Search Results for: manage clients

Mill City Loans Established as Mortgage Conduit for Funds Managed by CarVal Investors
Mortgage News

Mill City Loans Established as Mortgage Conduit for Funds Managed by CarVal Investors

Fintech News Desk
by Fintech News Desk0
CarVal Investors, a global alternative investment manager, announced that funds managed by CarVal have established Mill City Loans, a mortgage conduit with a focus on building lasting relationships with originator partners in the acquisition of residential mortgage assets across multiple strategies. Mill City Loans is strategically focused on liquidity, technology,......
Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm
Digital Asset Management Fintech Funding News

Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Co-Led by Index Ventures and Thrive Capital, Savvy’s funding round will drive business development and investments in talent, research and product development to fuel growth for wealth managers Savvy, the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing,......
PNC Treasury Management Launches Innovative On-Demand Pay Solution Powered by DailyPay
Digital Payments Fintech News

PNC Treasury Management Launches Innovative On-Demand Pay Solution Powered by DailyPay

Fintech News Desk
by Fintech News Desk0
PNC EarnedIt Offers Real-Time Access to Pay PNC Treasury Management  announced a groundbreaking new on-demand pay solution, PNC EarnedIt. Powered by DailyPay Marketplace, PNC EarnedIt offers pay on-demand – a highly sought-after employee-benefit – to its clients allowing them to provide their employees access to earned pay – throughout any......
Valkyrie Investments Launches Protocol Treasury Management
Blockchain News

Valkyrie Investments Launches Protocol Treasury Management

Fintech News Desk
by Fintech News Desk0
Signed NEM/Symbol protocols as first client earlier this month Valkyrie Investments, a leading investment manager focused on digital assets, announced that it has launched a protocol treasury management service to help blockchain projects better manage their balance sheets. Blockchain protocols are able to take advantage of services including cash flow......
CI Financial To Acquire Corient Capital Partners
Finance News

CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion CI Financial Corp., announced an agreement under which CI will acquire Corient Capital Partners, LLC , a Newport Beach-based wealth management firm overseeing US$5.0 billion on behalf of ultra-high-net-worth individuals and families......
Citi Selected as Best Bank for Global Cash Management and Liquidity Management by Global Finance for 2022
Banking Finance News

Citi Selected as Best Bank for Global Cash Management and Liquidity Management by Global Finance for 2022

Fintech News Desk
by Fintech News Desk0
Citi Also Recognized for Best Global Virtual Accounts Solution Citi has been named both the Best Global Bank for Cash Management and the Best Global Bank for Liquidity Management by Global Finance. The publication also named Citi’s Virtual Accounts as the Best Global Virtual Accounts solution. In addition, Citi earned a......
DL Holdings and YF Life Announced Strategic Partnership to Accelerate the Development of Family Office and Asset Management Business
Business Digital Asset Management News

DL Holdings and YF Life Announced Strategic Partnership to Accelerate the Development of Family Office and Asset Management Business

Fintech News Desk
by Fintech News Desk0
DL Holdings Group Limited (“DL Holdings” or the “Company” and its subsidiaries (together, the “Group”), Stock Code: 1709) announced that it will engage in a comprehensive partnership with YF Life in the next three years. YF Life Innovation Strategic Partnership Conference was held in Hong Kong, which explored new opportunities and laid......
Rockefeller Capital Management Adds Private Wealth Team in Denver Region
Finance News

Rockefeller Capital Management Adds Private Wealth Team in Denver Region

Fintech News Desk
by Fintech News Desk0
Hablutzel Group Continues Firm’s Expansion across Colorado Rockefeller Capital Management, the integrated financial advisory firm, announced that the Greenwood Village-based Hablutzel Group has joined the company, furthering its presence in Colorado. “We’re very excited to welcome Brent and all the members of the Hablutzel Group to Rockefeller where they will......
Veriti Management Unveils New User Interface: Console
Finance News

Veriti Management Unveils New User Interface: Console

Fintech News Desk
by Fintech News Desk0
The direct indexer redefines the user experience and the delivery of customization at scale Veriti Management LLC , a direct indexing asset management and financial technology company serving institutions and wealth advisories, announces the availability of its new user interface, Console. Console streamlines tasks and minimizes the time required to......
SHAZAM Announces DocuCommand Document Management System
Banking Finance News

SHAZAM Announces DocuCommand Document Management System

Fintech News Desk
by Fintech News Desk0
SHAZAM, Inc., a provider of financial services to community banks and credit unions nationwide, is proud to offer DocuCommand, an advanced, enterprise-wide document scanning, archiving, retrieval and management system. Whether working from multiple desktops, in the office or remote, users can access the information they need — anytime, anywhere. “For......
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