Search Results for: portfolio management

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion
Fintech News

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion

Fintech News Desk
by Fintech News Desk0
New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms Registered Investment Advisors seeking alpha now have access to modern trading tools that enable an advisor to quickly streamline an advisor’s day-to-day operations. TradePMR, a technology and custodial services provider that works exclusively with Registered Investment......
Nasdaq to Acquire Verafin, Creating a Global Leader in the Fight Against Financial Crime
Capital Markets Fintech Investment Services News

Nasdaq Acquires Institutional Investment Fintech Firm Solovis

Fintech News Desk
by Fintech News Desk0
Solovis will pair with eVestment to deliver investment data, portfolio analytics and monitoring across public and private markets Nasdaq, Inc. announced the acquisition of Solovis, a privately-held financial technology company offering multi-asset class portfolio management, analytics and reporting tools across public and private markets. Solovis solutions will be available through......
Bank of Zachary Partners with Teslar Software to Grow Commercial Lending
Fintech News

Bank of Zachary Partners with Teslar Software to Grow Commercial Lending

Fintech News Desk
by Fintech News Desk0
Bank positions new generation of lenders for success with streamlined processes, enhanced transparency Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced at ICBA LIVE that Bank of Zachary has selected its full suite of services to streamline processes, increase......
LiquidityBook Finishes Volatile Year with Record Revenues, Major Staff Expansion
Banking Investment Services News

LiquidityBook Adds Duet Group to Client Roster

Fintech News Desk
by Fintech News Desk0
SaaS-based POEMS provider selected by global investment holding company to support additional lines of business LiquidityBook announced that Duet Group, a global investment holding company, has implemented the SaaS-based LBX Buy Side as its POEMS (portfolio, order and execution management system). LiquidityBook’s platform provides a full range of order, execution......
Pinnacle Bank Adds Teslar Software to Improve Lending Relationships with Service and Insights
Business Fintech News

Armor Bank Selects Teslar Software to Support Significant Growth

Fintech News Desk
by Fintech News Desk0
Bank Chooses Advanced Platform to Streamline and Improve Commercial Lending Process Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced that Armor Bank has selected their platform to improve processes, boost efficiencies and better scale. Forrest City, Ark.-based Armor Bank......
Panoramix Increases Flexibility of its Advisory Billing Systems
Fintech Startups Insights News Uncategorized

Panoramix Still the One

Fintech News Desk
by Fintech News Desk0
Innovative performance reporting and billing technology system earns top rating second year in a row For the second straight year, Panoramix places first in overall customer satisfaction for financial advisor portfolio management tools in the annual Technology Tools for Today (T3) Survey. The 2020 survey compiled responses from over 5100......
Robertson Stephens and StratiFi Technologies Announce New Partnership
Fintech Radar Investment Services News Risk Management Trading

StratiFi & AdvisorPeak Partner to Help Advisors Easily Manage Entire Investment Lifecycle

Fintech News Desk
by Fintech News Desk0
StratiFi Technologies is pleased to announce a new data integration and partnership with AdvisorPeak. The seamless integration simplifies the advisor experience by embedding StratiFi’s institutional-quality risk analysis technology within AdvisorPeak’s leading-edge trading and rebalancing platform to optimize advisors’ time and user experience. Read More: Usio Announces Record Full Year 2019 Transaction......
Belfius Bank Completes Milestone Front to Middle Office Transformation with SimCorp Dimension
Banking InsurTech Investment Services News

Belfius Bank Completes Milestone Front to Middle Office Transformation with SimCorp Dimension

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of investment management solutions and services to the global financial services industry, today announces the complete implementation of SimCorp Dimension at Belfius Bank, one of Belgium’s key banking and insurance groups, wholly owned by the Belgian federal state. The front to middle office transformation of Belfius Retail &......
RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference
Business Fintech News

RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, announced the release of an open API for its MyRIACompliance tool. The development was announced at Technology Tools for Today (T3) Advisor Conference in San Diego. RIA in a......
Fintainium Adds Top Executive Talent To Fuel Growth
Business Fintech News

Fintainium Adds Top Executive Talent To Fuel Growth

Fintech News Desk
by Fintech News Desk0
Fintainium, the next generation B2B payments solution provider, announces the appointment of three industry executives to fuel expansive company growth. The new team members, appointed as President, General Manager, and Senior Vice President of Business Development, were hand-picked based on skillset, expertise, and performance in the marketplace and will bring......
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