Search Results for: manage clients

Clearwater Analytics Named Best Cloud-Based Solution In Investment Management Industry
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Clearwater Analytics Named Best Cloud-Based Solution In Investment Management Industry

Fintech News Desk
by Fintech News Desk0
Takes home accolade at the 2021 Fund Intelligence Operations and Services Awards Clearwater Analytics, a global SaaS solutions provider, announced today that it was named the Best Cloud-Based Back/Middle Office Solution provider in the Investment Management Industry in the 2021 Fund Intelligence Operations and Services (FiOps) Awards. Clearwater specializes in......
Fintech Company Zoe Financial Celebrates 3 Years As A Leader In The Wealth Management Industry
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Fintech Company Zoe Financial Celebrates 3 Years As A Leader In The Wealth Management Industry

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, today celebrates its three-year anniversary with heightened growth and national expansion in the midst of the pandemic. Zoe Financial today celebrates three years empowering consumers to find the best and most trustworthy financial advisors. Read More: GlobalFintechSeries Interview......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
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B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
Vertafore Client Communications Adds Industry-Leading Communications and Reputation Management to AMS360
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Vertafore Client Communications Adds Industry-Leading Communications and Reputation Management to AMS360

Fintech News Desk
by Fintech News Desk0
Vertafore, the leader in modern insurance technology, today unveiled its modern client communications and reputation management solution for independent agencies using AMS360®. Vertafore Client Communications, powered by Rocket Referrals, will help independent agencies build stronger relationships with their clients by equipping them with tools that enable more active and meaningful client......
Berkshire Bank Taps Cirrus to Support Small Business and PPP-Related Lending Initiatives
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Aryza Integrates Syngrafii eSignature and Video Signing Room™ Technology into its Financial Management Software

Fintech News Desk
by Fintech News Desk0
Syngrafii integration in Aryza platforms will provide financial advisors with enhanced client onboarding, servicing, and document management efficiencies.    Aryza, experts in the development of flexible financial software solutions for the insolvency, lending, debt, and recovery sectors, today announced that it has integrated Syngrafii technology. Syngrafii, the global eSignature company which provides......
Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū
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Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū

Fintech News Desk
by Fintech News Desk0
Acquisition will Strengthen and Expand Portfolio BI’s Offering to include FinTech Managed Cloud Services, Data Science, and DevOps Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, announced it has completed the acquisition of Hentsū, a global provider of......
SIX Adds Wealth Management APIs to the b.Link Open Banking Platform
Fintech News

SIX Adds Wealth Management APIs to the b.Link Open Banking Platform

Fintech News Desk
by Fintech News Desk0
As a member of the OpenWealth Association, SIX is launching three new interfaces for Swiss wealth management on the b.Link open banking platform. Read More: GlobalFintechSeries Interview with Vincent Bezemer, SVP Americas at Backbase The association created by industry representatives agreed the common API standards last December. The wealth management......
Skience Launches New Data Management Enhancements To Enable Digital Transformation For Wealth Management Firms
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Skience Launches New Data Management Enhancements To Enable Digital Transformation For Wealth Management Firms

Fintech News Desk
by Fintech News Desk0
Next Generation Data Consolidation and Replication Solution Solves Unmet Industry Needs, Creating a ‘Single Source of Truth’ Skience, a leading digital enablement solution and consulting provider, today announced the launch of a new Data Consolidation and Replication capability for wealth management firms. This new offering empowers wealth management firms to......
BlockFi Names Lei Lei Director of Institutional Sales - Real Money Clients
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BlockFi Names Lei Lei Director of Institutional Sales – Real Money Clients

Fintech News Desk
by Fintech News Desk0
BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, today announced that Lei Lei has joined the company as Director of Real Money Clients, Institutional Sales to cover endowments, pension funds, asset managers, insurance companies, corporate entities, and sovereign wealth......
Diginex launches Front-to-Back Digital Assets Trading, Portfolio Management and Risk Platform Powered by Itiviti
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Diginex launches Front-to-Back Digital Assets Trading, Portfolio Management and Risk Platform Powered by Itiviti

Fintech News Desk
by Fintech News Desk0
Diginex Limited, the digital assets financial services company, and Itiviti, a leading technology and service provider to financial institutions worldwide, today announced the launch of ‘Access’, a front-to-back trading, portfolio, and risk management solution that enables the trading of cryptocurrencies and crypto derivatives across several platforms. Read More: GlobalFintechSeries Interview with......
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