Search Results for: Software Asset Management

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
Enfusion Introduces the Next Phase of Portfolio Workbench, Empowering Asset Managers with Increased Efficiency and Flexibility
Investment Services News

Enfusion Introduces the Next Phase of Portfolio Workbench, Empowering Asset Managers with Increased Efficiency and Flexibility

Business Wire
by Business Wire0
New Portfolio Management Features Elevate Experiences for Asset Managers with Advanced Portfolio Construction, Rebalancing, and Integration with Third-party Optimizers Enfusion, a leading provider of software-as-a-service (SaaS) solutions for investment managers, announced the release of the next phase of Portfolio Workbench, bringing even more powerful portfolio rebalancing and construction features to......
ClearFactr: Enterprise Financial Modeling Software Platform Spins Out from Investment Bank
Fintech Investment Services News

ClearFactr: Enterprise Financial Modeling Software Platform Spins Out from Investment Bank

PR Newswire
by PR Newswire0
Hilco Streambank announced it is seeking indications of interest in business opportunities with enterprise financial modeling SaaS platform ClearFactr. Hilco Streambank invites interested parties to view more information here, or to contact its professionals directly at project+finmodel@hilcoglobal.com ClearFactr is a platform purpose-built to create, share, and scale financial modeling solutions on an......
Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment
Investment Services News

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment

Business Wire
by Business Wire0
Nitrogen, the company that is revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The products are available to solo advisors a la......
Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale
Finance Fintech News

Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale

PR Newswire
by PR Newswire0
Billing identified as key to wealth management firm growth Partnership to boost offerings that deploy best-in-class wealth technology Vestmark, Inc., a leading provider of wealth management software and services, and PureFacts Financial Solutions, a global leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management......
Enhanced Experian Ascend Technology Platform Transforms Software for Credit, Fraud and Analytics
Finance Fintech News

Enhanced Experian Ascend Technology Platform Transforms Software for Credit, Fraud and Analytics

Business Wire
by Business Wire0
First-of-its-kind platform now integrates Experian’s market-leading data, generative AI and cutting-edge machine learning solutions into one unified interface As companies around the globe grapple with an accelerated pace of change and seek ways to optimize their businesses, Experian is ushering in a new era of simplification, scalability and automation through......
Lightkeeper Introduces Idea Analytics Software (IAS), Redefines how Funds Evaluate their Universe of Ideas
Finance Fintech News

Lightkeeper Introduces Idea Analytics Software (IAS), Redefines how Funds Evaluate their Universe of Ideas

PR Newswire
by PR Newswire0
New Software Plays Critical Role in Idea Process Optimization and Talent Development at World’s Leading Investment Managers Lightkeeper, the leader in Portfolio Intelligence and Analytics for Investment management, today launches Idea Analytics Software (IAS), a category-defining solution purpose-built to deliver comprehensive analysis and attribution for all investment ideas. Asset managers......
Nuvo Enhances Credit Application Software with Equifax Commercial Credit Information
B2B Finance Fintech News

Nuvo Enhances Credit Application Software with Equifax Commercial Credit Information

PR Newswire
by PR Newswire0
Nuvo, the fastest trade credit management platform for B2B sellers, has announced a strategic relationship with Equifax®, a leading global data, analytics and technology company. Nuvo will leverage Equifax commercial and business principal information within Nuvo credit application software, streamlining the customer onboarding, underwriting, and credit approval processes associated with......
Talos Accelerates Expansion of its Portfolio Management System with Acquisition of Cloudwall
News Risk Management

Talos Accelerates Expansion of its Portfolio Management System with Acquisition of Cloudwall

PR Newswire
by PR Newswire0
Acquisition Bolsters Talos’s Capabilities with Sophisticated Risk Management Technology Critical for Institutional Adoption of Digital Assets Talos, the premier provider of institutional technology for trading digital assets, announced its acquisition of Cloudwall, a developer of sophisticated digital asset risk technology. The technology and expertise of Cloudwall will enhance Talos’s existing......
C3 Rules and HyperRisk Solutions Forge Strategic Alliance to Transform Cryptoasset Compliance
Cryptocurrency Fintech News

C3 Rules and HyperRisk Solutions Forge Strategic Alliance to Transform Cryptoasset Compliance

Business Wire
by Business Wire0
In a dynamic shift within the finance sector, traditional banking institutions are increasingly investing in a variety of cryptoasset exposures, including stablecoins, tokenized assets, ETF products, and cryptocurrencies. However, the Basel III framework tempers this forward thrust, requiring substantial capital reserves against investments that fail to meet exacting standards, alongside......
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