Search Results for: manage clients

CardWorks Announces Acquisition of c to Expand Services for Lenders and Asset Managers
Finance Fintech News

CardWorks Announces Acquisition of Dataline Systems to Expand Services for Lenders and Asset Managers

Fintech News Desk
by Fintech News Desk0
Dataline brings unique capabilities in payment disbursement services, data reporting and analytics, and business process automation that are additive and complementary to CardWorks Servicing CardWorks Servicing, LLC (“CWS”), a wholly-owned subsidiary of CardWorks, Inc. (“CardWorks”) and one of the largest privately-held providers of end-to-end outsourcing support services for credit card and......
BearingPoint Boosts Banking, Insurance and Asset Management Capabilities by Acquiring Levo Consultants
Finance News

BearingPoint Boosts Banking, Insurance and Asset Management Capabilities by Acquiring Levo Consultants

Fintech News Desk
by Fintech News Desk0
Synergies with Levo Consultants will enable the management and technology consultancy to approach customers with stronger offerings and teams BearingPoint, a European management and technology consulting firm, announced it has acquired Levo Consultants, a Paris-based financial services consultancy. Founded in 2018, Levo Consultants offers clients a high level of expertise......
iM Global Partner Announces Strategic Investment in Berkshire Asset Management
Investment Services News

iM Global Partner Announces Strategic Investment in Berkshire Asset Management

Fintech News Desk
by Fintech News Desk0
iM Global Partner, a leading global asset management network, announced the acquisition of a strategic, non-controlling stake in Berkshire Asset Management (“Berkshire”), which becomes iM Global Partner’s 9th Partner. Through this strategic partnership, Berkshire joins iM Global Partner’s extensive global asset management family and distribution network. Located in Wilkes-Barre, Pennsylvania, Berkshire is an independent......
Announcing Kraken Pro: The Secure Trading Platform for Advanced Clients
Cryptocurrency News Trading

Announcing Kraken Pro: The Secure Trading Platform for Advanced Clients

Fintech News Desk
by Fintech News Desk0
Institutional-grade performance with a modern, highly customizable user interface Kraken, one of the world’s longest standing and most trusted crypto platforms, is proud to announce the public launch of Kraken Pro. The powerful web platform encompasses a full suite of advanced trading tools and unified access to spot trading, margin......
BNY Mellon Wealth Management and Campden Wealth Study Reveals Succession Disconnect Between Next Gen Individuals and Family Offices
Finance Investment Services News

BNY Mellon Wealth Management and Campden Wealth Study Reveals Succession Disconnect Between Next Gen Individuals and Family Offices

Fintech News Desk
by Fintech News Desk0
Study Finds 85% of Ultra-High-Net-Worth Next Gens Confident About Preparation for Succession, While Family Offices Believe 39% Are Prepared In a new study from BNY Mellon Wealth Management and Campden Wealth, the next generation of ultra-high-net-worth individuals (UHNWI) overwhelmingly indicate they are ready for succession in the family enterprise, with......
XTM Announces Partnership With BookJane Adding Workforce Management to On-Demand Pay
Digital Payments Fintech News

XTM Announces Partnership With BookJane Adding Workforce Management to On-Demand Pay

Fintech News Desk
by Fintech News Desk0
Bookjane to Begin Offering XTM’s On-Demand Pay to Healthcare Workforce and XTM Now Delivers Shift Management/Call Outs, Time & Attendance and Gamification to Hospitality and Professional Employer Organizations XTM Inc., a Miami and Toronto-based Fintech creator of disruptive payment innovations specifically for service industries including hospitality, personal care and service......
Freedom Bank Partners with Newtek Insurance to Offer Clients a Full Range of Insurance Solutions
Banking InsurTech News

Freedom Bank Partners with Newtek Insurance to Offer Clients a Full Range of Insurance Solutions

Fintech News Desk
by Fintech News Desk0
Bank to Extend the Advice and Value it Provide to Clients through a Comprehensive Risk Management Approach The Freedom Bank of Virginia announced that it has partnered with Newtek Insurance to offer a full range of insurance solutions to business and consumer clients. In association with Newtek Insurance, Freedom Bank clients......
ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing
Finance News

ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing

Fintech News Desk
by Fintech News Desk0
Intercontinental Exchange, Inc., a leading global provider of data, technology and market infrastructure, and BNY Mellon | Pershing, a leading provider of clearing and custody solutions, announced that the web-based version of the ICE Connect wealth management platform has been integrated into BNY Mellon | Pershing’s clearing and custody platform......
Idaho-Based Tree City Advisors Joins Apollon Wealth Management
Finance News

Idaho-Based Tree City Advisors Joins Apollon Wealth Management

Fintech News Desk
by Fintech News Desk0
Boise firm is an independent RIA built on great ethics and high-quality service Apollon Wealth Management, LLC, a leading wealth management solutions firm, is excited to announce the addition of Tree City Advisors, LLC, an independent RIA practice in Boise, Idaho. With this partnership, Tree City Advisors clients will benefit......
Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group
Finance News

Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors David Rimkus, Donald Sharko and Thomas Phelan have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Financial Resources Group Investment Services. They reported having served approximately $285 million in advisory, brokerage and retirement plan assets*, and join LPL from LaSalle St.......
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