Search Results for: manage clients

RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference
Business Fintech News

RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference

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 release of an open API for its MyRIACompliance tool. The development was announced at Technology Tools for Today (T3) Advisor Conference in San Diego. RIA in a......
Grapevine6 and The Rudin Group Combine AI-Fueled Technology and Content Strategy to Unlock the Power of Social Media for Financial Advisors
Business Fintech News

Grapevine6 and The Rudin Group Combine AI-Fueled Technology and Content Strategy to Unlock the Power of Social Media for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Influencer April Rudin to Make Guest Appearance at Grapevine6 Reception Grapevine6, a patented social and digital sales engagement platform, announces its partnership with April Rudin and her firm, The Rudin Group, a wealth marketing firm serving the global wealth ecosystem since 2008. The Rudin Group creates differentiated messaging and content......
Subi Sethi Joins Clearwater as Chief Client Officer
Fintech News

Subi Sethi Joins Clearwater as Chief Client Officer

Fintech News Desk
by Fintech News Desk0
Clearwater Analytics announced that Subi Sethi has joined Clearwater as Chief Client Officer to lead the firm’s global operations team. Subi has extensive experience driving operational transformation to deliver highly scalable solutions for global companies. She will be responsible for ensuring the success of Clearwater clientele, and will lead the......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech Fintech Radar Fintech Startups Investment Services News

Carson Group Announces Elimination of Technology Costs for Its Partners

Abhishek Upadhyay
by Abhishek Upadhyay0
One of the fastest-growing financial services companies, Carson Group recently made an announcement that the company will cover the tech costs for all its partner firms starting from the 1st of April this year. This will include software platforms Egnyte, Orion, Salesforce, and Smarsh. From thereon, wirehouse advisors, IARs and......
H&R Block Advances Transformation Strategy With New Vice Presidents
Banking Fintech News

H&R Block Advances Transformation Strategy With New Vice Presidents

Fintech News Desk
by Fintech News Desk0
US Retail and Information Technology H&R Block Executives to Improve Tax Pro Experience, Deliver Improved Virtual Client Experience and Enhance Operational Excellence To take its tax experience from industry leading to industry defining, H&R Block  has focused on elevating its talent and culture, most recently in promoting four H&R Block......
Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference
Business Fintech InsurTech

Timeline’s Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference

Fintech News Desk
by Fintech News Desk0
CEO Abraham Okusanya shares new features of the Timeline platform during mainstage presentation  Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, announced Livetrack – your Co-pilot for retirement journeys – at the 2020 T3 Technology Tools for Today Advisor Conference in San Diego. Livetrack is the......
Redi2's BillFin Selected by CircleBlack for Advanced Fee Billing Partner
Banking Fintech News

Redi2’s BillFin Selected by CircleBlack for Advanced Fee Billing Partner

Fintech News Desk
by Fintech News Desk0
CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology applications, announced that it has selected Redi2Technologies’ BillFin solution, as their provider of hosted advanced fee billing, which will be available through the single sign-on hub......
B2Broker Introduces B2Core To Offer Businesses Brand New Pack-Based Trader’s Room Concept
Business News

B2Broker Introduces B2Core To Offer Businesses Brand New Pack-Based Trader’s Room Concept

Fintech News Desk
by Fintech News Desk0
B2Broker, a leading liquidity and technology provider of solutions to the forex and crypto industry, is pleased to introduce B2Core, a major upgrade to its client cabinet solution Trader’s Room, which has undergone a major overhaul in response to client demand and to meet today’s exacting business needs. All New Client......
Fintainium Adds Top Executive Talent To Fuel Growth
Business Fintech News

Fintainium Adds Top Executive Talent To Fuel Growth

Fintech News Desk
by Fintech News Desk0
Fintainium, the next generation B2B payments solution provider, announces the appointment of three industry executives to fuel expansive company growth. The new team members, appointed as President, General Manager, and Senior Vice President of Business Development, were hand-picked based on skillset, expertise, and performance in the marketplace and will bring......
UP Fintech Underwrites 12 Chinese ADR IPOs in 2019
News Trading

UP Fintech Underwrites 12 Chinese ADR IPOs in 2019

Fintech News Desk
by Fintech News Desk0
More than 30 Chinese companies listed on US exchanges in 2019 and 12 of them had Tiger Brokers , a wholly owned subsidiary of UP Fintech Holding Limited , act as one of the underwriters for their offerings. In 2015, UP Fintech introduced its proprietary trading platform, Tiger Trade, which......
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