Search Results for: client

Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution
Fintech Investment Services News

Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution

Fintech News Desk
by Fintech News Desk0
Award-winning provider is recognized for its innovative cloud-based, multi-layer encryption and enhanced delivery of alternative investment reporting data  Canoe Intelligence, a financial technology company on a mission to automate and improve alternative investment operations, announced it has been named most Innovative Client Solution in Family Wealth Report’s 2020 awards program.......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Fintech News

Truelytics Offers up Its New Emergency Continuity Solution (TrueContinuity) Free of Charge to Current Customers to Help Alleviate Client Anxiety Due to the COVID-19 Outbreak

Fintech News Desk
by Fintech News Desk0
Truelytics, a B-to-B Enterprise SaaS company serving the wealth management industry, announced that it is inviting its independent broker-dealers, RIAs, and individual financial advisors to access the firm’s emergency continuity solution, TrueContinuity, free of charge to existing enterprise clients, and a greatly reduced rate to new clients, for the remainder......
Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms
Banking Fintech News

DealCloud Signs 100th Dispatch Client, Signaling Increasing Investment in Marketing and Communications Among Capital Markets Firms

Fintech News Desk
by Fintech News Desk0
Dispatch, DealCloud’s fully integrated email and web marketing platform, provides capital markets professionals with easy-to-use solutions for institutional relationship management DealCloud (an Intapp company), provider of a single-source deal, relationship, and firm management solution for capital markets firms, announced that over 100 of its clients have purchased Dispatch, the firm’s......
ClientPay Commemorates 10-Year Partnership with Thomson Reuters Elite
Business Fintech News

ClientPay Partners With Deltek, Offering Customers The Ability To Streamline Credit Card Acceptance And Accelerate Cash Flow

Fintech News Desk
by Fintech News Desk0
ClientPay, the award-winning digital payment processing solution for professional service firms, has partnered with Deltek, the leading global provider of software and information solutions for project-based businesses. The partnership was announced at the annual Deltek Insight conference. This new partnership allows Deltek customers to access the innovative ClientPay technology that turns the......
Automated Financial Systems, Inc. Supports All SOFR Rate Methods!
Fintech News

Automated Financial Systems, Inc. Announces New Platform Technology for AFSVision, More Options for Clients

Fintech News Desk
by Fintech News Desk0
Automated Financial Systems, Inc. (AFS) announced new technology options for clients using our end-to-end, straight-through processing, real-time commercial lending platform, AFSVision. Continuing the journey started 50 years ago of delivering world-class products based on operational excellence, AFS now offers a distributed server-based solution that will allow for a public cloud......
Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution
Fintech Funding News

Canoe Intelligence Names Prime Buchholz as New Client

Fintech News Desk
by Fintech News Desk0
Canoe Intelligence, a financial technology company on a mission to automate and improve alternative investment operations for institutional investors, allocators and asset servicing firms, announced a new client relationship with Prime Buchholz, an independent investment advisory firm with an operational history of more 30 years and deep expertise in alternative......
FXCM Pro Now Onboarding Clients With FlexTrade’s Maxxtrader
News Trading

FXCM Pro Now Onboarding Clients With FlexTrade’s Maxxtrader

Fintech News Desk
by Fintech News Desk0
FXCM Group, LLC, a leading international provider of online foreign exchange and CFD trading, announced that FXCM Pro is beginning the process of onboarding clients with FlexTrade System’s “MaxxTrader” solution across the LD4 hosting centre. This announcement follows from the recent news in late 2019 detailing the initial launch of......
Provenir Announces Its First Client in Colombia: Creci
Fintech Funding News

Provenir Announces Its First Client in Colombia: Creci

Fintech News Desk
by Fintech News Desk0
Provenir and Creci partner to drive lending innovation, agility and credit risk management to provide social impact companies with faster access to funding Provenir, a leading risk analytics software company, announced Creci as a new client. Creci is a Colombian-American FinTech specializing in providing credit to small businesses, both in......
LiquidityBook Finishes Volatile Year with Record Revenues, Major Staff Expansion
Banking Investment Services News

LiquidityBook Adds Duet Group to Client Roster

Fintech News Desk
by Fintech News Desk0
SaaS-based POEMS provider selected by global investment holding company to support additional lines of business LiquidityBook announced that Duet Group, a global investment holding company, has implemented the SaaS-based LBX Buy Side as its POEMS (portfolio, order and execution management system). LiquidityBook’s platform provides a full range of order, execution......
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