Search Results for: manage clients

Voya Investment Management and iCapital Form Partnership
Investment Services News

Voya Investment Management and iCapital Form Partnership

Fintech News Desk
by Fintech News Desk0
Voya Investment Management, the asset management business of Voya Financial, Inc., announced that it has partnered with iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries. Voya IM will leverage iCapital’s customized technology, service and diligence solution for financial......
Incenter Adds Mortgage Due Diligence and Document Management to its Offerings through Edgemac
Mortgage News

Incenter Adds Mortgage Due Diligence and Document Management to Its Offerings through Edgemac

Fintech News Desk
by Fintech News Desk0
From Origination to Securitization, Edgemac Services Enable Mortgage Industry Participants to Better Evaluate Assets and Mitigate Risk Building on its mission to improve the performance of the mortgage industry, Incenter LLC has added Edgemac to its family of 11 companies. “I’m thrilled to collaborate with likeminded leaders who share a strong commitment......
IDP Education Transforms Legacy Billing Ecosystem with Revenue Management Solution from BillingPlatform
Finance Fintech News

IDP Education Transforms Legacy Billing Ecosystem with Revenue Management Solution from BillingPlatform

Fintech News Desk
by Fintech News Desk0
Global leader in education services streamlines and automates billing and revenue recognition to ensure accuracy and improve interactions with clients BillingPlatform, the revenue management solution for today’s innovative business models, announced that IDP Education, a global leader in international education services, has selected BillingPlatform as its billing and revenue recognition......
Bankifi Joins Visa Fintech Partner Connect to Bring SME Business Banking Solution to Visa’s Clients and Partners
Banking News

BankiFi Joins Visa Fintech Partner Connect to Bring SME Business Banking Solution to Visa’s Clients and Partners

Fintech News Desk
by Fintech News Desk0
BankiFi, the Manchester-based tech company on a mission to put banks at the heart of business has announced that it has joined Visa Fintech Partner Connect in Europe – a programme that helps Visa`s clients deliver the next generation of digital banking solutions. The partner programme focuses on Visa’s clients......
Allegro Clients To Benefit From Enhanced Credit Decisioning With Scienaptic AI
Lending News

Allegro Clients To Benefit From Enhanced Credit Decisioning With Scienaptic AI

Fintech News Desk
by Fintech News Desk0
Scienaptic announces strategic partnership with Integrated Lending Technologies, the creator of Allegro™ Lending Suite, to expand credit availability for its clients Scienaptic AI, a leading global AI-powered credit decision platform provider, announced that Utah-based Integrated Lending Technologies (ILT) has partnered with Scienaptic AI and chosen its platform to boost credit decisions......
Indyfin Launches New “Investor Experience Platform” for Wealth Management
Fintech News

Indyfin Launches New “Investor Experience Platform” for Wealth Management

Fintech News Desk
by Fintech News Desk0
Fresh off a $2.2 million capital raise, innovative fintech platform will be the “Yelp” for wealth management as SEC marketing regulations expand to allow for endorsements, testimonials and client reviews Indyfin, an innovative fintech company, announced the launch of its new Investor Experience Platform. This new and innovative digital marketplace......
First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services
Banking News

First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services

Fintech News Desk
by Fintech News Desk0
First Financial Bank is announcing a new name for its Wealth Management division – Yellow Cardinal Advisory Group, reflecting the group’s deep expertise, unique blend of sophisticated solutions, and the spirit of individuality that characterizes its clients. Yellow Cardinal’s debut also includes the launch of expanded capabilities in business succession......
LaSalle Investment Management Selects Technology Provider RealBlocks for $77B Global Business
Blockchain Investment Services News

LaSalle Investment Management Selects Technology Provider RealBlocks for $77B Global Business

Fintech News Desk
by Fintech News Desk0
RealBlocks, an alternative investments platform that enables global distribution capabilities for fund managers, announces that LaSalle Investment Management has selected RealBlocks to cover the firm’s $77 billion global real estate business. RealBlocks will be used to handle investor onboarding, KYC/AML, and eSigning of documents to facilitate a seamless, digital experience......
US Bank to Provide ESG Data Solutions to Global Fund Services Clients
Analytics Banking News

US Bank to Provide ESG Data Solutions to Global Fund Services Clients

Fintech News Desk
by Fintech News Desk0
US Bank announced that it will leverage Sustainalytics, a Morningstar Company and a leading global provider of ESG research and ratings, to offer environmental, social and governance (ESG) data solutions to U.S. Bank Global Fund Services (GFS) clients where independent ESG analytics and reporting services are required. “U.S. Bank brings......
Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software
Digital Asset Management Fintech News

Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software

Fintech News Desk
by Fintech News Desk0
New Offerings Provide Firms with Greater Choice and Flexibility -Financial advisors can open client accounts faster than before, in as few as 90 seconds, using Digital Onboarding that is now available with Advisor360°’s software. Advisor360°’s clients will roll out Digital Onboarding as a part of its Enterprise offering – one of three new......
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