Search Results for: manage clients

YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Completes Growth Recapitalization With LLR Partners

Fintech News Desk
by Fintech News Desk0
Capital to support continued growth of investment analytics and communications platform for financial advisors and wealth managers YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers, today announced LLR Partners completed a growth recapitalization in partnership with the management team. The transaction will support YCharts’ continued organic......
defi SOLUTIONS Names Tom Allanson CEO
Fintech News

defi SOLUTIONS Names Tom Allanson CEO

Fintech News Desk
by Fintech News Desk0
Seasoned financial services executive joins growing fintech company defi SOLUTIONS, which partners with captives, banks, credit unions, and finance companies to help lenders transform their operations, announced the appointment of Tom Allanson as CEO. He will succeed Bret Leech, who is stepping down as CEO and leaving the company. Read......
Sedgwick Names John Stanzi President of Casualty Operations for the Americas
Business Fintech News

Sedgwick Names John Stanzi President of Casualty Operations for the Americas

Fintech News Desk
by Fintech News Desk0
Sedgwick, a leading global provider of technology–enabled risk, benefits and integrated business solutions, has appointed John Stanzi its president of casualty operations for the Americas. Read More: Black Knight Delivers a Major Enhancement to Its CompassPoint Pool Optimizer Solution to Solve Agency Pool-Level Constraints Stanzi steps into the role formerly held by Jim......
I-payout Enhances Security & Compliance Capabilities With the Help of LexisNexis
Fintech News

I-payout Enhances Security & Compliance Capabilities With the Help of LexisNexis

Fintech News Desk
by Fintech News Desk0
Global growth leads i-payout to bring on new capabilities to further insulate clients from financial and reputational risk i-payout, the world’s leading provider of customized SaaS software for global disbursements and related payment management solutions is announcing the further enhancement of its in-house capabilities in the all-important areas of regulatory......
Business Fintech News

Enfusion Appoints Michel Finzi as Head of Product to Support Global Demand and Enhance Client Services

Fintech News Desk
by Fintech News Desk0
Finzi’s appointment coupled with the expansion of its Global Delivery Services underscores Enfusion’s commitment to innovation and customer experience Enfusion, the leading provider of cloud-based investment management software, announced today it has appointed Michel Finzi as Senior Managing Director of Product Management. With more than 30 years of experience in product development......
SAS Eases LDTI Implementation for Insurers
Banking Fintech InsurTech News

SAS Eases LDTI Implementation for Insurers

Fintech News Desk
by Fintech News Desk0
New SAS Solution for LDTI helps insurers manage the most significant FASB accounting shift in decades In the footsteps of banks and insurers around the globe innovating to meet stringent new accounting and financial reporting standards, US insurers now face their own momentous compliance shift. The Financial Accounting Standards Board’s......
ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement
Artificial Intelligence Fintech News

ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement

Fintech News Desk
by Fintech News Desk0
ForwardLane, whose powerful artificial intelligence technology provides advisors of all sizes with signals and next-best actions prompts, has named Lauren Feldman as Director of RIA Sales and Client Engagement. Read More: Nacha Adopts Rules for the Ongoing Modernization of ACH Payments In her new role, Feldman will lead ForwardLane’s sales and......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Business Fintech News

Tegra118 Expands Front Office Digital Solutions Powered by Finantix

Fintech News Desk
by Fintech News Desk0
Tegra118 further elevates its wealth advisor front office experience that enables advisors to deliver more personalized, informed advice to investors Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced its expansion of new front office capabilities to strengthen its robust wealth tech platform......
FIDx Announces the Launch of FIDx Protection Intelligence to Radically Expand Annuity Distribution
Fintech News

FIDx Announces the Launch of FIDx Protection Intelligence to Radically Expand Annuity Distribution

Fintech News Desk
by Fintech News Desk0
The Proprietary Platform Enables Customizable Access to Annuities for Any Enterprise or Partner FIDx, a product-agnostic platform that connects annuities with wealth management platforms and other solution providers, announced the launch of its proprietary platform, FIDx Protection Intelligence. The launch enables direct integration for any distribution entity to offer access......
Baton Teams-Up with Citi to Upgrade Treasury Function for Cleared Derivatives
Banking Business Capital Markets Fintech News

Baton Teams-Up with Citi to Upgrade Treasury Function for Cleared Derivatives

Fintech News Desk
by Fintech News Desk0
Baton Systems (“Baton”), a leading provider of post-trade solutions for capital markets, has teamed-up with Citi to help build its treasury function for cleared derivatives. Read More: GlobalFintechSeries Interview with Piers Ridyard, CEO of Radix Baton’s platform will aggregate data from Citi’s banks and custodians and track collateral collected from......
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