Like most professionals in the business of analysis and advice, financial advisors work with a great deal of data and files to provide services to their clients. From account statements, estate ...

Mercer Advisors expands its executive leadership team with Melissa Nims as Chief Solutions Officer and Jeremiah Barlow as ...

Managing multiple business transactions, assets, and bank accounts that all require escrow processing requires extreme organization. This element is key for any entity that needs to securely hold ...

LOS ANGELES--(BUSINESS WIRE)--Communify Fincentric, the leader in unifying market and client data through best-in-class digital experiences, today announces the appointment of Jennie Wang as Chief ...

Newly combined company will focus on delivering technology-enabled client service and next-generation infrastructure to support the growth of private markets firms Alchelyst and Lyra Client Solutions ...

Ulteig announces the appointment of Ava Drayton as its senior vice president of client solutions, according to a news release. Ulteig provides comprehensive engineering and design, program management, ...

HERNDON, Va.--(BUSINESS WIRE)--Iron Bow Technologies, a leading technology solutions provider to government, commercial, and healthcare markets, today announced it was recognized at the 2022 Dell ...

NEW YORK--(BUSINESS WIRE)-- Alchelyst, a leading full-service fund administrator for alternative asset managers, and Lyra Client Solutions (“Lyra”), a technology-enabled client servicing organization ...

Also, a former Microsoft executive joins Osaic’s technology team, Orion hires a new leader of wealth management sales, and ...

Newly combined company will focus on delivering technology-enabled client service and next-generation infrastructure to support the growth of private markets firms Private markets continue to evolve, ...