Search Results for: portfolio managers

Webgility Expands Support for Lightspeed, Automates Inventory and Accounting Workflows for Ecommerce Businesses
E-commerce News

Webgility Expands Support for Lightspeed, Automates Inventory and Accounting Workflows for Ecommerce Businesses

Cision PRWeb
by Cision PRWeb0
Integrates with a Growing Portfolio of Best-of-Breed Online Storefronts, Marketplaces, Point of Sale Solutions and Accounting/ERP Systems Webgility, the No. 1 ecommerce automation solution for QuickBooks customers, announced that it has expanded its support for the Lightspeed Point of Sale (POS) solution through a seamless integration between Lightspeed Retail (X-Series) and QuickBooks, empowering ecommerce......
BlackRock Teams With GeoWealth to Offer Custom Models Featuring Simplified Access to Private Markets
Finance Fintech

BlackRock Teams With GeoWealth to Offer Custom Models Featuring Simplified Access to Private Markets

Business Wire
by Business Wire0
Automated Custom Models to Enable Access to Private Markets, Direct Indexing and Fixed Income SMAs in Addition to ETFs and Mutual Funds in a Single Account BlackRock today announced a strategic partnership with financial technology firm GeoWealth expanding BlackRock’s capabilities to meet client needs in the $37 trillion U.S. wealth......
Abacus Group Acquires Tribeca to Continue its Growth in the UK Financial Services Sector
Finance Fintech

Abacus Group Acquires Tribeca to Continue its Growth in the UK Financial Services Sector

Business Wire
by Business Wire0
Tribeca’s proven success in financial services to be strengthened further with Abacus Group’s specialist expertise and cybersecurity offerings Abacus Group, a leading IT Managed Services Provider (“MSP”) to financial services firms globally, today announced it has acquired Tribeca Technology Group (Tribeca), a UK-based IT MSP also serving the financial services......
Mexican Fintech Unicorn Clip Announces US$100 Million Investment
Digital Payments Fintech Investments

Mexican Fintech Unicorn Clip Announces US$100 Million Investment

PR Newswire
by PR Newswire0
Clip, Mexico’s leading digital payments and commerce enablement platform, today announced that it has secured an investment round of US$100 million from investment funds managed by Morgan Stanley Tactical Value (“MSTV”) and from one of the largest, most experienced West-Coast mutual fund managers. The investment values Clip in line with the Series D round completed......
LTX, A Broadridge Company, Releases GenAI-Powered List Trading Functionality
Artificial Intelligence Finance Fintech News Trading

LTX, A Broadridge Company, Releases GenAI-Powered List Trading Functionality

PR Newswire
by PR Newswire0
Further building on its GenAI leadership in the fixed income market, LTX, an AI-powered corporate bond trading platform backed by global Fintech leader Broadridge Financial Solutions Inc, today announced GenAI-powered List Trading functionality. The new feature allows users to leverage GPT technology to generate and execute multi-asset class, multi-directional trade lists seamlessly......
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......
Pantheon Partners with iCapital to Expand Access to Specialist Evergreen Semi-Liquid Private Equity Solution
Fintech Investment Services News

Pantheon Partners with iCapital to Expand Access to Specialist Evergreen Semi-Liquid Private Equity Solution

Business Wire
by Business Wire0
Pantheon and iCapital will leverage iCapital’s innovative technology and structuring capabilities to bring Pantheon’s high conviction private equity investments to a wider range of global investors Partnership also includes solutions targeting markets with growing demand across Europe, the Middle East, Latin America and Asia Pantheon, a leading specialist global private......
Omdia Reveals Virtual Assistants as Leading AI Use Case Driving Software Revenue in Financial Services
Artificial Intelligence Fintech News

Omdia Reveals Virtual Assistants as Leading AI Use Case Driving Software Revenue in Financial Services

PR Newswire
by PR Newswire0
The proliferation of artificial intelligence (AI) has afforded banks a multitude of benefits through its automation capabilities, such as efficiency gains, cost savings, and a boost for product innovation and development. According to new research from Omdia, the foremost AI use case in terms of software revenue is virtual assistants, which are projected to generate......
The First Predictive Rating For Executives: Paragon Intel Unveils ManagementTrack Rating (MTR)
Investment Services News

The First Predictive Rating For Executives: Paragon Intel Unveils ManagementTrack Rating (MTR)

Business Wire
by Business Wire0
Paragon Intel, a leading provider of predictive management data and insights for investors, announced the launch of its groundbreaking ManagementTrack Rating (MTR). For the first time, investors can look at any public company executive and know how that company is going to perform based on them being in the C-suite.......
Toggle AI Acquires Atom Finance
Finance News

Toggle AI Acquires Atom Finance

Business Wire
by Business Wire0
The acquisition marks a strategic move to enhance its intelligent investing platform with comprehensive financial analysis tools Toggle AI, a leading provider of innovative artificial intelligence solutions for investing used by hedge funds and leading Wall Street banks and brokerages announced they are acquiring Atom Finance, a leading financial data......
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