Search Results for: manage clients

Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support From Asset Managers and Technology, According to New Broadridge Survey
Fintech News

Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support From Asset Managers and Technology, According to New Broadridge Survey

Fintech News Desk
by Fintech News Desk0
 Broadridge Financial Solutions, a global Fintech leader, released results from a survey of over 300 financial advisors, revealing that financial advisors are accelerating the transition of their business models to offer more holistic financial wellness services. Read More: Amidst COVID-19 Pandemic, QUID To Provide Cash To Illiquid & Laid Off Employees......
Caspian Expands Liquidity Access by Enabling Clients to Trade on ErisX
Capital Markets Fintech News Trading

Caspian Expands Liquidity Access by Enabling Clients to Trade on ErisX

Fintech News Desk
by Fintech News Desk0
ErisX announced expanded connectivity with Caspian enabling ErisX’s crypto spot and futures market to institutional users of the Caspian OEMS. Read More: GlobalFintechSeries Interview with Raymond Wyand, CEO & Co-founder at gini “Integrating their order and execution management system with our reliable and regulated capital markets workflows is another way in......
Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech News

Vestmark Partners With Redi2, Giving VestmarkONE Platform Users Access to Scalable Billing Tool for Managed Accounts

Fintech News Desk
by Fintech News Desk0
Vestmark Continues Forging Industry Relationships in Ongoing Effort to Provide a Seamless, Fully Integrated Solution Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager billing solution through the VestmarkONE platform. Read More: WorldRemit Partners......
Cambria Investment Management Hires SS&C to Service ETF Lineup
Fintech Investment Services News

Cambria Investment Management Hires SS&C to Service ETF Lineup

Fintech News Desk
by Fintech News Desk0
SS&C ALPS to provide comprehensive offering to 11 Cambria ETFs SS&C Technologies Holdings, announced that Cambria Investment Management has selected SS&C ALPS to provide full fund administration, accounting and distribution services for Cambria ETFs. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy Financial Habits SS&C ALPS has......
Business Fintech News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Fintech News Desk
by Fintech News Desk0
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new “Solve for Max” feature No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and......
Charles River Appoints Dmitriy Ilyin to Lead SaaS Operations and Support
Fintech Investment Services News

Charles River Investment Management Solution (IMS) Now Client-Ready on Microsoft® Azure

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, announced that its strategic cloud solution, Charles River Investment Management Solution (Charles River IMS), has achieved platform and operational readiness on Microsoft Azure. The offering utilizes Microsoft’s scale and security capabilities to provide investment firms with a platform that enables innovation and helps......
Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
Fintech News

Kestra Financial Onboards Russell Giammarino Wealth Management

Fintech News Desk
by Fintech News Desk0
$325 million advisor group joins Kestra Financial-associated firm Coastline Wealth Management Russell Giammarino Wealth Management has joined industry-leading independent advisor platform Kestra Financial,(Kestra Financial) after forming a new partnership with Coastline Wealth Management, a Long Island-based firm already associated with Kestra Financial. “By partnering with Kestra Financial, they will have the freedom to......
Black Knight Issues White Paper on Managing COVID-19 Challenges for Clients Using MSP Servicing System
Fintech News

Black Knight Issues White Paper on Managing COVID-19 Challenges for Clients Using MSP Servicing System

Fintech News Desk
by Fintech News Desk0
Robust business intelligence reporting enables servicers using MSP to gain visibility into key, event-driven statuses for all loans in their portfolios Black Knight, announced the release of a white paper, “Servicing Impacts of COVID-19,” for users of the industry-leading MSP loan servicing system. The paper provides Black Knight’s MSP clients with......
Is Your 3rd Party Risk Management Robust Enough? Here’s how to Tell.
Fintech Guest Posts Risk Management

Is Your 3rd Party Risk Management Robust Enough? Here’s how to Tell.

Henry Umney
by Henry Umney0
Exactly what is the role vendor and third-party risk management plays in operational risk management for Fintech companies? This has become an ever-more important question in recent years as corporate internal practices have come under greater scrutiny, as scenarios within conduct and reputation risk have left some companies exposed to......
BondIT Offers Remote Features to Support Portfolio Managers and Financial Advisors Working From Home
Fintech News

BondIT Offers Remote Features to Support Portfolio Managers and Financial Advisors Working From Home

Fintech News Desk
by Fintech News Desk0
BondIT, an independent portfolio construction technology provider for fixed income, announced the ramping up of its remote working features to support portfolio managers and financial advisors working from home. The BondIT team of 30 engineers are engaged and ready to consult and to support any financial institution or advisory firm......
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