Search Results for: client management

Hazeltree Appoints Jonathan Spirgel to Lead Cash and Liquidity Management Technology
Business Fintech News

Hamilton Lane Implements Hazeltree Private Markets to Manage Capital Activity Lifecycle

Fintech News Desk
by Fintech News Desk16
Hazeltree Private Markets Provides Full Cash Transparency and Projections, Cash Optimization and Streamlined Investor Interactions Hazeltree, the leading provider of integrated treasury management and portfolio finance solutions for alternative asset investment firms, is pleased to announce that leading private markets asset management firm Hamilton Lane has successfully implemented Hazeltree Private......
Expensify Surpasses $100 Million in Annual Recurring Revenue
Banking Fintech News

Expensify Launches First Ever Corporate Card Rewards Program That Makes a Difference: Karma Points

Fintech News Desk
by Fintech News Desk19
The Expensify Card Replaces Traditional Rewards Points With Donations to Fight Homelessness, Hunger, and Climate Change Through New Charity Expensify.Org Expensify, the world’s most widely-used and fastest-growing expense management platform, announced a new corporate card initiative, Karma Points, that makes an automatic charitable donation every time an Expensify cardholder makes......
Patientco Achieves HFMA Peer Review Designation
Business Fintech News

Patientco Achieves HFMA Peer Review Designation

Fintech News Desk
by Fintech News Desk15
The Healthcare Financial Management Association (HFMA) recently reviewed Patientco’s billing and payment platform using the Peer Review process. After undergoing the rigorous review, Patientco’s platform has been awarded the “Peer Reviewed by HFMA” designation. Patientco empowers large health systems, across more than 2,000 locations, deliver superior financial care for patients. With Patientco,......
Accomplished Executive Joins Blue Ridge Bankshares, Inc. Team
Banking News

Accomplished Executive Joins Blue Ridge Bankshares, Inc. Team

Fintech News Desk
by Fintech News Desk7
Blue Ridge Bankshares, Inc. (“Blue Ridge”) is pleased to welcome Jim McCarty to its team as Chief Administrative Officer.  Blue Ridge recently completed its merger with Virginia Community Bankshares, Inc. and listed on the NYSE American. McCarty brings broad financial and operational experience in executive management to Blue Ridge developed over a twenty-five-year banking career,......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
GetLEI Takes the Lead in Issuing LEI Codes to FinTech and Government Entities for Global Financial Transactions
Business Fintech News

GetLEI Takes the Lead in Issuing LEI Codes to FinTech and Government Entities for Global Financial Transactions

Fintech News Desk
by Fintech News Desk0
GetLEI is an official and verified Registration Agent by the Global Legal Entity Identifier Foundation (GLEIF). As such, it provides comprehensive services related to LEI issuing, including new registration, renewal of expiring codes and transfer of codes. GetLEI clients can even use its management platform to resell LEIs anywhere in......
Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange
Banking News

Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange

Fintech News Desk
by Fintech News Desk0
Envestnet, Inc.  announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses. “We’re excited to provide Envestnet clients access to services that......
VibePay Appoints PAN Communications to Build Widespread Awareness for Launch of New Fintech Product
Banking Fintech Startups News

VibePay Appoints PAN Communications to Build Widespread Awareness for Launch of New Fintech Product

Fintech News Desk
by Fintech News Desk0
Emerging Mobile Payment Startup Joins Growing List of Fintech Brands Working With the Firm’s UK Team PAN Communications, an integrated marketing and PR firm for tech and healthcare brands, announced the signing of UK-based tech startup VibePay to its growing fintech client roster. VibePay makes it easy for users to send......
Integrated Cloud-based Solutions from Wolters Kluwer Help Vickerman CPA Group Take Full Advantage of Digital Transformation
Banking Fintech News Trading

Integrated Cloud-based Solutions from Wolters Kluwer Help Vickerman CPA Group Take Full Advantage of Digital Transformation

Fintech News Desk
by Fintech News Desk0
Firm Capitalizes on the Benefits of the CCH Axcess and CCH ProSystem fx Solutions to Drive Productivity and Higher Quality of Client Service In its next profile showcasing future-ready firms that are achieving peak performance by embracing digital transformation Wolters Kluwer Tax & Accounting spotlights the Vickerman CPA Group, a local tax and accounting firm based in......
HighRadius Expands Relationship with Commerce Bank to Offer Full Suite of Integrated Receivables and Treasury Management Products
Banking Fintech News

Receivables and Treasury SaaS Leader HighRadius Achieves Unicorn Status with $125 Million Series B Investment

Fintech News Desk
by Fintech News Desk0
ICOINQ Capital Leads Funding Round; Backs Highradius as Market-Leader in the Next Big Fintech Category for the Office of the CFO HighRadius, the leader in Artificial Intelligence-powered Order-to-Cash and Treasury Management software, has raised $125 million in a Series B growth funding round led by ICONIQ Capital, with participation from existing......
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