Search Results for: manage clients

Financial Institutions Can Manage Forgiveness of Paycheck Protection Program Loans with Fiserv and its Clients
Banking Business Fintech News

Financial Institutions Can Manage Forgiveness of Paycheck Protection Program Loans with Fiserv and its Clients

Fintech News Desk
by Fintech News Desk0
Small businesses that have obtained a PPP loan can realize full impact of the program by applying for forgiveness via their financial institution and Fiserv Fiserv, a leading global provider of payments and financial services technology solutions, is ready to help banks and credit unions facilitate loan forgiveness applications and......
Wolters Kluwer Announces CCH Tagetik Smart NOW Cloud Apps for Planning to Help Clients Manage During Economic Uncertainty
Business Fintech News

Wolters Kluwer Announces CCH Tagetik Smart NOW Cloud Apps for Planning to Help Clients Manage During Economic Uncertainty

Fintech News Desk
by Fintech News Desk0
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and a global provider of market-leading software solutions and information services for finance professionals, unveiled a new set of financial planning and analysis applications – CCH Tagetik Smart NOW – available on the cloud. The new planning apps provide the office of......
SGX Partners with Cassini Systems to Help Market Participants Prepare for Uncleared Margin Rules (UMR)
Fintech News Risk Management

Cassini Systems Partners With Acadiasoft to Help Clients Manage Initial Margin Requirements

Fintech News Desk
by Fintech News Desk0
Cassini Margin Analytics Platform Now Integrated within AcadiaSoft’s Initial Margin Exposure Manager Cassini Systems, the leading provider of pre- and post-trade margin analytics for derivatives market participants, announced a new initial margin (IM) partnership with AcadiaSoft Inc., the leading industry provider of risk and collateral management services for the non-cleared......
PNC Bank Launches Akoya Integration for PINACLE Connect to Provide More Secure, Transparent Data Access for Corporate Clients
Banking Fintech News

PNC Bank Launches Akoya Integration for PINACLE Connect to Provide More Secure, Transparent Data Access for Corporate Clients

PR Newswire
by PR Newswire0
PNC Bank and Akoya announced the expansion of their existing integration to support corporate data sharing through the Akoya data access network. This feature enhances the ability of corporate clients to securely share their financial data with third parties, including fintechs and data aggregators, that power platforms they use to......
TreviPay and Allianz Trade Announce Strategic Partnership to Enhance B2B Risk Management and Underwriting Solutions
B2B News Risk Management

TreviPay and Allianz Trade Announce Strategic Partnership to Enhance B2B Risk Management and Underwriting Solutions

Business Wire
by Business Wire0
TreviPay, the most-trusted B2B payments and invoicing network, announced a new strategic partnership with Allianz Trade, the global leader in trade credit insurance. This collaboration will provide the option to integrate Allianz Trade’s credit insurance into TreviPay’s suite of trade credit and invoicing solutions, providing enhanced risk management enabling funding......
SS&C Bolsters Alternatives Data Aggregation for Wealth Managers
Artificial Intelligence Finance

SS&C Bolsters Alternatives Data Aggregation for Wealth Managers

PR Newswire
by PR Newswire0
SS&C Technologies Holdings, Inc. today announced the broad rollout of SS&C Accord, an AI-enabled service to help wealth managers aggregate and validate their customers’ alternative investment data. Powered by proprietary technology, SS&C Accord leverages SS&C’s wealth management and alternative investment fund administration expertise to help advisors aggregate and process siloed data across......
Moxo integrates with Wealthbox to streamline client management for financial advisors
Finance Fintech News

Moxo integrates with Wealthbox to streamline client management for financial advisors

PR Newswire
by PR Newswire0
Moxo, the leading service orchestration platform for customer, vendor, and partner processes, is excited to announce a new integration with Wealthbox, a modern CRM designed for financial advisors. This powerful partnership aims to transform client management by enabling seamless data sharing between Moxo and Wealthbox, significantly enhancing operational efficiency for......
TradingBlock Unveils Executing Broker-Neutral Platform for Professional Traders, Active Traders and Asset Managers
Investment Services News Technology Trading

TradingBlock Unveils Executing Broker-Neutral Platform for Professional Traders, Active Traders and Asset Managers

PR Newswire
by PR Newswire0
Traders can now design a custom execution environment while reducing the limitations of being tied to a single executing broker platform TradingBlock, a provider of custom trading technology solutions for institutions, individuals and Registered Investment Advisors (RIAs), unveiled it has added an executing broker-neutral platform for professional traders, active traders......
Rentec Direct Announces Full Accounting Feature Update for Property Management Software
Finance Fintech News

Rentec Direct Announces Full Accounting Feature Update for Property Management Software

PR Newswire
by PR Newswire0
New accounting features in Rentec Direct’s property management software streamline accounting tasks and eliminate the need for external platforms. Rentec Direct, the award-winning property management software, is proud to introduce new full accounting features designed to simplify financial management for landlords and property managers. These updates include enhanced tools for......
BetaNXT Delivers Fast-Tracked Data Transformation and Innovation for Wealth Management Firms, Powered by Snowflake
Finance Fintech News

BetaNXT Delivers Fast-Tracked Data Transformation and Innovation for Wealth Management Firms, Powered by Snowflake

PR Newswire
by PR Newswire0
New DataXChange Platform Combines Proprietary and Third-Party Data for Maximum Usability, Automation, and Customization of Experience BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, has announced the launch of DataXChange, a new data architecture that operates on Snowflake’s AI Data......
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