Search Results for: advisory service

FinoFy Introduces New Investment Advisory Services; Adds Customization To Malaysia’s Investments
Fintech Investment Services News

FinoFy Introduces New Investment Advisory Services; Adds Customization To Malaysia’s Investments

Fintech News Desk
by Fintech News Desk0
FinoFy Technologies Pvt. Ltd., is a new age investment advisory platform, announced a sweeping global expansion of its operations in Malaysia to deliver customized investing intellect to investors. Latest Fintech Insights: AM Best Upgrades Credit Ratings of CNO Financial Group, Inc. and Its Life/Health Subsidiaries A comprehensive range of investment advisory solutions......
SMC Retains Buckman, Buckman & Reid to Provide Investment Banking and Up Listing Advisory Services
Banking Fintech News

SMC Retains Buckman, Buckman & Reid to Provide Investment Banking and Up Listing Advisory Services

Fintech News Desk
by Fintech News Desk0
SMC Entertainment, Inc. and its 100% wholly owned subsidiary Genesis Financial, Inc., a diversified financial services company with a focus on fintech-powered wealth management advisory services, are pleased to announce that they have retained Buckman, Buckman & Reid, Inc. (“BB&R”) to provide investment banking services, help in facilitating a capital......
Visa Introduces Crypto Advisory Services To Help Partners Navigate A New Era Of Money Movement
Cryptocurrency Fintech News

Visa Introduces Crypto Advisory Services To Help Partners Navigate A New Era Of Money Movement

Fintech News Desk
by Fintech News Desk0
The case for crypto is getting stronger for financial institutions; new global research finds nearly 40% of crypto owners would be likely to switch primary banks to one that offers crypto products Visa, the world’s leader in digital payments, announced the launch of Visa’s Global Crypto Advisory Practice, an offering......
Ibanera Hires BitAML for Cryptocurrency Compliance Advisory Services
Blockchain Cryptocurrency Fintech News

Ibanera Hires BitAML for Cryptocurrency Compliance Advisory Services

Fintech News Desk
by Fintech News Desk0
Ibanera, a licensed global fintech company dedicated to the development of innovative technologies and electronic payments, announced it has hired BitAML, a leading international compliance advisory firm serving the bitcoin and cryptocurrency market. BitAML will be providing digital asset compliance consulting for Ibanera cryptocurrency-related activities. BitAML offers compliance advisory services......
Broadridge Launches ESG Advisory Services
Business Fintech News

Broadridge Launches ESG Advisory Services

Fintech News Desk
by Fintech News Desk0
New offering with Third Economy rapidly accelerates corporate and institutional ESG strategies To better help companies and investors enhance their Environmental, Social and Governance (ESG) programs, Broadridge Financial Solutions, Inc., a global Fintech leader, and Third Economy, a leader in sustainable investment research and advisory services, have launched an ESG Advisory Service.......
New FinTech App from AskMyAdvisor to Revolutionize How Advisors Trigger Around-The-Clock Referrals
Fintech News

Fintech SaaS Company ‘AskMyAdvisor™’ Introduces Innovative Digital Solution to Help Solve The COVID Disruption of In-Person Advisory Services for Accountants, Attorneys, Financial Advisors and Realtors

Fintech News Desk
by Fintech News Desk0
AskMyAdvisor™ recently announced the launch of its new Q&A Web Page Builder specifically designed to help professional advisors seamlessly address questions and needs from their top 25 clients and make instant connections to potential referrals, without having to set up in-person meetings. Read More: BitGo Announces $16 Billion in Assets......
OneStream Software Recognized as a Leader and Earns Perfect Recommend Score in Dresner Advisory Services’ EPM Market Study for Third Consecutive Year
Fintech News

OneStream Software Recognized as a Leader and Earns Perfect Recommend Score in Dresner Advisory Services’ EPM Market Study for Third Consecutive Year

Fintech News Desk
by Fintech News Desk0
Recognition stems from OneStream’s leadership in customer experience and overall vendor credibility in the Enterprise Performance Management (EPM) market OneStream Software, LLC, a leading provider of modern Corporate Performance Management (CPM) solutions for mid-sized to large enterprises, has been named an overall leader for the third consecutive year in the 2020......
Planful Named An Overall Experience and Credibility Leader in 2020 Dresner Advisory Services' Wisdom of Crowds® Study
Fintech News

Planful Named An Overall Experience and Credibility Leader in 2020 Dresner Advisory Services’ Wisdom of Crowds® Study

Fintech News Desk
by Fintech News Desk0
Company included in Customer Feedback-Based Enterprise Planning Market Study for the Fifth Year in a Row, Users again Provide Planful with Perfect Recommend Score  Planful, a leading financial planning and analysis (FP&A) cloud platform provider, announced that the company was named a Leader in both Customer Experience and Vendor Credibility......
Abrigo Advisory Services Safeguards Against Missed Deadlines With Suspicious Activity Monitoring Services
Fintech News

Abrigo Advisory Services Safeguards Against Missed Deadlines With Suspicious Activity Monitoring Services

Fintech News Desk
by Fintech News Desk0
During this uncertain time of pandemic and economic downturn, many financial institutions are struggling to keep all aspects of their operations strong. Many BSA/AML and compliance professionals are tasked with instituting business continuity plans while receiving no relief from their normal regulatory compliance duties and deadlines. Read More: Crypto Gazette Brings......
Dalma Capital Group Acquires The Global CIO Office Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory
Banking Investment Services News

Dalma Capital Group Acquires The Global CIO Office: Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory

Fintech News Desk
by Fintech News Desk0
Investment industry leader Gary Dugan named Chief Investment Officer of Dalma Capital Dalma Capital Group, a global alternative investment management platform and advisor, has agreed to acquire The Global CIO Office, an independent, outsourced chief investment officer services business with a global network of investment professionals. The Global CIO Office will become the Dalma......
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