Search Results for: finance management

Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose
Finance News

Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose

Fintech News Desk
by Fintech News Desk0
Firm Offers Financial Plans That Empower Clients To Live Their Lives With Purpose Partridge Wealth, a wealth management firm dedicated to helping values-driven clients pursue their life’s purpose, announced its launch. Prospective clients are invited to learn how they can work to achieve their financial goals while staying true to......
First Rate Acquires Wealth Management Platform and Partners for Compliance
Compliance management News

First Rate Acquires Wealth Management Platform and Partners for Compliance

Fintech News Desk
by Fintech News Desk0
As part of First Rate’s ongoing strategy to expand its WealthTech footprint, First Rate acquires performance reporting and portfolio management assets from InvestEdge, and announces a strategic partnership with InvestEdge for Compliance Solutions First Rate, a leading wealthtech services provider to the wealth management industry, announced the acquisition of certain......
Fintech and Sustainable Finance Innovations: 4Th Annual ESG and Sustainable Finance and Impact Investing - Southern Africa Forum
Fintech Investment Services News

Fintech and Sustainable Finance Innovations: 4Th Annual ESG and Sustainable Finance and Impact Investing – Southern Africa Forum

Fintech News Desk
by Fintech News Desk0
Event Overview: The global push towards sustainable investing is gaining momentum and investors and asset owners are increasingly facing immense pressure to incorporate sustainable considerations which include Environmental, Social and Governance within all their investment decisions. ESG related risks pose and present new challenges to organisations, businesses and  economies -ranging......
Purpose Investments Unveils New US Dollar Cash Management Fund to Expand Industry-Leading Cash Solutions Lineup
Investment Services News Trading

Purpose Investments Unveils New US Dollar Cash Management Fund to Expand Industry-Leading Cash Solutions Lineup

GlobeNewswire
by GlobeNewswire0
New cash management solution from Purpose enables investors to use high US interest rates to their advantage Purpose Investments Inc. is excited to announce further expansion of its industry-leading cash solutions lineup with the launch of the Purpose USD Cash Management Fund, which begins trading on the Toronto Stock Exchange......
New Cerillion Launch Revolutionises CSP Loyalty Management
Finance Fintech News

New Cerillion Launch Revolutionises CSP Loyalty Management

PR Newswire
by PR Newswire0
Cerillion, a leading provider of BSS/OSS-as-a-Service solutions to the telecoms industry, announced the general availability of Cerillion 23.1, which transforms customer engagement by integrating loyalty management within the core BSS/OSS. The new Loyalty Manager component enables communications services providers (CSPs) to offer rewards to their customers in real-time, including for......
Western Wealth Communities' Partnership with Pay Ready has Streamlined their Property Management Operations
Digital Payments News

Western Wealth Communities’ Partnership with Pay Ready has Streamlined their Property Management Operations

PR Newswire
by PR Newswire0
Pay Ready, multifamily’s leading post-resident payment technology, announces their software has streamlined property management operations and enhanced resident experiences for Western Wealth Communities, Phoenix, Arizona. Western Wealth Communities (WWC) has always focused on excellence in every aspect of its operations, and with the addition of Pay Ready’s predictive analytics and automated......
Skience Unveils Blueprint Process to Help Wealth Management Firms Better Manage Digital Transformations
Finance News

Skience Unveils Blueprint Process to Help Wealth Management Firms Better Manage Digital Transformations

Business Wire
by Business Wire0
Skience formalizes proven strategic planning framework to help wealth management firms organize for future digital success Skience, a leading financial services solution and consulting provider, announced the rollout of its Wealth Management Cloud Technology Blueprint, formalizing its strategic planning framework for digital transformations. This methodology, available as part of Skience’s......
Institutional On-Chain Finance Startup Fractal Announces $6 Million Seed Raise
Fintech Startups News

Institutional On-Chain Finance Startup Fractal Announces $6 Million Seed Raise

PR Newswire
by PR Newswire0
Hack VC, 6th Man Ventures (6MV), Archetype, Blizzard and CMT Digital are among Fractal backers as it expands its institutional product suite Fractal, an infrastructure provider enabling institutions to clear, settle, and margin digital asset trades on-chain, announced it has secured $6M in financing led by Hack VC. They are joined......
SureX Launches One-Stop Platform for DeFi Investments and Money Management
DeFi News

SureX Launches One-Stop Platform for DeFi Investments and Money Management

Business Wire
by Business Wire0
SureX Exchange is on a mission to provide greater access to the dividends of decentralized finance (DeFi). To achieve this, the SureX team has launched a simple and easy-to-use one-stop platform for making DeFi investments and managing money. With a US MSB license, SureX Derivatives Exchange is the world’s leading and......
Financial Institutions Join Avalanche Evergreen Subnet, ‘Spruce’, to Drive On-Chain Finance Innovation
DeFi Finance News

Financial Institutions Join Avalanche Evergreen Subnet, ‘Spruce’, to Drive On-Chain Finance Innovation

PR Newswire
by PR Newswire0
The Evergreen Subnet, “Spruce,” has been launched with an initial cohort of institutional partners that includes T. Rowe Price Associates, WisdomTree, Wellington Management, and Cumberland. Participating institutions will be using Spruce as a testnet for a variety of applications and assets to measure the benefits of on-chain trade execution and......
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