Search Results for: manage clients

HCL Technologies Expands Global Partnership with Avaloq to Accelerate Innovation in Digital Wealth Management
Banking News

HCL Technologies Expands Global Partnership with Avaloq to Accelerate Innovation in Digital Wealth Management

Fintech News Desk
by Fintech News Desk0
HCL Technologies (HCL), a leading global technology company, has expanded its global partnership with Avaloq, a leading provider of digital banking solutions. HCL will now develop a world-class lifecycle management center for Avaloq clients and invest in ongoing training and development for HCL teams working with Avaloq products. These investments......
Peter Isern Joins the Insigneo Network to Form IM Wealth Management
Investment Services News

Peter Isern Joins the Insigneo Network to Form IM Wealth Management

Fintech News Desk
by Fintech News Desk0
The ex-UBS advisor joined the Insigneo network of independent investment professionals and is partnering with Gonzalo Milian to expand their reach Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, announced today that it is welcoming Peter Isern as a Senior Vice President in Miami. Mr. Isern will partner......
Clifford Rosler Management Announces Development of New Trading Platform
News Trading

Clifford Rosler Management Announces Development of New Trading Platform

Fintech News Desk
by Fintech News Desk0
Financial services company Clifford Rosler Management is set to launch a new digital trading platform for its clients. The online trading platform will be available as early as Q1, 2023 Clifford Rosler Management has announced that the company is currently underway and developing a new state-of-the-art digital trading platform for its......
Freedom Day Solutions Announces the Launch of FDCA, the First Privately Managed Crypto Asset Portfolio
Cryptocurrency News

Freedom Day Solutions Announces the Launch of FDCA, the First Privately Managed Crypto Asset Portfolio

Fintech News Desk
by Fintech News Desk0
Houston based Freedom Day Solutions already made headlines with its revolutionary retirement planning strategies and Freedom Day Dividend ETF (MBOX). Now, Freedom Day Solutions is announcing the launch of FDCA, the first privately managed Crypto Asset Portfolio. The first portfolio of its kind, and actively managed in-house, FDCA brings the......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
Bloom Credit Adds New Clients ALTRO, Eve Financial, Upwardli, and Many Others
Credit Bureaus News

Bloom Credit Adds New Clients ALTRO, Eve Financial, Upwardli, and Many Others

Fintech News Desk
by Fintech News Desk0
Company Nearly Doubles Client Base in Q1 Amid Surging Demand for Its Credit Data Platform Bloom Credit, an API platform company that simplifies the way businesses integrate with the credit bureaus, announced ALTRO (formerly Perch Credit), Eve Financial, and Upwardli among more than a dozen new clients added in Q1. Integration with Bloom Credit......
Mercury Financial Demonstrates Leadership in Financial Inclusion, Surpassing $2.0 Billion of Near Prime Credit Card Balances
Cryptocurrency Digital Asset Management News

Mercury Digital Assets Partners with Enigma Securities to Provide Clients with Liquidity For OTC Cryptocurrency Trading

Fintech News Desk
by Fintech News Desk0
Mercury’s automated OTC platform solution and order and execution management system will give now give clients access to Enigma Securities’ liquidity Mercury Digital Assets, the leading digital asset and cryptocurrency trading technology provider, announced they have officially partnered with Enigma Securities, a leading FCA regulated cryptocurrency liquidity provider, to provide......
Manning & Napier to Go Private and Be Acquired by Callodine Group, Driving Next Phase of Growth for the Preeminent Regional Investment Manager
Digital Asset Management Investment Services News

Manning & Napier to Go Private and Be Acquired by Callodine Group, Driving Next Phase of Growth for the Preeminent Regional Investment Manager

Fintech News Desk
by Fintech News Desk0
Manning & Napier, Inc.,(“Manning & Napier” or “the Company”), an experienced investment manager offering comprehensive wealth and asset management services, and Callodine Group, LLC (“Callodine”), a Boston-based asset management firm, announced they have entered into a definitive agreement under which Manning & Napier will go private and be acquired by Callodine.......
Ethos Asset Management Inc., USA Announces Deal with North Point Group LLC., to Finance Real Estate Projects in North America
Digital Asset Management News Property

Ethos Asset Management Inc., USA Announces Deal with North Point Group LLC., to Finance Real Estate Projects in North America

Fintech News Desk
by Fintech News Desk0
ETHOS ASSET MANAGEMENT INC USA, announced a new long-term financing partnership with North Point Group, a Virginia based property development project. Ethos, a private project financing provider based in San Diego, California, with global operations, has committed to providing significant capital, that will continue for several years. Latest Fintech Insights : Flash Labs Corporation......
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