Search Results for: manage clients

Trust Company Innovates Wealth Advising Industry With Powerful Tech
Fintech News

Trust Company Innovates Wealth Advising Industry With Powerful Tech

Fintech News Desk
by Fintech News Desk0
FinTech-focused Trust Company and Custodian AET released Trust Platform: a product that digitizes client onboarding and reporting for financial advisors. Advisors can invite customers to invest in a variety of alternative assets. Customers can also link bank accounts and deposit funds within a single user-friendly system. Trust Platform is designed to consolidate and......
Addepar Raises $117M in Series E Funding
Fintech Investment Services News

Addepar Introduces Investor Sentiment Index

Fintech News Desk
by Fintech News Desk0
First-of-its-kind financial index leverages aggregated and anonymized data to provide a reliable measure of risk sentiment among sophisticated investors Addepar, a technology platform for wealth management, introduced the Addepar Investor Sentiment IndexSM. An index of high- and ultra-high-net-worth (U/HNW) investor sentiment derived from U.S. equity transactions captured on the Addepar......
The Future of Neobanks and Top Innovative Neobanking Platforms
Banking Featured Fintech Mobile Banking

The Future of Neobanks and Some of the Top Innovative Neobanking Platforms

Fintech News Desk
by Fintech News Desk0
Banks help organizations and individuals achieve their financial objectives. Will tomorrow’s banking sphere be dominated by neobanks? The question is, which kind of bank is going to outperform its other counterparts and win the financial race. We say this because technology has completely disrupted the banking world. From digital payments, to......
ComplyAdvantage Releases State Of Financial Crime Report For 2021
Fintech News Risk Management

ComplyAdvantage Appoints CTO to Advance its Industry Leading Financial Crime Fighting Technology

Fintech News Desk
by Fintech News Desk0
ComplyAdvantage, a global technology company transforming data risk management and financial crime detection, today announced the appointment of Richard Orme as Chief Technology Officer and Anna Keren as VP of Technology as the company continues to invest in the development of its industry-leading AML risk data solutions. Orme and Keren......
Volante Technologies Collaborates with Goldman Sachs to Launch Digital Transaction Banking in the Cloud
Banking Fintech News

Volante Technologies Collaborates with Goldman Sachs to Launch Digital Transaction Banking in the Cloud

Fintech News Desk
by Fintech News Desk0
Volante Technologies, the global leader in cloud payments and financial messaging, announced that Volante has been collaborating with Goldman Sachs Bank USA (“Goldman Sachs”) to provide the payments technology underpinning the bank’s recently launched digital transaction banking service built entirely from scratch in the cloud, an industry first. Volante has also become......
CitiDirect BE® Earns Top Ranking in Greenwich Associates Study
Banking Fintech News

Citi Enhances Middle Office Services with New Client Reporting Solution

Fintech News Desk
by Fintech News Desk0
Citi has launched a new client reporting solution as the latest enhancement to its middle office services. The new reporting service is built on the industry’s latest technology, including the Vermilion Reporting Suite, a leading global client reporting platform, coupled with Citi’s own Clarity data and analytics platform. Read More:......
Experian’s Cloud-Based Solutions Adapt to Today’s Evolving Customer Needs
Artificial Intelligence Fintech News

Experian’s Cloud-Based Solutions Adapt to Today’s Evolving Customer Needs

Fintech News Desk
by Fintech News Desk0
Experian announced a new set of cloud-based solutions designed for companies that seek to automate decisions across an increasingly complex customer journey. To meet a growing demand for automated, analytically driven decisioning from businesses of all sizes, these releases comprise both pre-configured solutions for organizations that prefer standard, ‘out-of-the-box’ applications......
Trustology Lets Institutions Tap DeFi Innovation From the Security of a Custodial Firewall
Cryptocurrency Fintech News

Trustology Lets Institutions Tap DeFi Innovation From the Security of a Custodial Firewall

Fintech News Desk
by Fintech News Desk0
New DeFi Firewall for Smart Contract Transactions Today, leading crypto custody solutions provider Trustology has announced that it will be the first to offer institutional DeFi market participants new smart contract safeguard controls across protocols with no compromise to convenience, security or transacting in real-time. Read More: ContinuServe Teams with AWS to......
Wolters Kluwer Compliance Solutions Wins Three International Business Awards
Business Fintech News

Wolters Kluwer Compliance Solutions Wins Three International Business Awards

Fintech News Desk
by Fintech News Desk0
Esteemed awards program showcases company’s superior product innovation, customer service Wolters Kluwer’s Compliance Solutions business has earned three 2020 International Business Awards, including two Silver-level awards, as part of the renowned Stevie Awards program for innovation in the below categories: Read More: Paya Announces Strategic Acquisition of The Payment Group Best Artificial Intelligence/Machine......
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