Search Results for: client

Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform
Fintech News Trading

Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Hightower Advisors, a registered investment advisor with $80 billion assets under management and 115 advisory businesses across the U.S., today announced the deepening of their enterprise relationship providing all Hightower-affiliated advisors, who have......
Clients Live on Charles River’s Investment Management Solution Built on Microsoft Azure
Investment Services Investments News

Clients Live on Charles River’s Investment Management Solution Built on Microsoft Azure

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, announced that the first 10 clients to adopt its strategic cloud solution are now live. The Charles River Investment Management Solution (Charles River IMS) on Microsoft Azure helps set a new industry standard as a cloud-based offering that helps firms innovate, bring new......
Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs
Digital Finance Fintech News

Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs

Fintech News Desk
by Fintech News Desk0
– Technologies to Power a New Intelligently Connected Client Portal Experience – MoneyGuide unveils Wealth Studios, Offering Cash Flow and Estate Planning Envestnet announced it has acquired technology from Apprise Labs to advance Envestnet’s roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial......
Passport’s Performance Highlights Client Revenue Gains and More Than $2 Billion in Mobility Payments Processed
Digital Digital Payments Mobile Banking News

Passport’s Performance Highlights Client Revenue Gains and More Than $2 Billion in Mobility Payments Processed

Fintech News Desk
by Fintech News Desk0
The Company’s Partnerships With Cities Nationwide Signal How Supporting Parking Ecosystems Contributes to Revenue Recovery Cities across the country are partnering with Passport, a transportation software company that supports the management of vehicle interactions with streets and sidewalks, through unique digital parking payment technology. The parking industry is benefiting from the tailwinds of economic......
NFP Ventures Invests in TrustLayer, a Collaborative Risk Management Platform NFP to Provide Clients With Access to Platform Through National Partnership
InsurTech Investment Services Investments News Risk Management

NFP Ventures Invests in TrustLayer, a Collaborative Risk Management Platform NFP to Provide Clients With Access to Platform Through National Partnership

Fintech News Desk
by Fintech News Desk0
Partnership creates additional differentiation for NFP’s property and casualty business NFP Ventures, the early-stage investment arm of NFP, announced a strategic investment in TrustLayer, a next-generation collaborative risk management platform and one of the insurance industry’s first real-time proof of insurance verification solution. Through a national partnership, NFP, a leading......
Canoe Expands EMEA Presence with New Clients, New Office and New Senior Hire
Business Fintech News

Canoe Expands EMEA Presence with New Clients, New Office and New Senior Hire

Fintech News Desk
by Fintech News Desk0
Canoe Intelligence (“Canoe”), a financial technology company focused on reimagining data management processes for alternative investors, wealth managers, asset servicing firms and capital allocators, today announced it has expanded its EMEA presence with new clients, a new London office and the hire of Toby Bailey as Vice President of Sales,......
Hancock Whitney Bank Offers PayActiv EWA Program to Business Clients
Banking Fintech News

Hancock Whitney Bank Offers PayActiv EWA Program to Business Clients

Fintech News Desk
by Fintech News Desk0
Hancock Whitney is the first bank in the United States to resell the Earned Wage Access (EWA) program from PayActiv PayActiv, the only EWA Program to receive an Approval Order from the Consumer Financial Protection Board (CFPB), welcomes Hancock Whitney, the first bank to offer PayActiv’s financial wellness solution to......
Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Business Fintech Investment Services News Risk Management

Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced a new partnership that equips nearly 2,500 financial professionals registered through Atria owned broker-dealers with access to Riskalyze......
Vertafore Client Communications Adds Industry-Leading Communications and Reputation Management to AMS360
Business Digital Fintech InsurTech News

Vertafore Client Communications Adds Industry-Leading Communications and Reputation Management to AMS360

Fintech News Desk
by Fintech News Desk0
Vertafore, the leader in modern insurance technology, today unveiled its modern client communications and reputation management solution for independent agencies using AMS360®. Vertafore Client Communications, powered by Rocket Referrals, will help independent agencies build stronger relationships with their clients by equipping them with tools that enable more active and meaningful client......
Kasasa “Report Card” Provides Actionable Insights to Financial Institution Clients
Banking Economy Fintech News

Kasasa “Report Card” Provides Actionable Insights to Financial Institution Clients

Fintech News Desk
by Fintech News Desk0
Kasasa, an award-winning financial technology and marketing provider, has developed an annual year-in-review “report card” to provide industry, client and consumer data to form actionable insights for community financial institutions. Kasasa’s innovative take on the traditional annual report acknowledges the successes community banks and credit unions achieved in partnership with......
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