Search Results for: client

Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose
Finance News

Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose

Fintech News Desk
by Fintech News Desk0
Firm Offers Financial Plans That Empower Clients To Live Their Lives With Purpose Partridge Wealth, a wealth management firm dedicated to helping values-driven clients pursue their life’s purpose, announced its launch. Prospective clients are invited to learn how they can work to achieve their financial goals while staying true to......
StoneX Offers Clients Access to Coinbase Derivatives Exchange Contracts Cleared by Nodal Clear
Finance News Trading

StoneX Offers Clients Access to Coinbase Derivatives Exchange Contracts Cleared by Nodal Clear

Business Wire
by Business Wire0
StoneX Group Inc, Coinbase Derivatives Exchange (CDE) and Nodal Clear jointly announced that clients of StoneX Financial Inc. now have access to the full suite of CDE contracts cleared by Nodal Clear. “We are happy that StoneX customers will now have the ability to participate in all the markets that......
Q2 Announces Premium Treasury Pricing Solution to Help Financial Institutions Grow Deposits, Increase Fee Income and Expand Client Relationships
Fintech News

Q2 Announces Premium Treasury Pricing Solution to Help Financial Institutions Grow Deposits, Increase Fee Income and Expand Client Relationships

Business Wire
by Business Wire0
The unified treasury pricing and relationship profitability solution designed for treasury officers delivers a seamless experience across business units Q2 Holdings,, a leading provider of digital transformation solutions for banking and lending, announced Q2 Premium Treasury Pricing, a unified relationship pricing and profitability module of Q2 PrecisionLender to help financial......
Citi Launches New Sustainable Time Deposit Solution to Support U.S. Institutional Clients
Finance Investment Services News

Citi Launches New Sustainable Time Deposit Solution to Support U.S. Institutional Clients

Business Wire
by Business Wire0
Citi has announced the launch of a new sustainable time deposit solution designed to assist U.S. institutional clients when investing excess cash while supporting their sustainability goals. Citi’s new Sustainable Time Deposit (TD) will deliver competitive yields and supports projects identified under Citi’s green and social bond frameworks, expanding the......
Multiplier Integrates Wise Platform to Enable Faster Client Payouts
Digital Payments News

Multiplier Integrates Wise Platform to Enable Faster Client Payouts

PR Newswire
by PR Newswire0
Multiplier, a multi-award winning global employment platform, has announced its partnership with Wise Platform to streamline global payroll for international businesses. The integration enables Multiplier’s clients to send payouts to its freelancers and contractors in 57 currencies around the world as part of Multiplier’s optimised payments infrastructure, reducing transaction times......
ACA Group Launches ACA Signature to Meet Client Demand for Outsourced Compliance Programs
Compliance management News Risk Management

ACA Group Launches ACA Signature to Meet Client Demand for Outsourced Compliance Programs

Business Wire
by Business Wire0
New scalable solution is curated to suit financial firms’ unique compliance needs and challenges ACA Group (ACA), the leading governance, risk, and compliance (GRC) advisor in financial services,  announced the launch of ACA Signature, a scalable solution that combines compliance advisory services, innovative regulatory technology and managed services, to meet financial......
Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets
Finance News

Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets

PR Newswire
by PR Newswire0
Deepening its Presence on the West Coast, Wealth Enhancement Group Grows Northern California to 11 Offices Wealth Enhancement Group, a national independent wealth management firm with more than $62.8 billion in total client assets, announced the acquisition of Prozan Financial Services a hybrid RIA based in Walnut Creek, CA. Prozan Financial Services oversees approximately $190......
Tassat Announces Client Connectivity to FedNow, The Federal Reserve’s First Instant Payment Rail
Digital Payments News

Tassat Announces Client Connectivity to FedNow, The Federal Reserve’s First Instant Payment Rail

Business Wire
by Business Wire0
The leading B2B digital payments platform has been a FedNow showcase participant, providing its capabilities to financial institutions interested in utilizing FedNow Tassat Group Inc., the leading provider of private blockchain-based business-to-business (B2B) real-time payments and financial services solutions to banks, announced that its client-facing API can serve as an on-ramp......
U.S. Bank Expands Client Offerings in Europe With New ETF Servicing Capability
Investment Services News

U.S. Bank Expands Client Offerings in Europe With New ETF Servicing Capability

Business Wire
by Business Wire0
U.S. Bank announced the launch of their new exchange-traded fund (ETF) services in Europe, as well as their first client for this offering. U.S. Bank will support Horizon Kinetics’ European version of their Inflation Beneficiaries ETF, an actively managed fund that seeks to address one of the most important economic......
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