Search Results for: manage clients

BNY Mellon Investment Management Launches Active Global Infrastructure Income ETF Sub-Advised by Newton Investment Management
Investment Services News

BNY Mellon Investment Management Launches Active Global Infrastructure Income ETF Sub-Advised by Newton Investment Management

Fintech News Desk
by Fintech News Desk0
The BNY Mellon Global Infrastructure Income ETF provides exposure to infrastructure asset classes while seeking an annualized gross forward-looking 12-month yield of 6% or more for its portfolio BNY Mellon Investment Management, one of the world’s largest asset managers with $1.8 trillion in assets under management, announced the launch of the......
Absa Bank Limited Selects nCino to Optimize its Relationship Banking Debt Management Business
Banking News

Absa Bank Limited Selects nCino to Optimize Its Relationship Banking Debt Management Business

Fintech News Desk
by Fintech News Desk0
nCino, Inc., a pioneer in cloud banking and digital transformation solutions for the global financial services industry, announced that Absa Bank Limited (Absa), a leading African bank, has selected the nCino Bank Operating System, to deliver a single platform solution to automate its debt case management and portfolio reporting processes......
HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Banking News

HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar

Fintech News Desk
by Fintech News Desk0
Professional wealth management software enhances portfolio performance reporting for domestic and international clients of U.S. Private Banking HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced that it has selected Addepar, a leading technology platform purpose built for investments, as its consolidated client performance reporting......
Unicorn Strategic Partners and iCapital Partner to Provide LATAM Wealth Managers With Access to Investment Opportunities
Fintech Investments News

Unicorn Strategic Partners and iCapital Partner to Provide LATAM Wealth Managers With Access to Investment Opportunities

Fintech News Desk
by Fintech News Desk0
iCapital and UnicornSP bring a diversified menu of private market and hedge funds from iCapital’s flagship platform to wealth managers and their clients in the region Unicorn Strategic Partners (UnicornSP), a leading distribution partner to asset managers, and iCapital, the global fintech platform driving access to alternative investments for the wealth management......
Finance News

RBC Wealth Management Working to Make Financial Services More Inclusive, Joins Financial Alliance for Racial Equity

Fintech News Desk
by Fintech News Desk0
RBC Wealth Management – U.S. is committed to bringing more diversity to financial services. That’s why the firm is excited to join in activities with the Financial Alliance for Racial Equity (FARE) coalition. RBC Wealth Management fully supports the FARE mission to unite financial services firms, historically Black colleges and......
Archblock Welcomes END-Labs to TrueFi as Its Newest Portfolio Manager
DeFi Lending News

Archblock Welcomes END-Labs to TrueFi as Its Newest Portfolio Manager

Fintech News Desk
by Fintech News Desk0
END-Labs will leverage TrueFi to scale up and fund its asset pools while onboarding more real-world borrowers Archblock, the core team behind leading DeFi credit protocol TrueFi, bridging traditional finance (TradFi) with the DeFi infrastructure, announces the onboarding of END-Labs as a portfolio manager on the protocol. TrueFi’s Capital Markets allows nearly any......
Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors
Finance News

Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors

Fintech News Desk
by Fintech News Desk0
LifeYield, Orion Advisor Solutions and Forme Financial announced that they have entered into agreements that will provide Forme’s physician clients with the considerable benefits of tax-efficient wealth management and decumulation optimization across multiple accounts and assets. “With the LifeYield and Orion integrations, Forme advisors will be empowered to deliver comprehensive......
Digital Payments News Trading

UK’s Most Exclusive Wealth Tech, Privat 3 Money, Launches Bespoke Mobile Trading Platform To Hnw Clients

Fintech News Desk
by Fintech News Desk0
The UK’s newest and most exclusive wealth tech, Privat 3 Money, has launched a bespoke mobile trading platform, becoming only the second digital financial institution in the UK, after Revolut, to offer this facility to eligible clients. Launching this month, the platform gives P3 eligible clients the opportunity not only to......
Business Fintech News

Broadridge Fully Automates Corporate Action And Dividend Events, Managed Through Euroclear Crest

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc.  a global Fintech leader, announced today that it will enable clients to better automate the processing of Corporate Action and Dividends events managed through the Euroclear CREST platform. The new solution capabilities further enable financial institutions to simplify and automate their corporate actions processing while reducing......
Kyro Digital and Veritone Partner to Launch New Blockchain Marketplaces for Enterprise Clients
Blockchain News

Kyro Digital and Veritone Partner to Launch New Blockchain Marketplaces for Enterprise Clients

Fintech News Desk
by Fintech News Desk0
Kyro announces the first full–stack polygon development platform and series of projects launching on polygon blockchain Kyro Digital, a platform for Web3 Builders, announced a new collaboration with Veritone, Inc., creator of aiWARE, a hyper-expansive enterprise AI platform. The partnership will make a fast, easy and secure experience for Veritone......
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