Search Results for: client

TradePMR Adds Four Industry Veterans to Drive Evolution of Fusion Platform
Finance Fintech Investments News Trading

TradePMR Adds Four Industry Veterans to Drive Evolution of Fusion Platform

Business Wire
by Business Wire0
With combined experience in roles at custodial and wealthtech firms, new hires will ramp up delivery of technology solutions for independent advisors TradePMR, a technology and custodial services provider for registered investment advisors (“RIAs”), today announces the additions of four industry veterans to its already robust technology team. The strategic new......
Clearwater-Analytics-Strengthens-Leadership-Team-with-Appointment-of-Fleur-Sohtz-as-New-Chief-Marketing-Officer
Investment Services News

Clearwater Analytics Strengthens Leadership Team with Appointment of Fleur Sohtz as New Chief Marketing Officer

PR Newswire
by PR Newswire0
Seasoned Marketing Executive to Accelerate Brand Evolution and Client Success Clearwater Analytics, a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, announced the appointment of Fleur Sohtz as its new Chief Marketing Officer. Fleur joins Clearwater Analytics with 25 years’ experience scaling high-growth companies, achieving double-digit revenue......
Go Figure Accounting Partners with MSPAA to Elevate Financial Solutions for Managed Service Providers
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Go Figure Accounting Partners with MSPAA to Elevate Financial Solutions for Managed Service Providers

EIN Presswire
by EIN Presswire0
Go Figure Accounting is thrilled to announce a strategic partnership with the Managed Service Provider Association of America (MSPAA). Go Figure Accounting is thrilled to announce a strategic partnership with the Managed Service Provider Association of America (MSPAA). This collaboration unites Go Figure’s financial expertise with MSPAA’s deep understanding of......
Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products
Investment Services News

Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products

Business Wire
by Business Wire0
Client engagement innovator reveals summer 2024 product releases to expanded software platform; More than 1,000 financial advisors attend the unveiling Nitrogen (formerly Riskalyze), the company that is revolutionizing how wealth management firms scale the delivery of personalized advice and client engagement, announced the availability of its summer 2024 product release.......
Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
Xero-Announces-New-Partnership-With-Audit-and-Accounting-Platform,-Caseware
Analytics Fintech News

Xero Announces New Partnership With Audit and Accounting Platform, Caseware

Business Wire
by Business Wire0
New integration to speed up year-end compliance for Canadian accountants and bookkeepers Xero, the global small business platform, announced a new integration partnership with Caseware, a global provider of cloud-enabled audit, financial reporting and data analytics solutions for accounting firms, corporations and government organizations. “Ultimately, this frees up time for......
GhostDraft-and-Zensar-Partner-to-Bring-Advanced-Insurance-Communications-Management-Solutions-to-the-Market
Finance Fintech News

GhostDraft and Zensar Partner to Bring Advanced Insurance Communications Management Solutions to the Market

EIN Presswire
by EIN Presswire0
This Strategic Partnership Integrates Advanced CCM Technology with Expert IT Services to Drive Innovation, Efficiency, and Speed to Market for Insurers GhostDraft, a leading provider of customer communications management (CCM) technology designed for insurance, is proud to announce its strategic partnership with Zensar Technologies. This global organization conceptualizes, builds, and......
FIS-Leverages-Scale-and-NYCE-Debit-Network-to-Enable-Streamlined-Peer-to-Peer-Payment-Capabilities-within-Digital-Banking-Platforms
Finance Fintech News

FIS Leverages Scale and NYCE Debit Network to Enable Streamlined Peer-to-Peer Payment Capabilities within Digital Banking Platforms

Business Wire
by Business Wire0
FIS is teaming with Neural Payments to leverage its NYCE debit rails and scale to simplify the peer-to-peer (P2P) payment experience. FIS has enabled the Neural Payments solution to be embedded within an institution’s mobile banking app, eliminating the need to access a separate application to send or receive P2P......
SigFig-Expands-Engage-Platform-with-New-AI-Capabilities
Artificial Intelligence Finance Fintech News

SigFig Expands Engage Platform with New AI Capabilities

Business Wire
by Business Wire0
Collaborative solution creates interactive digital advice experiences, increases efficiencies and empowers financial advisors to create better client outcomes SigFig, a leading digital wealth management solutions and technology provider for financial institutions and their advisors, today announced new capabilities, including AI-powered functions, to its financial advisor collaboration platform, Engage. Powering collaborative......
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