Search Results for: manage clients

Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs
Fintech News

Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs

Fintech News Desk
by Fintech News Desk0
InvestCloud White Allows RIAs to Run Entire Business Via One Platform and TAMPs to Support Dozens of Others At its 2020 Conference, InvestCloud announced the launch of InvestCloud White, a digital platform for wealth management and turnkey asset management programs (TAMPs). InvestCloud White is a complete solution for the wealth management space,......
eMoney Advisor Enhances Advisor Branded Marketing (ABM) Solution with Automated Lead Generation Campaigns
Fintech News

eMoney Advisor Enhances Advisor Branded Marketing Solution with Automated Lead Generation Campaigns

Fintech News Desk
by Fintech News Desk0
Marketing automation capabilities streamline workflow for attracting, nurturing, converting and retaining clients in the digital age eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, expanded its Advisor Branded Marketing (ABM) tool with Automated Lead Generation campaigns, designed to help financial advisors......
Virtu Financial Expands its Execution Services Leadership Team
News Trading

Virtu Financial Expands its Execution Services Leadership Team

Fintech News Desk
by Fintech News Desk0
Virtu Financial, Inc. (“Virtu” or the “Company”), a leading provider of financial services and products that leverages cutting edge technology to deliver innovative, transparent trading solutions to clients and liquidity to the global markets, announced the hiring of Jessica Morrison to serve as Co-Head of Virtu-ITG APAC and Head of......
Insurity Strengthens Billing and Payments Offerings with Bill It Now Acquisition
InsurTech News

Kingstone Insurance Selects Insurity’s ClaimsXPress Across All Business Lines

Fintech News Desk
by Fintech News Desk0
Cloud-based Claims Management Solution Will Support Growth and Improve Customer Experience Insurity, Inc., a leading provider of cloud-based solutions and data analytics for the world’s largest insurers, brokers, and MGAs, today announced that Kingstone Insurance Company (KICO), a multi-line northeast regional property and casualty insurance carrier, has selected Insurity’s cloud-based ClaimsXPress solution......
Annual Insurance Workforce Survey Provides Insights on Attracting and Retaining Cross-Generational Talent
Business Fintech News

Annual Insurance Workforce Survey Provides Insights on Attracting and Retaining Cross-Generational Talent

Fintech News Desk
by Fintech News Desk0
From Boomers to Millennials: Work-Life Balance, Helping Their Community and a Tech-Enabled Work Environment Are Must-Haves for Insurance Professionals Despite common assumptions to the contrary, a new report released by Vertafore reveals that professionals in today’s cross-generational insurance workforce are attracted to and want many of the same things from their......
Capitalab Connects to LCH SwapAgent to Enhance Margin Optimisation Services
Business Fintech News

BGC Partners Takes Proactive Preventative Measures to Maximize Health and Safety

Fintech News Desk
by Fintech News Desk0
Restricts Non-essential Business Travel for Employees due to COVID-19 Will Not Attend Upcoming Conferences Postpones Previously Scheduled Fenics Event for Investors and Analysts BGC Partners, Inc. , a leading global brokerage and financial technology company, announced that it is taking certain proactive and preventative safety measures due to the spread......
Black Knight Announces Acquisition of Collateral Analytics, a Leading Provider of Analytic Technology for the Mortgage, Capital Markets and Real Estate Markets
Business Fintech News

Black Knight Announces Acquisition of Collateral Analytics, a Leading Provider of Analytic Technology for the Mortgage, Capital Markets and Real Estate Markets

Fintech News Desk
by Fintech News Desk0
Collateral Analytics builds and delivers automated valuation models (AVMs), collateral and mortgage risk tools to the real estate, mortgage and wider finance sectors The company holds proprietary data assets representing approximately 600,000 neighborhoods across the U.S.; demographics on 100 million individual households; and commercial real estate market information The addition......
Sidetrade Announces Cash Culture app on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace
Business Fintech News

VISEO Uses Sidetrade Expertise as a Powerful Lever for Transformation and Innovation

Fintech News Desk
by Fintech News Desk0
Viseo, the specialist in digital transformation for business, enhances the financial relationship with their customers, thanks to Sidetrade’s AI technology and expertise. Sidetrade ensures ROI by accelerating cashflow. Viseo is an independent service provider that advises companies globally on their digital transformation, including the USA. Whereas some consulting firms are......
SmartStream launches its second-generation AI data quality solution
Business Fintech News

SmartStream and Luxoft Form Global Alliance to Help Financial Institutions Digitally Transform the Post-Trade Lifecycle

Fintech News Desk
by Fintech News Desk0
SmartStream Technologies, the financial Transaction Lifecycle Management (TLM) solutions provider, and Luxoft, a DXC Technology Company , announced an agreement to help financial institutions digitally transform the entire post-trade lifecycle, enabling more efficient, streamlined and cost-effective middle- and back-office operations. The new partnership promises to accelerate and expand the delivery of SmartStream’s solutions, leveraging......
iTrustCapital Releases New Revolutionary Physical Gold Product on IRA Platform Utilizing Kitco Metals
Cryptocurrency Investment Services News

iTrustCapital Survey: Millennials Are More Likely to Choose Bitcoin as the Best Investment During a Coronavirus Pandemic

Fintech News Desk
by Fintech News Desk0
iTrustCapital, a trading platform for cryptocurrencies and physical gold in retirement accounts, conducted a survey asking respondents what asset they felt was the best investment during a pandemic outbreak of the coronavirus. Respondents aged 30 to 44 were twice as likely to prefer Bitcoin or other cryptocurrencies than any other......
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