Search Results for: client

LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
by Fintech News Desk0
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
GetLEI Takes the Lead in Issuing LEI Codes to FinTech and Government Entities for Global Financial Transactions
Business Fintech News

GetLEI Takes the Lead in Issuing LEI Codes to FinTech and Government Entities for Global Financial Transactions

Fintech News Desk
by Fintech News Desk0
GetLEI is an official and verified Registration Agent by the Global Legal Entity Identifier Foundation (GLEIF). As such, it provides comprehensive services related to LEI issuing, including new registration, renewal of expiring codes and transfer of codes. GetLEI clients can even use its management platform to resell LEIs anywhere in......
Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange
Banking News

Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange

Fintech News Desk
by Fintech News Desk0
Envestnet, Inc.  announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses. “We’re excited to provide Envestnet clients access to services that......
VibePay Appoints PAN Communications to Build Widespread Awareness for Launch of New Fintech Product
Banking Fintech Startups News

VibePay Appoints PAN Communications to Build Widespread Awareness for Launch of New Fintech Product

Fintech News Desk
by Fintech News Desk0
Emerging Mobile Payment Startup Joins Growing List of Fintech Brands Working With the Firm’s UK Team PAN Communications, an integrated marketing and PR firm for tech and healthcare brands, announced the signing of UK-based tech startup VibePay to its growing fintech client roster. VibePay makes it easy for users to send......
Integrated Cloud-based Solutions from Wolters Kluwer Help Vickerman CPA Group Take Full Advantage of Digital Transformation
Banking Fintech News Trading

Integrated Cloud-based Solutions from Wolters Kluwer Help Vickerman CPA Group Take Full Advantage of Digital Transformation

Fintech News Desk
by Fintech News Desk0
Firm Capitalizes on the Benefits of the CCH Axcess and CCH ProSystem fx Solutions to Drive Productivity and Higher Quality of Client Service In its next profile showcasing future-ready firms that are achieving peak performance by embracing digital transformation Wolters Kluwer Tax & Accounting spotlights the Vickerman CPA Group, a local tax and accounting firm based in......
smartTrade’s Solution Awarded Best Multi-Asset EMS System by Markets Media
Fintech News Trading

smartTrade Announces Strong Growth for 2019 Which Is Set to Continue In 2020

Fintech News Desk
by Fintech News Desk0
smartTrade, a global leader in multi-asset electronic trading solutions, announces that the company has gone through significant growth in 2019. Multiple initiatives such as geographical and market segment expansion have contributed to these excellent results. New markets penetration and market shares increase: smartTrade continues to develop its footprint in Australia, Japan,......
HighRadius Expands Relationship with Commerce Bank to Offer Full Suite of Integrated Receivables and Treasury Management Products
Banking Fintech News

Receivables and Treasury SaaS Leader HighRadius Achieves Unicorn Status with $125 Million Series B Investment

Fintech News Desk
by Fintech News Desk0
ICOINQ Capital Leads Funding Round; Backs Highradius as Market-Leader in the Next Big Fintech Category for the Office of the CFO HighRadius, the leader in Artificial Intelligence-powered Order-to-Cash and Treasury Management software, has raised $125 million in a Series B growth funding round led by ICONIQ Capital, with participation from existing......
Say Announces Addition of ETF Industry Leader Jennifer Grancio to Advisory Board
Banking Fintech News

Say Announces Addition of ETF Industry Leader Jennifer Grancio to Advisory Board

Fintech News Desk
by Fintech News Desk0
Say is pleased to announce the addition of Jennifer Grancio to its advisory board. Ms. Grancio will provide guidance to Say as it further expands its Shareholder Communication Platform to provide improved shareholder voting and engagement tools for broker-dealers, issuers, institutional investors, and retail shareholders. Read More: Folio Financial Among......
eComchain Announces New eCommerce Features around Blockchain and AI for 2020
Banking Blockchain News

eComchain Announces New eCommerce Features around Blockchain and AI for 2020

Fintech News Desk
by Fintech News Desk0
In today’s crowded marketplace of eCommerce providers, exceeding customer’s expectations are crucial. The usual “nice to have” features have now become “must haves” and that is what eComchain has striven to provide to their customers in 2019; a complete out-of-the-box solution with no additional development required. Most customers today expect......
1