Search Results for: wealth manager

Danske Bank ranks high on IPO and share emissions
Banking Fintech News

Danske Bank A/S Announces Changes To Their Executive Leadership Team

Fintech News Desk
by Fintech News Desk0
As a next step in the ongoing transformation, Danske Bank is changing the organisation to reduce complexity, increase efficiency and become even more competitive for our customers. Going forward, the commercial activities will be organised in two business units headed by Glenn Söderholm and Berit Behring. Read More: New Search Fund......
Clearwater Analytics Announces New Investment From Leading Growth Investors Permira, Warburg Pincus, Dragoneer and Durable Capital
Banking Fintech News

Alphonse Valbrune Joins Clearwater as Chief Legal Officer

Fintech News Desk
by Fintech News Desk0
Clearwater Analytics announced today that Alphonse Valbrune has joined the company as Chief Legal Officer. Clearwater is the leading SaaS solution for investment data aggregation, reconciliation, accounting, and reporting. Clearwater reports on more than $4 trillion in investments daily for many of the world’s largest insurers, investment managers, corporations, pension......
Sompo Global Risk Solutions and Marsh & McLennan Agency Launch Customizable Insurance Solution for the Commercial Real Estate Market
Fintech InsurTech News

Sompo Global Risk Solutions and Marsh & McLennan Agency Launch Customizable Insurance Solution for the Commercial Real Estate Market

Fintech News Desk
by Fintech News Desk0
Sompo International Holdings Ltd., a Bermuda-based specialty provider of property and casualty insurance and reinsurance, announced today that together with Marsh & McLennan Agency LLC (MMA), Sompo Global Risk Solutions (GRS) has launched a new customizable insurance solution that helps commercial real estate owners-  of virtually all asset sizes and......
Investment Services News

Great Point Capital Expands Access to Alternative Investment Solutions with Proteus Partnership

Fintech News Desk
by Fintech News Desk0
Proteus’ technology will enable Great Point Capital advisors, broker-dealers and insurance agents to better construct alternative investment portfolios for accredited investors Proteus, an RIA, alternative investments and private funds platform, today announced it has partnered with national financial services firm Great Point Capital to provide the practice’s independent investment advisors, broker-dealers......
Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication
Fintech Funding News

Vanguard Consolidates Taxable Money Market Fund Management on Charles River IMS

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street company, today announced that Vanguard Group Inc. has consolidated management of taxable money market funds on the cloud-based Charles River Investment Management Solution (Charles River IMS). Read More: Vitesse, a Fintech Providing Real-Time Cross-Border Payments for Businesses, Scores £6.6m Series A Vanguard is live on......
CAIS Announces New Integration with Orion for Seamless Transaction Reporting
Fintech News

CAIS Announces Rapid Advisor Adoption for New Learning Platform

Fintech News Desk
by Fintech News Desk0
CAIS IQ is driving education of alternative investments, CE credits for Financial Advisors Everywhere CAIS, the industry-leading alternative investment platform, today announced growth and momentum for CAIS IQ, the company’s modern learning system for financial advisors, that helps them learn faster, remember longer and enhance client outcomes. CAIS IQ combines......
PGIM Investments and iCapital Network Announce Partnership to Enhance Access to Alternatives
Business Fintech Investment Services News

PGIM Investments and iCapital Network Announce Partnership to Enhance Access to Alternatives

Fintech News Desk
by Fintech News Desk0
Trillion-dollar asset manager will integrate iCapital Network technology to power seamless alts experience for HNW advisor channel  PGIM Investments, the retail distribution arm of PGIM, Inc., the $1.4 trillion global investment management business of Prudential Financial, Inc. (PFI), and iCapital Network1, the leading financial technology platform driving access and efficiency in alternative......
AssetBook Enhances Portfolio Reporting for Financial Advisors
Fintech News Robotic Process Automation

AssetBook Enhances Portfolio Reporting for Financial Advisors

Fintech News Desk
by Fintech News Desk0
AssetBook announced the release of Pulse by AssetBook, containing enhanced features for portfolio monitoring and reporting. AssetBook continues to develop innovative portfolio management solutions for wealth advisors, leveraging years of experience in building powerful, secure and scalable applications. Built on an open API, Pulse seamlessly integrates as an additional technology......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech InsurTech News

Jennifer Lucovich Appointed as Financial Advisor at UBS Scottsdale Arizona Branch Office

Fintech News Desk
by Fintech News Desk0
Jerrod Logan also appointed as Senior Wealth Strategy Associate UBS is proud to announce that Jennifer Lucovich has joined the firm as a Financial Advisor, Senior Vice President—Wealth Management in the Scottsdale Arizona branch office. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection Jennifer is......
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