Search Results for: manage clients

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion
Fintech News

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion

Fintech News Desk
by Fintech News Desk0
New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms Registered Investment Advisors seeking alpha now have access to modern trading tools that enable an advisor to quickly streamline an advisor’s day-to-day operations. TradePMR, a technology and custodial services provider that works exclusively with Registered Investment......
smartTrade’s Solution Awarded Best Multi-Asset EMS System by Markets Media
Business Fintech News

Desjardins Selects smartTrade To Enhance Its FX Services

Fintech News Desk
by Fintech News Desk0
smartTrade Technologies, a global leader in multi-asset electronic trading solutions, announces that Desjardins, leading Canadian financial services company, has selected LiquidityFX, smartTrade’s fully hosted and managed Foreign Exchange (FX) platform, to provide enhanced FX services to its clients. Desjardins was looking for an end-to-end e-FX trading solution to automate its......
Barksdale Federal Credit Union Selects Ignite Sales Platform to Guide Members Digitally to Wise Financial Choices
Banking Fintech Radar Fintech Startups Investment Services News

Ignite Sales Names Juan Sistachs to Lead Company’s Sales and Partnerships

Fintech News Desk
by Fintech News Desk0
Experienced industry veteran joins team to build upon Ignite’s rapid growth Ignite Sales, Inc., the financial industry leader in customer engagement technology, announced Juan Sistachs is its new Executive Vice President, Financial Institutions. In this role, Sistachs will be responsible for growing sales through an expanding direct sales force and......
Analyticom Introduces a Scientific Model That Keeps Investments Stable During Market Volatility
Fintech Investment Services News

Analyticom Introduces a Scientific Model That Keeps Investments Stable During Market Volatility

Fintech News Desk
by Fintech News Desk0
“Scientifically Predictable,” developed by Dr. Dan Geller, is the first investment model that uses behavioral economics for high-confidence investments avoiding panic and emotional trading Analyticom LLC, a behavioral economics research firm, just introduced Scientifically Predictable – a scientific model for high confidence trend investing in Exchange-Traded Funds (ETFs). “The model yielded 31.62%......
Twenty Over Ten Partners With Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors
Fintech News

Twenty Over Ten Partners With Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors

Fintech News Desk
by Fintech News Desk0
CRM Integration Provides Two Way Sync Giving Advisors the Ability to Easily Send Personalized Marketing Communications Twenty Over Ten, an industry-leading SaaS company, announced a partnership with Redtail Technology, the leader in web-based client relationship management (CRM) solutions for financial service firms. Through this new integration, Twenty Over Ten’s Lead......
Cardknox Announces Its Upgraded Self-Service Merchant Portal
Fintech News

Cardknox Announces Its Upgraded Self-Service Merchant Portal

Fintech News Desk
by Fintech News Desk0
Cardknox’s new Merchant Portal enables its clientele to manage their payment activity and access robust reporting with unprecedented ease Cardknox, an omnichannel payment gateway and a Fidelity Payments company, is pleased to announce the launch of its redesigned Cardknox Merchant Portal, a user-friendly platform featuring advanced tools for reporting and......
Nasdaq to Acquire Verafin, Creating a Global Leader in the Fight Against Financial Crime
Capital Markets Fintech Investment Services News

Nasdaq Acquires Institutional Investment Fintech Firm Solovis

Fintech News Desk
by Fintech News Desk0
Solovis will pair with eVestment to deliver investment data, portfolio analytics and monitoring across public and private markets Nasdaq, Inc. announced the acquisition of Solovis, a privately-held financial technology company offering multi-asset class portfolio management, analytics and reporting tools across public and private markets. Solovis solutions will be available through......
Citi Announces New Impact Fund Investments in Seven Companies
Banking News

Citi Announces Changes to Its Foreign Exchange Vendor Platform Requirements

Fintech News Desk
by Fintech News Desk0
All foreign exchange platform vendors are required to sign the FX Global Code to achieve ‘priority’ status Citi announced a new set of requirements for its FX vendor platforms. Citi’s foreign exchange business is requiring foreign exchange platform vendors it connects through to commit to the principles of best practice......
TradeStation® Crypto Now Available to Traders in Connecticut, North Carolina, North Dakota, Vermont, Washington D.C. and Wyoming
Investment Services News Trading

As Investor Demographics Continue to Shift, TradeStation Group Announces Sponsorship With TradeOff, a Company Focused on Gamifying Trading

Fintech News Desk
by Fintech News Desk0
TradeOff brings gaming to Wall Street to engage with a new generation TradeStation Group, Inc., a Monex Group company, announced a sponsorship with TradeOff Technologies, LLC , a fantasy stock trading platform. As the financial industry continues to identify new ways to reach millennials, TradeOff is leveraging the soaring popularity......
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