Search Results for: client onboarding

Business Investment Services News

RobustWealth Introduces New Iteration of Advisor Platform

Fintech News Desk
by Fintech News Desk0
RobustWealth, an innovative technology solutions provider for advisors, today released its Advisor 2.0 platform, accompanying its recently released Client 2.0 portal. The latest edition of RobustWealth’s intuitive portal is built on a new framework, providing a modern, next-generation design. The Platform expedites processes through automated rebalancing, advisor-driven onboarding or client self-directed......
UiPath Spearheads Adoption of Automation in the Legal and Compliance Field by Creating Legal Automation Task Force
Fintech News Robotic Process Automation

UiPath Spearheads Adoption of Automation in the Legal and Compliance Field by Creating Legal Automation Task Force

Fintech News Desk
by Fintech News Desk0
UiPath, the leading enterprise Robotic Process Automation (RPA) software company, announced the creation of a Legal Automation Task Force to drive the development and implementation of end-to-end legal automation solutions in legal and compliance departments and corporations everywhere. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Business Fintech Investment Services News

Mercatus Innovative “No-Code Integration” Will Revolutionize Private Market Data Management

Fintech News Desk
by Fintech News Desk0
Intuitive “No-Code Integration” interface makes private market applications available and auditable for integrated reporting, reducing manual extraction by 90% Mercatus, the modern data management platform for private market investors, announced the release of its “No-Code Integration” interface that integrates with and supports the data needs of global private market investors.......
Artificial Intelligence Business Fintech Fintech Funding

MaxMyInterest Announces Morningstar Integration

Fintech News Desk
by Fintech News Desk0
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Morningstar® ByAllAccounts®, the award-winning data aggregation service, to meet the needs of advisors seeking better ways to deliver a higher yield on client cash. Max lets financial advisors offer an industry-leading solution......
Banking Fintech Mobile Banking News Risk Management

Experian Partners With Global Data Consortium To Bolster International Customer Identity Verification

Fintech News Desk
by Fintech News Desk0
New solution provides comprehensive package for clients with global customer bases to quickly and efficiently confirm identity Experian and identity verification provider Global Data Consortium (GDC) have today announced a new partnership which will transform customer onboarding journeys for both international and new-to-country customers. The agreement enables Experian clients to......
Broadridge Collaborates with SLIB to Deliver Shareholder Rights Directive II Solution for French Market
Banking Fintech Mobile Banking News Risk Management

Broadridge Emerging as Go-To Solution for Leading Financial Intermediaries for New European Shareholder Rights Directive (SRD II)

Fintech News Desk
by Fintech News Desk0
Broadridge SRD II solution is market-ready; onboarding underway in multiple regions Responding to the urgent need for financial institutions globally to comply with the European Commission’s (EC’s) updated Shareholder Rights Directive (SRD II) by the September 3, 2020, deadline, Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, has announced a record number......
Bluefin Announces $25 Million in Growth Financing Led by Macquarie Capital Principal Finance
Fintech News

E*TRADE Corporate Services Launches Industry-First API Developer Platform

Fintech News Desk
by Fintech News Desk0
Stock plan administrators can now customize the award-winning1 Equity Edge Online® platform and further streamline their administration E*TRADE Financial Corporate Services, Inc. announced the E*TRADE Equity Edge Online (EEO) Developer Platform. “Especially in this remote-work environment, stock plan administrators depend on efficient and easy-to-use technology to keep their day-to-day operations......
SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace
Fintech InsurTech News

SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace

Fintech News Desk
by Fintech News Desk0
Allianz Life is now delivering its annuity products to Raymond James advisors for the first time through SIMON’s Marketplace SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to introduce Allianz Life Insurance Company of North America (“Allianz Life”)—a leading provider of annuities in the U.S.—to its annuities platform and digital......
RepRisk Partners with Apex to Provide ESG Risk Data to Private Markets
Business Fintech News

RepRisk Partners With Crux Informatics to Accelerate ESG Market Reach and Delivery Capabilities

Fintech News Desk
by Fintech News Desk0
Strategic partnership will enable seamless delivery and integration of ESG data for financial institutions RepRisk, a leading ESG data science firm combining machine learning and human intelligence, and Crux Informatics (“Crux”), a cloud-based data delivery and operations platform, have entered into a strategic partnership to deliver RepRisk data across the......
Banking Cryptocurrency Featured Fintech Trading

Top Global RegTech Providers Redefining Regulatory Issues and Compliance for Business-to-Business

Fintech News Desk
by Fintech News Desk0
As per World Bank estimates, 8% of the GDP of most of the advanced economies are being spent on regulatory compliance. For less developed countries, the percentage is even more. Imagine the size of the global economy and the kind of expenditure companies are making to ensure that their business......
1