Search Results for: manage clients

SS&C Technologies Powers Mid Atlantic Capital's FINRA CAT Reporting
Capital Markets Fintech News Risk Management Trading

SS&C Technologies Powers Mid Atlantic Capital’s FINRA CAT Reporting

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, announced that Mid Atlantic Capital Group has chosen SS&C to automate its FINRA Consolidated Audit Trail (CAT) reporting obligations. The Securities and Exchange Commission will require all broker-dealers to report equities and options transaction data to FINRA CAT at the end of the month. Read More: Abrigo Adds......
AccuReg Earns Third Consecutive #1 Ranking in Patient Access Solutions by Black Book Research
Fintech News

AccuReg Earns Third Consecutive #1 Ranking in Patient Access Solutions by Black Book Research

Fintech News Desk
by Fintech News Desk0
AccuReg, a healthcare technology solutions company offering a full suite of patient access revenue cycle SaaS solutions for hospitals, is ranked first for the third consecutive time among patient access solutions providers according to the influential 2020 Black Book Research Survey. Read More: M Financial Group Licenses FAST Software to Enable......
Optima Partners Successfully Expands into Hong Kong
Business Fintech News

Optima Partners Successfully Expands into Hong Kong

Fintech News Desk
by Fintech News Desk0
Optima Partners is delighted to announce that it continues to further its position as a leading global financial regulatory compliance advisory firm with its expansion into Hong Kong.  Katrina Banh, the lead Partner in its Hong Kong office stated, “from a compliance perspective, global connectivity and awareness is paramount. Our capabilities and the......
Carpenters Trusts of Western Washington Names Northern Trust as Asset Servicing Partner
Business Fintech News

Carpenters Trusts of Western Washington Names Northern Trust as Asset Servicing Partner

Fintech News Desk
by Fintech News Desk0
Northern Trust has been selected by Carpenters Trusts of Western Washington, a Seattle-based self-administered Taft-Hartley trust, to provide global custody, securities lending, foreign exchange and related services for US$2.2 billion in trust assets. “We are excited to cultivate a strong partnership with Carpenters Trusts of Western Washington, and look forward......
Customers Bank Appoints Industry Veteran Daniel Park as Senior Vice President, Treasurer
Banking Fintech Fintech Funding News Risk Management

Customers Bank Appoints Industry Veteran Daniel Park as Senior Vice President, Treasurer

Fintech News Desk
by Fintech News Desk0
Customers Bank is pleased to announce industry veteran Daniel Park has joined the bank as Senior Vice President and Treasurer. Park will use his three decades of experience to enhance interest rate risk management processes, integrate capital and liquidity stress testing into corporate planning, as well as optimize funding, liquidity......
Atria's Cadaret Grant Adds Four Offices with Nearly $600 Million in AUA
Fintech News

Atria’s Cadaret Grant Adds Four Offices with Nearly $600 Million in AUA

Fintech News Desk
by Fintech News Desk0
Cadaret Grant, an independent wealth management firm and wholly-owned subsidiary of Atria Wealth Solutions, Inc. (Atria), announced that four independent representative offices, collectively bringing close to $600 million of assets under administration (AUA), have joined the firm. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition In the rapidly changing wealth......
Steward Partners Welcomes New Advisory Team in New York
Business Fintech News

Steward Partners Welcomes New Advisory Team in New York

Fintech News Desk
by Fintech News Desk0
New $220 Million Duo Continues the Firm’s Strong Growth This Year Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced that the Reservoir Road Financial Group has joined the firm in New York City. Read More: bitFlyer: Confidence in......
Docutech Is Now First American Docutech
Fintech News

Docutech’s Solex eClosing Chosen by LendingQB, a MeridianLink Product, to Streamline Digital Closings

Fintech News Desk
by Fintech News Desk0
Docutech, the leading provider of document, eSign, eClose and digital to print fulfillment technology and a member of the First American family of companies, announced that LendingQB, a leading provider of SaaS loan origination technology solutions, has integrated Docutech’s Solex™ eClosing solution to enable digital closing with eClosing, eNote and......
Wolters Kluwer Tax & Accounting Announces BR1GHT as Its Implementation Partner for TeamMate Expert Solutions in the Netherlands and the Nordic Markets
Business Fintech News Risk Management

Wolters Kluwer Tax & Accounting Announces BR1GHT as Its Implementation Partner for TeamMate Expert Solutions in the Netherlands and the Nordic Markets

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax & Accounting announced that BR1GHT has been named as its implementation partner for the TeamMate global expert solutions in the Netherlands and the Nordics. The agreement enables BR1GHT to provide implementation services, project management, and product expertise to TeamMate customers in these countries. Read More: Kensho Collaborates with NVIDIA......
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