Tag : client service

Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life
Investment Services News Trading

Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life

PR Newswire
by PR Newswire0
Addepar Elevates RIA Efficiency and Client Service with Powerful Platform Upgrades Addepar, a leading global technology and data platform for investment professionals, announced the launch of Addepar Trading, Dashboards, and other design enhancements to streamline advisor workflows and deliver deeper insights for clients. In today’s evolving market, these tools empower......
CME Group Realigns Foreign Exchange Businesses, Expanding Trading Opportunities and Efficiencies
Currency Exchange Finance Fintech News

CME Group Realigns Foreign Exchange Businesses, Expanding Trading Opportunities and Efficiencies

PR Newswire
by PR Newswire0
Paul Houston Appointed to Lead Combined FX Products Group CME Group, the world’s leading derivatives marketplace, announced a realignment of its FX futures, options, cash and over-the-counter (OTC) FX businesses into a single unit led by Paul Houston, who has overseen CME Group’s futures and options business for seven years.......
mdf commerce Reduces Its Operating Expenses
Commerce News

mdf commerce Reduces Its Operating Expenses

GlobeNewswire
by GlobeNewswire0
mdf commerce Inc., a SaaS leader in digital commerce technologies, announces that the Corporation effected a workforce reduction to lower the Corporation’s operating expenses. In addition to the cost reductions previously announced at the time of its third quarter of fiscal 2023 financial results, mdf commerce has further reduced its......
Citi, J.P. Morgan and AccessFintech Achieve Operational Efficiencies Through Data and Workflow Collaboration
Fintech News

Citi, J.P. Morgan and AccessFintech Achieve Operational Efficiencies Through Data and Workflow Collaboration

Fintech News Desk
by Fintech News Desk0
30% reduction in trade fails over 12 months and 76% reduction in email traffic for operational processes for trades between the two dealers Collaboration with AccessFintech delivering superior client service, transforming operational processes and risk management AccessFintech, a leading fintech company evolving the financial operating model through data and workflow collaboration......
Ryan Increases European Corporate Tax Advisory Group With More Strategic Hires
Business Fintech News

Ryan Promotes Four to Leadership Role of Principal Across Two Practice Areas

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, recently announced the promotion of four individuals to the leadership role of Principal: Aaron Evans, Sales and Use Tax; Paula Kalogritsas, Property Tax Complex; Kevin McCune, Property Tax Commercial; and Michelle Pink, Property Tax Complex. Read More: Treasury Intelligence Solutions: Miltenyi Biotec......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Business Fintech News

New ‘Playbook Portfolios’ Will Revolutionize How Financial Advisors Do Business

Fintech News Desk
by Fintech News Desk0
First-of-kind solution, available exclusively on the Oranj platform, brings portfolios built by independent fiduciary strategists — with no overlay fees — to advisors focused on meeting client needs in challenging times Oranj, a software platform that helps financial advisors streamline portfolio management and client service, today announced that Playbook Portfolios......
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