Search Results for: management

Siminou Wealth Management Expands Financial Planning Services for New York Business Owners and Pre-Retirees
Finance News

Siminou Wealth Management Expands Financial Planning Services for New York Business Owners and Pre-Retirees

EIN Presswire
by EIN Presswire0
Richard Siminou, MBA, founder of Siminou Wealth Management in Kings Point, New York, continues to expand the firm’s planning-first advisory services Siminou Wealth Management, an independent financial advisory firm founded by Richard Siminou, MBA, continues to grow its practice serving business owners, entrepreneurs, high-income professionals, and pre-retirees throughout the New......
Designed Wealth Management and Continuum Announce Strategic Partnership to Bring AI Client Intelligence to Canadian Advisors
Artificial Intelligence Investments News

Designed Wealth Management and Continuum Announce Strategic Partnership to Bring AI Client Intelligence to Canadian Advisors

Business Wire
by Business Wire0
Continuum’s botless meeting capture, AI client profiles, and interactive client microsites roll out across Designed Wealth Management’s 150+ advisor network starting  Continuum, the AI-powered client intelligence platform for Canadian advisors, announced a strategic partnership with Designed Wealth Management, the Canadian independent wealth management platform and investment dealer supporting more than......
OWIT Global & Canopius US Extend OWIT's Insurance Data Management Supporting MGA/TPA Self-Service Bordereaux Processing
InsurTech News

OWIT Global & Canopius US Extend OWIT’s Insurance Data Management Supporting MGA/TPA Self-Service Bordereaux Processing

EIN Presswire
by EIN Presswire0
Insurance Data Management Advances toward a Distributed Data Workbench, a solution of OWIT’s Insurance Workbench OWIT Global (OWIT), the leader in cloud-based insurance-specific microservices architected solutions to digitalize the global insurance industry, is pleased to announce that it is working with Canopius Insurance US, Inc. (Canopius), to advance its Insurance Data......
Voya Investment Management launches new multi-manager alternative CITs
Finance Investments News

Voya Investment Management launches new multi-manager alternative CITs

Business Wire
by Business Wire0
Voya Investment Management (Voya IM), the asset management business of Voya Financial, Inc. (NYSE: VOYA) today announced the launch of its new multi manager series of collective investment trusts (“CITs”) designed for defined contribution (“DC”) retirement plans. V-ALT Multi-Manager Alternative Fixed Income and V-ALT Multi-Manager Alternative Equity will initially be......
MAI Capital Management Expands Texas Presence with Addition of Service Academy Capital Management
Finance Investments News

MAI Capital Management Expands Texas Presence with Addition of Service Academy Capital Management

Business Wire
by Business Wire0
Acquisition augments MAI’s growth in serving ultra-high-net-worth clients MAI Capital Management (“MAI”), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, announced the acquisition of Service Academy Capital Management, LLC (“SACMGT”), a Dallas-based RIA serving ultra-high-net-worth (UHNW) individuals and their families, institutions and family offices.......
Burns & Wilcox Global Solutions Goes Live with Novidea Insurance Management Platform to Drive Global-to-London Market Operations
Artificial Intelligence InsurTech News

Burns & Wilcox Global Solutions Goes Live with Novidea Insurance Management Platform to Drive Global-to-London Market Operations

GlobeNewswire
by GlobeNewswire0
Novidea, creator of the unified, cloud-native insurance management platform,  announced that Burns & Wilcox Global Solutions, the highly specialised London-based wholesale broking unit for H.W. Kaufman Group, is now live on the Novidea platform. Novidea’s end-to-end platform delivers advanced insurance management workflows, international business connectivity and real-time visibility across geographies.......
Vertical Insure and Ressio Launch Builder’s Risk Insurance Integration for Construction Management Software
InsurTech News

Vertical Insure and Ressio Launch Builder’s Risk Insurance Integration for Construction Management Software

EIN Presswire
by EIN Presswire0
Builder’s Risk Insurance integrated into Ressio allows builders to secure coverage within the platform’s workflow, reducing delays and simplifying projects. Vertical Insure has announced its partnership with Ressio, the AI-powered construction management software that has recently raised Series A funding, to streamline the insurance process for builders. Ressio worked with......
Palus Finance Selects Modern Treasury to Power Multi-Rail Payments for Treasury Management
Digital Payments Finance News

Palus Finance Selects Modern Treasury to Power Multi-Rail Payments for Treasury Management

Business Wire
by Business Wire0
Palus uses Modern Treasury’s Payments API to orchestrate wire, ACH, and RTP payments across operating accounts and bond portfolios, helping companies earn higher yields on reserve cash. Modern Treasury announced that Palus Finance is using Modern Treasury’s Payments API to power fiat payments across wire, ACH, and RTP. The integration......
Airia Launches Comprehensive Model Risk Management Solution Integrated with Microsoft Foundry
News Risk Management

Airia Launches Comprehensive Model Risk Management Solution Integrated with Microsoft Foundry

GlobeNewswire
by GlobeNewswire0
New governance framework enables enterprises to continuously validate and monitor autonomous AI systems across the Microsoft ecosystem. Airia, the unified platform that gives enterprises control over every AI tool, model, and agent in their organization, announced the availability of its Model Risk Management (MRM) solution integrated with Microsoft Foundry. The......
Gotransverse Launches Self-Service Portal to Expand Enterprise Monetization Operations and Customer Account Management
Digital Payments Finance News

Gotransverse Launches Self-Service Portal to Expand Enterprise Monetization Operations and Customer Account Management

Business Wire
by Business Wire0
Gotransverse announced the launch of its new Self-Service Portal, extending the company’s enterprise monetization platform with secure, role-based access to orders, payments, invoices, services, usage visibility, and account management workflows. Read More on Fintech : Global Fintech Interview with Rob Young, Managing Director – UK at InDebted Built directly into the Gotransverse......
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