Search Results for: manage clients

U.S. Bank Instant Card™ And TravelBank Partner To Revolutionize Digital Payments For Work, With An Integrated Virtual Card, Expense Management And Travel Solution
Banking Business Fintech News

U.S. Bank Instant Card™ And TravelBank Partner To Revolutionize Digital Payments For Work, With An Integrated Virtual Card, Expense Management And Travel Solution

Fintech News Desk
TravelBank and U.S. Bank are announcing a partnership that integrates the TravelBank travel and expense management platform with the new U.S. Bank Instant Card to provide a modern and seamless all-in-one solution for corporate expense management. The Instant Card and TravelBank expense integration is the first and only solution that will allow program......
Broadridge Names Vijay Mayadas to Lead Capital Markets
Fintech News

Financial Advisors Expect More Help From Asset Managers as Working Practices Permanently Change, According to Broadridge Study

Fintech News Desk
Broadridge Financial Solutions, a global Fintech leader, released a survey of over 400 financial advisors, which reveals that financial advisors did not find asset manager wholesalers more helpful in addressing their needs throughout the challenges of the COVID-19 pandemic. Seventy percent of advisors agree that the pandemic will have a......
Sovos and Axway Software Partner to Reduce Complexity of Global Tax Management
Business Fintech News

Invoiced and ChartMogul Announce New Partnership and Integration for Automated Subscription-to-Cash Management and Measurement

Fintech News Desk
Leading A/R and Subscription Analytics Companies Enable SaaS Businesses to Automate and Measure the Complete Accounts Receivable Lifecycle Invoiced, the award-winning Accounts Receivable Automation platform and ChartMogul, the popular subscription data and analytics platform, announced a new partnership and integration for bringing together the companies’ respectively category-leading solutions for SaaS......
Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Fintech News

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud

Fintech News Desk
Oppenheimer’s New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management Experience Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.......
Fintech News

Fixed Income Leaders Launch YieldX, A Revolutionary Investment and Portfolio Management Platform

Fintech News Desk
Built on a flexible, scalable API-driven technology to fit every business model, platform is powered by artificial intelligence and analytics Today marks the launch of YieldX, a new digital, end-to-end platform for fixed income investing. Founded by startup veterans in both the fintech and fixed income space, the platform enables users......
KnowLedger Publishes NextGen Wealth Management Trends for 2020 and Beyond--A White Paper
Fintech News

KnowLedger Publishes NextGen Wealth Management Trends for 2020 and Beyond–A White Paper

Fintech News Desk
KnowLedger, a fast-growing accounting technology company, has published a new white paper that examines the challenges and opportunities for family offices and other wealth management firms in today’s volatile economy. This special, 20-page report examines how recent events and market trends—as well as demographic, social, and technology shifts—are creating new......
BancKED Aims to Expand Financial Inclusion through Progressive Crypto Wallet White Label Program for Business Clients
Blockchain Fintech News

BancKED Aims to Expand Financial Inclusion through Progressive Crypto Wallet White Label Program for Business Clients

Fintech News Desk
Customization will define the best mobile wallets in the crypto marketplace going forward. And those who best use the power of the blockchain to develop those customer-centric tools will lead the pack. Customization will define the best mobile wallets in the crypto marketplace going forward. And those who best use......
Fascet LLC Announces Corporate Name Change to AlphaCentrix to Reflect Data Management and Cloud Services
Fintech News

Fascet LLC Announces Corporate Name Change to AlphaCentrix to Reflect Data Management and Cloud Services

Fintech News Desk
Fascet LLC – a global provider of data management and technology infrastructure services to the financial services industry – announced today that it is changing its corporate name to AlphaCentrix.  The name change reflects the company’s broader commitment and its expertise in the automation of data-centric workflows, data management, and......
Objectway Wealthtech Suite Crowned "Best Wealth Management System" for the Second Consecutive Year
B2C Fintech News

Objectway Wealthtech Suite Crowned “Best Wealth Management System” for the Second Consecutive Year

Fintech News Desk
The firm wins its seventh in a row Goodacre Systems in the City Financial Technology Award Objectway, a leader in the Digital Wealth & Asset Management software, continues its series of consecutive awards recognition by Goodacre, the UK leading specialist consultancy for the securities industry. Read More: Digital Lending Capital......
XP Inc. Announces Wealth Management Partnership
Banking Business Fintech News

XP Inc. Announces Wealth Management Partnership

Fintech News Desk
XP inc , a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announced that the company has formed a partnership in the Wealth Management segment with a group of experienced private bankers that are former executives of Credit Suisse Hedging-Griffo. XP......
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