Search Results for: relationship management

Quilter Investors Extends Transfer Agent Relationship with SS&C
Fintech Funding News

Quilter Investors Extends Transfer Agent Relationship with SS&C

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, Inc.announced that Quilter Investors Limited, the fund management arm of Quilter Plc, has extended its long-term transfer agency relationship with SS&C Global Investor and Distribution Solutions (GIDS). Quilter Investors specialises in the creation and management of multi-asset investment portfolios. SS&C first started working with Quilter Investors in......
Stampli Introduces Advanced Vendor Management
Digital Payments News

Stampli Introduces Advanced Vendor Management

Fintech News Desk
by Fintech News Desk0
Stampli’s Advanced Vendor Management organizes and files documents to help control spend, and makes it easier to onboard new vendors. Businesses can manage vendors effectively and strengthen vendor relationships by providing visibility into payment status and with built-in communication tools. All of the information is kept up-to-date and accurate Stampli,......
Idaho-Based Tree City Advisors Joins Apollon Wealth Management
Finance News

Idaho-Based Tree City Advisors Joins Apollon Wealth Management

Fintech News Desk
by Fintech News Desk0
Boise firm is an independent RIA built on great ethics and high-quality service Apollon Wealth Management, LLC, a leading wealth management solutions firm, is excited to announce the addition of Tree City Advisors, LLC, an independent RIA practice in Boise, Idaho. With this partnership, Tree City Advisors clients will benefit......
Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group
Finance News

Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors David Rimkus, Donald Sharko and Thomas Phelan have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Financial Resources Group Investment Services. They reported having served approximately $285 million in advisory, brokerage and retirement plan assets*, and join LPL from LaSalle St.......
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 Desk0
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......
Sphere's TrustCommerce Healthcare Payments Platform Now Integrated with Veradigm Practice Management
Commerce Digital Payments News

Sphere’s TrustCommerce Healthcare Payments Platform Now Integrated with Veradigm Practice Management

Fintech News Desk
by Fintech News Desk0
Seamless integration enables providers using Veradigm Practice Management (formerly Allscripts Practice Management) to accept and post payments within existing workflows Sphere, a leading provider of end-to-end integrated healthcare payments and security software, announced that its TrustCommerce platform is now integrated with the Veradigm Practice Management solution. TrustCommerce’s integration with Veradigm Practice Management......
Schneider Expands TriumphPay Relationship to Include Invoice Processing and Joins Payments Network
Digital Payments News

Schneider Expands TriumphPay Relationship to Include Invoice Processing and Joins Payments Network

Fintech News Desk
by Fintech News Desk0
Schneider becomes 76th broker added to TriumphPay’s open payments network since launching in January TriumphPay announced the addition of Schneider to its rapidly growing open payments network. TriumphPay has continued expanding the reach of its open payments network since it launched earlier this year, providing brokers, factors, shippers and carriers......
Modera Wealth Management Expands to Virginia
Finance News Technology

Modera Wealth Management Expands to Virginia

Fintech News Desk
by Fintech News Desk0
Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm, is pleased to announce it has expanded to Virginia in November 2022 through a transaction with Bernhardt Wealth Management. The entire Bernhardt team has joined Modera. Gordon Bernhardt, CFP®, Tim Koehl, AAMS®, CFP®, and Solon Vlasto, CFP® have joined Modera as Principals and Wealth Managers......
Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds
Investment Services News

Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Wealth Management Ranks Highest in Wealth Management Digital Experience Satisfaction Mobile apps and websites have increasingly become the first resources that investors consult to review their investments, make transactions and conduct research, putting the focus squarely on digital as a critical component of the overall wealth management client......
MFS Investment Management Establishes Uruguay Office
Investment Services News

MFS Investment Management Establishes Uruguay Office

Fintech News Desk
by Fintech News Desk0
New Office Reaffirms Commitment to Latin America Overall and Southern Cone Region Global investment manager MFS Investment Management (MFS) is announcing the opening of a new office in Montevideo, Uruguay. The office is located in the Zonamerica free trade zone area, and will be home to the sales and support......
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