Search Results for: professional services

iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals
Fintech News

iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals

Business Wire
by Business Wire0
iCapital Architect can help advisors set their practice apart from the competition by providing a robust toolkit for designing tailored client portfolios that incorporate alternatives and structured investments. iCapital,1 the global fintech platform driving access to alternative investments for the wealth management industry, unveiled iCapital Architect, an innovative portfolio construction tool......
34% of Professional Investors Are Interested in Building Biodiversity-themed Financial Products
Investment Services News

34% of Professional Investors Are Interested in Building Biodiversity-themed Financial Products

Business Wire
by Business Wire0
Clarity AI and GIST Impact Host Successful Virtual Event on Investing and Biodiversity Global sustainability tech platform, Clarity AI and impact data and analytics provider GIST Impact recently convened over 180 asset managers, wealth managers, and asset owners for a highly engaging virtual event, to discuss the crucial role of biodiversity......
Guidehouse Appoints Jessica Stallmeyer as New Leader of Financial Services Segment
Finance News

Guidehouse Appoints Jessica Stallmeyer as New Leader of Financial Services Segment

PR Newswire
by PR Newswire0
Guidehouse, a leading global provider of consulting, digital, and managed services to commercial and public sector clients, has appointed Jessica Stallmeyer as the new leader of the firm’s Financial Services segment, effective July 10. A recognized growth leader, Stallmeyer has extensive experience in the Financial Services industry and has held leadership positions at the world’s......
CUSO Financial Services Continues Growth Momentum in New Partnership with $2.3 Billion Capital Credit Union
Investment Services News

CUSO Financial Services Continues Growth Momentum in New Partnership with $2.3 Billion Capital Credit Union

PR Newswire
by PR Newswire0
CUSO Financial Services (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is thrilled to announce a multi-year partnership with Capital Credit Union (Capital), marking another significant step in CFS’s ongoing growth. Capital Credit Union, established in 1927 and serving over 120,000 members with $2.3 billion in total credit union deposits across Wisconsin through......
FreshBooks Invites Accounting Professionals to New Accountant Hub
Finance News

FreshBooks Invites Accounting Professionals to New Accountant Hub

GlobeNewswire
by GlobeNewswire0
FreshBooks, a leading cloud-based accounting software platform built for small business owners and their accountant partners, is pleased to invite accounting professionals to try out its new Accountant Hub, a free to use portal for accountants to effortlessly add, access and manage their client’s information and accounts, all in one place.......
NFP Acquires Presidio Financial Services Corporation, Expands Its Specialized Medical Malpractice Insurance Expertise
InsurTech News

NFP Acquires Presidio Financial Services Corporation, Expands Its Specialized Medical Malpractice Insurance Expertise

Fintech News Desk
by Fintech News Desk0
Acquisition strengthens NFP’s P&C presence in the Western US NFP, a leading property and casualty broker (P&C), benefits consultant, wealth manager and retirement plan advisor, announced it has acquired Presidio Financial Services Corporation (Presidio). Based in Westlake Village, California, Presidio is an independent insurance brokerage that provides an extensive range......
USAA Life Insurance Teams Up With Express Imaging Services (EIS) eHealth Link Powered by SEQSTER
InsurTech News

USAA Life Insurance Teams Up With Express Imaging Services (EIS) eHealth Link Powered by SEQSTER

Business Wire
by Business Wire0
USAA to utilize EIS’s eHealth Link Powered by SEQSTER to expedite the retrieval of member health data and to further its underwriting automation Express Imaging Services, (EIS), a leading provider of medical record retrieval and digital data solutions, has announced they will work with USAA Life Insurance Company (USAA) to streamline the......
CSC Acquires Eddystone Financial Services, Expanding Loan Agency Offering in Australasia
Digital Finance InsurTech News

CSC Acquires Eddystone Financial Services, Expanding Loan Agency Offering in Australasia

Business Wire
by Business Wire0
CSC, a leading provider of business, legal, tax, and digital brand services, announced the acquisition of Eddystone Financial Services, a provider of corporate loan agency services. The acquisition will continue to expand the company’s corporate trust and agency solutions to the Australian and New Zealand markets. “We’re pleased to formalize......
Paro Raises $25 Million in Series C Funding for Finance and Accounting Services
Finance Fintech Funding News

Paro Raises $25 Million in Series C Funding for Finance and Accounting Services

Business Wire
by Business Wire0
New funding capitalizes on Paro’s strong momentum, fuels focus to bring its platform to more enterprise clients looking for highest-quality finance talent Paro, a Chicago-based startup disrupting the way companies access on-demand finance and accounting expertise, announced it raised $25 million in Series C funding to further develop its platform......
CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union
Investment Services News

CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union

PR Newswire
by PR Newswire0
$322 Million Credit Union is Second Financial Institution to Join CFS from LPL Financial this Month CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of West-Aircomm Federal Credit Union (West-Aircomm). The Pennsylvania-based financial institution serves 21,000 members with more than $322 million in......
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