Search Results for: manage clients

News

Cresset Hires Randy Conte as Chief Operating Officer of Cresset Asset Management

Fintech News Desk
by Fintech News Desk0
Conte brings extensive leadership experience in the financial services industry, with previous roles as President of Parkway Bank and Trust, and COO / CFO of MB Financial Bank. Cresset Asset Management  announced today that Randall “Randy” Conte has been named Chief Operating Officer (COO). In his role, Conte oversees all client......
Addepar Raises $117M in Series E Funding
Fintech News

Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group

Fintech News Desk
by Fintech News Desk0
The Addepar platform is recognized for its unique ability to serve a full range of client firms and its continuous investment in innovation Addepar, a technology platform for wealth management, announced it was named a leader in the 2020 Aite Matrix for RIA Portfolio Management and Reporting Systems. The report......
News

Accruit, a trusted national Qualified Intermediary (QI) of 1031 exchanges, announces a major release of Accruit Exchange Manager(SM) software

Fintech News Desk
by Fintech News Desk0
Technological innovation is woven into the operational culture of Accruit.  In October 2000, Accruit became the first QI to complete a 1031 exchange via the Internet.  It was a groundbreaking approach that paved the way for further innovation. Read More: Alithya Launches AI-FI Trade Surveillance Solution Powered by Microsoft Azure Leveraging technology......
Fintech Investment Services News

Marlborough Investment Management Ltd Switch to AQMetrics from CME/NEX Abide for MiFID II Transaction Reporting

Fintech News Desk
by Fintech News Desk0
AQMetrics, a leading global platform for risk and regulatory compliance, has onboarded UK asset manager, Marlborough Investment Management Ltd, for its MiFID II transaction reporting. The partnership follows a number of other MiFID II client wins for AQMetrics in recent months, with the Irish firm set to onboard several more......
Mitratech Announces the Launch of Expert Legal Invoice Review Services at 2020 CLOC Global Institute
Business News

Mitratech acquires Tracker Corp, adding leading I-9 and Immigration Management solutions to its legal and compliance technology portfolio

Fintech News Desk
by Fintech News Desk0
Tracker Provides HR and legal teams with intuitive solutions for standardizing employee processes and minimizing staffing-related risk Mitratech, a leading global provider of legal and compliance software, today announced its acquisition of Tracker Corp, the foremost provider of SaaS I-9, E-Verify, and immigration management solutions. This will uniquely equip Mitratech......
Business Fintech News

Artis Partners with Laika to Automate Compliance Management

Fintech News Desk
by Fintech News Desk0
Startup able to perform above industry standard for security and compliance requirements Artis Technologies provides modern lending solutions for businesses to offer affordable, low-friction financing to their customers at the point of need. The company has partnered with Laika to create and deploy custom lending compliance and information security policies......
Business News

Wealthcare Eclipes $3 Billion in Assets Under Management

Fintech News Desk
by Fintech News Desk0
Wealthcare is pleased to announce that its total assets under management (“AUM”) for its two registered investment advisors (“RIAs”), Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC, (collectively “Wealthcare”) has eclipsed $3 billion at the conclusion of the second quarter for the first time in its history. Now servicing over 140......
Business News

RFA Powers Digital Transformation In The Investment Industry With Managed Data Services

Fintech News Desk
by Fintech News Desk0
RFA, the leader in the Cloud and Cyber Security technology and digital transformation, today announced the launch of its Managed Data Services. With nine clients already utilizing the service, the global offering includes fully managed Data Warehousing, Ingestion, and Analytics services guarded by RFA’s award-winning security platform designed for investment......
Cryptocurrency

FiCAS and SIX Swiss Exchange Pioneer the World’s First Actively Managed Cryptocurrency Exchange Traded Product (ETP)

Fintech News Desk
by Fintech News Desk0
FiCAS AG, a Swiss-based crypto investment management boutique, has successfully registered the Bitcoin Capital Active ETP (BTCA; ISIN CH0548689600) — the world’s first actively managed crypto exchange-traded product, listed on SIX Swiss Exchange. The discretionary ETP, issued by Bitcoin Capital AG, will be managed by FiCAS AG, which trades the......
Business Fintech News

Remote Working is a Permanent Reality for Law Firms, Finds ALA Change Management Poll and Expert Webinar Panel

Fintech News Desk
by Fintech News Desk0
Flexibility, Workflow Management, and Performance Tracking Will Be Essential for Legal Practices Managing in the New Normal In response to the pandemic, law firms have been faced with many challenges including the pivot to a new more technology-driven work-from-home (WFH) model seemingly overnight. But are these changes temporary or permanent,......
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