Search Results for: client

Envestnet | MoneyGuide Adds MaxMyInterest Integration, Empowering Advisors to View and Better Optimize a Client's Full Financial Profile
Business Fintech News

Envestnet | MoneyGuide Adds MaxMyInterest Integration, Empowering Advisors to View and Better Optimize a Client’s Full Financial Profile

Fintech News Desk
by Fintech News Desk0
Industry-leading financial planning innovator adds premier high-yield cash solution offering to help advisors plan even more holistically while guiding clients on the path to financial wellness Envestnet | MoneyGuide and MaxMyInterest (“Max”) announced an integration to give advisors more insight into clients’ held-away cash balances and provide an intelligence-driven solution......
Recognise Implements nCino to Provide Agility and Flexibility to Its Clients and Team
Banking Business Cloud Fintech News

Recognise Implements nCino to Provide Agility and Flexibility to Its Clients and Team

Fintech News Desk
by Fintech News Desk0
SME-focused challenger bank goes live on the cloud-based platform to help ensure its client interactions are relationship-led and digitally enabled  nCino, Inc., a pioneer in cloud banking and digital transformation solutions for the global financial services industry, today announced the go-live of the nCino Bank Operating System® with new SME banking......
AffiniPay Acquires ClientPay: Affirms Position as the Leading Professional Service Payments Company for Large Law Firms
Banking Business Capital Markets Digital Fintech Mobile Banking News

AffiniPay Acquires ClientPay: Affirms Position as the Leading Professional Service Payments Company for Large Law Firms

Fintech News Desk
by Fintech News Desk0
LawPay and ClientPay Combine to Create the Largest Ecosystem of Legal Payment Technology AffiniPay, the industry leader in professional services payment solutions, acquired ClientPay, the award-winning digital payment solution, to accelerate the adoption of online payments within large law firms. ClientPay will join AffiniPay’s family of market-leading brands including LawPay,......
FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021
Banking Fintech News

FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021

Fintech News Desk
by Fintech News Desk0
FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it earned top honors as “Best Client Accounting System” at the 2021 WealthBriefing Swiss Awards. This marks the fourth consecutive year that FundCount has won the accounting system award. Read More: Curioinvest Launches Capital Dex, the Decentralized......
Tier1 Expands Relationship with Jefferies Bolstering the Firm's 'Client-First' Service Model
Banking Digital Fintech Investment Services News

Tier1 Expands Relationship with Jefferies Bolstering the Firm’s ‘Client-First’ Service Model

Fintech News Desk
by Fintech News Desk0
Tier1 Financial Solutions announced today that Jefferies Financial Group has signed an expanded five-year renewal contract with Tier1 Financial Solutions (“Tier1”), a leading client relationship management (“CRM”) technology provider for capital markets and banking. The multi-thousand seat agreement increases Jefferies’ licenses by 50 percent, demonstrating the firm’s client-first approach and......
Marketware Partners InterGen Data to Provide Life Stage Life Event data to Clients
Artificial Intelligence B2B Business Fintech News

Marketware Partners InterGen Data to Provide Life Stage Life Event data to Clients

Fintech News Desk
by Fintech News Desk0
Marketware International collaborates with InterGen Data to help banks and financial services organizations modernize and expand their customers’ experiences by hyper-personalizing their wealth management offerings. Today, the companies announced that they are collaborating to offer InterGen Data’s proprietary Life Stage and Life Events data as well as their Artificial Intelligence......
TAP-Financial-Launches-Fulfillment-Company-to-Assist-Clients-with-Supply-Chain-Funding-and-Order-Growth
Banking Fintech Fintech Funding Investment Services News

TAP Financial Launches Fulfillment Company to Assist Clients With Supply Chain Funding and Order Growth

Fintech News Desk
by Fintech News Desk0
TAP Financial Partners, a London-based boutique merchant bank, has formed TAP Fulfillment LLC, a subsidiary to provide existing clients capital based on order fulfillment and supply chain assistance. Read More: Antier Solutions launches White Label Crypto Margin Trading & Derivatives Exchange Platforms TAP, which also offers advisory, restructuring, capital raising,......
Crypto Finance Group Provides Digital Asset Infrastructure For Avaloq Clients
Banking Fintech News Trading

Crypto Finance Group Provides Digital Asset Infrastructure For Avaloq Clients

Fintech News Desk
by Fintech News Desk0
Crypto Finance Group has successfully implemented its brokerage solution for crypto assets for some of Avaloq’s banking clients. Financial institutions and their clients can now easily initiate crypto asset trading, settlement, and storage with automated, real-time reconciliation directly from their core banking system. Read More:  XP Inc. Acquires Riza M&A......
Real-Estate-Fintech-Firm-Qualtik-Lands-New-Client-and-Advisor
Banking Fintech Fintech Funding News

Real Estate Fintech Firm Qualtik Lands New Client and Advisor

Fintech News Desk
by Fintech News Desk0
Qualtik, a start-up developing software that helps community banks and investment funds analyze their commercial real estate loans in real time, has landed Keystone Bank’s business − and its founder as an advisor. Designed for community banks and commercial real estate (CRE) lenders, Qualtik’s software, Spark, enables deeper and faster......
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