Search Results for: manage clients

Sharegain Unlocks Revenue Engine for Wealth Managers in the United States
Fintech Lending News

Sharegain Unlocks Revenue Engine for Wealth Managers in the United States

Business Wire
by Business Wire0
Sharegain has launched its Securities Lending as a Service (SLaaS) offering in the US, empowering wealth managers to generate revenue streams from existing AUM. Sharegain, a leading B2B capital markets fintech, announced it is open for business in the US, following regulatory approval from the Financial Industry Regulatory Authority (FINRA).......
Fast Growing Dynasty Financial Partners Plans to Acquire TruClarity
Finance News

Dynasty Financial Partners Plans to Acquire TruClarity Management Solutions

Fintech News Desk
by Fintech News Desk0
By Joining Dynasty, TruClarity President & CEO Pamela Stross and Her Team Bring Expertise in Advisor Transitions, Culture, and Development Strategies to Dynasty’s Expanding Service Roster Dynasty Financial Partners announced that the firm has entered into an exclusive non-binding letter of intent to acquire TruClarity Management Solutions, based in St.......
Digital Digital Asset Management News

Elwood Technologies Unveils Enhanced Risk Management Capabilities

Fintech News Desk
by Fintech News Desk0
Elwood Technologies (“Elwood” or “the Company”), a platform providing institutional access to digital asset markets, extends its product offering with advanced Risk Management tools, providing clients the functionality to perform Live Position and Exposure tracking, Scenario Analysis, and Collateral Monitoring. These features have been made available to Elwood’s institutional client......
SYSTM Launches as a Comprehensive Wealth Ecosystem for Financial Advisors and Asset Managers
Finance News

SYSTM Launches as a Comprehensive Wealth Ecosystem for Financial Advisors and Asset Managers

Fintech News Desk
by Fintech News Desk0
A collaboration between William Blair and InvestCloud, SYSTM draws on advisory expertise bringing its premier technology and service offering to the wealth management industry SYSTM Wealth Solutions, a comprehensive cloud-based wealth ecosystem built for the financial industry by the industry, announced its platform is live for financial advisors and asset......
Nomentia and FTS Enter Into a Partnership to Implement Cash & Treasury Management Projects
Finance News

Nomentia and FTS Enter Into a Partnership to Implement Cash & Treasury Management Projects

Fintech News Desk
by Fintech News Desk0
Nomentia announced that it had entered into a partnership with Finance and Treasury Services (FTS). The partnership calls for FTS to support the implementation of Nomentia solutions for new clients working closely with Nomentia. In addition, FTS will assist Nomentia with project management and technical implementation for clients in the......
Experienced Tax Professional to Join Expanding Wealth Management Firm
Finance News

Experienced Tax Professional to Join Expanding Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Mosaic Financial Advisers, founded by Adam Prewett, brings on Latoya Mack to help launch the tax advisory division of the firm and will open their third office, located in Spring, Texas. This marks an important step in the next phase of growth for Mosaic Financial Advisers as the firm looks......
Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners
Fintech News

Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners

Fintech News Desk
by Fintech News Desk0
New Jersey-based RIA Company’s Association With National Firm Will Increase Services & Product Offerings Through A True Team Approach Third Tier Wealth Management, offering financial planning & investment management, announced that they have entered into an agreement to work with Buckingham Strategic Partners (BSP), a national financial services firm with their......
KeyBank Leverages Blend to Deliver Digital Mortgage Application Process for Clients
Mortgage News

KeyBank Leverages Blend to Deliver Digital Mortgage Application Process for Clients

Fintech News Desk
by Fintech News Desk0
Cloud banking platform closing loans more than two weeks faster KeyBank is seeing significant results in making home buying easier for clients in the face of a competitive market. A software platform that digitizes the end-to-end mortgage application process for clients looking to purchase or refinance a home, provided by Blend, is helping......
Northern Trust Asset Management Launches Natural Capital Paris-Aligned Strategy
Investment Services News

Northern Trust Asset Management Launches Natural Capital Paris-Aligned Strategy

Fintech News Desk
by Fintech News Desk0
The Northern Trust World Natural Capital Paris-Aligned Index Strategy Provides Institutional Clients with an Enhanced Net Zero Solution Northern Trust Asset Management (NTAM), one of the world’s leading investment managers, continues to expand its sustainable index investment solutions with the launch of the World Natural Capital Paris-Aligned Index strategy. “As the world......
Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors
Investment Services News

Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors

Fintech News Desk
by Fintech News Desk0
Financial advisors and investors across Canada can now access innovative solutions that leverage the global investment firm’s tax-managed expertise Russell Investments Canada Limited has launched the firm’s first two tax-managed investment solutions for the Canadian market, extending the global asset manager’s time-tested approach to help investors keep more of what......
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