Search Results for: wealth manager

Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech News

Tegra118 Selected by Challenger to Strengthen Revenue and Invoice Management

Fintech News Desk
by Fintech News Desk0
Advantage Fee™ will enhance fee billing and invoice efficiencies, eliminate manual processes and minimize risk Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – announced that Challenger is now a Tegra118 client for its comprehensive,......
RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions
Business Fintech Investment Services News

RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions

Fintech News Desk
by Fintech News Desk0
Offering Ease & Efficiency to Advisors Looking for Tax Management Capabilities Leveraging 55ip’s Intelligent Automation. RiverFront Investment Group, a global asset manager and ETF strategist, announced today their partnership with 55ip, a financial technology company. The joint solution is intended to make it easier for advisors to transition clients into......
FundApps Wins Regulation Asia Award for Excellence
Fintech Fintech Funding News Robotic Process Automation

FundApps Wins Regulation Asia Award for Excellence

Fintech News Desk
by Fintech News Desk0
Market-leading RegTech provider FundApps announced that its automated Compliance-as-a-Service Shareholding Disclosure solution has been named The Best Solution – Shareholding & Position Reporting in the Regulation Asia Awards for Excellence 2020. Read More: Payment Trends in 2021 to Look Out For! The virtual awards ceremony of these prestigious awards took place on Tuesday, December......
MeetAmi-Launches-Canada's-First-Ever-Digital-Asset-Management-Platform-With-AmiPRO
Business Fintech Investment Services News

MeetAmi Launches Canada’s First-Ever Digital Asset Management Platform With AmiPRO

Fintech News Desk
by Fintech News Desk0
MeetAmi Innovations Inc. (“MeetAmi”) announces the launch of AmiPRO, the first Digital Asset investing platform in Canada that takes investment firms and advisors from learning to liquidity. AmiPRO is a purpose-built technology solution for IIROC dealer members, exempt market dealers, private wealth advisors, portfolio managers, and family offices who want......
Schibsted Doubles Digital Subscription Revenue on the Zuora Platform
Business Fintech News

Schibsted Doubles Digital Subscription Revenue on the Zuora Platform

Fintech News Desk
by Fintech News Desk0
Decision by Scandinavian media giant to consolidate and migrate multiple entities to the Zuora platform pays off as digital subscription revenue hits the 1 billion NOK mark in 2020 Zuora, Inc., (NYSE:ZUO) the leading cloud-based subscription management platform provider, announced today that its customer Schibsted ASA (OSE:SCHA) has doubled digital subscription revenue......
ApexEdge Announces Its Affiliate Partner Program, Offers Billshark’s Bill Negotiation Services in the Financial Services Marketplace to Strengthen Customer Relationships
Business Fintech News

ApexEdge Launches Partner Portal – an Extensive Customer Experience Design and API Integration Library

Fintech News Desk
by Fintech News Desk0
ApexEdge, a partner-enablement platform that offers monthly bill and subscription management solutions to support the financial health of consumers, launched its innovative new portal to support its financial institution partners bill management implementations. This detailed library of documentation helps guide all aspects of actionable insights implementation, including: strategic positioning and......
Pagaya Announces Expansion to U.S. West Coast
Business Fintech Investment Services News

Pagaya Announces Expansion Into Auto Loans

Fintech News Desk
by Fintech News Desk0
Pagaya, a financial technology company, publicly announced the expansion of its consumer credit offering into auto loans, with hundreds of millions of dollars already invested in the space and multiple lending partners, including Flagship Credit Acceptance and Foursight Capital, both leading providers of auto finance solutions. Read More:  iProov Partners......
CLARUS Merchant Services Appoints Bryan Pham Vice President of Investor Relations
Business Fintech Investment Services

CLARUS Merchant Services Appoints Bryan Pham Vice President of Investor Relations

Fintech News Desk
by Fintech News Desk0
CLARUS Merchant Services, a leading payment service provider, announced the appointment of Bryan Pham as Vice President of Investor Relations. Pham will be based out of the company’s national headquarters in Gaithersburg, MD. CLARUS Merchant Services, a leading payment service provider, announced the appointment of Bryan Pham as Vice President......
Societe Generale
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Societe Generale: Launch of a Unique Savings Solutions Offer by Strengthening the Partnership Set-Up

Fintech News Desk
by Fintech News Desk0
Starting in the first quarter of 2021, Societe Generale will become the first and only major bank in France to operate in open architecture for all clients of its two retail banking networks. New innovative partnerships have been forged with six asset management companies, allowing savers served by the Societe......
GlobalFintechSeries Interview with Joshua Levin, Co-founder at OpenInvest
Economy Fintech Interviews Investment Services

Global Fintech Interview with Joshua Levin, Co-founder at OpenInvest

Paroma Sen
by Paroma Sen0
Catch how these experts from leading tech companies like TeamViewer, JotForm, Xactly and more are boosting their B2B sales and marketing experience while focusing on a balanced employee culture:...
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