Search Results for: asset managers

SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion
Finance Fintech News

SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion

Business Wire
by Business Wire0
Courtney Robertiello, Senior VP of Enterprise Consulting, and Jacquie Burke, VP of Asset Manager Solutions, Fortify Leadership in Asset Management and OCIO Services SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the hiring of Courtney Robertiello and Jacquie Burke. These strategic hires signify SMArtX’s dedication......
Confluence Unveils Next-Gen Regulatory Reporting Solution
Finance Fintech Investments News

Confluence Unveils Next-Gen Regulatory Reporting Solution

Business Wire
by Business Wire0
The new Omnia platform delivers best-of-breed flexibility, scalability, and speed for global regulatory and filing requirements. Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory, analytics, and investor communications for the investment management industry, today launched Omnia, its next-generation regulatory reporting platform. Designed for asset managers and fund......
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......
Micruity Closes $5.0M in Strategic Funding
Fintech Fintech Funding News

Micruity Closes $5.0M in Strategic Funding

Business Wire
by Business Wire0
Building the pension plan of the future by expanding support for accumulation annuities and non-guaranteed income products Micruity, announced that it closed $5.0M in funding to expand support for accumulation annuities and non-guaranteed income products on the Micruity platform. “The new funding enables Micruity to rapidly build out infrastructure not......
Norm Ai Raises $27 Million Series A to Expand AI-Driven Regulatory Compliance Platform
Artificial Intelligence Finance Fintech Investments News

Norm Ai Raises $27 Million Series A to Expand AI-Driven Regulatory Compliance Platform

PR Newswire
by PR Newswire0
Investors include Coatue, Bain Capital Ventures, Blackstone Innovations Investments, New York Life Ventures, Citi Ventures, and TIAA Ventures On its journey to set the norms for AI-powered regulatory compliance, Norm Ai has raised a fresh round of capital from some of the world’s most respected financial institutions, collectively representing more......
Fiserv Appoints Takis Georgakopoulos as Senior Advisor and Member of the Management Committee
Digital Payments Fintech News

Fiserv Appoints Takis Georgakopoulos as Senior Advisor and Member of the Management Committee

Business Wire
by Business Wire0
Fiserv, a leading global provider of payments and financial services technology solutions, today announced that Takis Georgakopoulos will join Fiserv as a Senior Advisor, Executive Vice President, and a member of the Management Committee, effective September 3, 2024. “We are pleased to welcome Takis to the Fiserv team” Georgakopoulos will......
Saphyre and Global Tax Recovery Align to Simplify and Expedite Tax Reclaims
Fintech News

Saphyre and Global Tax Recovery Align to Simplify and Expedite Tax Reclaims

PR Newswire
by PR Newswire0
Saphyre, Inc., a pioneering force in financial operations technology, and Global Tax Recovery, an expert in tax reclaim services, have entered into a strategic arrangement to streamline tax reclaim processing, alleviating complexity, and reducing operational overhead for asset managers and asset owners. Tax reclaim processing has traditionally been laborious and......
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......
Brightwave Secures $6 Million Seed Round to Launch AI-Powered Financial Research Assistant
Analytics Fintech News

Brightwave Secures $6 Million Seed Round to Launch AI-Powered Financial Research Assistant

Business Wire
by Business Wire0
Backed by Decibel and Point72 Ventures, Brightwave’s customers include firms and funds totaling over $120B AUM Brightwave, the AI-powered research assistant that generates insightful, trustworthy financial analysis on any subject, announced $6 million in seed funding. The round was led by Decibel Partners, with backing from Point72 Ventures, Moonfire Ventures,......
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......
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