Search Results for: performance reporting

Panoramix Increases Flexibility of its Advisory Billing Systems
Fintech News

Panoramix Increases Flexibility of its Advisory Billing Systems

Fintech News Desk
by Fintech News Desk0
~ Innovative performance reporting and billing technology system adds new payouts subsystems to simplify, streamline and accurately manage multiple billing recipients Panoramix announced today the release of a new technology feature to better manage billing when advisors are working with multiple parties. Read More: India’s First Crypto Exchange, Unocoin, Raises......
OneStream Software Named a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions
Business Fintech

OneStream Software Named a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions

Fintech News Desk
by Fintech News Desk0
Recognition follows positioning in the Leaders Quadrant in Magic Quadrant for Cloud Financial Close Solutions OneStream Software, a leader in corporate performance management (CPM) solutions for mid-sized to very large enterprises, today announced it has been named a Leader in Gartner’s 2020 Magic Quadrant for Cloud Financial Planning and Analysis......
AdvisorPeak Bundles Rebalancing Solution for Panoramix Users
Business Fintech News

AdvisorPeak Bundles Rebalancing Solution for Panoramix Users

Fintech News Desk
by Fintech News Desk0
AdvisorPeak announced a partnership today with Panoramix, an innovative advisor technology platform. The integration combines AdvisorPeak’s tax-efficient, risk-based trading and rebalancing system with Panoramix innovative performance reporting and billing technology platform into one unified offering for the wealth management industry. “We pride ourselves on integrating with other best-of-breed technology platforms. As a......
Trust Company Innovates Wealth Advising Industry With Powerful Tech
Fintech News

Trust Company Innovates Wealth Advising Industry With Powerful Tech

Fintech News Desk
by Fintech News Desk0
FinTech-focused Trust Company and Custodian AET released Trust Platform: a product that digitizes client onboarding and reporting for financial advisors. Advisors can invite customers to invest in a variety of alternative assets. Customers can also link bank accounts and deposit funds within a single user-friendly system. Trust Platform is designed to consolidate and......
Panoramix and Shareholders Service Group (SSG) Announce Technology Partnership
Business Fintech News

Panoramix and Shareholders Service Group (SSG) Announce Technology Partnership

Fintech News Desk
by Fintech News Desk0
Fast growing independent RIA custodian adds innovative performance reporting and billing platform to provide over 1,600 advisors with preferred pricing and access to critical operational technology Panoramix, an innovative advisor technology platform, and Shareholders Service Group (SSG), a leading independent RIA custodian, announced today a new technology partnership that will......
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

Thrivent Advisor Network Selects SMArtX Advisory Solutions to Drive New Efficiencies

Fintech News Desk
by Fintech News Desk0
Unified Managed Accounts Technology will integrate across Thrivent Advisor Network to facilitate investment selection and management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management (TAMP) platform, is proud to announce Thrivent Advisor Network (TAN) has added SMArtX to......
Kasasa Named Finalist for Two Finovate Awards
Banking Fintech InsurTech News

Kasasa Named Finalist for Two Finovate Awards

Fintech News Desk
by Fintech News Desk0
Kasasa recognized for Best Insurtech Solution and Innovator of the Year Kasasa®, an award-winning financial technology and marketing provider, was named a finalist in two categories of the Finovate Awards program, including Innovator of the Year and Best Insurtech Solution. Read More: Konica Minolta Business Solutions Asia Accelerates Digital Transformation With Valtatech Partnership The......
SEI Acquires Novus Partners to Broaden Capabilities for Large Institutional Investors
Fintech Investment Services News Risk Management

SEI Expands Offering to Large Institutional Investors through Operational and Investment Support Platforms

Fintech News Desk
by Fintech News Desk0
Enhanced CIO Solution Provides Support to In-house Investment Resources(SEI ) SEI announced the company is broadening its offering to the institutional investor segment through services that provide custom, time-saving operational and investment management support. SEI’s Enhanced CIO leverages the firm’s industry-leading capabilities around fund administration, development of investment operating platforms and non-fiduciary investment......
Business News

Fusion Financial Partners Upgrades Offering with Launch of Technology Solution Department

Fintech News Desk
by Fintech News Desk0
Partnership with Mirador, creation of launch and technology ScoreCard and addition of two dedicated professionals allows delivery of bespoke tech solutions to RIAs Fusion Financial Partners has expanded its suite of offerings for RIAs with the launch of its new Fusion Technology Solutions department, a joint venture partnership with Mirador,......
Fintech News

Patientco Signs Agreement to Provide Patient Payment Technology System for BJC HealthCare

Fintech News Desk
by Fintech News Desk0
Patientco, a next-generation patient payment technology company, has signed an agreement with BJC HealthCare, one of the largest nonprofit healthcare organizations in the United States, to make it easier for BJC patients to navigate, understand and pay their medical expenses. Read More: Entrust Datacard Solves Evolving Identity and Encryption Needs with Latest......
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