Search Results for: manage clients

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
by Fintech News Desk0
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
PeerStreet Promotes Ellen Coleman to Chief Financial Officer
Banking News

PeerStreet Promotes Ellen Coleman to Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Previously EVP of Finance, Coleman Brings Extensive Mortgage Finance Experience to the Company’s C-Suite PeerStreet, a platform for investing in real estate backed loans, has promoted Ellen Coleman to Chief Financial Officer. Coleman joined the company a year ago as EVP of Finance. As CFO, she’ll oversee a variety of......
4stop Partners With Hexopay for an Innovative Link Between Identity and Payment Services
News Risk Management

4stop Partners With Hexopay for an Innovative Link Between Identity and Payment Services

Fintech News Desk
by Fintech News Desk0
4Stop (“FourStop GmbH”), a global risk management provider, announces its exciting partnership with Hexopay, bringing together a shared ethos of single API platforms. Both companies enable merchants to integrate once and access everything they need for truly global coverage, optimisation of customer onboarding and authorisation, whilst mitigating fraud risk. This partnership firmly bridges......
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
by Fintech News Desk0
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
dv01 Appoints Craig Phillips as Senior Advisor
Banking Fintech News

dv01 Appoints Craig Phillips as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Former Counselor to US Secretary of the Treasury to Provide Strategic Advice to Leadership Team dv01, the world’s first end-to-end data management, reporting and analytics platform offering loan level transparency and insight into lending markets, announced that Craig Phillips has joined the company as a Senior Advisor. Craig will assist dv01’s......
Accounting Seed Opens Office in the United Kingdom
Banking Fintech News

Accounting Seed Opens Office in the United Kingdom

Fintech News Desk
by Fintech News Desk0
Expands Further into the EMEA Market Accounting Seed, a top-rated accounting platform powered by Salesforce, opens a second location in Reading, UK, to better serve customers and expand their footprint in the Europe, Middle East, and Africa (EMEA) market. Having accomplished double-digit year-over-year growth for the last 10 years, Accounting Seed is both poised for continual......
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......
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