Search Results for: relationship management

Bitwise To Launch Lowest-Cost Spot Bitcoin ETF (BITB) on January 11 With 0.20% Management Fee; Fee Set to 0% for First Six Months
Blockchain Cryptocurrency Fintech

Bitwise To Launch Lowest-Cost Spot Bitcoin ETF (BITB) on January 11 With 0.20% Management Fee; Fee Set to 0% for First Six Months

Business Wire
by Business Wire0
For the first time, BITB will offer U.S. investors low-cost access to bitcoin through a traditional, regulated ETF. Bitwise Asset Management, the largest crypto index fund manager in America, announced today that the Bitwise Bitcoin ETF (BITB), the firm’s first spot bitcoin ETF, intends to begin trading on January 11.......
Alcove Launches Shopify Integration to Unify Carbon Credit Inventory Management and Sales
Commerce News

Alcove Launches Shopify Integration to Unify Carbon Credit Inventory Management and Sales

PR Newswire
by PR Newswire0
The Alcove application for Shopify unlocks fully-integrated inventory and sales capabilities to transparently scale carbon credits. Alcove, the leading carbon credit inventory management solution used by the top carbon credit project developers, announced the release of the Alcove application for the Shopify commerce platform. This fully integrated, carbon-specific application for the......
AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs
Fintech News

AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs

GlobeNewswire
by GlobeNewswire0
AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced a collaboration with Cheetah, a cloud-based trust accounting system, to address an emerging need in financial services. Together, AssetMark and Cheetah are creating a first-of-its-kind, seamless wealth management solution to address the expanding intersection of trust......
Trovata and J.P. Morgan Announce New Solutions Suite to Revolutionize Treasury Management
Digital Payments News

Trovata and J.P. Morgan Announce New Solutions Suite to Revolutionize Treasury Management

PR Newswire
by PR Newswire0
Expansion of partnership will create new offerings for Corporate Investment Banking (CIB) customers Trovata, the global leader in bank APIs and enterprise cash management, announced it has launched two new solutions with J.P. Morgan Payments: J.P. Morgan Treasury Workstation and J.P. Morgan Multibank Reporting, both powered by Trovata. The two......
Genpact Integrates riskCanvas with Amazon Bedrock for Advanced AI in Financial Crime Management
Artificial Intelligence Finance News

Genpact Integrates riskCanvas with Amazon Bedrock for Advanced AI in Financial Crime Management

PR Newswire
by PR Newswire0
Integration of Amazon Bedrock into Genpact’s riskCanvas financial crime risk management suite to drive value across clients, including Apex Fintech Solutions Genpact, a global professional services firm focused on delivering outcomes that transform businesses, expanded its relationship with Amazon Web Services, Inc. (AWS) to transform financial crime risk operations, leveraging......
Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program
Banking Investment Services News

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program

PR Newswire
by PR Newswire0
Plains State Bank expands its portfolio of client services with a new wealth management program, offering clients access to the investment and wealth management services of Raymond James Financial Services, Inc., member FINRA/SIPC. “This new relationship allows us to further broaden and deepen our existing relationships with our clients,” said Lori Hilman, PSB president......
RBFCU Wealth Management Welcomes The Garner Davis Group
Investment Services News

RBFCU Wealth Management Welcomes The Garner Davis Group

PR Newswire
by PR Newswire0
The Garner Davis Group recently joined RBFCU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC. The team is led by Financial Advisors and Managing Partners Wes Garner, CRPC, APMA and Bethany Davis. Together, they have over 39 years of financial services experience. Through RBFCU Wealth Management, Garner and Davis......
Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial
Finance Fintech News

Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial

Business Wire
by Business Wire0
Symonds Wealth Management cites supportive culture, resources, and strong partnership to drive growth as rationale for joining Kestra Kestra Financial, an industry-leading independent wealth management platform, announced the addition of Symonds Wealth Management to its network, whose financial professionals oversee $1.7 billion assets. “At Kestra Financial, we’re dedicated to equipping financial......
Certa Raises Oversubscribed $35 Million Series B to Further Reduce Third-Party Management Friction
Investment Services News

Certa Raises Oversubscribed $35 Million Series B to Further Reduce Third-Party Management Friction

Business Wire
by Business Wire0
Led by Fin Capital and Vertex Ventures SEAI, funding will help bolster go-to-market engine, deploy next-gen technologies, and expand into high-demand markets The all-in-one third-party management platform, Certa, announced it has raised a 2x oversubscribed Series B led by Fin Capital, and Vertex Ventures Southeast Asia and India, with participation from Tru Arrow Partners.......
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