Search Results for: manage clients

Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Fintech Fintech Funding News

Oranj Adds Income-Focused Mutual Funds to Its Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Pacific Funds join the growing list of asset managers on Oranj’s custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that Pacific Funds has joined the expanding list of best-in-class asset managers who have made their mutual funds available on the free to......
SS&C Technologies Completes Acquisition of Innovest Systems
Fintech News

SS&C Technologies Completes Acquisition of Innovest Systems

Fintech News Desk
by Fintech News Desk0
Glenn Schmidt named SS&C Innovest General Manager SS&C Technologies Holdings, announced it has completed the acquisition of Innovest Systems, the provider of web-based technology systems for trust accounting, payments and unique asset servicing. The acquisition will enable SS&C  to broaden its wealth management technology suite. Glenn Schmidt will continue to lead SS&C Innovest......
John Scuorzo Joins Evercore as Senior Managing Director in its Capital Markets Advisory Practice
Banking Business Capital Markets Fintech Investment Services News

John Scuorzo Joins Evercore as Senior Managing Director in its Capital Markets Advisory Practice

Fintech News Desk
by Fintech News Desk0
Evercore announced that John Scuorzo has joined the Firm’s Investment Banking business as a Senior Managing Director in its Capital Markets Advisory practice. He will be based in New York and Menlo Park and will focus on advising clients in the technology sector. Read More: Abrigo Adds Transparent Artificial Intelligence......
OneAmerica Ups Ante on Education Amidst COVID-19 Pandemic
Fintech News

OneAmerica Ups Ante on Education Amidst COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Company going beyond traditional retirement plan guidance by providing holistic education Having earned a reputation in the retirement industry for its award-winning, client-focused approach, OneAmerica has upped the ante in this climate of uncertainty to deliver on one of its key differentiators ─ education. Through a holistic approach that surpasses traditional......
Miller Kaplan Partnership Adds Mark Flanagan
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Miller Kaplan Partnership Adds Mark Flanagan

Fintech News Desk
by Fintech News Desk0
Miller Kaplan, a top-100 certified public accounting firm, is pleased to announce a new strategic advisor, Mark Flanagan, CPA, CFP®, has joined the partnership. Flanagan, a seasoned accounting professional with 30 years of experience, will bring a depth of expertise to the San Francisco practice, and the firm as a......
Western Union Provides Payment Services to 90,000 Members of Bank-Fund Staff Federal Credit Union
Business Cryptocurrency Economy Fintech News

Western Union Provides Access to Paycheck Protection Program Loans for Agents and Business Customers

Fintech News Desk
by Fintech News Desk0
The Western Union Company , a leader in cross-border, cross-currency money movement and payments, is now one of a few non-bank approved lenders providing access to small business loans through the U.S. Small Business Administration Paycheck Protection Program. The company now can accept loan applications online and provide financial assistance to eligible......
MoveCU Breaks Auto-Loan Origination Record for Maryland-Based Credit Union
Banking Fintech News

MoveCU Breaks Auto-Loan Origination Record for Maryland-Based Credit Union

Fintech News Desk
by Fintech News Desk0
Within the first six weeks of their partnership, MoveCU generated 330 auto loan approvals for Market USA Federal Credit Union MoveCU Inc., a credit union fintech, announced that it has generated 330 direct auto loan approvals for MarketUSA FCU, a Maryland-based credit union, within the first 45 days of their partnership.......
Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition
Artificial Intelligence Business Fintech News

Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition

Fintech News Desk
by Fintech News Desk0
Kensho, an S&P Global company, introduced Scribe, an end-to-end speech recognition solution specifically optimized for the finance and business community. Scribe leverages the latest deep learning techniques to process more audio in less time with better accuracy. Read More: Kreditech Rebrands to Monedo as It Steps Up Growth in International Lending Markets......
smartTrade’s Solution Awarded Best Multi-Asset EMS System by Markets Media
Cryptocurrency Fintech News Trading

smartTrade’s Solution Awarded Best Multi-Asset EMS System by Markets Media

Fintech News Desk
by Fintech News Desk0
smartTrade Technologies, a pioneer in multi-asset electronic trading solutions, announces that its Execution Management System (EMS) has been awarded as Best Multi-Asset EMS by Markets Media. Read More: Former U.S. Secretary of Commerce, Penny Pritzker, Doubles Down on Payments Infrastructure Pioneer Finix .@smarttrade_tech is proud to announce that its solution is......
Spreedly Announces New and Expanded Revenue Optimization Solutions
Artificial Intelligence Fintech Mobile Banking News

SparkCognition and Milize to Offer Automated Machine Learning Solutions for Financial Institutions to the APAC Region

Fintech News Desk
by Fintech News Desk0
 SparkCognition, a leading industrial artificial intelligence (AI) company, is pleased to announce that Japanese AI and Fintech company, MILIZE Co., Ltd. will offer Japanese financial institutions fraud detection and anti-money laundering solutions. These solutions will be built using the automated machine learning software of SparkCognition. Read More: Healthfully and Paya......
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