Search Results for: manage clients

SharesPost Broadens Access to SharesPost 100 Fund
Banking News

SharesPost Broadens Access to SharesPost 100 Fund

Fintech News Desk
by Fintech News Desk0
Leading Liquidity Provider Hires Five-Member Team to Expand Distribution of Late-Stage VC Strategies from SharesPost Investments Management, LLC SharesPost, a leading provider of liquidity strategies within the private growth asset class, appointed a new in-house sales and distribution team to expand access to its suite of investment strategies, including the......
Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline
Fintech News

Riskalyze Announces “Regulation Best Interest” Solution at FSI OneVoice

Fintech News Desk
by Fintech News Desk0
New Reg BI Functionality Built Into Riskalyze Select and Elite Will Assist Wealth Management Enterprises in Addressing All Four Components of the Rule  Riskalyze announced brand new functionality and workflows as upgrades to its Riskalyze Select and Elite products to help financial advisors and wealth management enterprises address all four......
Finastra Strengthens Its Position in Israel With New Office Opening
Fintech News

Finastra Strengthens Its Position in Israel With New Office Opening

Fintech News Desk
by Fintech News Desk6
Launch Celebrated With Fintech Competition to Showcase Israel’s Thriving Financial Community and Drive Innovation on Platform Finastra is investing further in Israel with a new office in Kfar Saba, just outside Tel Aviv. The office, which is home to over 330 employees, offers more space for the Finastra team to grow as the company......
Alfresco and Tech Mahindra Introduce Four Jointly Developed AI/IoT Solutions for Insurance Companies
Business News

Alfresco and Tech Mahindra Introduce Four Jointly Developed AI/IoT Solutions for Insurance Companies

Fintech News Desk
by Fintech News Desk3
Alfresco Software, an open source content, process and governance software company, and Tech Mahindra, a leading provider of digital transformation, consulting and re-engineering services and solutions, announced collaboration on four jointly-developed, transformative insurance solutions. The collaboration combines Tech Mahindra’s insurance expertise and experience in the insurance industry with Alfresco’s powerful Digital......
WEX Announces a $400 Million Investment From Warburg Pincus and Amendment to the Credit Agreement
Banking Business News

WEX Signs Definitive Agreement to Acquire eNett and Optal

Fintech News Desk
by Fintech News Desk7
Aligns with WEX’s global growth strategy by extending the Company’s leadership position in the attractive Travel market Accelerates WEX’s revenue growth and is accretive to adjusted net income EPS in the first 12 months Provides significant global geographic diversification while reducing WEX’s exposure to macro-economic fluctuations Complements WEX’s technology and......
Kurtosys Raises Funding From Vistara Capital to Accelerate Global Growth
Banking News

Kurtosys Raises Funding From Vistara Capital to Accelerate Global Growth

Fintech News Desk
by Fintech News Desk8
Kurtosys, a leading digital experience platform (DXP) provider for financial service firms, announced that it has secured growth capital from Vistara Capital Partners. This funding enables the company to accelerate its global growth initiatives and invest further in the automation and delivery of exceptional investor experiences. Kurtosys provides an end-to-end......
Mphasis and QEDIT Partner to Offer Privacy-Enhancing Technology Solutions on Blockchain to Enterprises
Fintech News

Mphasis and QEDIT Partner to Offer Privacy-Enhancing Technology Solutions on Blockchain to Enterprises

Fintech News Desk
by Fintech News Desk6
Mphasis , an Information Technology (IT) solutions provider specializing in cloud and cognitive services, announced its partnership with Israeli-based QEDIT, an enterprise solution provider that uses Privacy-Enhancing Technology and Zero-Knowledge Proof (ZKP) cryptography to help companies transact and leverage their business data in a privacy-compliant manner. Under this partnership, the two entities will......
Survey: Most Financial Services’ Digital Offerings Are Not Accessible to Persons With Disabilities
Banking Business News

Survey: Most Financial Services’ Digital Offerings Are Not Accessible to Persons With Disabilities

Fintech News Desk
by Fintech News Desk0
With Market Gaps, Brand Reputation and Legal Threats Looming, Companies Must Take a More Decisive Approach Deque Systems, a leading software company specializing in digital accessibility, announced the results of a survey showing that most financial services firms are not adequately ensuring that their websites, mobile sites and apps are......
Quicken Loans and Amrock Team Up for North Carolina's First Remote Online Mortgage Closing
Business News

Quicken Loans Utilizes Docutech’s ConformX Platform

Fintech News Desk
by Fintech News Desk0
Docutech, a leading provider of document, eSign, eClose and print fulfillment technology, announced that Detroit-based Quicken Loans, America’s largest mortgage lender, has gone live with Docutech’s ConformX™ dynamic document engine. Docutech’s flagship solution, ConformX, was specifically developed to deliver the industry’s first truly dynamic document generation engine, providing a balance of productivity......
ErisX and Etale Partner to Enhance Trading Experience for Institutional Investors
News Trading

ErisX and Etale Partner to Enhance Trading Experience for Institutional Investors

Fintech News Desk
by Fintech News Desk0
ErisX announced support from Etale’s institutional trading platform. Members of ErisX are able to view real-time market data, and manage account balances and order execution via a secure connection using either Etale’s front end or API. Etale is a complete digital asset trading solution for institutions, delivered by experienced quantitative......
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