Search Results for: manage clients

Carver Edison Expands Senior Leadership Team
Fintech News

Carver Edison Expands Senior Leadership Team

Fintech News Desk
by Fintech News Desk0
Barton brings more than 25 years of legal, operational and financial experience to the newly created position, supporting continued growth for the company Carver Edison, a New York City-based financial technology company that helps provide financial opportunity to public company employees through its patented technology, has announced the addition of Gregory Barton to......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Fintech Investment Services News

Demand Wealth Launches the Nation’s First Investment Platform Designed to Align Financial Goals and Personal Values

Fintech News Desk
by Fintech News Desk0
Demand Wealth received an undisclosed seven figure investment from FinTech Private Equity firm Niche Investment Partners LLC. providing investors with an alternative to broad or often misleading investment portfolios, the Demand Wealth platform promotes transparency and respect for every American’s voice; allowing clients to invest according to their political, religious, and ethical......
Avii Helps Accountants Evaluate Options as They Adjust; Makes Full Version of Unified Accounting Platform Available Free
Fintech News

Avii Helps Accountants Evaluate Options as They Adjust; Makes Full Version of Unified Accounting Platform Available Free

Fintech News Desk
by Fintech News Desk0
 Avii is Filling the Gap with Automation by providing the full Avii Workspace™ platform for Tax, Audit and Advisory free for up to 25 users until at least June 1, 2020, to help ease new hurdles  To aid accounting firms of all sizes, effective immediately, Avii is providing the Avii Workspace......
AvaTrade Introduces Best Options Mobile Trading Experience
Business Fintech News Risk Management

AvaTrade Introduces Best Options Mobile Trading Experience

Fintech News Desk
by Fintech News Desk0
AvaTrade clients can now trade on AvaOptions – an advanced new platform comprising FX and Options trading and more. In turbulent times like these, AvaTrade, a leading award winning CFD broker, is not only maintaining business as usual, but also stepping up its game by introducing the most high tech, innovative......
AdminaHealth's CEO: "the Secret Behind Building a Successful Insurtech"
Fintech News

AdminaHealth’s CEO: “the Secret Behind Building a Successful Insurtech”

Fintech News Desk
by Fintech News Desk0
In a memo to employees at AdminaHealth, a leading provider of technology and financial solutions for the employee benefits and insurance marketplace that is currently hiring due to fast growth, CEO and founding member Robert Bull recognized the AdminaHealth team last week by naming them as the secret component to their......
Xceedance Partners With Input 1 to Provide an Innovative Policy Administration, Billing and Payments Solution for Program Administrators and Managing General Agents
Fintech InsurTech News

Xceedance Partners With Input 1 to Provide an Innovative Policy Administration, Billing and Payments Solution for Program Administrators and Managing General Agents

Fintech News Desk
by Fintech News Desk0
Input 1, a digital billing services and payment solutions provider, and Xceedance, a global provider of insurance consulting, managed services, technology, data sciences, and blockchain solutions, announced a strategic partnership. The partnership incorporates an industry-leading billing and payments solution from Input 1 with the state-of-the-art MGA Agility Suite, a policy administration......
InvestCloud Appoints Balthazar to Lead Singapore Expansion
Fintech News

InvestCloud Appoints Balthazar to Lead Singapore Expansion

Fintech News Desk
by Fintech News Desk0
FinTech firm appoints Taryn Balthazar to lead presence in Singapore as demand for digital wealth management solutions increases across APAC Global digital wealth management solutions provider, InvestCloud, has announced Taryn Balthazar as EVP, Head of Distribution Asia Pacific and Australia as the firm looks to scale up its presence and delivery capabilities in APAC. Read More: Analyticom......
Carver Edison Expands Senior Leadership Team
Fintech News

DriveWealth Forges First Partnership in Middle East and North Africa Region With UAE-Based Wealthface

Fintech News Desk
by Fintech News Desk0
Wealth Management Company Turns to DriveWealth for Technology, Brokerage Execution Services DriveWealth,  a U.S. based leader in global digital trading technology, announced a new partnership with Wealthface LLC, an innovative UAE-based wealth management company and online investment platform. The agreement marks DriveWealth’s first initiative in the Middle East and North Africa (MENA) region, bringing......
Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution
Fintech Investment Services News

Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution

Fintech News Desk
by Fintech News Desk0
Award-winning provider is recognized for its innovative cloud-based, multi-layer encryption and enhanced delivery of alternative investment reporting data  Canoe Intelligence, a financial technology company on a mission to automate and improve alternative investment operations, announced it has been named most Innovative Client Solution in Family Wealth Report’s 2020 awards program.......
Coupa Acquires Treasury Management Leader BELLIN Group
Fintech Investment Services News Trading

Enfusion Announces Fintech Veteran Thomas Kim as Its Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
Enfusion, the leading provider of cloud-based investment management software, managed middle & back-office services and data analytics,  shares the appointment of former Tassat executive Thomas Kim as its Chief Executive Officer. The announcement comes after an in-depth search by the Board of Directors. The executive hire emerges amidst additional leadership investments:......
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