Search Results for: manage clients

Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking
Banking Fintech News

Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking

Fintech News Desk
by Fintech News Desk0
New Capability Delivers Hyper-personalized Omnichannel Customer Experience for Investors and Advisors; Unveiled at Financial Services Events in the U.S. and Europe Smart Communications, a leading technology company focused on helping businesses engage in more meaningful customer conversations, announced the availability of a new Client Reporting solution designed for wealth management......
Karta.io Launches New Smart Credit Cards for Transparent Management and Automation for Business Expenses
Business Fintech News

Karta.io Launches New Smart Credit Cards for Transparent Management and Automation for Business Expenses

Fintech News Desk
by Fintech News Desk0
Karta.io, an automated financial control system, has launched new smart credit cards, specifically designed for transparent management and automation of company expenses. The tool facilitates smarter company spending by enabling both the finance team and employees to easily control, pay, track and report on operational expenses in real time. Latest......
Brookwood Financial Partners, LLC Selects Asset Class Platform for Investor Management
Fintech Investment Services News

Brookwood Financial Partners, LLC Selects Asset Class Platform for Investor Management

Fintech News Desk
by Fintech News Desk0
Asset Class, a fintech company headquartered in Dublin, Ireland, with offices in New York, Atlanta, and London, announced that it has been selected as the technology partner of Brookwood Financial Partners, LLC. for the delivery of its next-generation Investor Management platform – Asset Class PE (Private Equity). Latest Fintech Insights: Next-gen Fintech Platform DeFiato Completes......
Voya Investment Management to Acquire the Investment Advisory Business of Tygh Capital Management
Fintech News

Voya Investment Management to Acquire the Investment Advisory Business of Tygh Capital Management

Fintech News Desk
by Fintech News Desk0
Transaction represents Voya’s commitment to delivering alpha to clients and continued investment in its equity capabilities Voya Investment Management (Voya IM), the asset management business of Voya Financial, Inc. (NYSE: VOYA), announced that it has signed a definitive agreement to acquire the investment advisory business and certain other assets of......
3EDGE Asset Management Appoints Monica Chandra as President
Fintech News

3EDGE Asset Management Appoints Monica Chandra as President

Fintech News Desk
by Fintech News Desk0
3EDGE Asset Management LP, a leading multi-asset investment management firm, announced the appointment of Monica Chandra as President. Chandra is a Managing Partner and part of 3EDGE’s founding team and was most recently responsible for Business Development. Top Globalfintechseries.com Insights: Binance Labs Makes Strategic Investment in MOBOX to Bring the Gaming Platform Next Level......
Fidelity Institutional Announces New Structured Investment Offering & Trading Capabilities for Wealth Management Firms
Fintech News

Fidelity Institutional Announces New Structured Investment Offering & Trading Capabilities for Wealth Management Firms

Fintech News Desk
by Fintech News Desk0
Fidelity Becomes First Clearing and Custody Firm to Provide Solution For Structured Investments Through Integration with SIMON Markets in Wealthscape Firm Introduces New Trading Capabilities Including Updates to Bond Beacon, Fractional Share Trading, Multi-Leg Options, and Security Swaps Across Accounts –Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology,......
Blockchange Inc. Rebrands to BITRIA, Reflecting Success of Strategic Focus on Crypto SMA and TAMP Solutions for Asset Managers and Wealth Managers
Cryptocurrency News

Blockchange Inc. Rebrands to BITRIA, Reflecting Success of Strategic Focus on Crypto SMA and TAMP Solutions for Asset Managers and Wealth Managers

Fintech News Desk
by Fintech News Desk0
Adoption of BITRIA Platform’s Brand at Company Level Reflects Its Popularity, Marks Launch of New Wave of Enhancements and Features Blockchange Inc., the pioneering leader in digital asset investing solutions for financial advisors and asset managers, today announced that it is rebranding to BITRIA, A Division of Blockchange Inc., or BITRIA for short. The adoption......
Penn Mutual Asset Management Announces Update to Executive Positions
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Penn Mutual Asset Management Announces Update to Executive Positions

Fintech News Desk
by Fintech News Desk0
Heppenstall and Huckerby assuming new leadership roles The Penn Mutual Life Insurance Company (Penn Mutual), a Fortune 1000 company, announces that Mark Heppenstall has been named president and chief investment officer of Penn Mutual Asset Management (PMAM) and Keith Huckerby will assume the role of president of the Penn Series Funds as well as......
iQmetrix Acquires Viva Tracker to Expand its Web-Based Retail Management Solutions
Fintech News

iQmetrix Acquires Viva Tracker to Expand its Web-Based Retail Management Solutions

Fintech News Desk
by Fintech News Desk0
iQmetrix, North America’s leading provider of telecom retail management software, announced it has acquired Viva Tracker—a web-based, back-office software solution built for wireless retailers, specifically in the T-Mobile channel. An agile software-as-a-service company launched in 2011, Viva Tracker’s solutions power nearly 2,000 T-Mobile and Sprint retail locations across the US.......
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management

Fintech News Desk
by Fintech News Desk0
SMArtX’s unified managed account technology to power Morningstar’s turnkey asset management platform SMArtX Advisory Solutions , a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced a strategic and commercial relationship with Morningstar Investment Management, LLC a subsidiary of leading......
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