Search Results for: clients

American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients
Fintech Funding Investment Services News

American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients

Fintech News Desk
by Fintech News Desk0
Digital advice services will now complement American Century’s robust investment offerings of mutual funds, ETFs, advisor-led portfolios and other investment solutions Marstone, Inc., a leading digital wealth technology firm, announced a commercial relationship with American Century Investments, the $230 billion* global asset manager, providing clients with Marstone’s digital wealth management......
BEQUANT launches industry-first DeFi platform for institutional clients
DeFi News

BEQUANT launches industry-first DeFi Platform for Institutional Clients

Fintech News Desk
by Fintech News Desk0
BEQUANT’s prime brokerage clients now can access Uniswap’s DeFi marketplace through Fireblocks integration BEQUANT, the digital asset prime brokerage and exchange, is pleased to announce industry-first DeFi access for institutional clients, realized through its recent integration with Fireblocks. Latest Fintech News: Cordio Medical Raises $18 Million in Funding From Ceros and......
Policygenius and Impact Announce Partnership to Simplify and Streamline Term Life Insurance for Impact Advisors and Clients
InsurTech News

Policygenius and Impact Announce Partnership to Simplify and Streamline Term Life Insurance for Impact Advisors and Clients

Fintech News Desk
by Fintech News Desk0
Impact Partnership plans to leverage Policygenius Pro to empower its member firms to dramatically reduce the time spent placing term life coverage and increase overall profitability Policygenius and Impact Partnership announced a joint partnership to bring term life fulfillment platform Policygenius Pro to Impact’s network of financial advisory and broker-dealer......
Pendella Technologies Brings Life & Disability Insurance Protection to Clients of Partners PEO
InsurTech News

Pendella Technologies Brings Life & Disability Insurance Protection to Clients of Partners PEO

Fintech News Desk
by Fintech News Desk0
Pendella Technologies, a fast-growing technology company on a mission to take the bias out of life insurance, will bring its white-labeled life and disability insurance platform to more small business employers through a new arrangement with Colorado-based Partners PEO. Latest Fintech News: Hi Marley Names Boston Tech Veteran Jonathan Tushman as......
Indagare Offers Luxury Travel Experiences to Bank of America Clients
Banking News

Indagare Offers Luxury Travel Experiences to Bank of America Clients

Fintech News Desk
by Fintech News Desk0
Expanded Loyalty Program Provides Ultra High-Net-Worth Clients Access to World-Renowned Locations Bank of America announced the availability of exclusive travel experiences for ultra-high-net-worth clients through Indagare, a members-only, boutique travel-planning company. The relationship offers clients, including Merrill and Private Bank clients, behind-the-scenes access to unforgettable locations, as well as unique......
The RoboMarkets Group Starts RM Investment Bank for Asian Clients
Fintech InsurTech News

The RoboMarkets Group Starts RM Investment Bank for Asian Clients

Fintech News Desk
by Fintech News Desk0
The RoboMarkets Group has started a bank for Asian clients with headquarters in the Financial Park Complex in Labuan. Latest Fintech News: Insurtech Accelerant Announces Doors Open in Brussels RM Investment Bank is an investment bank operating under Labuan FSA licence No. 210138BI RM Investment Bank Ltd, a member of......
Michael Ganucheau Leads Service to High Net Worth Clients for Dempsey & Siders Insurance Agency
InsurTech News

Michael Ganucheau Leads Service to High Net Worth Clients for Dempsey & Siders Insurance Agency

Fintech News Desk
by Fintech News Desk0
Dempsey & Siders Insurance Agency, Inc. is pleased to announce that Michael Ganucheau, licensed insurance agent, is leading the agency as a Sales Executive, focused on managing the personal insurance needs of high net worth and affluent clients. Latest Fintech News: Habi Raises $75 Million in Additional Credit Lines One Month......
Rbc and Envestnet Data and Analytics Announce Agreement to Provide Clients With Greater Control Over Their Financial Data
Finance News

RBC and Envestnet Data and Analytics Announce Agreement to Provide Clients With Greater Control Over Their Financial Data

Fintech News Desk
by Fintech News Desk0
For the first time, more than 14 million RBC clients have direct connection to Envestnet | Yodlee’s 1,500+ apps and services RBC is pleased to announce a data access agreement with Envestnet | Yodlee, a leading data aggregation and analytics platform, to address the needs of an increasingly digital customer......
ISG Launches Advisory Business to Help Clients Explore and Prepare for Web3, Metaverse Opportunities
Business News

ISG Launches Advisory Business to Help Clients Explore and Prepare for Web3, Metaverse Opportunities

Fintech News Desk
by Fintech News Desk0
ISG will advise clients on strategies, business models and technology Information Services Group (ISG)a leading global technology research and advisory firm, said today it is launching a new advisory business to help clients understand the technology and business implications of Web3 and the metaverse, the next phase of the internet’s......
Anubi Digital enters a partnership with Maple Finance to bring its Clients new opportunities in institutional DeFi
DeFi News

Anubi Digital enters a Partnership with Maple Finance to bring its Clients new Opportunities in institutional DeFi

Fintech News Desk
by Fintech News Desk0
After being one of the first Italian companies subscribing to the Italian OAM’s special registry for Virtual Assets Service Providers (VASP), the crypto custodian Anubi Digital entered its third international agreement in a few months. Latest Fintech News: FullCircl Releases Company Group Explorer Anubi Digital is bringing institutional DeFi to Italy for the......
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