Search Results for: manage clients

EY and Microsoft Expand Xbox Enterprise Blockchain Platform for Rights and Royalties Management
Blockchain Fintech News

EY and Microsoft Expand Xbox Enterprise Blockchain Platform for Rights and Royalties Management

Fintech News Desk
by Fintech News Desk0
Ernst & Young LLP (EY) and Microsoft announce that they have expanded Microsoft’s blockchain-based solution for gaming rights and royalties management to provide a financial system of record, from contract creation to payment and reconciliation. Microsoft plans to use the expanded blockchain functions to enable its Microsoft Xbox gaming partners......
Franklin-Templeton_-Apex-Clearing-and-Bambu-Introduce-Tango-–-A-Scalable-Goals-Based-Wealth-Management-Tool-for-Advisors
Business Fintech News

Franklin Templeton, Apex Clearing and Bambu Introduce Tango – A Scalable Goals-Based Wealth Management Tool for Advisors

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the introduction of Tango, a turnkey robo-advisor designed to empower advisors to provide personalized, goals-based wealth management at scale. The all-in-one solution is a collaboration between three industry leaders—Franklin Templeton, Bambu, and Apex Clearing. Franklin Templeton provides the personalized, goals-based portfolio management advice to advisors through......
Ondot-Systems-Announces-Its-Reseller-Agreement-with-Worldwide-Interactive-Services-To-Provide-Digital-Credit-and-Debit-Card-Management-Capabilities
Banking Fintech Mobile Banking News

Ondot Systems Announces Its Reseller Agreement with Worldwide Interactive Services To Provide Digital Credit and Debit Card Management Capabilities

Fintech News Desk
by Fintech News Desk0
Ondot Systems, the digital card services platform for credit and debit issuers, announces it has partnered with Worldwide Interactive Services (Orlando, Fla.) to help financial institutions modernize their card portfolios with the Ondot Card App platform. Read More: Treasury Intelligence Solutions: Miltenyi Biotec Standardizes Corporate Payments and Bank Management With New......
Copper Integrates With Square To Manage Cash Flow From Within CRM
Digital Mobile Banking News Technology

Copper Integrates With Square To Manage Cash Flow From Within CRM

Fintech News Desk
by Fintech News Desk0
Integration offers better visibility and understanding of customer health Copper is pleased to announce that it has partnered with Square on a first-of-its-kind integration to manage invoicing and payments directly inside of Copper CRM. Copper and Square customers will benefit from a native integration that makes it possible to manage......
Blockchange and IRA Financial Partner to Enable RIAs to Manage Digital Assets in Qualified IRA Accounts
Cryptocurrency Fintech News

Blockchange and IRA Financial Partner to Enable RIAs to Manage Digital Assets in Qualified IRA Accounts

Fintech News Desk
by Fintech News Desk0
Partnership enables Financial Advisors to manage digital assets for clients with the tax-advantages of an Individual Retirement Account, and the benefits of owning the underlying assets. Blockchange Inc. and IRA Financial are partnering to enable IRA funds & select 401(k) plans to be invested in cryptocurrencies and digital assets, under the management of......
Chase-Mobile-App-Named-_1-in-J.D.-Power-Wealth-Management-Mobile-App-Satisfaction-Study
Banking Fintech Mobile Banking News Trading

Chase Mobile App Named #1 in J.D. Power Wealth Management Mobile App Satisfaction Study

Fintech News Desk
by Fintech News Desk0
The Chase Mobile app was named the #1 wealth management app in overall customer satisfaction, according to the J.D. Power 2020 U.S. Wealth Management Mobile App Satisfaction Study. The Chase Mobile app seamlessly integrates Chase banking and J.P. Morgan wealth management into one easy-to-use experience. Customers who invest with an......
J.P. Morgan Asset Management agrees to acquire 55ip - a pioneer in delivering tax-smart investment strategies through model portfolios
Business Fintech News

J.P. Morgan Asset Management Agrees to Acquire 55ip – a Pioneer in Delivering Tax-Smart Investment Strategies Through Model Portfolios

Fintech News Desk
by Fintech News Desk0
55ip’s tax-smart investment strategy engine provides financial advisors with scalable solutions for tax transition and management Acquisition signifies accelerating investment in and development of advanced technology for financial advisors J.P. Morgan Asset Management today announced that it has entered into a definitive agreement to acquire 55ip, a financial technology company......
Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds
Artificial Intelligence Fintech News

Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds

Fintech News Desk
by Fintech News Desk0
Most believe AI will transform their industry but are underestimating the long-term value it can create by helping to reimagine the client experience While six in seven North American wealth managers (84%) believe that artificial intelligence (AI) will transform their industry in the next five years, less than one-third (28%)......
Avalara Acquires Impendulo to Help Manage and Streamline Insurance Premium Tax Requirements
Fintech InsurTech News

Avalara Acquires Impendulo to Help Manage and Streamline Insurance Premium Tax Requirements

Fintech News Desk
by Fintech News Desk0
Avalara (NYSE: AVLR), a leading provider of tax compliance automation software for businesses of all sizes, today announced that it has acquired Impendulo Limited, a London-based provider of insurance tax compliance solutions. Financial terms of the transaction were not disclosed. Led by Chris James, founder and managing director, Impendulo gives Avalara......
Hedge Trackers Launches End-to-End FX Risk Management Software
Fintech News Risk Management

Hedge Trackers Launches End-to-End FX Risk Management Software

Fintech News Desk
by Fintech News Desk0
Hedge Trackers, the leading provider of accounting, consulting and software services to protect clients against financial risk, has released new advancements to CapellaFX, making it the first FX risk management software that integrates the entire hedge program workflow. Read More: Reggora Welcomes Paul Deeley And Emma Brudner To Scale Financial......
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