Search Results for: manage clients

Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List
Fintech Investment Services News

Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List

Fintech News Desk
by Fintech News Desk0
SaaS company only honoree of the 100 firms recognized providing an innovative digital marketing solution for wealth and asset management industry Twenty Over Ten, an industry-leading SaaS company, was named to the WealthTech 100 list, an annual list of 100 of the world’s most innovative WealthTech companies. Selected by a......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech Fintech Startups Investment Services News

Jassby and Apex Entertainment Partner to Serve Families while Quarantined at Home

Fintech News Desk
by Fintech News Desk0
Jassby, Inc. the fintech company that created a leading family finance app, announced today it has partnered with Apex Entertainment to offer a variety of ways to entertain and educate families quarantined to their homes during the Corona Virus crisis. As part of this partnership, Jassby will offer Apex Entertainment gift......
One Touch Video Banking Launches New Release 5.0
Business Fintech News

SS&C Technologies to Acquire Innovest Systems

Fintech News Desk
by Fintech News Desk0
Strategic acquisition will complement SS&C services for trust companies SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced it has entered into a definitive agreement to acquire Innovest Systems for a total consideration of $120 million. New York-based Innovest builds systems for trust accounting, payments and unique asset servicing on modern, web-based technology. The purchase......
SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities
Capital Markets Fintech InsurTech News

SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) and Raymond James Financial (“Raymond James”) have now unveiled integration that brings SIMON’s end-to-end digital platform for annuities to all 8,000+ Raymond James advisors. The new partnership extends SIMON’s best-in-class insurtech solution to Raymond James’ national network of advisors,......
DiligenceVault Announces EMEA Expansion Plans With a Key FinTech Hire
Fintech News

DiligenceVault Announces EMEA Expansion Plans With a Key FinTech Hire

Fintech News Desk
by Fintech News Desk0
DiligenceVault, the global fund diligence platform, announced continued international growth plans, welcoming a new EMEA Director of Business Development, Guillaume Rouault, and the opening of its second overseas office and first one in London. With over 12,000 active users globally, DiligenceVault is continuing to deliver on its commitment to provide......
Ultimate Risk Solutions (URS) Offers a Powerful Suite of Technologies that Allows Asset Portfolios to be Modelled Quickly, Consistently, and Accurately
Fintech News Risk Management

Ultimate Risk Solutions (URS) Offers a Powerful Suite of Technologies that Allows Asset Portfolios to be Modelled Quickly, Consistently, and Accurately

Fintech News Desk
by Fintech News Desk0
Asset Portfolios of insurers are subject to risks that can often exceed the risk of losses from natural catastrophes. Asset Risk can arise from economic recessions and crises that can unexpectedly reduce the market value of securities and cause counterparties to default on their obligations. While many companies focus their......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
by Fintech News Desk0
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
Agora Services to Offer Fully White Label Teen & SMB Digital Banking Solutions for Community Financial Institutions
Banking Fintech News

Agora Services to Launch Its White Label Teen Account as an App on Finastra’s FusionFabric.cloud

Fintech News Desk
by Fintech News Desk0
Agora Services is working to include its white label Teen Account (“Agora Junior”) in Finastra’s FusionStore. The app is currently being integrated with Finastra’s open APIs on Finastra’s platform for open innovation, FusionFabric.cloud. Read More: Celsius Network and Prime Trust partner to secure depositors funds and offer low-cost credit .@AgoraservicesNY to launch its White......
SS&C Expands Data Solutions
Fintech Investment Services News

SS&C Expands Data Solutions

Fintech News Desk
by Fintech News Desk0
Advent TransPort optimizes custodial data operations SS&C Technologies Holdings, announced the launch of Advent TransPort, a solution for customizing custodial data. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers The latest addition to Advent Data Solutions enables clients to apply custom rules and logic to......
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