Search Results for: manage clients

MyVest-Announces-Key-Enhancements-to-SPS-Wealth-Management-Enterprise-Platform
Business Fintech Investment Services News Trading

MyVest Announces Key Enhancements to SPS Wealth Management Enterprise Platform

Fintech News Desk
by Fintech News Desk0
MyVest, a leading provider of unified wealth management technology, has announced major upgrades to its enterprise platform, the Strategic Portfolio System (SPS). Read More:  PPS Goes Green with Exceet to Power Sustainable Cards for the Fintech Industry These enhancements represent the culmination of a period of sustained investment and center......
FICO Partners with Duck Creek Technologies
Blockchain Business Cryptocurrency Fintech News

FICO and Crystal Blockchain of Bitfury Group Announce Partnership To Deliver Real-Time Cryptocurrency Risk Management

Fintech News Desk
by Fintech News Desk0
FICO, a global analytics leader, and Crystal Blockchain of Bitfury Group (“Crystal“), a leading digital currency analytics company, announced a partnership to provide cryptocurrency risk management and monitoring services.  With an increasing number of financial service providers looking to expand services into the crypto market, the joint offering will help to protect......
THE-CPA-EXCHANGE-Launches-Simple-Digital-Platform-that-Helps-Firms-Transition_-Buy-and-Sell-Practices-Clients
Business Fintech News

THE CPA EXCHANGE Launches Simple Digital Platform that Helps Firms Transition, Buy and Sell Practices/Clients

Fintech News Desk
by Fintech News Desk0
In response to the increase of CPA firm mergers and acquisitions, CPA EXCHANGE LLC launched today its proprietary digital platform that helps public accounting firms transition and monetize their practices. Read More: Ondot’s Card Management Platform Now Offers Digital Issuance Capability The CPA EXCHANGE is a transformative digital platform, streamlining the......
Radius Bank Launches Enhanced Online Banking and Mobile App Experience for Small Business Clients
Banking Business Fintech Mobile Banking News

Radius Bank Launches Enhanced Online Banking and Mobile App Experience for Small Business Clients

Fintech News Desk
by Fintech News Desk0
Radius Bank, a forward-thinking digital bank, announced today the recent launch of its enhanced online business banking platform and mobile app for small business clients. The overhauled user experience was the result of the bank’s continued partnership with NYC-based financial technology company Narmi, which also powers Radius’ consumer online banking and......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Business Fintech Investment Services News

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
MeetAmi-Launches-Canada's-First-Ever-Digital-Asset-Management-Platform-With-AmiPRO
Business Fintech Investment Services News

MeetAmi Launches Canada’s First-Ever Digital Asset Management Platform With AmiPRO

Fintech News Desk
by Fintech News Desk0
MeetAmi Innovations Inc. (“MeetAmi”) announces the launch of AmiPRO, the first Digital Asset investing platform in Canada that takes investment firms and advisors from learning to liquidity. AmiPRO is a purpose-built technology solution for IIROC dealer members, exempt market dealers, private wealth advisors, portfolio managers, and family offices who want......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Fintech Investment Services News

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
KBC-Securities-Services-selects-Objectway-for-smart-digital-client-onboarding-for-independent-wealth-managers
Business Fintech News

KBC Securities Services Selects Objectway For Smart Digital Client Onboarding For Independent Wealth Managers

Fintech News Desk
by Fintech News Desk0
KBC Securities Services has chosen the leading Digital Wealth & Asset Management software provider Objectway to implement Digital Client Onboarding for independent, Benelux-based wealth managers who rely on KBC Securities Services to safeguard their clients’ investment portfolios. A member of the Belgian KBC group, KBC Securities Services is a global......
Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans
Banking Business Fintech Investment Services News

Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans

Fintech News Desk
by Fintech News Desk0
Vestrata is a unique platform backed by significant investment from industry insiders Founding team comprises senior executives from world’s biggest firms including J.P. Morgan, UBS, Credit Suisse, Barclays, HSBC, and MSCI Addresses many of the key challenges facing the wealth management industry today by enhancing client engagement Vestrata, a fintech......
1