Search Results for: client

Accenture-Acquires-Axis-Corporate-to-Help-Spanish-Financial-Services-Companies-Reinvent-their-Businesses
Finance Fintech News

Accenture Acquires Axis Corporate to Help Spanish Financial Services Companies Reinvent their Businesses

Fintech News Desk
Axis Corporate enhances Accenture’s strategy and technology offerings that enable companies in Spain to reinvent their business models, more effectively manage costs and develop new products faster. Accenture has acquired Axis Corporate, a Spanish management and technology business consulting firm specializing in financial services. Axis Corporate enhances Accenture’s strategy and......
Stonebranch-Announces-Significant-Minority-Investment-from-EMH-Partners
Investments

Stonebranch Announces Significant Minority Investment from EMH Partners

Business Wire
Under the agreement, funds advised by EMH Partners obtain a significant minority stake, while Elvaston continues to have majority ownership. The investment will be used to support organic growth, platform enhancements, and geographic expansion. Stonebranch, a leading provider of service orchestration and automation solutions, today announced a significant minority investment......
Charles-Schwab-Named-Best-Investing-Platform-Overall-by-U.S.-News
Fintech Investments News

Charles Schwab Named Best Investing Platform Overall by U.S. News

Business Wire
Schwab was also awarded Best Investing Platform for Stock Trading, Best Investing Platform for Options Trading, and Best Investing Platform for Forex Trading. Charles Schwab has been recognized as the Best Investing Platform Overall by U.S. News & World Report in their 2024 U.S. News Money Awards – the second......
Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC
Fintech News

Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC

PR Newswire
Tax and accounting industry veteran David Gearhart, J.D., CPA, will lead the new sister organization as it works in conjunction with Graham Capital to provide investors with a truly holistic suite of financial and tax planning services. Graham Capital Wealth Management, LLC, (Graham Capital) an independent Registered Investment Advisor with......
LeafHouse and iJoin Announce Launch of Automated Personalized Portfolio Program Powered by Dimensional offering State Street GTC Retirement Income Builder Series Funds
Fintech News

LeafHouse and iJoin Announce Launch of Automated Personalized Portfolio Program Powered by Dimensional offering State Street GTC Retirement Income Builder Series Funds

PR Newswire
The new managed account brings personalization and lifetime income to the masses LeafHouse, iJoin, and ARS are excited to announce a new partnership to deliver personalized advice that features the State Street GTC Retirement Income Builder Series (Series) target date funds within a managed account offering. The State Street GTC......
RISCPoint Announces Strategic Partnership with Anecdotes
Compliance management News

RISCPoint Announces Strategic Partnership with Anecdotes

PR Newswire
The partnership brings enterprise-grade technology and implementation methodology purpose-built for the start-up and SMB space, providing access to programs with the efficiency and price point needed for growing organizations. RISCPoint, an industry leader in cloud, cybersecurity and compliance management consulting, has partnered with the leader in Compliance Operating Systems, anecdotes. The......
Synechron Acquires Dreamix, a Digital Product Development and Software Engineering Firm Headquartered in Sofia, Bulgaria
Fintech News

Synechron Acquires Dreamix, a Digital Product Development and Software Engineering Firm Headquartered in Sofia, Bulgaria

PR Newswire
The partnership brings enterprise-grade technology and implementation methodology purpose-built for the start-up and SMB space, providing access to programs with the efficiency and price point needed for growing organizations. Synechron, a leading global digital transformation consulting firm focused on financial services and technology organizations, announced its acquisition of Dreamix, a custom......
Zycus-develops-Generative-AI-powered-source-to-pay-platform-in-collaboration-with-Microsoft
Artificial Intelligence Finance Fintech News

Zycus develops Generative AI powered source to pay platform in collaboration with Microsoft

Business Wire
This integration is a step towards an ongoing effort to build the world’s first generative AI-powered S2P platform. Zycus, a global leader in cognitive procurement technology solutions, set another new milestone by announcing integration with Microsoft Azure OpenAI Service. This integration is a step towards an ongoing effort to build......
Financial-Advisor-Thomas-Mains-Joins-UBS-Private-Wealth-Management-in-Atlanta,-GA
Finance Fintech News

Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA

Fintech News Desk
Mains joined the UBS Southeast Market, managed by Lane Strumlauf, and will be located in the firm’s Atlanta, Georgia Private Wealth Management office. UBS Private Wealth Management today announced that Thomas (Tom) Mains has joined the firm as a Financial Advisor. He joins the UBS Southeast Market, managed by Lane......
Recurrent Energy Secures €110 Million Multi-Currency, Green Loan Facility from Investec Energy and Infrastructure Finance UK
Finance News

Recurrent Energy Secures €110 Million Multi-Currency, Green Loan Facility from Investec Energy and Infrastructure Finance UK

PR Newswire
The funding will support Recurrent Energy in the execution of its global solar PV and energy storage project pipeline, as it transitions to become an independent power producer (IPP) and accelerates its growth strategy. Recurrent Energy, a subsidiary of Canadian Solar and a global developer and owner of solar and energy......
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