Search Results for: financial management

Banking Cloud News

Icertis Launches Contract Intelligence Solution For Banking And Financial Services

Fintech News Desk
Icertis, the contract intelligence company that pushes the boundaries of what’s possible with contract lifecycle management (CLM), announced the launch of Icertis Contract Intelligence (ICI) for Banking and Financial Services. The CLM solution is packaged with out-of-the-box functionality that includes a range of contract types, rules to identify obligations, and......
Digital Fintech News

Broadridge Teams With MX To Power Data Aggregation And Financial Wellness Solution

Fintech News Desk
To provide financial advisors with an innovative holistic view into all aspects of an investor’s financial journey, global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE: BR), today announced a strategic partnership with open finance leader MX to utilize the company’s financial data aggregation and personalized financial management automation solutions. This is another example of......
Prudential plc and Google Cloud Announce Strategic Partnership to Make Healthcare and Financial Security More Accessible Across Asia and Africa
Analytics News Security

Prudential plc and Google Cloud Announce Strategic Partnership to Make Healthcare and Financial Security More Accessible Across Asia and Africa

Fintech News Desk
Prudential will leverage Google Cloud’s data analytics capabilities, secure and sustainable infrastructure, and the broader Google ecosystem, to accelerate its digital transformation Leading insurance group, Prudential plc and Google Cloud announced a strategic partnership to enhance health and financial inclusion for communities across Asia and Africa. Latest Fintech Insights :......
Tugende closes pre-Series B funding raising a total USD 10 million in equity and debt transactions arranged by Verdant Capital
Investments News

Financial Titans Invest $43 Million In Crowdstreet To Fund Growth And Accelerate Demand For Online Real Estate Investing

Fintech News Desk
TIAA Ventures, Dinerstein Companies, Foulger-Pratt and others back CrowdStreet With this support, “we can accelerate our efforts to provide even more investing products, helping our investors build their financial freedom through direct real estate investing,” CEO says Read: Research Reveals ‘Payment Processing As A Business’ Opportunity For Banks CrowdStreet, Inc. (“CrowdStreet”),......
B2B News

Rockefeller Capital Management Welcomes Mooney Stanley

Fintech News Desk
Rockefeller Capital Management today welcomes the Mooney Stanley Group, a respected Ohio-based financial advisory team with more than 70 years of wealth management experience, to its Rockefeller Global Family Office. The addition expands the firm’s presence in the Midwest; the group will report to Brett Thelander, Midwest Divisional Director. “We’re......
Valkyrie Funds Launches Macro-driven Digital Asset Separately Managed Accounts (SMAs) For RIAs And Financial Advisors
Digital Asset Management News

Valkyrie Funds Launches Macro-driven Digital Asset Separately Managed Accounts (SMAs) For RIAs And Financial Advisors

Fintech News Desk
Platform enables investment professionals to offer institutional-caliber, risk-managed, research-focused portfolios to their clients Valkyrie Funds, LLC., a leading Registered Investment Advisor (RIA) focused on digital assets, announced the launch of the new Valkyrie Risk Managed Separately Managed Account (VSMA) Platform enabling advisors to offer digital asset investments to their clients. Latest......
Investments News

Dynasty Financial Partners And Allocate Partner To Give Rias Access To Venture Capital Investment Opportunities

Fintech News Desk
Allocate, a digital investment platform that provides investors a streamlined way to access venture funds and co-investments, today announced a partnership with Dynasty Financial Partners, a provider of back and middle-office outsourced solutions for registered investment advisors (RIAs). The partnership will provide Dynasty network partner RIAs with a digital solution......
Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools
Fintech News Risk Management

Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools

Fintech News Desk
Two leading financial technology firms partner to offer more advisory firms access to risk analytics Riskalyze, the industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors, announced Moneytree Software, a pioneer in the development of financial planning technology which simplifies complexities for advisors, has selected the firm’s......
Mukuru and WeThinkCode Partner to Host SheHacks to Solve Financial Services Challenges in Africa
Featured Technology

Mukuru and WeThinkCode Partner to Host SheHacks to Solve Financial Services Challenges in Africa

Fintech Staff Writer
Mukuru partners with WeThinkCode to present a women-only hackathon to inspire creative solutions for its Pan-African financial education and management tools Mukuru, a leading next-generation financial services platform in Southern Africa, and WeThinkCode, an academy that delivers a world-class coding curriculum for dynamic youth while addressing the industry skills shortage,......
Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering
Fintech News

Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering

Fintech News Desk
Morgan Stanley Wealth Management announced plans to consolidate its robo-advisor offering, Access Investing, within the E*TRADE from Morgan Stanley ecosystem. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill Partners Acquire Majority Stake in EPC Power Corp. The updates are part of the E*TRADE integration as Morgan Stanley seeks to......
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