Search Results for: manage clients

Fintech News

Open Payments raises 3 MEUR seed funding backed by Industrifonden

Fintech News Desk
by Fintech News Desk0
Sweden FinTech Open Payments has raised a 3 MEUR seed round. Leading the round is Industrifonden, existing investors Brightly Ventures, Luminar Ventures, and angel investors also participated. The capital will be used to continue to grow the team and establish the platform in the Nordic and European market. Read More: AssetMark......
InsurTech News

MGA Systems and NetRate Join Forces to Bring an Integrated Insurance Platform Solution to Program Administrators

Fintech News Desk
by Fintech News Desk0
MGA Systems, Inc., the leader in purpose-built software for the MGA and E&S brokerage industry, announced Wednesday it has executed a strategic merger with NetRate Systems, Inc., a leading commercial insurance rating platform for MGAs and program administrators. The combined company will go to market as MGA Systems, with NetRate’s ISO®-based rating......
Top Global FinTech Known for Their Banking as A Service Capability
Artificial Intelligence Featured Fintech

Top Global FinTechs Known for Their Banking-as-a-Service Capability

Fintech News Desk
by Fintech News Desk0
Given the Ubiquitous power of AI powered smart technologies, the entire banking industry is undergoing massive transformation. Fintech is a very broad term and it has further encompassed various other technologies, which are capable of catering to each segment of online banking. Let us talk about the most trending Banking-as-as-service......
Fintech News

New generation of Canadian Accountants call for industry to embrace the sector’s rapid technological advancements

Fintech News Desk
by Fintech News Desk0
NEW Sage research finds nearly half of Canadian accountants and bookkeepers are aware of how new technologies can help make their practices more efficient Sage (FTSE:SGE), the market leader for cloud business management solutions, today released the fourth annual Practice of Now report. The worldwide survey of 3,298 accountants and bookkeepers found that......
Fintech News

Top Subservicer Dovenmuehle Mortgage, Inc. Extends Use of Black Knight’s Industry-Leading MSP Loan Servicing System

Fintech News Desk
by Fintech News Desk0
Continued Investments in Innovation, Risk Mitigation and Client Support Are Reasons for Extending a 40-Year Relationship with Black Knight Black Knight, Inc. announced today that Dovenmuehle Mortgage, Inc. (“Dovenmuehle”), one of the largest mortgage subservicing companies in the U.S., has signed a contract renewal for MSP, Black Knight’s industry-leading loan servicing system.......
WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers
Blockchain Fintech Investment Services News

WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers

Fintech News Desk
by Fintech News Desk0
Investment vouchers help wealth advisors reach the next generation of investors WILLPORTtrust is rolling out a line of blockchain vouchers to provide wealth advisors a new way of reaching upcoming generations of their clients by providing investment assistance to their beneficiaries. Read More: Westpac Group sells Strategic Alliances (“Vendor Finance”) business......
The Bancorp Bank Joins Envestnet Credit Exchange, Offering Access to Automated Securities-Backed Loan Origination
Banking Fintech News

The Bancorp Bank Joins Envestnet Credit Exchange, Offering Access to Automated Securities-Backed Loan Origination

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that The Bancorp Bank, a wholly- owned subsidiary of The Bancorp, has joined the roster of lenders on the Envestnet Credit Exchange, providing financial advisors with seamless access to securities-backed lines of credit. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding “We continue to add......
Solovis Virtual Client Conference Attracts Record Turnout from Top Asset Owners and Allocators and Showcases Expanded Value with Nasdaq
Fintech Investment Services News

Solovis Virtual Client Conference Attracts Record Turnout from Top Asset Owners and Allocators and Showcases Expanded Value with Nasdaq

Fintech News Desk
by Fintech News Desk0
Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, announced record turnout for its annual client conference, kicking off August 25, 2020 and running all week in a virtual environment. Representatives from some of the country’s largest, most innovative endowments, foundations, pension funds,......
Jonathan DeSimone Appointed New CEO Of Alcentra
Fintech Investment Services News

BNY Mellon’s Pershing Expands Alternative Investment Capabilities; Becomes First Custodian to Integrate via API with CAIS and iCapital Network

Fintech News Desk
by Fintech News Desk0
BNY Mellon Pershing (“Pershing”) today announced integrations with CAIS and iCapital Network, the two most prominent alternative investment platform sponsors, through its enterprise-wide Application Program Interface (API) Store. The move underscores Pershing’s commitment to leveraging technology to deliver increased efficiencies and a seamless experience to clients. Read More: GlobalFintechSeries Interview......
The Fedeli Group And TPA Stream Announce Partnership
Fintech InsurTech News

The Fedeli Group And TPA Stream Announce Partnership

Fintech News Desk
by Fintech News Desk0
The Fedeli Group, a market-leading insurance consulting firm in the areas of workforce health and risk management, announced today it has entered into a commercial agreement with TPA Stream, a Cleveland-based insurtech software company, to deploy its software to small and medium sized businesses across the country.  As a result of the......
1