Search Results for: manage clients
PitchBook Releases Custom Benchmarks Feature to Help Clients Better Evaluate Fund Performance
PitchBook, the premier data provider for the private and public equity markets, released a new product feature, PitchBook Custom Benchmarks, which provides limited partners (LPs), general partners (GPs) and service providers (SPs) with a solution to compare funds and understand larger trends in fund performance. Now available in the PitchBook Platform,......
HawkSoft Partners with BlueJay Reviews to Add Reputation Management Options for Independent Insurance Agencies
Agencies can take control of their reviews and efficiently manage their online reputation with integration with BlueJay Reviews. HawkSoft adds to its growing array of third-party partner integrations with their latest addition, Georgia-based BlueJay Reviews. The partner is a well-known player in online reputation management and is growing their presence in......
BNY Mellon to Deliver Real-Time Account Validation Services to Corporate and Bank Clients in the U.S.
BNY Mellon announced a collaboration with risk and payments solution provider Early Warning Services, LLC (EWS). Through this agreement, BNY Mellon will deliver real-time account validation services to clients, and offer the flexibility to tailor a solution to meet clients’ individual needs— whether through BNY Mellon directly, or through one......
TradingFront Recognized as a Finalist in Two Categories for the 2020 WealthManagement.com “Wealthies” Industry Awards
TradingFront, an innovative technology and unified custodian solution for independent RIAs, announced that the company has been selected as a Finalist in two categories for the 2020 “Wealthies” – the yearly WealthManagement.com Industry Awards Event – by a judging panel of industry experts in a highly competitive review process. Over......
People’s United Bank Bolsters Suite of Treasury Management Technology with Integrated Payables and Invoice-to-Pay Solutions
People’s United Bank, N.A., a subsidiary of People’s United Financial, has expanded its Treasury Management Payment offering, partnering with FIS and MineralTree to bring to market two best-in-class AP Automation solutions that will replace traditionally paper-based processes with simple, secure digital capabilities for Commercial Banking clients. These additions are part of......
Skience 13.0 Delivers Mid-Year Platform Enhancements Designed to Drive Efficiency in a New Wealth Management Environment
Skience, a leading wealth management services and solution provider, announced the delivery of a new release of the firm’s award-winning wealth management platform that provides advanced technology capabilities that allow wealth management firms, financial advisors, and investors to collaborate more efficiently in a secure digital environment. Read More: Kensho Collaborates......
Boost Payment Solutions Collaborates with BMO Harris Bank to Deliver Automated B2B Payment Solutions to its Corporate Card Clients
Boost Payment Solutions, Inc., the leader in optimizing the use and acceptance of commercial cards, announced a strategic collaboration with BMO Harris Bank. Boost will now provide straight-through processing (STP) technology to extend BMO Harris Bank’s Approve2Pay® Corporate Card solution with automated processing, enhanced remittance reporting, and operational efficiencies for both......
Tegra118 Releases New Enhancements to Fee Billing and Revenue Management Solution
Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – announced it will release version 8.5 of its comprehensive, cloud-based billing and revenue management solution Advantage Fee™ that includes new enhancements to further simplify fee......
REPAY Announces Partnership With Katabat to Enhance Consumer Lending and Receivables Management
Repay Holdings Corporation, a leading provider of vertically-integrated payment solutions, announced its partnership with Katabat, a leading global supplier of debt management software solutions. Read More: smartTrade’s Solution Awarded Best Multi-Asset EMS System by Markets Media “We believe the integration will add tremendous value to our clients’ current loan servicing,......