Search Results for: manage clients

Sidetrade Announces Cash Culture app on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace
Business Fintech News

VISEO Uses Sidetrade Expertise as a Powerful Lever for Transformation and Innovation

Fintech News Desk
by Fintech News Desk0
Viseo, the specialist in digital transformation for business, enhances the financial relationship with their customers, thanks to Sidetrade’s AI technology and expertise. Sidetrade ensures ROI by accelerating cashflow. Viseo is an independent service provider that advises companies globally on their digital transformation, including the USA. Whereas some consulting firms are......
SmartStream launches its second-generation AI data quality solution
Business Fintech News

SmartStream and Luxoft Form Global Alliance to Help Financial Institutions Digitally Transform the Post-Trade Lifecycle

Fintech News Desk
by Fintech News Desk0
SmartStream Technologies, the financial Transaction Lifecycle Management (TLM) solutions provider, and Luxoft, a DXC Technology Company , announced an agreement to help financial institutions digitally transform the entire post-trade lifecycle, enabling more efficient, streamlined and cost-effective middle- and back-office operations. The new partnership promises to accelerate and expand the delivery of SmartStream’s solutions, leveraging......
iTrustCapital Releases New Revolutionary Physical Gold Product on IRA Platform Utilizing Kitco Metals
Cryptocurrency Investment Services News

iTrustCapital Survey: Millennials Are More Likely to Choose Bitcoin as the Best Investment During a Coronavirus Pandemic

Fintech News Desk
by Fintech News Desk0
iTrustCapital, a trading platform for cryptocurrencies and physical gold in retirement accounts, conducted a survey asking respondents what asset they felt was the best investment during a pandemic outbreak of the coronavirus. Respondents aged 30 to 44 were twice as likely to prefer Bitcoin or other cryptocurrencies than any other......
OANDA adds new cross-border payment solution for companies in North America
News Trading

OANDA Adds Cutting-Edge New Chasing Returns Functionality to All Platforms

Fintech News Desk
by Fintech News Desk0
A global leader in online multi-asset trading services and currency data and analytics, OANDA has further strengthened its partnership with Dublin-based FinTech firm Chasing Returns in order to offer clients around the world an expanded suite of capabilities that utilise behavioural science research to help improve trading performance. The agreement further builds on......
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......
Numerati Partners Invited Geospatial Insight to Present at the Second InsurTech Alliance (ITA) Science & Engineering Expo
Business Fintech News

Numerati Partners Invited Geospatial Insight to Present at the Second InsurTech Alliance (ITA) Science & Engineering Expo

Fintech News Desk
by Fintech News Desk0
Geospatial Insight was one of three firms invited to present technology offerings at the InsurTech Alliance (ITA) Science & Engineering Expo (Expo), co-hosted by Numerati Partners on January 30, 2020 in New York City. The ITA is a collaboration between Numerati Partners, a New York-based data analytics and technology enablement firm, which seeks to foster the next generation of......
AssetMark Closes on the Acquisition of OBS Financial
Banking Fintech News

AssetMark Closes on the Acquisition of OBS Financial

Fintech News Desk
by Fintech News Desk0
AssetMark Financial Holdings, Inc., announced the completion of its acquisition of OBS Financial, a $2 billion-plus turnkey asset management platform and a subsidiary of Canandaigua National Corporation. By completing the transaction, AssetMark will acquire new relationships with OBS’ 300+ financial advisors and 21 banks that serve 6,500 investors. “We are......
Broadridge Completes Acquisition of FundsLibrary
Business Fintech News

Broadridge Completes Acquisition of FundsLibrary

Fintech News Desk
by Fintech News Desk0
Acquisition to help asset managers meet UK and EU regulatory requirements  Broadridge Financial Solutions, Inc. , a global Fintech leader and part of the S&P 500 Index, has completed its previously announced acquisition of FundsLibrary, a leader in fund document and data dissemination in the European market. The acquisition accelerates......
FundApps Launches Sensitive Industries Service and Celebrates Legal Collaboration With aosphere
Business Fintech News

FundApps Launches Sensitive Industries Service and Celebrates Legal Collaboration With aosphere

Fintech News Desk
by Fintech News Desk0
Regulatory Technology (RegTech) provider FundApps kicks off 2020 with the launch of its Sensitive Industries service, integrating content from legal information provider aosphere with insight from clients and GICS mappings. FundApps’ Sensitive Industries is the first managed service available to compliance teams in financial institutions to code sector specific rules. It offers a solution......
Centage Introduces New Services Offerings to Guide Customers Towards Intelligent Planning
Banking Business Fintech News

Centage Introduces New Services Offerings to Guide Customers Towards Intelligent Planning

Fintech News Desk
by Fintech News Desk0
Centage Corporation,the leading provider of cloud financial software that transforms how businesses budget, forecast, analyze and report, announced a set of new planning services to provide customers a guided turn-key experience. The new services pair a certified Planning Maestro consultant from Centage with customers through the entire implementation, setup, go-live......
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