Search Results for: client

BondWave Drives Fixed Income Innovation While Bolstering Client Roster
Fintech News Trading

BondWave Drives Fixed Income Innovation While Bolstering Client Roster

Fintech News Desk
by Fintech News Desk0
Adding several new clients and solution enhancements to support firms’ best execution, fair pricing, mark-up monitoring, and disclosure obligations BondWave LLC, a leading financial technology firm focused on fixed income solutions, announced the recent addition of a number of small and mid-sized RIAs along with another large broker-dealer, further expanding......
BancKED Aims to Expand Financial Inclusion through Progressive Crypto Wallet White Label Program for Business Clients
Blockchain Fintech News

BancKED Aims to Expand Financial Inclusion through Progressive Crypto Wallet White Label Program for Business Clients

Fintech News Desk
by Fintech News Desk0
Customization will define the best mobile wallets in the crypto marketplace going forward. And those who best use the power of the blockchain to develop those customer-centric tools will lead the pack. Customization will define the best mobile wallets in the crypto marketplace going forward. And those who best use......
ClientPay Makes Payment Acceptance Simpler for Leading Law Firms Through Integrated Payment Pages
Fintech News

ClientPay Now Features Multilingual Payment Pages

Fintech News Desk
by Fintech News Desk0
Professional services firms using the award-winning ClientPay solution can now translate their online payment pages, allowing clients to toggle easily between English, French, and Spanish. ClientPay (clientpay.com), an award-winning digital payment acceptance solution for legal and other professional services firms, sets the platinum standard in simplifying client payments – and......
Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success
Business Fintech News

Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success

Fintech News Desk
by Fintech News Desk0
Integrated marketing tools, expanded relationships with Schwab and Fidelity Institutional, and all-new risk rubric elevate Orion’s platform experience Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today is announcing a flurry of......
Volterra Achieves PCI DSS Certification
Fintech News

Banco Santander (Chile’s) Superdigital App, Has On-boarded Over 100,000 Clients in 5 Months Since Its Launch

Fintech News Desk
by Fintech News Desk0
Banco Santander Chile’s (NYSE: BSAC) Superdigital App, has on-boarded over 100,000 clients in just 5 months since the launch in April of this year. This 100% digital innovation has had a strong month-on-month growth due to a series of factors, among them the simple and fast on-boarding process, universal biometric......
Accountfully Expands Its Services and Develops New Tools to Better Serve Its Inventory ClientsAccountfully Expands Its Services and Develops New Tools to Better Serve Its Inventory Clients
Business Fintech News

Accountfully Expands Its Services and Develops New Tools to Better Serve Its Inventory Clients

Fintech News Desk
by Fintech News Desk0
Accountfully has announced its expansion of services, proprietary tools and resources to better serve its growing inventory-based client base. Co-founder and Managing Partner Brad Ebenhoeh knows that a huge part of the success in this industry is quality inventory accounting. “Most of our clients are inventory-based companies, many within the......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Fintech News

LPL Financial Adds YCharts to Vendor Affinity Program To Strengthen Advisor Investment Research and Client Communication Toolset

Fintech News Desk
by Fintech News Desk0
YCharts, investment research, analytics, and client communications platform, announced it has been selected for inclusion in LPL Financial (“LPL”) Vendor Affinity Program. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash “Today’s investors want more communication from their financial advisors and they want those engagements to be increasingly......
Solovis Virtual Client Conference Attracts Record Turnout from Top Asset Owners and Allocators and Showcases Expanded Value with Nasdaq
Fintech Investment Services News

Solovis Virtual Client Conference Attracts Record Turnout from Top Asset Owners and Allocators and Showcases Expanded Value with Nasdaq

Fintech News Desk
by Fintech News Desk0
Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, announced record turnout for its annual client conference, kicking off August 25, 2020 and running all week in a virtual environment. Representatives from some of the country’s largest, most innovative endowments, foundations, pension funds,......
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