Search Results for: Private Client

SmartStream Responds to Client Demands With Its Latest Collateral Management Solution
Banking Fintech News

SmartStream Responds to Client Demands With Its Latest Collateral Management Solution

Business Wire
by Business Wire0
SmartStream, the financial Transaction Lifecycle Management (TLM) solutions provider, announces the launch of its latest version of the TLM Collateral Management solution. Version 7.0, developed in collaboration with a tier-one bank customer, introduces new features such as real-time updates of information via versioned APIs across business lines, serving multiple jurisdictions......
AdvancedMD Rolls Out New Automation and Payment Capabilities to Help Private Practices Increase Productivity and Drive More Revenue
Analytics Digital Payments

AdvancedMD Rolls Out New Automation and Payment Capabilities to Help Private Practices Increase Productivity and Drive More Revenue

Business Wire
by Business Wire0
As part of its 2024 summer product release, AdvancedMD is launching the AdvancedMD Pay credit card processing system and terminal that unifies the entire patient billing process AdvancedMD, a Global Payments company and provider of cloud-based healthcare software for independent medical practices, announced the rollout of more than 30 new......
BlackRock Teams With GeoWealth to Offer Custom Models Featuring Simplified Access to Private Markets
Finance Fintech

BlackRock Teams With GeoWealth to Offer Custom Models Featuring Simplified Access to Private Markets

Business Wire
by Business Wire0
Automated Custom Models to Enable Access to Private Markets, Direct Indexing and Fixed Income SMAs in Addition to ETFs and Mutual Funds in a Single Account BlackRock today announced a strategic partnership with financial technology firm GeoWealth expanding BlackRock’s capabilities to meet client needs in the $37 trillion U.S. wealth......
Pantheon Partners with iCapital to Expand Access to Specialist Evergreen Semi-Liquid Private Equity Solution
Fintech Investment Services News

Pantheon Partners with iCapital to Expand Access to Specialist Evergreen Semi-Liquid Private Equity Solution

Business Wire
by Business Wire0
Pantheon and iCapital will leverage iCapital’s innovative technology and structuring capabilities to bring Pantheon’s high conviction private equity investments to a wider range of global investors Partnership also includes solutions targeting markets with growing demand across Europe, the Middle East, Latin America and Asia Pantheon, a leading specialist global private......
Metropolis Closes $1.8 Billion Financing and Completes Transformational Take-Private of SP Plus Corporation
Artificial Intelligence Fintech News

Metropolis Closes $1.8 Billion Financing and Completes Transformational Take-Private of SP Plus Corporation

PR Newswire
by PR Newswire0
Acquisition solidifies Metropolis as the largest parking network and operator in North America with more than 4,000 locations and over 20,000 employees Metropolis will deploy its AI technology to more than 50 million consumers, processing over $4 billion in payments a year Funding was led by Eldridge Industries with significant investment from BDT &......
Teragonia Announces Alliance with Dataiku to Enhance Decision Intelligence Solutions for Private Equity
Analytics News

Teragonia Announces Alliance with Dataiku to Enhance Decision Intelligence Solutions for Private Equity

PR Newswire
by PR Newswire0
Teragonia Pairs its Actionable Intelligence and Digital Solutions with Dataiku’s Everyday AI Platform, Increasing Real-Time Analytics for Financial Sponsors Teragonia, a leading provider of analytics engineering and artificial intelligence (AI) solutions exclusively designed for private equity (PE) portfolio value creation, announces an alliance with Dataiku, the leading platform for Everyday......
Accenture and Oracle Collaborate to Help Clients Accelerate Generative AI Adoption, Starting with the Finance Organization
Artificial Intelligence Fintech News

Accenture and Oracle Collaborate to Help Clients Accelerate Generative AI Adoption, Starting with the Finance Organization

Business Wire
by Business Wire0
New solutions and use cases empower CFOs with generative AI to reinvent financial planning and analysis, helping to optimize operations and fuel growth Building on their ecosystem partnership of more than 30 years, Accenture (NYSE: ACN) and Oracle (NYSE: ORCL) are investing in new generative AI solutions, tools, and trainings......
Financial-Advisor-Thomas-Mains-Joins-UBS-Private-Wealth-Management-in-Atlanta,-GA
Finance Fintech News

Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA

Fintech News Desk
by Fintech News Desk0
Mains joined the UBS Southeast Market, managed by Lane Strumlauf, and will be located in the firm’s Atlanta, Georgia Private Wealth Management office. UBS Private Wealth Management today announced that Thomas (Tom) Mains has joined the firm as a Financial Advisor. He joins the UBS Southeast Market, managed by Lane......
"SunCar Technology Group Inc. Partners with China CITIC Bank International"
Banking News

SunCar Technology Group Inc. Partners with China CITIC Bank International to Elevate Private Banking Travel Experience

PR Newswire
by PR Newswire0
This three-year partnership will leverage SunCar’s expertise in corporate travel services to help CNCBI’s provide unmatched service quality and client satisfaction to CNCBI’s discerning private banking clients. SunCar Technology Group, an innovative leader in digitalized automotive services and auto e-insurance in China, announced that it will offer exclusive airport concierge car......
Morgan Stanley Announces Launch of Private Markets Transaction Desk
Finance Fintech News

Morgan Stanley Announces Launch of Private Markets Transaction Desk

Business Wire
by Business Wire0
Private Markets Transaction Desk supports secondary trading for shareholders of private companies through a company-centric focus with concierge service. Investors gain access to a distinct array of private market opportunities stemming from Morgan Stanley’s ecosystem encompassing Companies, Wealth Management Clients, and Institutional Investors. Morgan Stanley Wealth Management announced today the......
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