Search Results for: integrated management portal

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......
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process

Fintech News Desk
by Fintech News Desk0
Investors Can Now Open and Fund Accounts from Inside Orion’s Client Portal in Minutes Utilizing Apex’s Industry Leading APIs Apex Clearing, the digital custody and clearing engine powering the future of wealth management, announced the launch of a new integration with Orion Advisor Solutions, the premier provider of the tech-enabled......
REPAY and LiveVox Announce Partnership to Enhance Customer Experience and Improve Agent Performance
Business Fintech News

REPAY Announces Partnership With Katabat to Enhance Consumer Lending and Receivables Management

Fintech News Desk
by Fintech News Desk0
Repay Holdings Corporation, a leading provider of vertically-integrated payment solutions, announced its partnership with Katabat, a leading global supplier of debt management software solutions. Read More: smartTrade’s Solution Awarded Best Multi-Asset EMS System by Markets Media “We believe the integration will add tremendous value to our clients’ current loan servicing,......
SignaPay LTD Announces Launch of New Website and Partner Portal
Business Fintech News

SignaPay LTD Announces Launch of New Website and Partner Portal

Fintech News Desk
by Fintech News Desk0
SignaPay LTD, a leading nationwide merchant services provider focused on superior ISO and merchant credit card processing support, is proud to announce the launch of its newly redesigned public website www.signapay.com in conjunction with a new Partner Portal to better serve their ever-growing base of ISO sales partners. Both websites have a......
Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management
Business Capital Markets Fintech News

Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Canaccord Genuity Wealth Management, one of Canada’s preeminent wealth management firms and a division of Canaccord Genuity Group, will provide its advisors and internal portfolio managers with access to Envestnet’s unified advice platform. Canaccord Genuity Wealth Management’s advisors will be among the first in Canada to fully harness the seamless,......
Sapience CoreSuite Upgraded to Support Digital Document Management and Producer Management
InsurTech News Risk Management

New Sapience CoreSuite Upgrade to Support Digital Document Management and Producer Management

Abhishek Upadhyay
by Abhishek Upadhyay1
A major provider of software solutions for the insurance industry across the globe, Sapiens International Corporation recently released two new modules in Sapience CoreSuite to support digital document management and producer management. This will help extend the functionality of the latest version of Sapiens CoreSuite for Property and Casualty, release......
FPS’ IPX Platform Makes Key Additions to Executive Management and Sales Teams
Banking News

FPS’ IPX Platform Makes Key Additions to Executive Management and Sales Teams

Fintech News Desk
by Fintech News Desk0
The Investment Provider Xchange (“IPX”), an innovative solutions provider for retirement plan professionals, plan sponsors and participants in the 403(b) and 457(b) space, announced the addition of key executive staff and sales team members. Kevin Loffredi joins as Chief Product Officer and Michael Schaeffer joins as Director of Sales. In addition,......
Integrated Cloud-based Solutions from Wolters Kluwer Help Vickerman CPA Group Take Full Advantage of Digital Transformation
Banking Fintech News Trading

Integrated Cloud-based Solutions from Wolters Kluwer Help Vickerman CPA Group Take Full Advantage of Digital Transformation

Fintech News Desk
by Fintech News Desk0
Firm Capitalizes on the Benefits of the CCH Axcess and CCH ProSystem fx Solutions to Drive Productivity and Higher Quality of Client Service In its next profile showcasing future-ready firms that are achieving peak performance by embracing digital transformation Wolters Kluwer Tax & Accounting spotlights the Vickerman CPA Group, a local tax and accounting firm based in......
Drax Wins TMI Award for Best Portal Technology Solution, Using ICD
Fintech News Trading

Drax Wins TMI Award for Best Portal Technology Solution, Using ICD

Fintech News Desk
by Fintech News Desk0
Straight-Through Processing for Short-Term Investments in Corporate Treasury ICD, the leading independent trading and investment risk management technology company, announced that UK-based energy company Drax won this year’s Corporate Recognition Award for Best Portal Technology Solution, using ICD Portal. The award is part of TMI magazine’s 2019 Awards for Innovation......
Embroker-further-accelerates-the-digital-transformation-of-specialty-commercial-insurance-with-the-launch-of-new-platform_-Embroker-Access
Business Fintech InsurTech News

Embroker Further Accelerates The Digital Transformation Of Specialty Commercial Insurance With The Launch Of New Platform, Embroker Access

Fintech News Desk
by Fintech News Desk0
Embroker, the insurtech transforming specialty insurance, today launched Embroker Access, a new online service that allows retail and wholesale brokers to offer Embroker’s best-in-class digital insurance products. The company also announced that its instant management liability package, previously only offered to technology companies, is now available to all private businesses.......
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