Search Results for: Private Client

One Touch Video Banking Launches New Release 5.0
Fintech News

Advantage Data Announces the Launch of the Private Credit Advantage: An Industry-First Data and Analytics Tool For The Private Credit Market

Fintech News Desk
by Fintech News Desk0
Advantage Data Inc., a leading credit data provider, today announced the launch of the Private Credit Advantage, the first pricing and analytic tool designed specifically for the opaque private credit marketplace. Advantage Data Inc., a leading credit data provider, today announced the launch of the Private Credit Advantage, the first......
AAPL and RES.NET Form Strategic Alliance to Deliver Enhanced Default Services to Private Lenders Nationwide
Banking Fintech News

AAPL and RES.NET Form Strategic Alliance to Deliver Enhanced Default Services to Private Lenders Nationwide

Fintech News Desk
by Fintech News Desk0
Leading private lender association and nationally licensed valuations and default services provider partner to meet private lenders’ increasing demand for default management services  RES.NET, a technology platform specializing in mortgage banking default, and The American Association of Private Lenders (AAPL), the oldest association representing the private real estate lending industry nationally, today......
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......
Fintech Funding News

AST Private Company Solutions Announces Partnership & Integration with Leading Fund Administration Firm HC Global Fund Services, LLC

Fintech News Desk
by Fintech News Desk0
AST Private Company Solutions™ (AST PCS) announced a new strategic partnership with HC Global Funds Services, LLC (HC Global) as a provider of fund administration services to seed fund, accelerator fund, venture, and private equity funds as well as special purpose vehicles. Users of AST PCS’s recently launched Astrella™ capitalization......
Banking Investment Services News

Infostretch Announces Private Equity Investment From Goldman Sachs Merchant Banking Division and Everstone Group

Fintech News Desk
by Fintech News Desk0
Infostretch, a leader in digital engineering services, today announced that Goldman Sachs Merchant Banking Division and Everstone Group (Everstone) have signed a definitive agreement to acquire a significant stake in the company. The investment will help accelerate the company’s business growth and expand its digital engineering service offerings for both......
DCI Boomerangs Into New Digital Banking Success Led by Tanna Faulkner
Banking Fintech Mobile Banking News

Core Bank Tech Developer DCI Pulls Off Unprecedented Feat to Regain Bank Client

Fintech News Desk
by Fintech News Desk0
-DCI and Southwest National Bank recover seven years of futility in six bold months-  Data Center Inc. (DCI), the privately-owned developer of iCore360® core banking software and related digital banking technologies is celebrating after bringing back long-term customer Southwest National Bank of Wichita, Kan., in an unprecedented core software conversion completed......
Business Fintech News

Automating Client Onboarding: Appway Delivers 225% ROI According to Independent Research Firm

Fintech News Desk
by Fintech News Desk0
Appway, leader in technology for workflow automation in financial services, has released the results of the study “The Total Economic Impact™ of Appway Client Onboarding for Wealth Management” conducted by Forrester Consulting. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers Appway commissioned Forrester to examine real deployments......
InsurTech News

DWS Survey Reveals Pandemic-Driven Changes Insurance Clients Made to Fixed Income Allocations

Fintech News Desk
by Fintech News Desk0
DWS, one of the world’s leading asset managers, today announced the findings of a joint survey with Greenwich Associates of its institutional insurance client base to better understand how COVID-19 might be influencing their investment strategies and asset class allocations. While the majority of insurance clients surveyed indicated that they......
MG Stover To Utilize Coin Metrics, Offering Clients Secondary Pricing and Validating Internal Controls
Blockchain Fintech Fintech Funding News

MG Stover To Utilize Coin Metrics, Offering Clients Secondary Pricing and Validating Internal Controls

Fintech News Desk
by Fintech News Desk0
MG Stover, the largest digital asset fund administrator, finalized an agreement with Coin Metrics this month, giving clients the option of a trusted secondary pricing source. Read More: A Quick Review on Some of The Biggest Global Fintech Mergers & Acquisitions MG Stover’s Head of Blockchain and Digital Assets, Seth Altman, says that......
AST Private Company Solutions Partners with Accounting and Financial Services Firm RoseRyan
Artificial Intelligence Business Fintech News

AST Private Company Solutions Partners with Accounting and Financial Services Firm RoseRyan

Fintech News Desk
by Fintech News Desk0
AST Private Company Solutions™ (AST PCS) introduced a new strategic partnership with RoseRyan, a Silicon Valley-based firm that delivers specialized finance and accounting solutions at every stage of a private company’s growth. Celebrating 27 years of business, RoseRyan is one of the most respected finance and accounting consulting firms in......
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