Search Results for: client

Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors
Business Fintech News

Envestnet Offers Retirement Analytics to Enterprise Home Offices, Bolstering Intelligence-Driven Business Insights

Fintech News Desk
Analytics Engine Empowers Broker-Dealers to Make Well-Informed, Strategic Decisions About Their Retirement Books of Business, Based on Actionable 401(k) Data from Envestnet Retirement Solutions Envestnet, Inc. (NYSE: ENV) has rolled out the Envestnet Retirement Analytics solution for enterprise home offices, providing them with a business intelligence tool for obtaining a clear......
Arcesium Continues Expansion, Opening Bengaluru Office
Banking Capital Markets Fintech News

Arcesium Expands Footprint into Europe, Opening London Office

Fintech News Desk
Chris Barrow named Head of Business Development for Europe to lead European growth initiative Arcesium LLC, a leading global financial technology and professional services firm, announced today it has opened an office in London. Read More: GlobalFintechSeries Interview with Jill Homan, President at DeepTarget The firm also announced that Chris Barrow has been......
New York Life Investments Launches Data Visualization Platform for Financial Advisors
Big Data Capital Markets Fintech Investment Services News

New York Life Investments Launches Data Visualization Platform for Financial Advisors

Fintech News Desk
Advisor Channel offers advisors data-driven visuals on capital markets and investment trends New York Life Investments, in partnership with Visual Capitalist, announced the launch of Advisor Channel, a data visualization platform offering financial advisors easily accessible and digestible educational material on critical capital markets and investment trends. Read More: GlobalFintechSeries......
S&P Global Market Intelligence Expands SME Data Coverage with 10 million European Private Companies
Artificial Intelligence Business Fintech News

S&P Global Market Intelligence and Snowflake Collaborate to Enable Seamless Delivery of Financial and Alternative Data

Fintech News Desk
S&P Global Market Intelligence, announced that it has collaborated with Snowflake, the cloud data platform, to seamlessly deliver S&P Global’s industry-leading financial, textual, ESG and alternative data through Snowflake. Clients now have immediate access to S&P Global’s data via Snowflake ― eliminating the data ingestion process and significantly improving their......
WNS’ ‘Quote-to-Sustain’ Offering Accelerating the Shift to a Digital Finance Function
Business Fintech News

WNS’ ‘Quote-to-Sustain’ Offering Accelerating the Shift to a Digital Finance Function

Fintech News Desk
WNS (Holdings) Limited (NYSE: WNS), a leading provider of global Business Process Management (BPM) services, today announced the launch of Quote-to-Sustain (QtS), a next-gen digital Finance & Accounting (F&A) offering. Read More: GlobalFintechSeries Interview with Gerard Griffin, CEO at AnyDay QtS enables CFOs to release working capital, minimize revenue loss and accelerate revenue recovery, reduce......
Business Fintech News

B2B Payment Solutions Ltd Secures FCA AEMI Approval to Offer e-Payment Services in UK and Europe

Fintech News Desk
B2B Payment Solutions Ltd Secures FCA AEMI Approval to Offer e-Payment Services in UK and Europe B2B Payment Solutions Ltd, part of the B2Broker Group of companies, is pleased to announce that the United Kingdom’s Financial Conduct Authority (FCA) has granted the company an Electronic Money Institution License (AEMI). The licence permits......
Fintech News

Vela Expands Fixed Income Offering with Fenics UST

Fintech News Desk
Adds to DMA Platform with US Treasuries market coverage to include cash and derivatives Vela, a leading independent provider of data and execution technology for global multi-asset electronic trading, today announced the addition of Fenics US Treasuries (Fenics UST), owned and operated by BGC Financial, to its fully-hosted and managed Direct Market......
Fintech Fintech Funding News

AppFolio Announces Sale of MyCase to Funds Advised by Apax Partners

Fintech News Desk
AppFolio, Inc. (NASDAQ: APPF) (“AppFolio” or the “Company”), a leading provider of cloud-based business software solutions, services and data analytics, today announced that it has entered into a definitive agreement to sell 100% of the equity interest of its wholly-owned subsidiary, MyCase, Inc., which provides legal practice and case management......
Chris Boyle, Former Freddie Mac Executive, Named to Roostify C-Suite
Fintech News

Chris Boyle, Former Freddie Mac Executive, Named to Roostify C-Suite

Fintech News Desk
The nation’s most trusted digital lending platform, Roostify, announced that Chris Boyle has been appointed President of Home Lending, effective immediately. Drawing on her extensive experience in the mortgage lending industry, Boyle will work alongside Roostify Co-Founder and CEO Rajesh Bhat to make the company an agile, innovative digital lending......
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