Search Results for: manage clients

SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace
Fintech InsurTech News

SIMON Launches Dynamic New Website, Showcasing Industry-Leading Education and Analytics Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
As an extension to its innovative digital platform for financial advisors, SIMON Markets LLC and SIMON Annuities and Insurance Services LLC this week introduced a new, dynamic, public-facing website. The new site showcases the features and functionality of SIMON’s leading-edge wealth management platform, with user-friendly navigation and additional content focused......
Orbex Crowned Best Forex Broker 2020
Banking Fintech News

Orbex Crowned Best Forex Broker 2020

Fintech News Desk
by Fintech News Desk0
International financial services provider Orbex has been awarded “Best Forex Broker 2020.” The broker was presented with the award by the prestigious Global Banking & Finance Review Magazine, taking home the trophy for both the European and MENA regions. Read More: TerraPay Announces Readiness for the New World by Strengthening Management The......
Cegid's Customer Satisfaction Rises Nearly 10% Using Genesys Cloud
Business Fintech News

Cegid’s Customer Satisfaction Rises Nearly 10% Using Genesys Cloud

Fintech News Desk
by Fintech News Desk0
With hundreds of thousands of customers across 75 countries, Cegid is a leader in business management solutions for accounting, finance and tax, payroll and human resources, Enterprise Resource Planning (ERP) and retail. The company is the third ranked software as a service provider in France and has earned a reputation as an......
Relativity's Innovation Awards Nominations are Open through July 20 for Relativity Fest 2020
Fintech News

Relativity’s Innovation Awards Nominations are Open through July 20 for Relativity Fest 2020

Fintech News Desk
by Fintech News Desk0
Relativity recognizes organizations and individuals taking e-discovery technology to the next level Relativity, a global legal and compliance technology company, announced that nominations for its 2020 Innovation Awards are now open through July 20. Read More: GlobalFintechSeries Interview with Nick Cowan, CEO of the GSX Group At Relativity Fest, now a free, fully-virtual conference, the company will......
Komainu Emerges to Address Financial and Security Challenges for Digital Asset Institutional Investors
Business Fintech Investment Services News

Komainu Emerges to Address Financial and Security Challenges for Digital Asset Institutional Investors

Fintech News Desk
by Fintech News Desk0
Secure and compliant digital asset custodian for institutions debuts, announces executive team Global investment bank Nomura, digital asset security company Ledger, and pioneer digital asset investment house CoinShares, share further details of Komainu, a digital asset custody business for institutional investors. Komainu is the first hybrid institutional-grade custodian for institutional investors......
Credit Suisse and Salt Financial announce a collaboration on quantitative index solutions
Fintech Fintech Funding Investment Services News

Credit Suisse NEXT Investors’ Portfolio Companies, LUX FTS and NorthPoint, Merge to Form Portfolio BI

Fintech News Desk
by Fintech News Desk0
Credit Suisse Asset Management’s NEXT Investors, a leading Fintech growth equity group, announced that LUX Fund Technology and Solutions (LUX FTS), a SaaS-based enterprise data management and reporting platform, and NorthPoint, a leading global provider of front-to-back office investment management solutions, have merged to form Portfolio BI. Portfolio BI provides......
Addepar Appoints Ruchir Swarup as Chief Technology Officer
Fintech News

Addepar Appoints Ruchir Swarup as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Former BlackRock executive brings more than 20 years of global experience to head up technology at Addepar Addepar, a leading technology platform for wealth management, announced that Ruchir Swarup has joined the company as Chief Technology Officer. Swarup joins Addepar after serving for 19 years as Managing Director at BlackRock, the world’s largest......
Broadridge Creates New AI-Driven Digital Execution Platform to Bring Next-Generation Liquidity to Corporate Bonds
Artificial Intelligence Blockchain Fintech News Trading

Broadridge Creates New AI-Driven Digital Execution Platform to Bring Next-Generation Liquidity to Corporate Bonds

Fintech News Desk
by Fintech News Desk0
LTX Platform executes first trades with broker-dealers and their buy-side customers Broadridge Financial Solutions, a global fintech leader, announced that its new AI-driven corporate bond trading platform, LTX, has executed its first trades. Broadridge has partnered with Jim Toffey, founder of Tradeweb Markets, to create LTX, which combines powerful artificial......
Foresight Risk and Insurance Services Selects Majesco Policy and Billing for P&C, Majesco Digital1st Insurance and Majesco CloudInsurer
Fintech InsurTech News Risk Management

Foresight Risk and Insurance Services Selects Majesco Policy and Billing for P&C, Majesco Digital1st Insurance and Majesco CloudInsurer

Fintech News Desk
by Fintech News Desk0
Next-generation platform to accelerate their digital transformation and growth Majesco, a global leader of cloud insurance software, announced that Foresight Risk and Insurance Services selected Majesco Policy and Billing for P&C, Majesco Digital1st Insurance, and Majesco CloudInsurer, providing a next generation platform to accelerate their digital transformation and growth. Read......
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