Search Results for: manage clients

280 CapMarkets Launches Straight Through Processing & Additional Asset Classes on its BondNav Platform
Fintech News Trading

280 CapMarkets Launches Straight Through Processing & Additional Asset Classes on its BondNav Platform

Fintech News Desk
by Fintech News Desk0
280 CapMarkets (280), a fixed income technology company providing best execution trading support and price transparency to advisors, institutions and issuers, has announced the roll-out of straight-through processing (STP) capabilities, which accelerates and automates the processing of client transactions. The goal is for clients to manage their own trading allocations and seamlessly......
Cboe FX to Launch Central Limit Order Book for FX Market
Capital Markets Fintech News

Cboe FX to Launch Central Limit Order Book for FX Market

Fintech News Desk
by Fintech News Desk0
Cboe FX Markets, a Cboe Global Markets, company and a leading platform for institutional foreign exchange (FX) trading globally, announced plans to launch Cboe FX Central, a new central limit order book (CLOB) designed to bring competition and innovation to the FX market. Read More: TerraPay Announces Readiness for the......
Featured Fintech Fintech Startups

Why Do Financial Advisors and Fintechs Need a Sound Omnichannel And Digital Prospecting Strategy?

Paroma Sen
by Paroma Sen0
For tech sales and marketing teams as well as financial advisors who’ve been prospecting for clients during the ongoing Covid-19 pandemic, acquiring new business has been a bigger challenge than usual during the downtime. However, the right strategy combined with the right balance of reach and creative efforts can help......
Cross Border Consultancy's Corporate Launch & Advisory Panel
Fintech News

Cross Border Consultancy’s Corporate Launch & Advisory Panel

Fintech News Desk
by Fintech News Desk0
Cross Border Consultancy (CBC) is pleased to announce the launch of its business for private and corporate clients facing urgent or complex problems. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition CBC’s group headquarters are Hong Kong. An early stage investor is I-OnAsia, which will host CBC clients at......
Aviva Selects Fenergo to Transform KYC, CDD and AML Processes
Fintech News Risk Management

Aviva Selects Fenergo to Transform KYC, CDD and AML Processes

Fintech News Desk
by Fintech News Desk0
Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions has been selected by Aviva, to replace Know Your Customer (KYC), Customer Due Diligence (CDD) and Anti-Money Laundering (AML) systems and services. Fenergo will work initially with Aviva Investors and later with Aviva......
CFRA Releases New Data Product Focused on Canadian-Listed Exchange Traded Funds
Fintech Fintech Funding Investment Services News

CFRA Releases New Data Product Focused on Canadian-Listed Exchange Traded Funds

Fintech News Desk
by Fintech News Desk0
CFRA, one of the world’s largest providers of independent investment research, announced the release of a new data product focused on Canadian-listed Exchange Traded Funds (ETFs) that provides CFRA clients with the same level of detail the firm has long made available covering the U.S. ETF landscape. Read More: GlobalFintechSeries......
Options Appoints Former RBS and MasterCard Executive Terry Hughes as New SVP of Marketing
Capital Markets Fintech News

Options Completes Colocation Expansion in Australia With ASX Trade and ASX 24 Access

Fintech News Desk
by Fintech News Desk0
Options, the leading provider of cloud-enabled managed services to the global capital markets, announced the successful deployment of market data and colocation facilities at the Australian Securities Exchange (ASX – ALC Australian Liquidity Centre). Options’ clients co-located within these top tier exchanges can now avail of ultra-low latency market access......
INTL FCStone Significantly Expands Relationship With Eventus Systems for Market Surveillance in EMEA Region
Capital Markets Fintech News Risk Management

INTL FCStone Significantly Expands Relationship With Eventus Systems for Market Surveillance in EMEA Region

Fintech News Desk
by Fintech News Desk0
After successful transition to Eventus in U.S. last year, firm taps Validus platform for futures, fixed income and equities surveillance in Europe Eventus Systems, a multi-award winning global trade surveillance and risk management software platform provider, announced that INTL FCStone Ltd., the London-based European subsidiary of Fortune 500 company INTL FCStone......
Melius Investment's 'Next Generation' EAM Portfolios to Join Smartleaf's Model Hub
Artificial Intelligence Business Fintech Investment Services News

Melius Investment’s ‘Next Generation’ EAM Portfolios to Join Smartleaf’s Model Hub

Fintech News Desk
by Fintech News Desk0
Smartleaf, one of the industry’s leading Overlay Management platforms, and MIGMIR LLC, dba Melius Investments, an RIA built upon the power and promise of Ensemble Active Management, are pleased to announce that Melius’s EAM Portfolios are being added to Smartleaf’s model hub. Read More: Bank of Montreal, Motley Fool, Pernod......
Former PwC Director Darrell Lane Joins Kanter Financial Forensics
Fintech News

Former PwC Director Darrell Lane Joins Kanter Financial Forensics

Fintech News Desk
by Fintech News Desk0
Kanter Financial Forensics is expanding its forensic accounting, data analytics and litigation consulting capabilities with the addition of data analytics expert Darrell Lane. Read More: TerraPay Announces Readiness for the New World by Strengthening Management The former technical leader for PricewaterhouseCoopers’ Forensic Technology Solutions group in Dallas, Mr. Lane has been on the......
1