Search Results for: client

Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance
Fintech News Risk Management

Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance

Fintech News Desk
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the availability of a series of Schwab Model Portfolios to advisors on the Riskalyze platform. Read More: Introducing Varo Advance: Instant Cash Access up to $100 “Years of research and expertise went into the......
Confluence Clients Successfully Complete ESMA Money Market Fund Article 37 Reporting and Liquidity Stress Testing
Fintech Fintech Funding Investment Services News

Confluence Clients Successfully Complete ESMA Money Market Fund Article 37 Reporting and Liquidity Stress Testing

Fintech News Desk
Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, announced that its fund administrator and asset manager clients servicing or managing European Money Market Funds (MMFs) have successfully met their Article 37 reporting obligations under the European Securities and Markets Authority (ESMA) Money Market......
NFP Ventures Supports Financial Wellness of Employer Clients Through a New Partnership with MoneyLion
Fintech News

NFP Ventures Supports Financial Wellness of Employer Clients Through a New Partnership with MoneyLion

Fintech News Desk
NFP clients can now offer their employees access to MoneyLion’s all-in-one financial platform, including access to Instacash℠, interest-free cash advances designed to cover essentials and unexpected expenses. NFP Ventures, the early-stage investment arm of NFP, today announced a new partnership with MoneyLion, an award-winning consumer digital finance platform empowering people......
Deutsche Bank Revamps Operations Platform for its Business Clients
Banking Fintech News

Deutsche Bank Revamps Operations Platform for its Business Clients

Fintech News Desk
A single management, one platform, three brands – Stefan Bender: “We provide a home for all business clients.” The Deutsche Bank, Postbank and FYRST brands will remain present in the market Market shares will be redistributed going forward: the bank considers itself well placed to compete Deutsche Bank is revamping......
Tegra118 and Red Rock Strategic Partners Join Forces to Help Firms Drive Growth and Improve Advisor-Client Engagement
Business Fintech News

Tegra118 and Red Rock Strategic Partners Join Forces to Help Firms Drive Growth and Improve Advisor-Client Engagement

Fintech News Desk
Strategic partnership helps firms and advisors gain untapped value from technology to accelerate growth, reduce expenses and enhance client experiences Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced a partnership with Red Rock Strategic Partners providing comprehensive and results-driven approaches for firms......
ClientPay Makes Payment Acceptance Simpler for Leading Law Firms Through Integrated Payment Pages
Fintech News

ClientPay Offers Enhanced Payment Security Features to Reduce Risk and Improve Compliance for Professional Services Firms

Fintech News Desk
Request Payment Method and Multi-Factor Authentication are among the new features which can lower PCI scope and strengthen client confidence. ClientPay, an award-wining digital payment acceptance solution for legal and professional services firms, has announced enhanced security features designed to help firms operate more securely, with reduced liability and lower......
Sedgwick names Scott Rogers chief client officer
Business Fintech News

Sedgwick names Scott Rogers chief client officer

Fintech News Desk
Sedgwick, a leading global provider of technology–enabled risk, benefits and integrated business solutions, has appointed Scott Rogers to the role of chief client officer. Rogers has been with Sedgwick for 23 years, most recently serving as group president of client services. In that capacity, he also oversaw Sedgwick’s industry practices and worked......
HighRadius Adds New Leader to Accelerate Fintech Adoption for Clients
Fintech News

HighRadius Adds New Leader to Accelerate Fintech Adoption for Clients

Fintech News Desk
Former Wolters Kluwer Executive joins HighRadius to help adopt technology to improve operational execution for Order-to-Cash teams HighRadius, a fintech enterprise Software-as-a-Service (SaaS) company specializing in automating the order-to-cash and treasury management processes, announced the addition of Jared Lane as Vice President, Digital Transformation. Jared and his team, in collaboration......
Business Fintech News

Enfusion Appoints Michel Finzi as Head of Product to Support Global Demand and Enhance Client Services

Fintech News Desk
Finzi’s appointment coupled with the expansion of its Global Delivery Services underscores Enfusion’s commitment to innovation and customer experience Enfusion, the leading provider of cloud-based investment management software, announced today it has appointed Michel Finzi as Senior Managing Director of Product Management. With more than 30 years of experience in product development......
ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement
Artificial Intelligence Fintech News

ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement

Fintech News Desk
ForwardLane, whose powerful artificial intelligence technology provides advisors of all sizes with signals and next-best actions prompts, has named Lauren Feldman as Director of RIA Sales and Client Engagement. Read More: Nacha Adopts Rules for the Ongoing Modernization of ACH Payments In her new role, Feldman will lead ForwardLane’s sales and......
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