Search Results for: client onboarding

Passthrough and Goodwin Launch Collaboration for Expedited Investor Onboarding Experience
Investment Services News

Passthrough and Goodwin Launch Collaboration for Expedited Investor Onboarding Experience

Business Wire
by Business Wire0
Passthrough, a leader in fund workflow automation for investors, fund managers, and other fintech companies, and global law firm Goodwin announced the launch of their preferred vendor collaboration for investor onboarding in private funds. “Thanks to the Passthrough and Goodwin collaboration, our investors now have a seamless onboarding experience and we’re able......
Multiplier Integrates Wise Platform to Enable Faster Client Payouts
Digital Payments News

Multiplier Integrates Wise Platform to Enable Faster Client Payouts

PR Newswire
by PR Newswire0
Multiplier, a multi-award winning global employment platform, has announced its partnership with Wise Platform to streamline global payroll for international businesses. The integration enables Multiplier’s clients to send payouts to its freelancers and contractors in 57 currencies around the world as part of Multiplier’s optimised payments infrastructure, reducing transaction times......
WBI Launches WarpSpeed Digital Onboarding
Fintech News

WBI Launches WarpSpeed Digital Onboarding

PR Newswire
by PR Newswire0
Transformative onboarding technology dramatically improves the user experience for investors and advisors WBI, a leader in WealthTech, announced the launch of their latest product, WarpSpeed Digital Onboarding. The revolutionary platform promises to transform the way financial advisors onboard clients, making the process faster, more efficient, and more secure. “We are......
Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets
Finance News

Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets

PR Newswire
by PR Newswire0
Deepening its Presence on the West Coast, Wealth Enhancement Group Grows Northern California to 11 Offices Wealth Enhancement Group, a national independent wealth management firm with more than $62.8 billion in total client assets, announced the acquisition of Prozan Financial Services a hybrid RIA based in Walnut Creek, CA. Prozan Financial Services oversees approximately $190......
B2B Fintech News Technology

Coda Payments Opts For Know Your Customer To Provide Seamless Corporate Onboarding Throughout APAC

Fintech Staff Writer
by Fintech Staff Writer0
In order to streamline and expedite its corporate onboarding procedures throughout the Asia-Pacific region, Coda Payments (“Coda”), the premier supplier of cross-border payments and distribution solutions to digital content publishers, today announced a partnership with Know Your Customer, a renowned RegTech company. Coda is improving its due diligence procedures on......
B2B Fintech News Technology

AMLYZE And iDenfy Join Forces To Increase The Number Of Clients

Fintech Staff Writer
by Fintech Staff Writer0
iDenfy, the end-to-end identity verification, compliance, and fraud prevention startup, announced a new partnership with AMLYZE, the SaaS Anti-Financial Crime solutions provider, helping small and medium-sized enterprises counter financial crime. Mutual growth is made possible by the referral agreement which AMLYZE and iDenfy signed.iDenfy’s Referral Agreement helps its partners earn......
Blue Ocean Technologies Partners with Futu Clearing Inc to Provide Futubull Clients Real-Time Trading & Data Access to US Equities
Fintech News Trading

Blue Ocean Technologies Partners with Futu Clearing Inc to Provide Futubull Clients Real-Time Trading & Data Access to US Equities

Fintech News Desk
by Fintech News Desk0
Blue Ocean Technologies LLC (BOT), a global fintech leader in afterhours trading and the holding company of Blue Ocean ATS; and Futu Clearing Inc., the US-based clearing and execution subsidiary of Futu Holdings Limited, an advanced fintech company upgrading the investing experience by offering fully digitized financial services in multiple markets, announced......
Options Announces Global Market Data Expansion Following Successful Onboarding of New Feeds
Capital Markets News

Options Announces Global Market Data Expansion Following Successful Onboarding of New Feeds

Fintech News Desk
by Fintech News Desk0
Options Technology, the leading Capital Markets services provider, announced its global market data expansion following the successful onboarding of MEMX, NYSE National Integrated, Cboe BYX and Cboe One Premium to its normalized market data services The successful go-live of new market data feeds, which includes MEMX, NYSE National Integrated, Cboe BYX and Cboe One Premium, is......
FINBOA Releases Treasury Onboarding Software for Financial Institutions
Fintech News

FINBOA Releases Treasury Onboarding Software for Financial Institutions

Fintech News Desk
by Fintech News Desk0
New SaaS solution digitizes and modernizes Treasury services to enable growth FINBOA,., a leading innovator in intelligent process automation software for financial institutions, announced the release of its Treasury Onboarding SaaS solution.  This software modernizes and digitizes the commercial and treasury services application process in addition to maintenance, annual review......
Goji Collaborates With Apex Group To Offer Digital Global Investor Onboarding For Alternative Fund Managers
Fintech Investment Services News

Goji Collaborates With Apex Group To Offer Digital Global Investor Onboarding For Alternative Fund Managers

Fintech News Desk
by Fintech News Desk0
Apex Group will offer clients an end-to-end solution to streamline the investment process from onboarding and KYC to digital subscriptions, enabled by Goji Goji, an FCA regulated, UK-based technology provider that offers investors digital access to alternative investments, announced its partnership with global financial services provider Apex Group Ltd. (“Apex Group”)......
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