Search Results for: manage clients

Rippe & Kingston Partners With ClientPay To Ease Payment Acceptance For Law Firms
Business Fintech News

Rippe & Kingston Partners With ClientPay To Ease Payment Acceptance For Law Firms

Fintech News Desk
by Fintech News Desk0
ClientPay, an award-winning digital payment acceptance solution for law firms, recently announced its integration partnership with Rippe & Kingston, a leading provider of financial and practice management software for law firms. Through the integration of ClientPay’s cloud-based payment acceptance solution with the Rippe & Kingston Legal Management System (LMS), firms......
Skilling Launches Industry’s First Seamless Integration With Spotware’s CTrader, Aimed at Pro Traders.
News Trading

Skilling Launches Industry’s First Seamless Integration With Spotware’s CTrader, Aimed at Pro Traders.

Fintech News Desk
by Fintech News Desk4
Forex and CFD online trading platform Skilling announced last week the launch of the industry’s first seamless integration with Spotware’s cTrader – a unique feature that is internally dubbed One account. Two platforms. The feature allows Skilling to offer its clients seamless trading across two different trading platforms inside a single Skilling......
Guotai Junan International Launches Trading Operations in Hong Kong with Finastra
News Trading

Guotai Junan International Launches Trading Operations in Hong Kong with Finastra

Fintech News Desk
by Fintech News Desk4
Guotai Junan International Becomes a Full-Service Financial Institution Offering Over-The-Counter (OTC) and Exchange-Traded Derivatives and Securities Services Finastra announced that Guotai Junan International (GTJAI) has gone live with Finastra’s end-to-end equities derivatives trading and cross-asset risk solution, Fusion Sophis. The move has enabled GTJAI to launch trading operations in Hong Kong following......
SmartHealth PayCard Offers Healthcare Providers and Millions of Americans Transformative Financial Solutions for Medical Expenses
B2C Fintech News

SmartHealth PayCard Offers Healthcare Providers and Millions of Americans Transformative Financial Solutions for Medical Expenses

Fintech News Desk
by Fintech News Desk0
FinTech pioneer SmartHealth PayCard, LLC makes history with the national launch of its patented SmartHealth PayCard Mastercard credit card — a financial cure for healthcare. The SmartHealth PayCard is designed for to be paid in full with no fees, payment plans or recourse. It is the first and only credit card......
Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
by Fintech News Desk0
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
PeerStreet Promotes Ellen Coleman to Chief Financial Officer
Banking News

PeerStreet Promotes Ellen Coleman to Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Previously EVP of Finance, Coleman Brings Extensive Mortgage Finance Experience to the Company’s C-Suite PeerStreet, a platform for investing in real estate backed loans, has promoted Ellen Coleman to Chief Financial Officer. Coleman joined the company a year ago as EVP of Finance. As CFO, she’ll oversee a variety of......
4stop Partners With Hexopay for an Innovative Link Between Identity and Payment Services
News Risk Management

4stop Partners With Hexopay for an Innovative Link Between Identity and Payment Services

Fintech News Desk
by Fintech News Desk0
4Stop (“FourStop GmbH”), a global risk management provider, announces its exciting partnership with Hexopay, bringing together a shared ethos of single API platforms. Both companies enable merchants to integrate once and access everything they need for truly global coverage, optimisation of customer onboarding and authorisation, whilst mitigating fraud risk. This partnership firmly bridges......
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
by Fintech News Desk0
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
dv01 Appoints Craig Phillips as Senior Advisor
Banking Fintech News

dv01 Appoints Craig Phillips as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Former Counselor to US Secretary of the Treasury to Provide Strategic Advice to Leadership Team dv01, the world’s first end-to-end data management, reporting and analytics platform offering loan level transparency and insight into lending markets, announced that Craig Phillips has joined the company as a Senior Advisor. Craig will assist dv01’s......
Accounting Seed Opens Office in the United Kingdom
Banking Fintech News

Accounting Seed Opens Office in the United Kingdom

Fintech News Desk
by Fintech News Desk0
Expands Further into the EMEA Market Accounting Seed, a top-rated accounting platform powered by Salesforce, opens a second location in Reading, UK, to better serve customers and expand their footprint in the Europe, Middle East, and Africa (EMEA) market. Having accomplished double-digit year-over-year growth for the last 10 years, Accounting Seed is both poised for continual......
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