Search Results for: manage clients

Goji Collaborates With Apex Group To Offer Digital Global Investor Onboarding For Alternative Fund Managers
Fintech Investment Services News

Goji Collaborates With Apex Group To Offer Digital Global Investor Onboarding For Alternative Fund Managers

Fintech News Desk
by Fintech News Desk0
Apex Group will offer clients an end-to-end solution to streamline the investment process from onboarding and KYC to digital subscriptions, enabled by Goji Goji, an FCA regulated, UK-based technology provider that offers investors digital access to alternative investments, announced its partnership with global financial services provider Apex Group Ltd. (“Apex Group”)......
Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program
Investment Services News

Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program

Fintech News Desk
by Fintech News Desk0
Angeles provides the playbook for families to come together around their values to meet financial, tax, family, and philanthropic goals Angeles Wealth Management, announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of families’ investment and philanthropic activities and deliver bespoke solutions that......
Digital Asset Management News

Tetra Trust announces partnership with MeetAmi Innovations To Deliver Turnkey Solution For Digital Asset Investing To Wealth Managers

Fintech News Desk
by Fintech News Desk0
Tetra Trust Company (“Tetra Trust”) and MeetAmi Innovations Inc. (“MeetAmi”) announced a partnership to offer a turnkey solution to Canada’s wealth management market, offering the ability to invest in Digital Assets and hold the asset base with a qualified Canadian custodian. The collaboration delivers Canada’s only regulated and compliant Digital......
SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management
Fintech News

SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management

Fintech News Desk
by Fintech News Desk0
SageView Advisory Group, one of the nation’s leading independent RIA firms, announced it has completed the acquisition of Lakeview Wealth Management of Deer Park, Illinois. Lakeview’s six-women team has joined SageView with Judy VanArsdale and Lisa VanArsdale as Managing Directors and continuing as the team’s Financial Advisors. The team also includes Kristy Whitaker, Katie Krettler, Heidi VanArsdale and Brooke Little. SageView CEO Randy Long,......
Treasury Management Services Outsourcing helps with Data to Optimize Business Performance, Says IBN Technologies
Finance News

Treasury Management Services Outsourcing Helps with Data to Optimize Business Performance, Says IBN Technologies

Fintech News Desk
by Fintech News Desk0
IBN Technologies is the go-to outsourcing partner for treasury management services for multiple clients that rely on the team’s expertise around cash management risk management, finance and treasury control The post pandemic times and a looming recession have pushed growing businesses to optimize their cash management efficiency while they focus......
Cryptocurrency News Risk Management

Trident Launches Crypto Asset Management Platform For Retail Investors

Fintech News Desk
by Fintech News Desk0
The crypto asset management platform focuses on risk management despite challenges like high market volatility – Trident Crypto, on 16th Nov announced its launch. As the new division of the forex industry expert with many years of experience entering the cryptocurrency space, Trident Crypto is a platform that enables users......
Banking Digital Payments News

Simpler Payments On the Go Regions Bank Launches Business Travel Solution For Corporate Banking Clients

Fintech News Desk
by Fintech News Desk0
Regions Bank on Monday announced the launch of a virtual commercial card solution to facilitate quick, easy and on-the-go business travel payments for the bank’s Treasury Management clients. The wide network of @Visa. The convenience of @RegionsBank. #MobilePayments are popular because they’re simple. Now, there’s a new way to expand them......
Sphere's TrustCommerce Healthcare Payments Platform Now Integrated with Veradigm Practice Management
Commerce Digital Payments News

Sphere’s TrustCommerce Healthcare Payments Platform Now Integrated with Veradigm Practice Management

Fintech News Desk
by Fintech News Desk0
Seamless integration enables providers using Veradigm Practice Management (formerly Allscripts Practice Management) to accept and post payments within existing workflows Sphere, a leading provider of end-to-end integrated healthcare payments and security software, announced that its TrustCommerce platform is now integrated with the Veradigm Practice Management solution. TrustCommerce’s integration with Veradigm Practice Management......
J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions
Finance News

J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Wealth Plan™ is available for free to all Chase customers and allows them to plan, save and invest in one place J.P. Morgan Wealth Management launched Wealth Plan, a free digital money coach that gives clients a full picture of their finances and helps them plan, save and invest,......
Centralis Group launches Alternative Investment Fund AML Risk Management services
News Risk Management

Centralis Group launches Alternative Investment Fund AML Risk Management services

Fintech News Desk
by Fintech News Desk0
Centralis’ Governance, Risk and Compliance service line, launched earlier this year on the incorporation of Wheelhouse Advisors into the Group, continues to broaden its proposition to the alternative investment management sector following last month’s acquisition of Danesmead Limited Centralis Group announced the further expansion of its Governance, Risk and Compliance service......
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