Search Results for: client

Patientco Achieves HFMA Peer Review Designation
Business Fintech News

Patientco Achieves HFMA Peer Review Designation

Fintech News Desk
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,......
World FinTech Report 2020: FinTech Collaboration Is Even More Essential Now for Banks to Achieve Customer-Centricity
Banking InsurTech News

Everest Group Names Capgemini a Leader and Star Performer in Insurance IT Services

Fintech News Desk
Capgemini announced that it has been named a Leader and Star Performer in Everest Group Life and Annuities (L&A) Insurance Application and Digital Services PEAK Matrix 2020 assessment. As a leader, Capgemini was recognized for its strong value proposition across the consult-to-operate spectrum, deep industry focus, wide breadth of capabilities, meaningful investments......
Accomplished Executive Joins Blue Ridge Bankshares, Inc. Team
Banking News

Accomplished Executive Joins Blue Ridge Bankshares, Inc. Team

Fintech News Desk
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,......
Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes
Fintech News Trading

Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes

Fintech News Desk
Altruist Corp, an LA-based fintech company that provides a fully integrated digital brokerage to financial advisors, announced its partnership with DriveWealth, a global leader in digital trading technology. DriveWealth is also partnered with Citibank and will power Altruist’s brokerage execution and is responsible for safekeeping securities on behalf of Altruist’s customers......
Adit Ventures Announces Attendance at Context Summit Miami 1/27-1/31
Capital Markets Fintech News

Adit Ventures Announces Attendance at Context Summit Miami 1/27-1/31

Fintech News Desk
Adit Ventures, a leading late stage venture capital investment firm, is proud to be attending Context Miami Summit. Co-Founders Dan McCooey and Eric Munson will be in attendance January 27 – January 31 at the Fontainebleau Hotel in Miami Beach, Florida presenting to dozens of institutional and individual allocators from the United States and around the globe. Adit is also......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
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
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
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
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......
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