Search Results for: client lifecycle management

AdvisorEngine-and-Franklin-Templeton-Unveil-Wealth-Management’s-Next-Evolution-of-Goals-based-Planning
Finance Fintech News

AdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning

Business Wire
by Business Wire0
For the first time, advisors can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple systems or enduring repetitive steps. AdvisorEngine, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors......
LTX by Broadridge Integrates with TS Imagine to Improve Fixed Income Liquidity Access for Mutual Buy-Side Clients
News Trading

LTX by Broadridge Integrates with TS Imagine to Improve Fixed Income Liquidity Access for Mutual Buy-Side Clients

PR Newswire
by PR Newswire0
The integration offers mutual buy-side clients improved pre-trade transparency, price discovery and better access to aggregated liquidity within their existing workflows. LTX, an AI-powered fixed income trading platform and subsidiary of global Fintech leader, Broadridge Financial Solutions, announced a successful integration with TS Imagine’s Fixed Income Execution Management System, TradeSmart Fixed......
Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families
Fintech News

Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families

PR Newswire
by PR Newswire0
Partnership leverages iCapital’s innovative technology platform and comprehensive educational resources to enhance Keebeck’s tailored solutions and investment opportunities. Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced its partnership with iCapital1, the global fintech platform driving the world’s alternative......
Hayden AI Granted Patent for its Blockchain-Powered Data Management System for Traffic Enforcement Applications
Artificial Intelligence Blockchain News

Hayden AI Granted Patent for its Blockchain-Powered Data Management System for Traffic Enforcement Applications

Business Wire
by Business Wire0
Distributed ledger ensures that data is secure and accurate Hayden AI, a global leader in artificial intelligence and machine learning, has been awarded a patent for its traffic enforcement data management system using blockchain. Latest Fintech Interview Global Fintech Interview with Will Tumulty, CEO at Rapid Finance “Keeping governments safe......
Better Cash Flow. Simpler Solutions. Regions Bank Expands Integrated Billing and Payments for Business Clients
Banking Digital Payments News

Better Cash Flow. Simpler Solutions Regions Bank Expands Integrated Billing and Payments for Business Clients

Business Wire
by Business Wire0
It’s another way Regions Treasury Management is helping companies better manage their billing and communications needs – from one platform. Regions Bank on Monday announced the latest enhancement to its digital solutions that enable business clients to manage customer billing and communications via Regions Treasury Management. Browse The Complete Interview About Fintech......
Symmetry Lending Selects AppraisalWorks™ Appraisal Management Technology, Implements Platform to Streamline Appraisal Operations
Lending News

Symmetry Lending Selects AppraisalWorks Appraisal Management Technology, Implements Platform to Streamline Appraisal Operations

Business Wire
by Business Wire0
AppraisalWorks chosen to improve profitability and increase scalability while delivering a much-improved experience for both external and internal partners AppraisalWorks, a leading provider of real estate appraisal technology, announced Symmetry Lending has fully implemented the AppraisalWorks appraisal management technology platform to streamline and automate the production of all loans requiring......
FundFront Unveils White Label Platform Empowering the Wealth Management Industry with Alternative Investment Solutions
Investment Services News

FundFront Unveils White Label Platform Empowering the Wealth Management Industry with Alternative Investment Solutions

PR Newswire
by PR Newswire0
Turnkey technology and infrastructure to bring alternative investment opportunities to banks and wealth advisors FundFront, a leading provider of alternative investment technology and solutions, has announced the launch of its white label alternative investment platform tailored for the wealth management industry. This turnkey wealth tech solution enables advisors to seamlessly offer alternative......
Bluecrest Capital Management Partners with Arcesium to Automate and Enhance Operations
Fintech Investment Services News

Bluecrest Capital Management Partners with Arcesium to Automate and Enhance Operations

PR Newswire
by PR Newswire0
Arcesium, a leading global financial technology firm, and BlueCrest Capital Management, the prominent private investment firm led by Mike Platt, announced their agreement to commence the implementation of Arcesium’s fully integrated technology platform and Financial Operations professionals, which will, once deployed, support BlueCrest’s operational teams. BlueCrest will seek to leverage Arcesium’s cloud-based infrastructure, which......
Sphere's TrustCommerce Healthcare Payments Platform Now Integrated with Veradigm Practice Management
Commerce Digital Payments News

Sphere’s TrustCommerce Healthcare Payments Platform Now Integrated with Veradigm Practice Management

Fintech News Desk
by Fintech News Desk0
Seamless integration enables providers using Veradigm Practice Management (formerly Allscripts Practice Management) to accept and post payments within existing workflows Sphere, a leading provider of end-to-end integrated healthcare payments and security software, announced that its TrustCommerce platform is now integrated with the Veradigm Practice Management solution. TrustCommerce’s integration with Veradigm Practice Management......
OeKB CSD and Montran Deliver CSD Issuer Platform to OeKB CSD Clients
Capital Markets Digital News

OeKB CSD and Montran Deliver CSD Issuer Platform to OeKB CSD Clients

Fintech News Desk
by Fintech News Desk0
OeKB will provide true end-to-end digitalization to its client segments in Austria via Montran’s next-generation solutions OeKB CSD, the Austrian Central Securities Depository, and Montran, a leading provider of capital market software, announced the successfully completed implementation of the OeKB CSD Issuer Platform: a platform for the digital management of securities based......
1