Search Results for: manage clients

Patientco Achieves HFMA Peer Review Designation
Business Fintech News

Patientco Achieves HFMA Peer Review Designation

Fintech News Desk
by Fintech News Desk15
The Healthcare Financial Management Association (HFMA) recently reviewed Patientco’s billing and payment platform using the Peer Review process. After undergoing the rigorous review, Patientco’s platform has been awarded the “Peer Reviewed by HFMA” designation. Patientco empowers large health systems, across more than 2,000 locations, deliver superior financial care for patients. With Patientco,......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
by Fintech News Desk0
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
LiquidityBook Adds to EMEA Client Service Team with Two New Hires
Banking Fintech News

LiquidityBook Adds to EMEA Client Service Team with Two New Hires

Fintech News Desk
by Fintech News Desk0
LiquidityBook, a leading Software-as-a-Service (SaaS)-based provider of buy- and sell-side trading solutions, announced two new London-based hires for its EMEA Client Service Team: James Pearson and Abdullah Al Nasiri. Pearson will serve as a Technical Implementation Analyst, while Al Nasiri will serve as a Client Services Analyst. Both Pearson and......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
GetLEI Takes the Lead in Issuing LEI Codes to FinTech and Government Entities for Global Financial Transactions
Business Fintech News

GetLEI Takes the Lead in Issuing LEI Codes to FinTech and Government Entities for Global Financial Transactions

Fintech News Desk
by Fintech News Desk0
GetLEI is an official and verified Registration Agent by the Global Legal Entity Identifier Foundation (GLEIF). As such, it provides comprehensive services related to LEI issuing, including new registration, renewal of expiring codes and transfer of codes. GetLEI clients can even use its management platform to resell LEIs anywhere in......
Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange
Banking News

Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange

Fintech News Desk
by Fintech News Desk0
Envestnet, Inc.  announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses. “We’re excited to provide Envestnet clients access to services that......
Integrated Cloud-based Solutions from Wolters Kluwer Help Vickerman CPA Group Take Full Advantage of Digital Transformation
Banking Fintech News Trading

Integrated Cloud-based Solutions from Wolters Kluwer Help Vickerman CPA Group Take Full Advantage of Digital Transformation

Fintech News Desk
by Fintech News Desk0
Firm Capitalizes on the Benefits of the CCH Axcess and CCH ProSystem fx Solutions to Drive Productivity and Higher Quality of Client Service In its next profile showcasing future-ready firms that are achieving peak performance by embracing digital transformation Wolters Kluwer Tax & Accounting spotlights the Vickerman CPA Group, a local tax and accounting firm based in......
HighRadius Expands Relationship with Commerce Bank to Offer Full Suite of Integrated Receivables and Treasury Management Products
Banking Fintech News

Receivables and Treasury SaaS Leader HighRadius Achieves Unicorn Status with $125 Million Series B Investment

Fintech News Desk
by Fintech News Desk0
ICOINQ Capital Leads Funding Round; Backs Highradius as Market-Leader in the Next Big Fintech Category for the Office of the CFO HighRadius, the leader in Artificial Intelligence-powered Order-to-Cash and Treasury Management software, has raised $125 million in a Series B growth funding round led by ICONIQ Capital, with participation from existing......
eComchain Announces New eCommerce Features around Blockchain and AI for 2020
Banking Blockchain News

eComchain Announces New eCommerce Features around Blockchain and AI for 2020

Fintech News Desk
by Fintech News Desk0
In today’s crowded marketplace of eCommerce providers, exceeding customer’s expectations are crucial. The usual “nice to have” features have now become “must haves” and that is what eComchain has striven to provide to their customers in 2019; a complete out-of-the-box solution with no additional development required. Most customers today expect......
BlackRock Canada Announces Final December Cash Distributions for the iShares Premium Money Market ETF
Banking Currency Exchange

BlackRock Canada Announces Final December Cash Distributions for the iShares Premium Money Market ETF

Fintech News Desk
by Fintech News Desk0
BlackRock Asset Management Canada Limited  (“BlackRock Canada”), an indirect, wholly-owned subsidiary of BlackRock, Inc. announced the final December 2019 cash distributions for the iShares Premium Money Market ETF. Unitholders of record on December 31, 2019 will receive cash distributions payable on January 6, 2020. BlackRock’s purpose is to help more......
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