Search Results for: Private Client

B2C Business Fintech News

Summitas Wins Private Asset Management’s 2020 “Best Document/Content Management Service or Tool” Award

Fintech News Desk
by Fintech News Desk0
Innovative client portals provide a unique set of tools for secure collaboration  Summitas, an innovative platform for secure, online client portals for family offices, wealth advisors, and other client-facing businesses has been named “Best Document/Content Management Service or Tool” by Private Asset Management magazine (PAM) at the 2020 PAM Awards. As the leading industry publication,......
Bluefin Announces $25 Million in Growth Financing Led by Macquarie Capital Principal Finance
Fintech News Trading

Self-Directed IRA Accounts Get Enhanced Access to Private Markets

Fintech News Desk
by Fintech News Desk0
iownit, a leading digital private securities platform, announces integration with Midland Trust, a leading self-directed IRA custody provider, to enhance access to alternative investments for accredited investors. iownit capital and markets, Inc., a leading digital assets issuance and trading platform, is pleased to announce that it has entered into an......
Venture Capital and Private Equity Legal Leaders Pressured to Cut Costs Due to Deal Volume Dips and Rise of Procurement, Says Apperio Study
Fintech News

Venture Capital and Private Equity Legal Leaders Pressured to Cut Costs Due to Deal Volume Dips and Rise of Procurement, Says Apperio Study

Fintech News Desk
by Fintech News Desk0
VC and PE Firms Both Troubled by their Law Firms’ Lack of Billing Accuracy, Timeliness and Predictability as Need for Legal Spend Scrutiny Increases Venture Capital (VC) and Private Equity (PE) firms may differ in many ways, but they share a similar predicament – increased pressure to cut legal costs......
Citi Private Bank Survey Finds Caution, Cash Conservation and COVID-19 Driving Investor Sentiment Into 2021
Banking Fintech News

Citi Private Bank Survey Finds Caution, Cash Conservation and COVID-19 Driving Investor Sentiment Into 2021

Fintech News Desk
by Fintech News Desk0
Results showed nearly half of respondents from major family offices expect under 5% total returns on their assets in the next year. Citi Private Bank released results from a survey led by the Private Capital Group, providing a rare insight into the thinking of some of the world’s sophisticated family offices......
DealCloud Appoints Mark Coronato as Client Development Director for EMEA
Business Fintech News

DealCloud Appoints Mark Coronato as Client Development Director for EMEA

Fintech News Desk
by Fintech News Desk0
Former Chiltern Capital Investment Manager Tapped to Address Rapid Growth in Region DealCloud, the premier provider of deal-, relationship-, and firm-management software to capital markets firms, today announced the appointment of Mark Coronato as Client Development Director for the EMEA region, based in London. With more than a decade of experience in investment......
Citi Upgrades Data Service Platform to Enhance Efficiency for Securities Services Clients
Fintech News

Citi Upgrades Data Service Platform to Enhance Efficiency for Securities Services Clients

Fintech News Desk
by Fintech News Desk0
Citi has enhanced its securities services data services platform Citi VelocitySM Clarity by introducing an Integrated Reporting tool, expanding the universe of available information, and upgrading its Open API functionality. Read More: Doxim Announces Omnichannel Loan Origination and Account Opening in Partnership with Mobetize “We understand that being able to harness......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Blockchain Cryptocurrency Fintech News

Pinwheel Launches Crypto Payment Gateway to Enhance Payment Process for Clients

Fintech News Desk
by Fintech News Desk0
Pinwheel Pay, a Payment Service Provider (PSP), announced that they will now accept Bitcoin payments on their proprietary platform, which seamlessly integrates e-commerce giants such as Shopify, Square, Wix and many more. Read More: GlobalFintechSeries Interview with Gerard Griffin, CEO at AnyDay Crypto technology makes every transaction private, secure, and......
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
by Fintech News Desk0
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.......
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
by Fintech News Desk0
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......
SFOX Launches a New Crypto Dark Pool, Enabling Private Trading of Institution-Sized Crypto Orders With Global Liquidity to Bridge the Gap Between Traditional Finance and Crypto
Cryptocurrency Fintech News Trading

SFOX Launches a New Crypto Dark Pool, Enabling Private Trading of Institution-Sized Crypto Orders With Global Liquidity to Bridge the Gap Between Traditional Finance and Crypto

Fintech News Desk
by Fintech News Desk0
Traders can now access crypto exchange, OTC, and Dark Pool liquidity from a single order. SFOX’s new dark pool – at no additional charge – will enable all organizations and investors to trade large crypto volumes without showing their hands and still get the best price by avoiding slippage. SFOX,......
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