Search Results for: manage clients

AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Fintech News

Fiduciary Trust International Rolls Out a Digital Vault, Enabling Clients to Securely and Efficiently Share Documents

Fintech News Desk
by Fintech News Desk0
Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, has introduced a new “digital vault” for encrypted document-sharing. This innovation, implemented in partnership with cloud content management leader, Box, is Fiduciary Trust International’s latest digital solution to improve the wealth management experience. Read More: GlobalFintechSeries Interview......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Business Fintech Investment Services News

Mercatus Innovative “No-Code Integration” Will Revolutionize Private Market Data Management

Fintech News Desk
by Fintech News Desk0
Intuitive “No-Code Integration” interface makes private market applications available and auditable for integrated reporting, reducing manual extraction by 90% Mercatus, the modern data management platform for private market investors, announced the release of its “No-Code Integration” interface that integrates with and supports the data needs of global private market investors.......
FXCM Pro partners with trading technology fintech, oneZero
Fintech News Trading

oneZero Financial Systems appoints Jamie Rose as Director of Relationship Management

Fintech News Desk
by Fintech News Desk0
oneZero Financial Systems, a global leader in multi-asset enterprise financial services technology solutions, today announced that Jamie Rose has joined the company as Director of Relationship Management. Jamie will be responsible for developing and managing key client relationships across the UK and Western Europe to support the expansion of oneZero’s presence in these......
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AST Private Company Solutions Announces Partnership with Fund Administration Leader Standish Management

Fintech News Desk
by Fintech News Desk0
AST Private Company Solutions™ (AST PCS) today announced its latest strategic partnership with Standish Management, a leading fund administration provider to private equity with over $130+ billion under administration. Users of PCS’s Astrella™ capitalization (cap) table and ownership tracking platform will be able to integrate relevant ownership data from Astrella......
Diginex Strengthens Partnership With Itiviti and Leverages Tbricks Automation Platform for Institutional Cryptocurrency Clients
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Diginex Strengthens Partnership With Itiviti and Leverages Tbricks Automation Platform for Institutional Cryptocurrency Clients

Fintech News Desk
by Fintech News Desk0
Itiviti, a leading technology, and service provider to financial institutions worldwide, announced Diginex, a digital asset financial services and advisory company, will implement Tbricks automated solution to provide risk, P&L and portfolio management to its institutional client base. This partnership follows on from the existing relationship that sees Diginex utilize NYFIX,......
Envestnet Publishes Playbook for Empowering Advisors to Lead Clients Forward Post-Pandemic
Fintech News

Envestnet Publishes Playbook for Empowering Advisors to Lead Clients Forward Post-Pandemic

Fintech News Desk
by Fintech News Desk0
Envestnet, has rolled out a new resource, The Advisor’s Playbook for Leading Your Clients Forward, outlining the COVID-19 pandemic’s far-reaching impact on the wealth management industry—and the steps financial advisors can take to adapt. Read More: GlobalFintechSeries Interview with Christian Spaltenstein, Managing Director – Americas at AFEX “COVID-19 is redefining many aspects......
Chubb Celebrates a Decade of Innovation with its Award-Winning Global Online Risk Management Platform
Fintech News Risk Management

Chubb Celebrates a Decade of Innovation with its Award-Winning Global Online Risk Management Platform

Fintech News Desk
by Fintech News Desk0
Chubb is celebrating the 10th anniversary of its proprietary and award-winning digital Worldview platform which provides real-time access to Chubb’s systems and expertise in one easy to use application. The platform helps risk managers at large U.S. and multinational companies and their brokers efficiently manage their insurance programs, while being able......
Singlife Chooses Moody's Analytics Solutions to Help It Address IFRS 17 Requirements
Fintech Investment Services News Risk Management

RiskFirst’s PFaroe™DB Platform for Pension Risk Management Chosen by Graystone Consulting, a Business of Morgan Stanley

Fintech News Desk
by Fintech News Desk0
RiskFirst, a Moody’s Analytics company, announced that Graystone Consulting, a business of Morgan Stanley, will be using RiskFirst’s flagship PFaroeDB solution to improve its investment risk management offering for its institutional pension client base. Read More: Healthfully and Paya Deliver Expanded Patient Care and Payments Through New Partnership “The PFaroe platform’s......
Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform
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Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Leading independent broker-dealer and RIA Insigneo has entered into a contractual partnership with technology pioneer Skience to build a state-of-the-art platform that combines the most advanced end-client connectivity with a customized workstation designed for advisors with global practices. The working partnership has a goal of rolling out a solution that......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News Risk Management

Sumsub Achieves Payment Card Industry Data Security Standard (PCI DSS) Certification for Its Identity Lifecycle Management Platform

Fintech News Desk
by Fintech News Desk0
Sumsub, a fast-growing identity verification platform for KYC/KYB/AML,  announced that it has successfully proved its commitment to data security, and has been awarded the Payment Card Industry Data Security Standard (PCI DSS). The Payment Card Industry Data Security Standard (PCI DSS) is the gold standard when it comes to the......
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