Search Results for: manage clients

FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions' Clients
Business Fintech Investment Services News

FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions’ Clients

Fintech News Desk
by Fintech News Desk0
FusionIQ, a leading investment research and technology provider, announced an alliance with Ultimus Fund Solutions® to deliver an industry-leading digital advisory and self-directed user experience for nearly 200 investment management firms on Ultimus’ investment platform. Ultimus®, a leading independent provider of full-service fund administration, accounting and investor solutions, partnered with FusionIQ......
Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals
Fintech News Risk Management

Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Cetera, a leading financial advice firm, today announced a new enterprise agreement aimed at standardizing risk management across Cetera’s network of firms to set a new bar for measuring risk and engaging clients.......
Terrapin Technologies Launches Trade Surveillance Solution in partnership with Wintrust Wealth Management
Business Fintech News Trading

Terrapin Technologies Launches Trade Surveillance Solution in partnership with Wintrust Wealth Management

Fintech News Desk
by Fintech News Desk0
Wintrust Wealth Management invests in technology enhancement benefitting its compliance program by delivering a more agile and efficient analysis of direct business transactions. Terrapin Technologies today announced a new trade surveillance solution in partnership with Wintrust Wealth Management. The trade surveillance solution provides compliance departments the capability to monitor sales......
TurnKey Lender and Alkami Announce Partnership to Provide Banks and Credit Unions with Cloud-Based Digital Banking and an Integrated Unified Lending Management Solution
Banking Business Fintech News

TurnKey Lender and Alkami Announce Partnership to Provide Banks and Credit Unions with Cloud-Based Digital Banking and an Integrated Unified Lending Management Solution

Fintech News Desk
by Fintech News Desk0
TurnKey Lender, a provider of unified lending management software for evaluating loan applicants, supporting decision-making, and implementing digital-lending process automation, will partner with leading digital banking solutions provider Alkami to deliver a digitally transformative solution for banks’ and credit unions’ lending operations. Read More: ‘Mobile Payments’ Mentions Grow Five-Fold in Company Filings......
Black-Owned Financial Company 'Cents Savvy' Announces New Money & Wealth Management Products to Promote Financial Literacy in Our Community
Business Fintech News

Black-Owned Financial Company ‘Cents Savvy’ Announces New Money & Wealth Management Products to Promote Financial Literacy in Our Community

Fintech News Desk
by Fintech News Desk0
The new website is home to a suite of financial literacy tools that educate clients at every stage of their financial planning independence and wealth creation. Cents Savvy is a newly relaunched website that offers articles, videos and daily expert tips for clients and readers that are focused on building......
Oxane Signs Three Global Investment Banks For Its Illiquid Credit Portfolio Management Solution
Fintech Investment Services News

Oxane Signs Three Global Investment Banks For Its Illiquid Credit Portfolio Management Solution

Fintech News Desk
by Fintech News Desk0
Banks look to improve data transparency and portfolio management processes with digitalisation projects Oxane Partners, a leading technology-driven solutions provider to private markets, announced signing three bulge bracket investment banks across the US and Europe for its illiquid credit portfolio management solution – Oxane Panorama. With more than $200 billion......
Cash Flow Forecasting now available to Commercial Banking clients in HSBCNet
Fintech News

Cash Flow Forecasting Now Available to Commercial Banking Clients in HSBCNet

Fintech News Desk
by Fintech News Desk0
HSBC clients will have a single point of access for all their cash management needs HSBC Commercial Banking clients can now access a leading cash flow forecasting tool directly through HSBC’s online banking, allowing businesses of all sizes to build a more accurate picture of their future finances and manage......
IRIS Software Group Accelerates Cloud-based Practice Management With Acquisition of Senta
Fintech News

IRIS Software Group Accelerates Cloud-based Practice Management With Acquisition of Senta

Fintech News Desk
by Fintech News Desk0
IRIS Software Group (IRIS), one of the UK’s largest software companies, is today announcing it has acquired Senta, the cloud-based practice management software for accountants and bookkeepers. Read More: GCash Attracts Fresh Investment From Bow Wave Founded in 2014, Senta is dedicated to making accountancy practices more profitable and scalable......
Jedox-Announces-_100_-Million-Investment-to-Boost-Global-Growth-and-Leadership-in-Enterprise-Performance-Management-(EPM)
Artificial Intelligence Business Fintech Investment Services News

Jedox Announces $100+ Million Investment to Boost Global Growth and Leadership in Enterprise Performance Management (EPM)

Fintech News Desk
by Fintech News Desk0
Jedox, the award-winning provider of Enterprise Performance Management solutions for Financial Planning and Analysis (FP&A) globally, announced today a $100+ million investment from global venture capital and private equity firm Insight Partners alongside existing investors Iris Capital, eCAPITAL, and Wecken & Cie. This majority investment by Insight Partners comes as......
NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management
Business Fintech News

NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management

Fintech News Desk
by Fintech News Desk0
NexJ Systems, announces it is partnering with AdvisorStream to enhance a product that enables wealth managers to better address the need to meaningfully engage with clients. Inform is the first intelligent digital assistant that allows advisors to hyper-personalize content and deliver superior, value-added, customer experiences throughout the client lifecycle. Read More: PayPal......
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