Search Results for: client

The Entrust Group Launches Their New Client Portal Delivering A Seamless Experience For Self-Directed IRA Investors
Fintech News

The Entrust Group Launches Their New Client Portal Delivering A Seamless Experience For Self-Directed IRA Investors

Fintech News Desk
by Fintech News Desk0
The Entrust Group (“Entrust”), a national, Self-Directed IRA administrator headquartered in Oakland, California, announces the launch of its new client portal. The self-service, account management portal is available exclusively to Entrust clients with the goal of helping them self-direct their account online seamlessly. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European......
Envestnet | MoneyGuide Enhances Client Portal with Virtual Plan Sharing to Support Advisors' Digital Client Engagement
Business Fintech News

Envestnet | MoneyGuide Enhances Client Portal with Virtual Plan Sharing to Support Advisors’ Digital Client Engagement

Fintech News Desk
by Fintech News Desk0
Envestnet | MoneyGuide announced the rollout of an enhancement to the MoneyGuide Client Portal that will enable clients to safely and securely interact with their advisor within the portal. As in-person meetings have become rare amid the current COVID-19 pandemic, this empowers advisors to better engage with clients using MoneyGuide......
Wyndham Capital Mortgage Selects Homebot to Help Loan Officers Build Client-For-Life Relationships
Business Capital Markets Fintech News

Wyndham Capital Mortgage Selects Homebot to Help Loan Officers Build Client-For-Life Relationships

Fintech News Desk
by Fintech News Desk0
Wyndham Capital Mortgage, a leading digital home lending company, has announced an enterprise relationship with Homebot, provider of the award-winning client-for-life portal that empowers consumers to build wealth through homeownership. Through this partnership, all Wyndham Capital loan officers will be able to deliver powerful home finance insights to their clients and......
Cloud-based Hedge Funds Report Gains in Efficiency and Data Security but Struggle with Data Unification
Fintech Investment Services News

Enfusion Accelerates Growth Trajectory With 132 New Global Client Signings

Fintech News Desk
by Fintech News Desk0
Enfusion, the leading provider of cloud-based investment management software, managed middle & back-office services and data analytics, shares the expansion of its global client base with its 132 new clients. The new signings arrived during the firm’s record breaking last 12 months, with key leadership hires, two new office openings......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Fintech Investment Services News

Ascensus Supports Institutional Partners, Advisors, and Their Clients with Challenges Related to COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Technology-Enabled Service Provider Shares Insights, Analysis, and Educational Resources Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, is supporting institutional partners, advisors, and their clients during the COVID-19 pandemic via a variety of approaches that include COVID-19-specific resources, infographics, behavioral analytics, legislative insights,......
Wolters Kluwer Announces CCH Tagetik Smart NOW Cloud Apps for Planning to Help Clients Manage During Economic Uncertainty
Business Fintech News

Wolters Kluwer Announces CCH Tagetik Smart NOW Cloud Apps for Planning to Help Clients Manage During Economic Uncertainty

Fintech News Desk
by Fintech News Desk0
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and a global provider of market-leading software solutions and information services for finance professionals, unveiled a new set of financial planning and analysis applications – CCH Tagetik Smart NOW – available on the cloud. The new planning apps provide the office of......
SCS Makes Establishing a Company and Accounting Easier for Clients with Cloud-based e-Commerce Platform
Fintech News

SCS Makes Establishing a Company and Accounting Easier for Clients with Cloud-based e-Commerce Platform

Fintech News Desk
by Fintech News Desk0
Singapore Corporate Services Pte Ltd (“SCS”), a leading Singapore-based CPA firm, has advanced to its next step of streamlining service offerings with a new cloud-based e-commerce platform, in light of the Singapore Government’s SMEs Go Digital programme. Read More: ClassWallet Provides Free Access to its Platform The accounting e-commerce platform, the first......
Barclays Launches Systematic Study of ESG-Focussed US Equity Funds
Banking Fintech News

Barclays Launches CLBIL Scheme to Support Large Corporate Banking Clients Impacted by Coronavirus (Covid-19) in the UK

Fintech News Desk
by Fintech News Desk0
Barclays is extending its support to businesses not covered by the Coronavirus Business Interruption Loan scheme, and not eligible for support under the COVID-19 Corporate Finance Facility, through the launch of the Coronavirus Large Business Interruption Loan scheme. Backed by a UK Government guarantee, Barclays will provide lending of up......
Caspian Expands Liquidity Access by Enabling Clients to Trade on ErisX
Capital Markets Fintech News Trading

Caspian Expands Liquidity Access by Enabling Clients to Trade on ErisX

Fintech News Desk
by Fintech News Desk0
ErisX announced expanded connectivity with Caspian enabling ErisX’s crypto spot and futures market to institutional users of the Caspian OEMS. Read More: GlobalFintechSeries Interview with Raymond Wyand, CEO & Co-founder at gini “Integrating their order and execution management system with our reliable and regulated capital markets workflows is another way in......
Botkeeper Is Making Bookkeeping More Accessible to Its Clients and Partners With the Newly Launched "Botkeeper CPA Love" Plan
Business Fintech News

Botkeeper Is Making Bookkeeping More Accessible to Its Clients and Partners With the Newly Launched “Botkeeper CPA Love” Plan

Fintech News Desk
by Fintech News Desk0
Automated bookkeeping leader, Botkeeper, announced Monday that in an effort to help CPA firms fight the economic impact of COVID-19,  it will be offering 2 months of free bookkeeping services.  Named the “Botkeeper CPA Love” initiative, new clients signing on for standard Botkeeper agreements, along with any renewals, are eligible for......
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