Search Results for: manage clients

RBC Wealth Management's U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce
Finance News

RBC Wealth Management’s U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce

Fintech News Desk
by Fintech News Desk0
Using Salesforce, RBC Wealth Management is driving success and reducing maintenance costs Salesforce, the global leader in CRM, announced that RBC Wealth Management, a division of RBC Capital Markets, LLC, is using Salesforce to drive success with significant cost savings and efficiency across multiple areas of its business, while continuing......
Enable, Profectus Form Partnership and Announce Rebate Deal Management Platform Acquisition
News Risk Management

Enable, Profectus Form Partnership and Announce Rebate Deal Management Platform Acquisition

Fintech News Desk
by Fintech News Desk0
Enable expands in Australia with acquisition of Profectus’ leading Rebate Deal Management (RDM) software platform; Profectus secures a stake in Enable while partnership facilitates global market entry Enable, the collaborative rebate management platform, has completed the acquisition of the Rebate Deal Management (RDM) arm of Profectus Group, a leading technology-driven services......
B2B Digital Payments News

Tranch Rolls Out Flexible Payments For Goodwin Clients

Fintech News Desk
by Fintech News Desk0
Tranch, a B2B payments provider, today announced that global law firm Goodwin now offers Tranch’s buy now pay later technology to enable clients to pay their legal invoices flexibly. Goodwin is the first major law firm to offer Tranch’s innovative platform which allows clients to take control of their cashflow and accelerate......
Wealthspire Advisors to Acquire Sage Financial Advisors
Finance News

Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Acquisition expands Wealthspire’s presence in the West Wealthspire Advisors LLC, an NFP company and independent investment adviser, announced a signed agreement to purchase Sage Financial Advisors, Inc., a Nevada-based registered investment advisor (RIA). Sage manages approximately $194 million in assets* and maintains an office in Reno. “They’ve built a strong......
Freedom Bank Announces Partnership with FinTech Autobooks to Deliver Digital Invoicing and Payment Solutions to Business Clients
Digital Payments News

Freedom Bank Announces Partnership with FinTech Autobooks to Deliver Digital Invoicing and Payment Solutions to Business Clients

Fintech News Desk
by Fintech News Desk0
Bank Adds Additional Digital Tools to Assist Small Businesses Grow Their Business The Freedom Bank of Virginia announced it launched a new digital invoicing and payment solution for business clients powered by Autobooks. These new services allow Freedom’s small business clients to leverage easy invoicing and payments options seamlessly integrated and available......
Jupiter Asset Management Extends Relationship with SS&C
Investment Services News

Jupiter Asset Management Extends Relationship with SS&C

Fintech News Desk
by Fintech News Desk0
SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio  SS&C Technologies Holdings, Inc. announced that Jupiter Asset Management, an investment management group, has extended its transfer agency contract with SS&C. SS&C provides services to Jupiter’s unit trusts and has now taken on Jupiter’s OEIC......
Modera Wealth Management Expands to Virginia
Finance News Technology

Modera Wealth Management Expands to Virginia

Fintech News Desk
by Fintech News Desk0
Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm, is pleased to announce it has expanded to Virginia in November 2022 through a transaction with Bernhardt Wealth Management. The entire Bernhardt team has joined Modera. Gordon Bernhardt, CFP®, Tim Koehl, AAMS®, CFP®, and Solon Vlasto, CFP® have joined Modera as Principals and Wealth Managers......
Figure Announces Expansion of Digital Fund Listing Business Alongside Leading Asset Managers
Blockchain News

Figure Announces Expansion of Digital Fund Listing Business Alongside Leading Asset Managers

Fintech News Desk
by Fintech News Desk0
Apollo and Hamilton Lane begin using Figure’s Digital Fund Services Figure Technologies, Inc. announced that leading asset managers Apollo and Hamilton Lane have launched digitally native investment vehicles using Figure’s Digital Fund Services (“DFS”). The DFS platform supports on-chain fund subscriptions as well as ongoing fund operations and administration. In......
MFS Investment Management Establishes Uruguay Office
Investment Services News

MFS Investment Management Establishes Uruguay Office

Fintech News Desk
by Fintech News Desk0
New Office Reaffirms Commitment to Latin America Overall and Southern Cone Region Global investment manager MFS Investment Management (MFS) is announcing the opening of a new office in Montevideo, Uruguay. The office is located in the Zonamerica free trade zone area, and will be home to the sales and support......
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