Search Results for: manage clients

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM
Business Fintech News

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM

Fintech News Desk
by Fintech News Desk0
Formerly Fox Financial Planning Network AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM.  The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships......
Netgain and RSM Provide Lease Accounting & Fixed Asset Solutions
Fintech News

Netgain and RSM Provide Lease Accounting & Fixed Asset Solutions

Fintech News Desk
by Fintech News Desk0
Netgain, an advanced accounting application developer, is announcing an arrangement with RSM US LLP  – the leading provider of audit, tax and consulting services focused on the middle market. The arrangement allows RSM clients to leverage NetLease, a robust lease accounting solution, and NetAsset, an advanced asset accounting tool. NetLease was......
Gayatri Raman Appointed Head of International Business for Clearwater Analytics
Business Fintech News

Gayatri Raman Appointed Head of International Business for Clearwater Analytics

Fintech News Desk
by Fintech News Desk0
Clearwater announced that Gayatri Raman was appointed as Head of International Business. Gayatri will lead the UK, EMEA, and APAC business for Clearwater and will be based in Clearwater’s London office. “Through my experience running and scaling global businesses, I have a deep understanding of what it takes to build......
Kevin Bryla Joins SpotOn as Part of Growing Team
Fintech Fintech Funding News

SpotOn Raises $50 Million in Series B Funding from Former Twitter Executives

Fintech News Desk
by Fintech News Desk0
The payments and software company will increase investment in product development to continue building end-to-end vertical solutions and accelerating hiring across all functions SpotOn Transact, Inc, an innovative payments and software company, announced $50 million in Series B funding. The round includes 01 Advisors, an investment and advisory firm founded......
DXC Technology and Tradeshift Align to Transform Accounts Payable and Procurement Processes
Fintech News

DXC Technology and Tradeshift Align to Transform Accounts Payable and Procurement Processes

Fintech News Desk
by Fintech News Desk0
Together, DXC Business Process Services and Tradeshift’s network help finance organizations drive touchless procure-to-pay automation and insights DXC Technology and Tradeshift, a leader in supply chain payments and marketplaces, announced a collaboration to help enterprises automate and transform their procure-to-pay processes while driving competitive growth through better analytics and insights.......
Trading Technologies and Nodal Exchange Launch Collaboration to Provide Market Access Through the TT Platform
Fintech News Trading

Trading Technologies and Nodal Exchange Launch Collaboration to Provide Market Access Through the TT Platform

Fintech News Desk
by Fintech News Desk0
Trading Technologies International, Inc. (TT), a global provider of high-performance professional trading software, infrastructure and data solutions, and Nodal Exchange, a derivatives exchange providing price, credit and liquidity risk management solutions to participants in the North American commodities market, announced they have entered into a commercial agreement whereby Nodal Exchange’s......
TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion
Fintech News

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion

Fintech News Desk
by Fintech News Desk0
New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms Registered Investment Advisors seeking alpha now have access to modern trading tools that enable an advisor to quickly streamline an advisor’s day-to-day operations. TradePMR, a technology and custodial services provider that works exclusively with Registered Investment......
smartTrade’s Solution Awarded Best Multi-Asset EMS System by Markets Media
Business Fintech News

Desjardins Selects smartTrade To Enhance Its FX Services

Fintech News Desk
by Fintech News Desk0
smartTrade Technologies, a global leader in multi-asset electronic trading solutions, announces that Desjardins, leading Canadian financial services company, has selected LiquidityFX, smartTrade’s fully hosted and managed Foreign Exchange (FX) platform, to provide enhanced FX services to its clients. Desjardins was looking for an end-to-end e-FX trading solution to automate its......
Barksdale Federal Credit Union Selects Ignite Sales Platform to Guide Members Digitally to Wise Financial Choices
Banking Fintech Radar Fintech Startups Investment Services News

Ignite Sales Names Juan Sistachs to Lead Company’s Sales and Partnerships

Fintech News Desk
by Fintech News Desk0
Experienced industry veteran joins team to build upon Ignite’s rapid growth Ignite Sales, Inc., the financial industry leader in customer engagement technology, announced Juan Sistachs is its new Executive Vice President, Financial Institutions. In this role, Sistachs will be responsible for growing sales through an expanding direct sales force and......
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