Search Results for: manage clients

FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021
Fintech Fintech Funding Investment Services News

FundCount Named Best Client Accounting Solution at the WealthBriefingAsia 2020 Awards

Fintech News Desk
by Fintech News Desk0
FundCount, LLC, a worldwide provider of accounting and investment analysis software, announced that it was awarded the title of Best Client Accounting Solution at the 8th WealthBriefingAsia Awards. These annual awards recognize best of breed providers in the global private banking, wealth management and trusted advisor communities that have demonstrated innovation and......
Dentons and eClerx Announce Strategic Partnership
Artificial Intelligence Business Fintech News

Dentons and eClerx Announce Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Dentons, the world’s largest law firm, and eClerx Markets, a market leader in business process management for the financial markets, announce the formation of a strategic partnership. This partnership combines Dentons’ legal expertise and global reach with eClerx’s proprietary technology and operational expertise, as well as its knowledge in AI-based......
Equisoft Onboards Industry Veteran, David Nicolai, as Vice President, Insurance Solutions USA
Business Fintech InsurTech News

Equisoft Onboards Industry Veteran, David Nicolai, as Vice President, Insurance Solutions USA

Fintech News Desk
by Fintech News Desk0
Equisoft, a global provider of digital business solutions for the insurance and wealth industries, announced the appointment of David P. Nicolai as Vice President, Insurance Solutions USA. David brings over 25 years of technical and business experience in the enterprise insurance software and services space where he worked for several prominent and successful......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Business Capital Markets Fintech Investment Services News

Appway Announces $37 Million Investment from Summit Partners to Fuel Global Expansion

Fintech News Desk
by Fintech News Desk0
Appway, a leading global provider of business process automation software focused on customer onboarding and customer lifecycle management for financial institutions, today announced a $37 million minority investment from global growth equity firm Summit Partners. This partnership represents Appway’s first external capital raise and will help the company to further......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Fintech News

Propeller INC. Announces Launch of Sought-After Automated Surety Bond Platform, Hires Industry Veteran to Lead Operations

Fintech News Desk
by Fintech News Desk0
Propeller Inc. has launched their automated surety bond platform for agents and brokers on June 2nd, 2020, which removes paper-intensive processes, delivering a low-touch way for agents to sell surety amidst the coronavirus pandemic. Read More: Celsius Network and Prime Trust partner to secure depositors funds and offer low-cost credit Aaron Steffey,......
Redd Announces New Vision, Rebrand as a Source of Global Change for Good
Business Fintech Investment Services News

Johnson Investment Counsel’s Pandemic and Business Continuity Planning Enables Employees to Work Anywhere

Fintech News Desk
by Fintech News Desk0
Ensures “Seamless Experience” Between Work-From-Home Advisors and Clients With Integrated Collaboration, Communications and Virtual Workspaces From Evolve IP Johnson Investment Counsel, one of the largest independent investment firms in the Midwest, and Evolve IP, the world’s leading provider of Work Anywhere™ cloud solutions, announced that a successful business continuity and pandemic......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Artificial Intelligence Capital Markets Fintech News Trading

MySky Secures New Funding to Expand Into the U.S. Market, Welcomes Jean De Looz as Head of Americas

Fintech News Desk
by Fintech News Desk0
Led by GMF Capital, the funding will help bring order to unregulated private aviation on an international scale as MySky enters the North American Market MySky, the only AI-powered spend management platform designed for the private aviation industry, announced the closing of a $5 million capital raise led by GMF Capital, with......
15 Billion Usernames and Passwords for Internet Services Including Bank and Social Media Accounts on Offer to Cyber Criminals, Finds New Research From Digital Shadows
Fintech News

ServiceLink Welcomes Yvette Gilmore as Senior Vice President of Servicing Product Strategy

Fintech News Desk
by Fintech News Desk0
Industry veteran brings decades of housing and financial experience to mortgage leader ServiceLink is strengthening its leadership team to expand its innovative products and services by appointing Yvette Gilmore as its senior vice president of servicing product strategy. An accomplished and award-winning housing and finance veteran, Gilmore brings more than 20 years’ experience......
Planswell Fills C-Suite with Eye Towards Global Expansion
Business Fintech News

UP Fintech Reports a Net Profit for the First Time

Fintech News Desk
by Fintech News Desk0
Despite being faced with a challenging start in 2020 due to the outbreak of the COVID-19 pandemic and the accompanying global economic volatility, UP Fintech Holding Limited (“UP Fintech” or the “Company”), a leading online brokerage firm focusing on global Chinese investors, recently posted impressive first-quarter financial results. Read More: GlobalFintechSeries......
1