Search Results for: manage clients

Advisor360° Introduces New Insurance Application for Wealth Management Enterprises
Fintech InsurTech News

Advisor360° Introduces New Insurance Application for Wealth Management Enterprises

Fintech News Desk
by Fintech News Desk0
The Advisor360° platform now provides broker-dealers with enhanced insurance capabilities, helping their advisors to grow their businesses. Advisor360°, provider of a unified, integrated suite of customizable tools for advisors, clients, and enterprises, today announced it has expanded the insurance capabilities of the Advisor360° platform, allowing wealth management firms to further evolve......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Fintech Funding Investment Services News

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

Fintech News Desk
by Fintech News Desk0
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the launch of a series of model portfolios available to advisors through the Envestnet Fund Strategist Network (Envestnet). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes of Virtual Data......
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Foxit Improves PDF Security For Legal Firms With iManage Integration

Fintech News Desk
by Fintech News Desk0
Foxit Software, a leading provider of innovative PDF products and services, helping knowledge workers to increase their productivity and do more with documents, today announced that PhantomPDF 10 has met the criteria for the iManage Universal API program. This integration allows legal firms to leverage PDF editing and document management......
Custom software development company TopDevz releases a new project management and approval system for a Fortune 500 finance corporation
Fintech Investment Services News Risk Management

Custom software development company TopDevz releases a new project management and approval system for a Fortune 500 finance corporation

Fintech News Desk
by Fintech News Desk0
TopDevz, one of America’s fastest-growing software consultants, has announced the successful delivery by their web development team of a new custom multi-user and multicurrency workflow and risk management system for a leading global investment management firm. Read More: Konica Minolta Business Solutions Asia Accelerates Digital Transformation With Valtatech Partnership The Client A......
BNY Mellon Wealth Management Names Lynne Sawyer as Senior Group Manager, Deposit Product Management
Fintech News

BNY Mellon Wealth Management Names Lynne Sawyer as Senior Group Manager, Deposit Product Management

Fintech News Desk
by Fintech News Desk0
 BNY Mellon Wealth Management has appointed Lynne Sawyer as Senior Group Manager, Deposit Product Management. In this newly created role, she will drive deposit growth and support the enhancement of deposit products. Lynne will report to Rick Calero, Head of Banking and Lending for Wealth Management. Read More: Four Benefits of Buy Now......
UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team
Capital Markets Fintech News

UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team

Fintech News Desk
by Fintech News Desk0
UBS Private Wealth Management (PWM) announced that Private Wealth Advisors John Hanley, Colin McKay and Michael Francis will be joining UBS. The team collectively manages over $3 billion in client assets. Read More: GlobalFintechSeries Interview with Sean Worthington, President at CloudCoin Consortium “We believe we have the strongest platform for......
FXCM Pro Onboards Automated Risk Management Solutions in Centroid Partnership
Business Currency Exchange Fintech News Risk Management Trading

FXCM Pro Onboards Automated Risk Management Solutions in Centroid Partnership

Fintech News Desk
by Fintech News Desk0
 FXCM Pro, the institutional arm of the FXCM Group, LLC, is announcing that it is partnering with Centroid, a leading provider of Foreign Exchange (FX) technology solutions. The partnership will provide FXCM Pro’s institutional clients with a range of automated risk management solutions from Centroid. The partnership will aim to supplement......
HSBC Bank Launches Digital Application Experience for International Clients
Fintech News

HSBC Bank Launches Digital Application Experience for International Clients

Fintech News Desk
by Fintech News Desk0
New application allows both new-to-bank and existing international clients the ability to open U.S.-based accounts from the safety of their home through a seamless, digital journey(HSBC) HSBC Bank USA, N.A., part of HSBC Group, one of the world’s largest banking and financial services companies,  launched its latest International Client Onboarding......
Canopy Releases Feature Updates for Its Practice Management and Tax Resolution Software
Fintech News

Canopy Shares Insights on What Clients Expect from Their Accountant

Fintech News Desk
by Fintech News Desk0
New report finds that in-person meetings and online document exchange are very important for clients Canopy, the leading cloud-based practice management platform for accounting professionals, today shared results from its survey on what clients appreciate and would like their accountant to change. The study found that 85 percent of those......
NEC Acquires a Leading Swiss Financial Software Company, Avaloq
Banking Fintech News

Bankia Accelerates Democratization of Wealth Management With Avaloq

Fintech News Desk
by Fintech News Desk0
Bankia, the fourth largest financial institution in Spain, has selected Avaloq’s on-premises solution to support the bank’s aspiration to further grow its wealth management business. Bankia, which selected Avaloq after a highly competitive tender process, is the wealthtech’s first Spanish banking client. Read More: COVID-19 and Automation are Changing Finance......
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