Tag : client engagement

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
by Business Wire0123
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
by Business Wire0144
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
by Business Wire0288
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
by PR Newswire0344
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
by Business Wire0273
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
by Business Wire0408
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
by PR Newswire0341
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
by Fintech News Desk0253
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......
Blockchain Capital Announces New Head of Capital Formation
Blockchain News

Blockchain Capital Announces New Head of Capital Formation

Fintech News Desk
by Fintech News Desk0369
Blockchain Capital, LLC announced the appointment of Jason Di Piazza as Head of Capital Formation. Mr. Di Piazza will be responsible for leading the firm’s capital raising, client engagement as well as new investment strategy and development. Latest Fintech News: AM Best Affirms Credit Ratings of Members of Northbridge Financial Corporation “With nearly two decades......
Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform
Digital Payments Finance News

Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform

Fintech News Desk
by Fintech News Desk0422
Redi2’s Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base Envestnet announced that it has acquired Redi2 Technologies, Inc. (Redi2), a leading provider of revenue management and hosted fee-billing solutions in the......
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