News Desk
by Fintech News Desk0
APOLLO Insurance, Canada’s leading online insurance provider, has partnered with Finaeo Inc., Canada’s largest broker-focused life insurance marketplace, to offer insurance brokers and their clients across Canada access to their mutual suites of products. “APOLLO and Finaeo share a common goal of making it easier for people to transact insurance”......
Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors
Fintech News

Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors

Fintech News Desk
by Fintech News Desk0
FeeX technology allows advisors to manage clients’ held-away retirement accounts, deepening their impact across clients’ entire financial picture Carson Group, one of the fastest growing financial services firms in the country, has partnered with the fintech retirement solution FeeX to give Carson’s network of advisors the ability to fully manage......
Avalara Announces 10 Newly Certified Integrations into Business Applications and 22 New Marketplace Customers
Artificial Intelligence Business Fintech News Risk Management

Avalara Unveils Cloud Sales Tax Returns Solution For Accounting Firms Of All Sizes

Fintech News Desk
by Fintech News Desk0
Avalara, Inc. (NYSE: AVLR), a leading provider of cloud-based tax compliance automation for businesses of all sizes, today announced the availability of Avalara Managed Returns for Accountants (MRA), a cloud sales tax returns solution designed exclusively for accounting firms. MRA enables firms to extend their practice with automated sales tax......
SS&C's Black Diamond Wealth Platform Launches Command Center for Investment Advisors
Fintech Investment Services News Risk Management

SS&C’s Black Diamond Wealth Platform Launches Command Center for Investment Advisors

Fintech News Desk
by Fintech News Desk0
The Client View application centralizes all client-focused workflows in one place SS&C Technologies Holdings announced the launch of Client View, a new application within SS&C Black Diamond Wealth Platform. The application brings together all of the platform’s client-focused tools in an informational, interconnected, and actionable “command center” to help advisors manage......
Plug and Play's Fintech Europe Program Announces Startups Selected for Batch 6
Business Fintech Fintech Startups News

Plug and Play’s Fintech Europe Program Announces Startups Selected for Batch 6

Fintech News Desk
by Fintech News Desk0
Fintech Europe, Plug and Play’s fintech-focused innovation platform based out of Frankfurt, Germany, announced today the eight startups selected for its sixth batch. The platform has grown its partner base to 13 Financial Institutions since its inception in May 2018. Together with Deutsche Bank, TechQuartier, BNP Paribas, Nets Group, Nexi, UniCredit, Aareal......
Mastercard Extends Open Banking Efforts with Close of Finicity Acquisition
Fintech News

Mastercard Accelerate Ignites Next Generation of Fintech Disruptors and Partners to Build the Future of Commerce

Fintech News Desk
by Fintech News Desk0
11 companies join the Start Path startup engagement program; nearly 50 new deals signed to Engage network to help customers make growth ambitions a reality Mastercard has announced the expansion of its Accelerate fintech portfolio, adding dynamic entrepreneurs to its award-winning startup engagement program Start Path and more technology partners to its Engage network, providing access......
Numerix Expands Expertise with Acquisition of Convertible Securities Platform Kynex
Fintech News Risk Management Security

Numerix Expands Expertise with Acquisition of Convertible Securities Platform Kynex

PR Newswire
by PR Newswire0
Move Strengthens Numerix’s Risk Management Solutions and Fixed-Income Coverage Numerix, a leading capital markets Front-to-Risk technology provider, is pleased to announce the acquisition of Kynex, a market leading financial platform known for its expertise in convertible securities valuation, portfolio and risk management, and trade flow/order management. This strategic acquisition further......
ActiveViam Announces Partnership with MongoDB to Enhance Real-Time Data Analytics
Analytics Fintech News

ActiveViam Announces Partnership with MongoDB to Enhance Real-Time Data Analytics

Business Wire
by Business Wire0
ActiveViam, a leader in data analytics solutions for the financial industry, announces a partnership with MongoDB, a developer data platform that enables development teams to quickly build with the flexibility, performance and scale modern applications require. This collaboration leverages MongoDB’s highly performant and flexible operational data store capabilities and data......
Alogent and CheckAlt Partner to Deliver Complete Receivables Solution for Financial Institutions
Digital Payments Fintech News

Alogent and CheckAlt Partner to Deliver Complete Receivables Solution for Financial Institutions

Cision PRWeb
by Cision PRWeb0
New partnership enhances Alogent’s receivables offering by integrating CheckAlt’s lockbox and electronic lockbox (Catch!) solutions, delivering a complete, end-to-end payment solution. CheckAlt, a leading provider of payment management solutions, announced a strategic partnership with Alogent, a leading global provider of software solutions for the banking and financial services market. This......
Swift to Launch AI-Powered Fraud Defence to Enhance Cross-Border Payments
Artificial Intelligence Digital Payments Fintech News

Swift to Launch AI-Powered Fraud Defence to Enhance Cross-Border Payments

Business Wire
by Business Wire0
Swift is rolling out an AI-powered anomaly detection service to help banks proactively detect and defend against potential financial crime The new service follows a successful pilot with financial institutions across Europe, North America, Asia and the Middle East, and is part of a broader portfolio of Swift-facilitated AI innovation......
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