Search Results for: Asset Management

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
Phoenix American Financial Services Announces New Client Partnership with One Wall Partners
Business News

Phoenix American Financial Services Announces New Client Partnership with One Wall Partners

Fintech News Desk
by Fintech News Desk0
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with real estate investment firm One Wall Partners (“OneWall”). Phoenix will support OneWall with its industry leading fund accounting services platform. OneWall will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience......
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......
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......
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......
SharesPost Broadens Access to SharesPost 100 Fund
Banking News

SharesPost Broadens Access to SharesPost 100 Fund

Fintech News Desk
by Fintech News Desk0
Leading Liquidity Provider Hires Five-Member Team to Expand Distribution of Late-Stage VC Strategies from SharesPost Investments Management, LLC SharesPost, a leading provider of liquidity strategies within the private growth asset class, appointed a new in-house sales and distribution team to expand access to its suite of investment strategies, including the......
Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline
Fintech News

Riskalyze Announces “Regulation Best Interest” Solution at FSI OneVoice

Fintech News Desk
by Fintech News Desk0
New Reg BI Functionality Built Into Riskalyze Select and Elite Will Assist Wealth Management Enterprises in Addressing All Four Components of the Rule  Riskalyze announced brand new functionality and workflows as upgrades to its Riskalyze Select and Elite products to help financial advisors and wealth management enterprises address all four......
WEX Announces a $400 Million Investment From Warburg Pincus and Amendment to the Credit Agreement
Banking Business News

WEX Signs Definitive Agreement to Acquire eNett and Optal

Fintech News Desk
by Fintech News Desk7
Aligns with WEX’s global growth strategy by extending the Company’s leadership position in the attractive Travel market Accelerates WEX’s revenue growth and is accretive to adjusted net income EPS in the first 12 months Provides significant global geographic diversification while reducing WEX’s exposure to macro-economic fluctuations Complements WEX’s technology and......
Mphasis and QEDIT Partner to Offer Privacy-Enhancing Technology Solutions on Blockchain to Enterprises
Fintech News

Mphasis and QEDIT Partner to Offer Privacy-Enhancing Technology Solutions on Blockchain to Enterprises

Fintech News Desk
by Fintech News Desk6
Mphasis , an Information Technology (IT) solutions provider specializing in cloud and cognitive services, announced its partnership with Israeli-based QEDIT, an enterprise solution provider that uses Privacy-Enhancing Technology and Zero-Knowledge Proof (ZKP) cryptography to help companies transact and leverage their business data in a privacy-compliant manner. Under this partnership, the two entities will......
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