Search Results for: manage clients

iPipeline Announces Exclusive Partnership with ForMotiv to Offer Next-Gen Behavioral Intelligence with Monitoring
Fintech News

LeverData Appoints Hedge Fund Industry Leaders Mike DeAddio and Siew Kai Choy to Its Advisory Board

Fintech News Desk
by Fintech News Desk0
LeverData Continues to Build a World-Class Team as It Solves Financial Services’ Data Delivery Problem LeverData, a leading financial technology company that provides data ingestion, validation, and ongoing management solutions for corporations and financial services firms, announced that long-time hedge fund executive Mike DeAddio, formerly of WorldQuant, Citadel and MIT,......
Finance Industry Veteran Ellen Richey Appointed to Green Dot Board of Directors
Fintech News Risk Management

Finance Industry Veteran Ellen Richey Appointed to Green Dot Board of Directors

Fintech News Desk
by Fintech News Desk0
The Board of Directors of Green Dot Corporation appointed Ellen Richey, former vice chairman and chief risk officer, Visa Inc., as a director of the Company. The appointment was effective April 3, 2020. Ms. Richey will serve on the Risk Committee. Read More: Kreditech Rebrands to Monedo as It Steps Up......
RIA in a Box Announces New Form CRS Tool as Part of MyRIACompliance
Fintech News

RIA in a Box Announces New Form CRS Tool as Part of MyRIACompliance

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, announced the launch of an automated Form CRS creation tool and resources to help registered investment advisors (RIAs) complete the upcoming required Form CRS filing. Unlike many compliance firms......
Fintech News

MineralTree Simplifies Remote Work for Finance Teams With Expanded ERP Integrations for AP Automation

Fintech News Desk
by Fintech News Desk0
New ERP integration capabilities dramatically increase availability to mid-market businesses struggling with work-from-home guidelines MineralTree, a market-leading Accounts Payable (AP) and Payment Automation solution provider, today announced the expansion of its integration capabilities to help more middle-market businesses automate their AP processes. The new capability adds hundreds of accounting and Enterprise Resource Planning......
eOriginal Enables Lender Banks to Fully Meet SBA's Mandatory Digital Loan Requirements
Banking Fintech News

eOriginal Enables Lender Banks to Fully Meet SBA’s Mandatory Digital Loan Requirements

Fintech News Desk
by Fintech News Desk0
Clients are fully operational and able to create digital loans in 1-2 weeks with Rapid Deployment Solution  eOriginal, the trusted leader in digital lending technology, announced the launch of a Rapid Deployment Solution (RDS) to enable lenders to meet the SBA’s mandatory requirements for digital loans, and to be up......
PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-Of-Its-Kind, Multi-Strategist Retirement Plan Solution
Business Fintech News

PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-Of-Its-Kind, Multi-Strategist Retirement Plan Solution

Fintech News Desk
by Fintech News Desk0
Advisors can View Real-Time Plan & Participant Data from PCS within Envestnet Wealth Management Platform PCS Retirement, a leading provider of retirement plan recordkeeping services, announced the rollout of the ManagedPlan turnkey solution for retirement plan sponsors and their financial advisors, developed and run in partnership with Envestnet Retirement Solutions......
American Fidelity Appoints SS&C for Insurance Investment Accounting Partnership
Fintech News

Xplore Wealth Selects SS&C to Help Realize Its “One Platform” Goal

Fintech News Desk
by Fintech News Desk0
Australia-based independent platform provider and investment administrator partners with SS&C Global Wealth Platform to streamline technology SS&C Technologies Holdings, announced that Xplore Wealth chose SS&C’s Global Wealth Platform (GWP) to help the firm consolidate systems and enhance its wealth management platform. Read More: Crypto Gazette Brings Exciting News to Crypto Enthusiasts: Ledger Nano X......
Eventus Systems to provide trade surveillance, AML transaction monitoring for BitMEX
Fintech News Risk Management Trading

Eventus Systems Rapidly Expands Market Coverage, Now Actively Surveilling 100+ Venues Globally

Fintech News Desk
by Fintech News Desk0
Adding 10 new venues in Q1 with 8 in Europe, firm continues to scale platform for growing client base  Eventus Systems, a multi-award winning global trade surveillance and risk management software platform provider, announced that its Validus platform is now actively surveilling activity for clients on more than 100 exchanges......
Boston National Title to Use Black Knight's Expedite Suite of eSign and Document Fulfillment Solutions
Capital Markets Fintech News

Black Knight Delivers Powerful New Enhancements to CompassPPE

Fintech News Desk
by Fintech News Desk0
Black Knight delivered several enhancements in its latest release of CompassPPE, the company’s modern, robust product, pricing and eligibility engine Black Knight, announced a new release of CompassPPE, the company’s robust and modern product, pricing and eligibility engine (PPE). Designed to deliver even greater efficiencies and transparency, the recent enhancements expand......
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