Search Results for: new client

Fintech News

Orion’s New Client Portal Runs a Critical Thread of Connectivity Through the Entire Advisor-Client Journey

Fintech News Desk
by Fintech News Desk0
New portal and Apex Clearing integration meet the rising demand for one-stop, go-anywhere access to investors’ complete financial picture Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today unveils a new Orion......
The Entrust Group Launches Their New Client Portal Delivering A Seamless Experience For Self-Directed IRA Investors
Fintech News

The Entrust Group Launches Their New Client Portal Delivering A Seamless Experience For Self-Directed IRA Investors

Fintech News Desk
by Fintech News Desk0
The Entrust Group (“Entrust”), a national, Self-Directed IRA administrator headquartered in Oakland, California, announces the launch of its new client portal. The self-service, account management portal is available exclusively to Entrust clients with the goal of helping them self-direct their account online seamlessly. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European......
SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate
Business Fintech News

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate

Fintech News Desk
by Fintech News Desk0
White Glove Match-Making Service Allows Real-Time Connections Between Financial Advisors and Validated Prospects Across America SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the official launch of ‘Live Connections,’ a service that allows a Financial Advisor to connect......
Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution
Fintech Funding News

Canoe Intelligence Names Prime Buchholz as New Client

Fintech News Desk
by Fintech News Desk0
Canoe Intelligence, a financial technology company on a mission to automate and improve alternative investment operations for institutional investors, allocators and asset servicing firms, announced a new client relationship with Prime Buchholz, an independent investment advisory firm with an operational history of more 30 years and deep expertise in alternative......
Phoenix American Financial Services Announces New Client Partnership with One Wall Partners
Business News

Phoenix American Financial Services Announces New Client Partnership with One Wall Partners

Fintech News Desk
by Fintech News Desk0
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with real estate investment firm One Wall Partners (“OneWall”). Phoenix will support OneWall with its industry leading fund accounting services platform. OneWall will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience......
Phoenix American Financial Services Announces New Client Partnership with Forum Partners
Banking Business News

Phoenix American Financial Services Announces New Client Partnership with Forum Partners

Fintech News Desk
by Fintech News Desk0
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Forum Partners (“Forum”). Phoenix will support Forum with its full fund administration services suite including fund accounting as well as its industry leading investor services platform. Forum will benefit from Phoenix American’s combination of advanced technology, focus......
REQUORDIT Launches New Accounts Payable Solution for Penta via CloudOCR, Driving Efficiency for 10+ Clients
Cloud Finance Fintech News

REQUORDIT Launches New Accounts Payable Solution for Penta via CloudOCR, Driving Efficiency for 10+ Clients

EIN Presswire
by EIN Presswire0
REQUORDIT launches a new AP solution for Penta with CloudOCR, boosting efficiency for 10+ clients with faster processing, automation, and real-time analytics. Requordit, a leading provider of OnBase enterprise content management solutions and preferred partner for Penta, is excited to announce the successful launch of its fully integrated Accounts Payable......
oneZero Partners with New Change FX to Boost Client Trading Performance
News Trading

oneZero Partners with New Change FX to Boost Client Trading Performance

PR Newswire
by PR Newswire0
Clients gain access to additional robust, independent FX reference data within oneZero’s Data Source oneZero, a global leader in multi-asset enterprise trading technology solutions, announced the integration of New Change FX benchmark data feeds into oneZero’s suite of analytics in Data Source. The addition of this new stream of high......
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......
New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications--in Real-Time
Finance Fintech News

New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications–in Real-Time

Business Wire
by Business Wire0
Conference call and webcast on Tuesday, March 19 at 8:15 a.m. eastern time to discuss business update and 2023 financial results. iPipeline, a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industry, announces the launch of OneViewTM, a breakthrough solution* that seamlessly......
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