Tag : Client Experience

Alyssa Phillips of HCR Wealth Advisors Joins Charles Schwab Technology, Operation and Services Board
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Alyssa Phillips of HCR Wealth Advisors Joins Charles Schwab Technology, Operation and Services Board

Fintech News Desk
by Fintech News Desk0
Chief Operating Officer of HCR Wealth Advisors, Alyssa Phillips, has joined the Charles Schwab Technology, Operation and Services Board. As a Board member, Phillips will offer her insights throughout the year on emerging and hot-button topics concerning the intersection of finance and technology. This appointment adds to Phillips’ list of......
Zoe Financial Welcomes United Capital's Former Chief Business Development Officer to Advisory Board Committee
Business Fintech Investment Services News

Zoe Financial Welcomes United Capital’s Former Chief Business Development Officer to Advisory Board Committee

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a technology-driven marketplace that empowers consumers to find the best financial advisor for them, announced Matthew Brinker, Managing Partner at Merchant Investments Management and former Chief Business Development Officer at United Capital, has joined their Advisory Committee. Brinker has more than 25 years of experience in the wealth......
FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021
Business Fintech Fintech Funding News

FundCount Named Best Hedge Fund System in the Bobsguide Awards

Fintech News Desk
by Fintech News Desk0
FundCount, LLC, a worldwide provider of accounting and investment analysis software, is pleased to announce that it has been awarded the title of Best Hedge Fund System by Bobsguide, an online platform and global information source that connects buyers and sellers of financial technology. This marks the second year in......
Amundi-and-BNY-Mellon-Announce-Strategic-Alliance-to-Power-Investment-Lifecycle
Business Fintech News Risk Management

Amundi and BNY Mellon Announce Strategic Alliance to Power Investment Lifecycle

Fintech News Desk
by Fintech News Desk0
BNY Mellon and Amundi today announced a transatlantic collaboration to further power growth of both companies by integrating world-class complementary capabilities and establishing new integration points between the firms. This alliance immediately translates in the technological integration of BNY Mellon OMNISM, a client- and data-centric securities services platform, and Amundi’s......
Mercatus-Hires-Software-Executive-John-Gibbon-as-President-and-COO
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Mercatus Hires Software Executive John Gibbon As President And COO

Fintech News Desk
by Fintech News Desk0
Mercatus, the leading data management platform for private market investors, is pleased to welcome John Gibbon as President and Chief Operating Officer. Read More:  insightsoftware Announces Intent to Acquire IDL Group In this newly created management role reporting to the CEO, Haresh Patel, John will bring his vast experience as......
Carson Group Announces Elimination of Technology Costs for Its Partners
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Carson Group Announces Elimination of Technology Costs for Its Partners

Abhishek Upadhyay
by Abhishek Upadhyay0
One of the fastest-growing financial services companies, Carson Group recently made an announcement that the company will cover the tech costs for all its partner firms starting from the 1st of April this year. This will include software platforms Egnyte, Orion, Salesforce, and Smarsh. From thereon, wirehouse advisors, IARs and......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
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