Client portal

Summitas Awarded Family Wealth Report's 2021 "Best Innovative Client Solution"

Retrieved on: 
Tuesday, May 11, 2021
Client portal, Groupware

b'NEW YORK, May 11, 2021 /PRNewswire/ --Summitas, an innovative platform of secure, online client portals for family ofces, wealth advisors, and other client-facing businesses, is pleased to accept Family Wealth Report\'s 2021 award for "Best Innovative Client Solution.

Key Points: 
  • b'NEW YORK, May 11, 2021 /PRNewswire/ --Summitas, an innovative platform of secure, online client portals for family ofces, wealth advisors, and other client-facing businesses, is pleased to accept Family Wealth Report\'s 2021 award for "Best Innovative Client Solution.
  • FWR hosts the prestigious award ceremony to recognize the year\'s best service providers and advisors in the wealth industry.
  • "Summitas secure branded portals extend online identity and control access to sensitive information through a modern, responsive client experience.
  • We\'re delighted that Family Wealth Report, and their panel of experts and peers, honored us with this award.

Digital.com Names Top IT Service Management Software of 2021

Retrieved on: 
Monday, March 1, 2021
Information technology management, IT service management, Services marketing, Change management, Web portal, Client portal, Business software, Economy, Business, Articles

SEATTLE, March 1, 2021 /PRNewswire-PRWeb/ -- Digital.com , a leading independent review website for small business online tools, products, and services, has announced the best IT Service Management (ITSM) software of 2021.

Key Points: 
  • SEATTLE, March 1, 2021 /PRNewswire-PRWeb/ -- Digital.com , a leading independent review website for small business online tools, products, and services, has announced the best IT Service Management (ITSM) software of 2021.
  • All software systems were required to provide core features, such as change management, client portals, license management, and configurations.
  • It was also essential that these solutions support integration with business management apps and other innovative tools.
  • "Before purchasing ITSM software, it's important to look for features like license management, self-service portals, and incident reporting" says Josephine Miller, PR Manager of Digital.com.

RobustWealth Enhances Online Financial Planning Experience

Retrieved on: 
Monday, February 1, 2021
Professional services, Finance, Finance, Money, Financial management, Client portal, Groupware, Wealth management, Economy, Personal finance, RobustWealth, Principal®

RobustWealth today announced the release of its updated client portal featuring an improved user experience that better guides individuals toward their investment goals.

Key Points: 
  • RobustWealth today announced the release of its updated client portal featuring an improved user experience that better guides individuals toward their investment goals.
  • As our industry continues to embrace the benefits of digital technology, its critical to provide clients a simple, yet informative, wealth management experience, said Mike Kerins, founder and CEO of RobustWealth.
  • Updating its client portal is part of RobustWealths commitment to make online financial planning more personal.
  • Founded in 2015 by financial industry veterans, RobustWealth was designed with the advisor in mind.

MyCase Names Jim McGinnis Chief Executive Officer

Retrieved on: 
Monday, January 25, 2021
Groupware, Law firm, Practice of law, Articles, Client portal, Cloud computing

SAN DIEGO, Jan. 25, 2021 /PRNewswire/ -- MyCase, Inc., a leading provider of cloud-based legal practice management software and payment services to law firms, announced today that Jim McGinnis has been appointed as the company's new Chief Executive Officer, effectively immediately.

Key Points: 
  • SAN DIEGO, Jan. 25, 2021 /PRNewswire/ -- MyCase, Inc., a leading provider of cloud-based legal practice management software and payment services to law firms, announced today that Jim McGinnis has been appointed as the company's new Chief Executive Officer, effectively immediately.
  • "MyCase is in a wonderful position to help law firms better serve their clients and better manage their firms.
  • We welcome Jim to MyCase and look forward to partnering with him to accelerate innovation for our law firm customers."
  • It includes market leading features such as integrated MyCase Payments, 2-way text messaging, and the MyCase Client Portal to centralize client communication and share files securely.

Zapa Client Portals Unveiled Simplified File Sharing for Accountants

Retrieved on: 
Thursday, January 7, 2021
Client portal, Groupware, eMail, Web portal, Client, Internet, Computing

Today's launch of Zapa Client Portals leaves email attachments a thing of the past and improves client confidence.

Key Points: 
  • Today's launch of Zapa Client Portals leaves email attachments a thing of the past and improves client confidence.
  • Zapa Client Portals supports file sizes and types well beyond most email clients.
  • Client Portals are a great solution, but until the launch of Zapa Client Portals have been too complicated for many users.
  • The new Zapa Client Portals includes:
    Along with the introduction of a simplified user experience, Breichbilt is introducing scalable pricing for growing businesses.

98point6 Now Serves Businesses of All Sizes with Launch of Client Portal

Retrieved on: 
Thursday, October 22, 2020
Web portal, Portal, Client portal

With the Client Portal, companies with fewer than 5,000 members can offer 98point6 to employees in as little as one day's time.

Key Points: 
  • With the Client Portal, companies with fewer than 5,000 members can offer 98point6 to employees in as little as one day's time.
  • Since the end of 2019, 98point6 has grown 274 percent, and now serves three million members as the demand for virtual care has grown amongst organizations.
  • Recognizing this widespread need not only for patients, but for all sizes of businesses looking to best serve their employees, 98point6 designed the newly launched Client Portal.
  • To learn more about 98point6 and the Client Portal, contact us at [email protected] or visit the 98point6 Client Portal Sign Up page.

Monroe Capital Supports Apax Partners’ Acquisition of MyCase

Retrieved on: 
Wednesday, October 14, 2020
Finance, Professional services, Legal, Technology, Software, Finance, Money, Economy, Corporate finance, Apax Partners, Private credit, Client portal, Private equity

Monroe Capital LLC (Monroe) today announced it acted as sole lead arranger and administrative agent on the funding of a senior credit facility to support the acquisition of MyCase, Inc. by private equity sponsor Apax Partners.

Key Points: 
  • Monroe Capital LLC (Monroe) today announced it acted as sole lead arranger and administrative agent on the funding of a senior credit facility to support the acquisition of MyCase, Inc. by private equity sponsor Apax Partners.
  • MyCase covers the entire client lifecycle with Lead Management, Case Management, Billing and Invoicing, and robust Reporting.
  • It includes market leading features such as integrated MyCase Payments, 2-way text messaging, and the MyCase Client Portal to centralize client communication and share files securely.
  • Monroe Capital LLC (Monroe) is a private credit asset management firm specializing in direct lending and opportunistic private credit investing.

Summitas Named Family Wealth Report's 2020 "Best Cyber Security Solution"

Retrieved on: 
Tuesday, September 22, 2020
Data security, Finance, Financial management, Information governance, Money, Client portal, Groupware, Wealth management, Computer security, Web portal

NEW YORK, Sept. 22, 2020 /PRNewswire/ -- Summitas, an innovative platform for secure, online client portals for family ofces, wealth advisors, and other client-facing businesses, is pleased to announce that it has been awarded "Best Cyber Security Solution" by Family Wealth Report (FWR) at the 2020 awards.

Key Points: 
  • NEW YORK, Sept. 22, 2020 /PRNewswire/ -- Summitas, an innovative platform for secure, online client portals for family ofces, wealth advisors, and other client-facing businesses, is pleased to announce that it has been awarded "Best Cyber Security Solution" by Family Wealth Report (FWR) at the 2020 awards.
  • FWR hosts its prestigious award ceremony to recognize the year's best service providers and advisors in the wealth industry.
  • Expertise brought to the creation of Summitas included wealth management, family office stewardship and management, online financial services, information technology, and distributed computing and information security.
  • Today, Summitas is an award-winning platform for client-facing businesses to securely exchange confidential information, store sensitive documents, and share ideasall from one place.

Advicent selects MX to enhance account aggregation capabilities in NaviPlan® client portal

Retrieved on: 
Monday, August 31, 2020
Client portal, Groupware, Web portal, Client

Advicent's integration with MX will provide NaviPlan client portal users with the ability to aggregate their own accounts, along with notable enhancements.

Key Points: 
  • Advicent's integration with MX will provide NaviPlan client portal users with the ability to aggregate their own accounts, along with notable enhancements.
  • Account data imported through MX can also be updated in real time in clients' financial plans, which can be accessed at any time and from any location via the NaviPlan client portal.
  • Our strategic relationship with MX will create a more meaningful digital planning experience by enabling the smooth aggregation of account data from thousands of institutions," said Angela Pecoraro, Chief Executive Officer of Advicent.
  • In April 2020 , Advicent announced a special offer making the NaviPlan client portal available at no cost to all financial advisors, including current users, through December 2021.

Envestnet to Participate in Upcoming Conferences

Retrieved on: 
Wednesday, May 27, 2020
Professional services, Data management, Technology, Software, Finance, Consulting, Banking, Envestnet, Finance, Yodlee, Money, Client portal

On Thursday, June 4, 2020, the Company will be presenting at the Piper Sandler Exchanges & FinTech Conference.

Key Points: 
  • On Thursday, June 4, 2020, the Company will be presenting at the Piper Sandler Exchanges & FinTech Conference.
  • Envestnet | Tamarac provides portfolio management, reporting, trading, rebalancing and client portal solutions for registered investment advisors (RIAs).
  • Envestnet Data & Analytics enables innovation and insights through its Envestnet | Yodlee data aggregation platform.
  • Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences and help drive better outcomes for enterprises, advisors and their clients.