Search Results for: client

BNY Mellon and GTreasury Collaborate to Help Clients Manage and Invest Cash
Business Fintech News

BNY Mellon and GTreasury Collaborate to Help Clients Manage and Invest Cash

Fintech News Desk
by Fintech News Desk0
BNY Mellon announced a new venture that will enable clients to access the market-leading cash management and payment capabilities of treasury management services provider GTreasury. Under the new collaboration, BNY Mellon clients will have the opportunity to achieve greater visibility into their cash balances and more efficient utilization of these......
AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age
Business Fintech News

AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age

Fintech News Desk
by Fintech News Desk0
Interactive, Zoom-Ready Advice Delivery and Client Review Tools Deepen Advisor-Investor Interactions and Trust  AssetMark (NYSE: AMK) today announced two new digital capabilities, its enhanced Client Proposal and new PortfolioReview tools, to help financial advisors drive deeper advisor-client interactions in their digital journey. With the new ability to present client proposals and......
CitiDirect BE® Earns Top Ranking in Greenwich Associates Study
Banking Fintech News

Citi Enhances Middle Office Services with New Client Reporting Solution

Fintech News Desk
by Fintech News Desk0
Citi has launched a new client reporting solution as the latest enhancement to its middle office services. The new reporting service is built on the industry’s latest technology, including the Vermilion Reporting Suite, a leading global client reporting platform, coupled with Citi’s own Clarity data and analytics platform. Read More:......
DealCloud Appoints Mark Coronato as Client Development Director for EMEA
Business Fintech News

DealCloud Appoints Mark Coronato as Client Development Director for EMEA

Fintech News Desk
by Fintech News Desk0
Former Chiltern Capital Investment Manager Tapped to Address Rapid Growth in Region DealCloud, the premier provider of deal-, relationship-, and firm-management software to capital markets firms, today announced the appointment of Mark Coronato as Client Development Director for the EMEA region, based in London. With more than a decade of experience in investment......
easyMarkets Expands Client Protection With New FSA Seychelles License
Fintech News Trading

easyMarkets Expands Client Protection With New FSA Seychelles License

Fintech News Desk
by Fintech News Desk0
easyMarkets is the first to offer a true online trading platform that you could not lose more than what you invested. The company offers valuable trading tools and conditions such as free guaranteed stop loss, insideViewer, Freeze Rate – and our most innovative tool yet: dealCancellation*. easyMarkets new FSA Seychelles license......
PortfolioAid and VigilantCS Form a Strategic Compliance Technology Partnership to Tackle Client-Focused Reforms (CFRs)f
Business Fintech News

PortfolioAid and VigilantCS Form a Strategic Compliance Technology Partnership to Tackle Client-Focused Reforms (CFRs)f

Fintech News Desk
by Fintech News Desk0
Canadian RegTech solution providers, PortfolioAid and VigilantCS, have formed a strategic partnership to help Canada’s wealth management industry tackle client-focused reforms (CFRs) with award-winning technology. Under CFR, firms must comply with new conflict of interest provisions by June 30, 2021, and new KYP/KYC suitability obligations by Dec. 31, 2021. Read......
Citi Upgrades Data Service Platform to Enhance Efficiency for Securities Services Clients
Fintech News

Citi Upgrades Data Service Platform to Enhance Efficiency for Securities Services Clients

Fintech News Desk
by Fintech News Desk0
Citi has enhanced its securities services data services platform Citi VelocitySM Clarity by introducing an Integrated Reporting tool, expanding the universe of available information, and upgrading its Open API functionality. Read More: Doxim Announces Omnichannel Loan Origination and Account Opening in Partnership with Mobetize “We understand that being able to harness......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Blockchain Cryptocurrency Fintech News

Pinwheel Launches Crypto Payment Gateway to Enhance Payment Process for Clients

Fintech News Desk
by Fintech News Desk0
Pinwheel Pay, a Payment Service Provider (PSP), announced that they will now accept Bitcoin payments on their proprietary platform, which seamlessly integrates e-commerce giants such as Shopify, Square, Wix and many more. Read More: GlobalFintechSeries Interview with Gerard Griffin, CEO at AnyDay Crypto technology makes every transaction private, secure, and......
Fidelity® Now Offers Even More Flexibility to Intermediary Clients Through Updates to Integration Xchange, Its Industry-Leading, Open Architecture Digital Store
Fintech News

Fidelity® Now Offers Even More Flexibility to Intermediary Clients Through Updates to Integration Xchange, Its Industry-Leading, Open Architecture Digital Store

Fintech News Desk
by Fintech News Desk0
Fidelity announced that Integration Xchange, the company’s award-winningi, open architecture digital store, now includes integrations with more than 200 third-party fintech providers, increasing flexibility for firms as they develop tailored technology platforms that meet the needs of advisors and their clients. Technology is more important than ever – three-quarters of......
Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Fintech News

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud

Fintech News Desk
by Fintech News Desk0
Oppenheimer’s New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management Experience Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.......
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