Tag : client engagement

FinTech360 Launches Cross-Device Trading Solutions to Meet Growing Mobile Demand in FinTech Industry
Fintech News Trading

FinTech360 Launches Cross-Device Trading Solutions to Meet Growing Mobile Demand in FinTech Industry

GlobeNewswire
Revolutionary Trading Platforms for Brokers Now Available Across Mobile and Web FinTech360, a leading B2B provider of fintech solutions for regulated forex brokers, announced the launch of its new cross-device trading solutions, designed to meet the increasing demand for mobile-friendly platforms in the fintech industry. This innovative system enables brokers......
Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products
Investment Services News

Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products

Business Wire
Client engagement innovator reveals summer 2024 product releases to expanded software platform; More than 1,000 financial advisors attend the unveiling Nitrogen (formerly Riskalyze), the company that is revolutionizing how wealth management firms scale the delivery of personalized advice and client engagement, announced the availability of its summer 2024 product release.......
SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency
Finance Fintech News

SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency

Business Wire
The new tool represents SMArtX’s commitment to pioneering a new era in managed account administration with advanced automation and customization. SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announces the launch of its SMArtX Transition Analysis Tool. This innovative solution empowers financial advisors to seamlessly migrate client accounts......
YCharts-and-Savant-Wealth-Management-Enhance-Partnership-To-Elevate-Client-Engagement-With-Streamlined-Proposal-Generation
Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
Introducing Collected Strategies, a Strategic Communications Firm for Today’s Dynamic Markets
Finance News

Introducing Collected Strategies, a Strategic Communications Firm for Today’s Dynamic Markets

Business Wire
Six founding partners have advised clients and broken news on the highest profile M&A, shareholder activism and crisis matters of the last 20 years Collected Strategies LLC, an independent advisory firm, launches to provide a new alternative for clients who demand leading financial communications, media relations and stakeholder engagement strategies.......
BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms
Finance News

BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms

PR Newswire
Investor Communications Technology Improves the Advisor and Investor Experience BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced at the SIFMA Operations Conference and Exhibition in Orlando the rollout of an enhanced Client Communications Solutions to help financial services firms digitally transform......
Advice Engagement Platform Lumiant Announces $3.5 Million USD Seed Funding Round
Fintech Funding News

Lumiant Announces $3.5 Million USD Seed Funding Round

Business Wire
Fresh capital to accelerate U.S. expansion and support platform and mobile enhancements Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced it has closed a seed funding round totaling $3.5 USD million. Funding came from Australian......
Principal Announces Integration of Global Asset Management and International Pension Businesses
Investment Services News

Principal Announces Integration of Global Asset Management and International Pension Businesses

Business Wire
Will expand breadth and reach of global and local investment capabilities Principal Financial Group announced it is integrating its global asset management and international pension businesses under Principal Asset Management – blending leadership, investment capabilities, and client-facing teams. The combined business will help Principal to effectively deliver global and local investment......
Vetsource Announces Veterinary-Focused Payment Processing Service
Digital Payments Fintech News

Vetsource Announces Veterinary-Focused Payment Processing Service

PR Newswire
The innovative and affordable payments processing solution saves time in-clinic, increasing customer satisfaction and value for veterinary practices. Vetsource, a pet health company designed to provide innovative pharmacy, technology and business services to those who care for pets, has announced its new payment processing service, the latest addition to Vetsource’s portfolio......
Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience
Finance News

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience

Fintech News Desk
The partnership will support advisors as they pivot toward a more memorable, impactful and deeply personal financial planning experience Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced a partnership with DMW Strategic Consulting that will support......
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