Search Results for: manage clients

Leading Asset Management Consultant Joins Bay Street Advisors
Banking Capital Markets News

Leading Asset Management Consultant Joins Bay Street Advisors

Fintech News Desk
by Fintech News Desk0
Bay Street Advisors is pleased to announce the appointment of Patricia Muller as Partner to build and lead the firm’s Asset Management Practice. Bay Street Advisors, a leading advisory and executive recruiting firm specializing in financial services, is pleased to announce the appointment of Patricia Muller as Partner and Head of the......
Trustology Lets Institutions Tap DeFi Innovation From the Security of a Custodial Firewall
Banking Cryptocurrency Mobile Banking News Risk Management

Trustology Rolls Out Credentials Wallet for Crypto Funds to Manage On-Exchange Risks

Fintech News Desk
by Fintech News Desk0
Exchange Credentials Wallet will safeguard exchange account credentials across all decentralized and centralized exchanges Leading custodial wallet specialist Trustology has today announced a new solution for traders and crypto funds: an Exchange Credentials Wallet. This all-in-one solution, now available in Trustology’s TrustVault platform, provides advanced controls for managing on-exchange assets to help meet......
Camilla Churcher Joins Celsius Network as Head of Business Development, Lead Effort With Over 250 Onboarded Partners and Institutions
Cryptocurrency Fintech News

Celsius Network and Stonegate Global Fund Administration Join in Partnership to Enhance Support of Crypto Investment Fund Managers

Fintech News Desk
by Fintech News Desk0
Celsius Network, the leading cryptocurrency lending platform with over $6.22B in cryptocurrency lending to date, is pleased to announce its strategic partnership with Stonegate Global Fund Administration.  Stonegate Global, which is one of the top cryptocurrency fund administrators in the world, is pleased to be aligned with Celsius Network in providing crypto fund managers......
Intuit ProConnect Announces Karbon Partnership to Deliver Intuit Practice Management to Tax Professionals
Business Fintech News

Intuit ProConnect Announces Karbon Partnership to Deliver Intuit Practice Management to Tax Professionals

Fintech News Desk
by Fintech News Desk0
Intuit adds new partner to advance capabilities in ProConnect Tax Online and Lacerte, deliver automated tasks and optimize workflows for tax professionals Intuit ProConnect is announcing Intuit Practice Management powered by Karbon, to continue accelerating software capabilities for tax professionals. Karbon, a practice management solution and advanced work and communications......
KPMG and Planon Extend Cooperation to Support Organizations in the Digitalization of Lease, Real Estate and Portfolio Management Processes
Blockchain Fintech News

KPMG Awarded US Patent For Blockchain Application That Increases Trust In AI Data Management Practices

Fintech News Desk
by Fintech News Desk0
New Method Employs Blockchain to Demonstrate How Entrusted Data Is Protected and Used Responsibly in the Artificial Intelligence Lifecycle KPMG LLP (KPMG) has been granted a patent by the United States Patent and Trademark Office for a blockchain-based method that improves the selection, curation, and management of data used to......
SimCorp Partners with GlobalLogic to Boost Investment Management Services with Cloud Transformation
Banking Fintech News

SimCorp Partners with GlobalLogic to Boost Investment Management Services with Cloud Transformation

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of integrated investment management solutions and services to the global financial services industry, and GlobalLogic Inc., a leader in digital product engineering services, jointly announced their partnership. Through this collaboration, GlobalLogic will work with SimCorp to transform the cloud delivery model for SimCorp’s flagship front-to-back platform—SimCorp Dimension.......
Hazeltree Enhances Hazeltree Collateral Manager With AcadiaSoft Partnership
Business Fintech News

Hazeltree Enhances Hazeltree Collateral Manager With AcadiaSoft Partnership

Fintech News Desk
by Fintech News Desk0
Hazeltree, the leading provider of integrated treasury management and portfolio finance solutions, announced the expansion of Hazeltree Collateral Manager to include Standard Initial Margin Model (SIMM) calculations in partnership with AcadiaSoft. This new partnership helps clients to meet their obligations under Phases 5 and 6 of the Uncleared Margin Rules......
i2c and SmartHealth PayCard Deliver First of Its Kind Credit Card to Help US Consumers Better Manage Healthcare Costs
Banking Fintech News

i2c and SmartHealth PayCard Deliver First of Its Kind Credit Card to Help US Consumers Better Manage Healthcare Costs

Fintech News Desk
by Fintech News Desk0
Innovative, End-to-End Solution Designed and Implemented in Only 19 Days i2c Inc., a leading provider of payment and open banking technology, announced its partnership with SmartHealth PayCard, a leading FinTech pioneer committed to changing the culture of healthcare payments. Enabled with the agile processing of i2c, SmartHealth PayCard provides the......
Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management
Business Fintech News

Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management

Fintech News Desk
by Fintech News Desk0
Solution will integrate PCR’s data aggregation capabilities with GRMA’s comprehensive and cost effective SaaS-driven data enrichment and outsourced reporting Private Client Resources (PCR), the leading provider of total wealth data aggregation services to Ultra High Net Worth (UHNW) families, trust companies, private banks, and investment advisors, announced a partnership with......
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