Search Results for: manage clients

Definity Partners With Cobalt to Enable Real-Time FX Clearing and Dynamic Credit Management of Digital Asset Trades
Digital Asset Management News

Definity Partners With Cobalt to Enable Real-Time FX Clearing and Dynamic Credit Management of Digital Asset Trades

Fintech News Desk
by Fintech News Desk0
DeFinity, an institutional digital asset ECN and DeFi marketplace for fiat FX, Cryptocurrencies and Central Bank Digital Currencies, partners with Cobalt, a market infrastructure provider focused on re-engineering the institutional FX and digital asset markets to facilitate real–time clearing, settlement and dynamic risk and credit management. The combined technology of......
Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience
Fintech Investment Services News

Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience

Fintech News Desk
by Fintech News Desk0
Appway’s onboarding solution, purpose-built for the Canadian market, will allow Baskin Wealth Management to rapidly deliver a new-and-improved experience to its clients and relationship managers Appway, the leader in onboarding solutions for financial services, announced that Baskin Wealth Management has selected Appway’s Client Onboarding for Wealth solution. This solution is purpose-built for......
BNY Mellon Expands Collaboration With SNB Capital to Launch Transformative Data Management Solution in Saudi Arabia
Finance News Security

BNY Mellon Expands Collaboration With SNB Capital to Launch Transformative Data Management Solution in Saudi Arabia

Fintech News Desk
by Fintech News Desk0
Deepening alliance brings together BNY Mellon’s leading edge data management expertise and securities servicing capabilities with SNB Capital’s local expertise and infrastructure to power innovative solutions BNY Mellon and SNB Capital are pleased to announce a transformative data management solutions collaboration in the Kingdom of Saudi Arabia to help build a robust,......
Ingalls & Snyder Works with Fintech Amicus.io to Offer Managed Donor-Advised Fund Accounts
Fintech News

Ingalls & Snyder Works with Fintech Amicus.io to Offer Managed Donor-Advised Fund Accounts

Fintech News Desk
by Fintech News Desk0
Amicus.io, the fintech company with a vision for a more generous world, announced that its patent-pending philanthropic platform for DAF 2.0 will be used by Ingalls & Snyder to launch a digital donor-advised fund (DAF) platform, making it among the first RIAs to offer clients custom managed DAF accounts. Amicus.io’s strategic......
Potomac Fund Management Pays for Staff to Get Personal Financial Advice
Finance Fintech Funding News

Potomac Fund Management Pays for Staff to Get Personal Financial Advice

Fintech News Desk
by Fintech News Desk0
The latest in a series of new employee benefits, the firm has now added financial advice and tax services to its list of employee perks Potomac Fund Management, Inc., an investment strategist firm for financial advisors, rolled out a new employee benefit that covers the cost for employees to get......
Fortress Technologies Rebrands to Cathedra Bitcoin Inc.
Finance News

Fortress Wealth Management Joins Cetera

Fintech News Desk
by Fintech News Desk0
$137 million Nashville-area team selects Cetera for growth, flexibility and superior resources Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Fortress Wealth Management, headed by industry veteran financial professionals Jimmy Woods and Brent Walker, has joined the Cetera Advisors community. The Smyrna, Tennessee-based firm was formerly affiliated with......
impact.com Closes 2021 With New Google Pay Integration, $150M in Funding and 51% Increase in Clients YoY
Banking News

impact.com Closes 2021 With New Google Pay Integration, $150M in Funding and 51% Increase in Clients YoY

Fintech News Desk
by Fintech News Desk0
The company’s notable moments include four major tech integrations, two acquisitions, a new C-Suite hire and extended parental leave policy impact.com, the world’s leading partnership management platform supporting more than one million partnerships for more than 1,900 brands, announced record growth in 2021. In the last year, impact.com has seen......
Atlassian Acquires Percept.ai, Continues Investing In Jira Service Management Offering
Cryptocurrency News

Eaglebrook Advisors Partners With Halbert Hargrove Global Advisors To Provide Clients With Access to Bitcoin and Crypto SMAs

Fintech News Desk
by Fintech News Desk0
Eaglebrook Advisors (“Eaglebrook”), the largest separately managed account (“SMA”) platform in the crypto market, announced it has partnered with Halbert Hargrove Global Advisors, a fiduciary investment management and wealth advisory firm with approximately $2.7 billion assets under management, to broaden the selection of bitcoin and crypto investment strategies available to their......
Cambridge Wilkinson Investment Banking Closes $300 Million Asset Management Transaction
Banking Investment Services News

Cambridge Wilkinson Investment Banking Closes $300 Million Asset Management Transaction

Fintech News Desk
by Fintech News Desk0
Cambridge Wilkinson (“CW”) is pleased to announce the closing of a $300MM tranche of an asset management assignment for a client that is an institutional credit manager for many institutional groups that have yield requirements. Our client is a long track record fixed income / credit group that has the......
Brookline Bancorp Launches Clarendon Private, Boston's Newest Investment and Wealth Management Company
Banking Investment Services News Uncategorized

Brookline Bancorp Launches Clarendon Private, Boston’s Newest Investment and Wealth Management Company

Fintech News Desk
by Fintech News Desk0
Brookline Bancorp, Inc. today announced the launch of Clarendon Private, LLC (the “Company”) a Boston-based investment and wealth management company designed to serve individuals, families, endowments, and foundations. Clarendon Private combines the hands-on approach of a boutique investment firm with comprehensive banking and lending resources.  The Company’s culture puts the client......
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