Search Results for: manage clients

Shift4 Payments Launches QR Pay, A New Contactless Payment Solution
Fintech News

Shift4 Payments Launches QR Pay, A New Contactless Payment Solution

Fintech News Desk
Shift4 Payments, a leading provider of integrated payment processing solutions, today introduced a new, contactless payment technology called QR Pay. The technology allows consumers to pay their bill at restaurants, retail stores and hotels by simply scanning a QR code on the receipt or payment terminal and completing the transaction......
Sovos and Unbound Tech Partner for Seamless Security and Tax Compliance of Digital Asset Transactions
Business Cryptocurrency Fintech News Trading

Sovos and Unbound Tech Partner for Seamless Security and Tax Compliance of Digital Asset Transactions

Fintech News Desk
Joint Solution Enables Maximum Compliance for Financial Services to Add Digital Assets and Cryptocurrencies to their Service Offerings Sovos and Unbound Tech announced a partnership to enable institutions trading or holding digital assets and cryptocurrency an advanced platform to secure their digital asset transactions that also ensures compliant tax reporting of cryptocurrency......
Milliman Wins Three InsuranceERM Americas Awards for Its Insurtech Products and Risk Consulting Services
Fintech InsurTech News Risk Management

Milliman Wins Three InsuranceERM Americas Awards for Its Insurtech Products and Risk Consulting Services

Fintech News Desk
Milliman consultants win “Risk Team of the Year,” while insurtech product Nodal is named “Analytics Solution of the Year” and Milliman’s Arius Enterprise wins “Cloud Technology of the Year” Milliman, Inc., a premier global consulting and actuarial firm, is pleased to announce that the firm has won three 2020 InsuranceERM......
ClientPay Makes Payment Acceptance Simpler for Leading Law Firms Through Integrated Payment Pages
Fintech Mobile Banking News

Coyote Analytics Launches Full Integration With ClientPay for More Robust Credit Card Payment Options

Fintech News Desk
ClientPay, an award-winning digital payment acceptance solution for legal and professional services firms, announced its full payments integration with Coyote Analytics. Coyote Analytics is a complete law practice management system that offers agile, collaborative solutions for midsize firms. Read More: GlobalFintechSeries Interview with Patrick Turiano, Director of Marketing at Paysafe......
Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech Investment Services News

Orion Partners with State Street Global Advisors to Expand Investment Program

Fintech News Desk
Renowned Investment Team Brings New Low-Cost Growth Opportunities to Orion Platform Orion Advisor Solutions, the premier provider of financial advisor technology and investment solutions, announces a new offering with State Street Global Advisors (State Street), and the availability of a suite of low-cost model portfolios. The partnership provides Orion users,......
Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry
Fintech News

New Proprietary Strategies Aimed At Fight Against Pandemic and Inflation

Fintech News Desk
Orion Advisor Solutions, the premier provider of financial advisor technology and enhanced investment solutions, announces the creation of two market-relevant, thematic stock and direct indexing strategies, U.S. Biotechnology and U.S. Metals and Mining, designed and managed through Orion’s SMA portfolio optimization tool, ASTRO. Read More: Fintech Europe Selects Ten Startups......
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Introduces Apex Extend

Fintech News Desk
Full-stack, turnkey technology enables financial and non-financial firms to quickly and cost-effectively enter wealthtech space Apex Clearing, the digital custody and clearing engine powering the future of wealth management, launched a new turnkey platform solution called Apex Extend. This innovative end-to-end business solution levels the fintech playing field with modular......
S3 Partners Offers Market Leading Financial Data on Snowflake Platform
Capital Markets Fintech Investment Services News

Capital Markets & FinTech Veteran Palak Patel Joins S3 Partners as Chief Revenue Officer

Fintech News Desk
S3 Partners (S3) announced that Palak Patel, a seasoned Capital Markets & FinTech Executive with more than 15 years of experience in areas of business and product management, has joined the Company as Chief Revenue Officer. In this newly-created role, Patel will oversee Global Enterprise and Platform Business Development for......
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