Search Results for: manage clients

Cyber Risk Management Leader Axio Closes Investment from Fin Venture Capital, IA Capital Group and NFP Ventures
Fintech News Risk Management

Axio Named a 2020 Gartner Cool Vendor in Integrated Risk Management

Fintech News Desk
by Fintech News Desk0
Company recognized for Axio360 in Gartner research designed for interesting, new and innovative vendors, products and services Axio, a leading cyber risk management Software-as-a-Service company, has been named by Gartner in the May 2020 “Cool Vendors in Integrated Risk Management” report. Read More: Strider Announces John Mullen, Former Assistant Director......
John Hancock Retirement Launches Onboarding Resource Center and Plan Manager Tools to Help Advisors Better Serve Plans and Participants Digitally
Fintech News

John Hancock Retirement Launches Onboarding Resource Center and Plan Manager Tools to Help Advisors Better Serve Plans and Participants Digitally

Fintech News Desk
by Fintech News Desk0
John Hancock Retirement announced the launch of two digital tools, Onboarding Resource Center (ORC) and Plan Manager, to help financial professionals better serve clients in the current digital environment in light of COVID-19. Both tools are designed to increase efficiency using a digital, systematic approach to plan management that facilitates......
SmartStream Extends Public API to Promote Access to Collateral Management Technologies
Fintech News Risk Management

SmartStream Extends Public API to Promote Access to Collateral Management Technologies

Fintech News Desk
by Fintech News Desk0
SmartStream Technologies, the financial Transaction Lifecycle Management  solutions provider, extended its Public API (Application Programming Interface) for collateral management, to enable its clients with faster access technology to better service their individual business needs. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers “expectations have evolved, and......
AST Revolutionizes Private Market Ownership Data Management with Launch of Astrella™ Platform
Artificial Intelligence Big Data Fintech News

AST Revolutionizes Private Market Ownership Data Management with Launch of Astrella™ Platform

Fintech News Desk
by Fintech News Desk0
Ownership data management leader AST introduces new cloud-based platform built on blockchain, leveraging AI and predictive analytics. AST, through its Private Company Solutions (AST PCS) business unit, launched its innovative software-as-a-service (SaaS)-based Astrella solution for privately-held companies, providing capitalization (cap) table and employee stock plan ownership data management tools for......
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
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Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa

Fintech News Desk
by Fintech News Desk0
Suralink and PKF Littlejohn announced a partnership that will expand Suralink’s footprint into the EMEA market while providing PKF Littlejohn partners, clients, and staff with leading request list management solutions. Read More: How Coronavirus is Impacting Multifamily Investments and the Transaction Process Suralink improves efficiency and provides a streamlined client experience through a......
Retail Investing Hits New Highs in Q3 as DriveWealth Sees Record Activity for Account Openings, Number of Trades, and Volume Traded
Artificial Intelligence Business Fintech News Trading

DriveWealth Brings U.S. Stock Investing Capability to India-Based AI Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
INDmoney Integrates DriveWealth’s Technology into SuperMoneyApp DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced that the firm has partnered with INDmoney, an artificial intelligence (AI) and machine-learning-based wealth management platform in India, to bring U.S. stock investing technology and capability to INDmoney clients. Read More: TerraPay......
Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry
Fintech News Risk Management

Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry

Fintech News Desk
by Fintech News Desk0
Smarsh, helping customers get ahead – and stay ahead – of the risk within their electronic communications, announced the acquisition of Entreda, the award-winning developer of integrated cybersecurity risk and compliance management software and services for the wealth management market. Entreda will continue to operate under its own brand and......
DBSI+CFM Helps Financial Institutions Rapidly Shift to Safe and Touchless Experiences with ADAPTIV Transformation
Business Capital Markets Fintech News Risk Management

DFIN Partners with Galvanize to Extend Audit and Compliance Offerings to Global Clients

Fintech News Desk
by Fintech News Desk0
Donnelley Financial Solutions, a leading risk and compliance company, announced a strategic partnership with Galvanize, an award-winning, cloud-based security, risk management, compliance and audit software company. Galvanize was recently named a leader in The Forrester Wave™: Governance, Risk, And Compliance Platforms for the first-quarter 2020. Read More: GlobalFintechSeries Interview with......
SS&C Adds Managed Accounts Provider Stadion Money Management to its Retirement Solutions Ecosystem
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SS&C Adds Managed Accounts Provider Stadion Money Management to its Retirement Solutions Ecosystem

Fintech News Desk
by Fintech News Desk0
SS&C’s Retirement recordkeeping platform expands managed accounts choices SS&C Technologies Holdings, announced that SS&C Retirement Solutions has added Stadion Money Management onto its TRAC recordkeeping platform. TRAC supports a diverse range of managed account solutions for retirement providers in the defined contribution marketplace. Read More: smartTrade’s Solution Awarded Best Multi-Asset......
Sapiens Announces Uplisting to the Nasdaq Global Select Market
Fintech InsurTech News

Great Bay Insurance Selects Sapiens for Its Cloud-Based Transformation Project for Reinsurance and Financial Management

Fintech News Desk
by Fintech News Desk0
The North American provider will utilize the fully integrated financial & compliance and reinsurance offerings to modernize and automate their processes Sapiens International Corporation, a leading global provider of software solutions for the insurance industry, announced that Great Bay Insurance, a New Jersey-based, coastal-residential homeowners insurance group that is part of The......
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