Search Results for: manage clients

Analyticom Introduces a Scientific Model That Keeps Investments Stable During Market Volatility
Fintech Investment Services News

Analyticom Introduces a Scientific Model That Keeps Investments Stable During Market Volatility

Fintech News Desk
by Fintech News Desk0
“Scientifically Predictable,” developed by Dr. Dan Geller, is the first investment model that uses behavioral economics for high-confidence investments avoiding panic and emotional trading Analyticom LLC, a behavioral economics research firm, just introduced Scientifically Predictable – a scientific model for high confidence trend investing in Exchange-Traded Funds (ETFs). “The model yielded 31.62%......
Twenty Over Ten Partners With Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors
Fintech News

Twenty Over Ten Partners With Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors

Fintech News Desk
by Fintech News Desk0
CRM Integration Provides Two Way Sync Giving Advisors the Ability to Easily Send Personalized Marketing Communications Twenty Over Ten, an industry-leading SaaS company, announced a partnership with Redtail Technology, the leader in web-based client relationship management (CRM) solutions for financial service firms. Through this new integration, Twenty Over Ten’s Lead......
Cardknox Announces Its Upgraded Self-Service Merchant Portal
Fintech News

Cardknox Announces Its Upgraded Self-Service Merchant Portal

Fintech News Desk
by Fintech News Desk0
Cardknox’s new Merchant Portal enables its clientele to manage their payment activity and access robust reporting with unprecedented ease Cardknox, an omnichannel payment gateway and a Fidelity Payments company, is pleased to announce the launch of its redesigned Cardknox Merchant Portal, a user-friendly platform featuring advanced tools for reporting and......
Nasdaq to Acquire Verafin, Creating a Global Leader in the Fight Against Financial Crime
Capital Markets Fintech Investment Services News

Nasdaq Acquires Institutional Investment Fintech Firm Solovis

Fintech News Desk
by Fintech News Desk0
Solovis will pair with eVestment to deliver investment data, portfolio analytics and monitoring across public and private markets Nasdaq, Inc. announced the acquisition of Solovis, a privately-held financial technology company offering multi-asset class portfolio management, analytics and reporting tools across public and private markets. Solovis solutions will be available through......
Citi Announces New Impact Fund Investments in Seven Companies
Banking News

Citi Announces Changes to Its Foreign Exchange Vendor Platform Requirements

Fintech News Desk
by Fintech News Desk0
All foreign exchange platform vendors are required to sign the FX Global Code to achieve ‘priority’ status Citi announced a new set of requirements for its FX vendor platforms. Citi’s foreign exchange business is requiring foreign exchange platform vendors it connects through to commit to the principles of best practice......
TradeStation® Crypto Now Available to Traders in Connecticut, North Carolina, North Dakota, Vermont, Washington D.C. and Wyoming
Investment Services News Trading

As Investor Demographics Continue to Shift, TradeStation Group Announces Sponsorship With TradeOff, a Company Focused on Gamifying Trading

Fintech News Desk
by Fintech News Desk0
TradeOff brings gaming to Wall Street to engage with a new generation TradeStation Group, Inc., a Monex Group company, announced a sponsorship with TradeOff Technologies, LLC , a fantasy stock trading platform. As the financial industry continues to identify new ways to reach millennials, TradeOff is leveraging the soaring popularity......
Everflow Offers Subscription-Free Global Payments With Veem Partnership
Business News

Everflow Offers Subscription-Free Global Payments With Veem Partnership

Fintech News Desk
by Fintech News Desk0
New partnership enables publishers to seamlessly send and track global payments Everflow, the cloud-based Partner Marketing platform, announced an integration partnership with Veem, giving clients a better way to manage performance partnerships with fully-integrated global payments. Everflow, the cloud-based Partner Marketing platform, today announced an integration partnership with Veem, giving......
FinMason Expands Sales Team
Investment Services News

FinMason Expands Sales Team

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced the addition of two industry veterans to their senior sales staff: Elizabeth Lewis and Wes Graves. They will be responsible for identifying business opportunities, managing client accounts and relationships, and recognizing pain points that FinMason can ease......
Desjardins Selects Ivalua & Fluxym to Enable Source-to-Settle Transformation
Fintech News

Desjardins Selects Ivalua & Fluxym to Enable Source-to-Settle Transformation

Fintech News Desk
by Fintech News Desk0
The largest financial cooperative in Canada will leverage Ivalua to streamline sourcing execution processes to increase value across the supply lifecycle Ivalua, a leading provider of global Spend Management Cloud solutions, and Fluxym, a leading services implementor in the Source-to-Pay market, announced that Desjardins Group, a financial services organization based in Lévis, has......
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,......
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