Search Results for: manage clients

VIU by HUB Revolutionizes Personal Insurance Management with Launch of New Mobile App and Enhanced Digital Wallet
Digital Wallet InsurTech News

VIU by HUB Revolutionizes Personal Insurance Management with Launch of New Mobile App and Enhanced Digital Wallet

PR Newswire
by PR Newswire0
Consumers can now manage all personal insurance policies in one place and access proactive advice regardless of carrier VIU by HUB (VIU), a digital insurance brokerage platform, announced the launch of its new mobile app and enhanced digital wallet that makes managing personal insurance policies simpler and more seamless than......
Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank
Finance Investment Services News

Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank

PR Newswire
by PR Newswire0
Former Signature Bank team joins one of Atria’s subsidiaries’ largest branches, American Investment Planners, to continue growth momentum Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced the recruitment of Edwin Milner, Laura Palacios and Jason Kurz from Flagstar Bank (formerly Signature Bank) to Atria subsidiary Cadaret Grant. Managing nearly $1.1 billion in......
Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services
Finance Fintech News

Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services

PR Newswire
by PR Newswire0
In recent years, with rapid growth of the global wealthy population and demand for wealth management, family office business, as an important field to promote rapid growth of the asset and wealth management industry, is a significant direction which the HKSAR government has fully promoted. Several favourable policies have recently......
Marstone Partners with Red River Credit Union to Provide Digital Wealth Management Services
Finance News

Marstone Partners with Red River Credit Union to Provide Digital Wealth Management Services

Business Wire
by Business Wire0
Momentum of Marstone’s Wealth Management-as-a-Service offering continues, expanding RRCU’s financial capabilities to now include wealth management to its 115,000 members Marstone, Inc., a leading digital wealth technology firm, announced it has partnered with Red River Credit Union (RRCU), a premier financial institution with more than $1.3 billion in assets, to......
Bluecrest Capital Management Partners with Arcesium to Automate and Enhance Operations
Fintech Investment Services News

Bluecrest Capital Management Partners with Arcesium to Automate and Enhance Operations

PR Newswire
by PR Newswire0
Arcesium, a leading global financial technology firm, and BlueCrest Capital Management, the prominent private investment firm led by Mike Platt, announced their agreement to commence the implementation of Arcesium’s fully integrated technology platform and Financial Operations professionals, which will, once deployed, support BlueCrest’s operational teams. BlueCrest will seek to leverage Arcesium’s cloud-based infrastructure, which......
OptionTrax Releases KYC Process Management with Unmatched Flexibility
Fintech News

OptionTrax Releases KYC Process Management with Unmatched Flexibility

PR Newswire
by PR Newswire0
OptionTrax has greatly improved the Know Your Client data collection process, providing shareholder service teams with a new level of flexibility in information gathering and communication. With compliance departments all over the world requiring different data points, OptionTrax meets the needs of our clients with the ability to generate custom......
American Bank & Trust Selects Marstone’s Digital Wealth Management Services
Banking News

American Bank & Trust Selects Marstone’s Digital Wealth Management Services

Business Wire
by Business Wire0
Marstone’s Wealth Management-as-a-Service offering continues to gain traction, growing American Bank & Trust’s wealth management capabilities Marstone, Inc., a leading digital wealth technology firm, announced it has partnered with American Bank & Trust, N.A., a $500 million community bank, to provide its turnkey digital wealth management platform and Wealth Management-as-a-Service......
LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network
Finance News

LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network

Business Wire
by Business Wire0
Firm Looks to Expand Via M&A Opportunities Dynasty Financial Partners announced that Welcy Capital Advisors has joined the Dynasty Network. Welcy is the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of technology-enabled wealth management solutions and business services for financial advisory firms. “We believe partnering......
Matrixport Enhances Prime Brokerage Offerings with Copper to Better Safeguard Exchange Access and Manage Counterparty Risks
Digital Asset Management News

Matrixport Enhances Prime Brokerage Offerings with Copper to Better Safeguard Exchange Access and Manage Counterparty Risks

PR Newswire
by PR Newswire0
Partnership provides institutional prime brokerage clients secure access to leading exchanges with off-exchange capital optimisation settlement features Matrixport, one of the world’s largest and trusted digital assets financial services ecosystems, announced a flagship partnership with Copper.co, a leading institutional digital asset custody provider, integrating its pioneering off-exchange collateral management and......
SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group
Finance Investment Services News

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group

PR Newswire
by PR Newswire0
New Solutions to Help Maximize Tax-Efficiency and Drive Investment Flexibility SEI announced the addition of two tax-managed strategies to its suite of models featuring Capital Group. The SEI Tax-Managed Strategies and SEI U.S. Focused Tax-Managed Strategies—both with the American Funds—deliver the ability to actively tax-loss harvest and offer flexible investment solutions......
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