Search Results for: investment intelligence

Wolters Kluwer CCH Forward Together Virtual Conference Will Focus on Helping Accounting Firms Navigate Change
Artificial Intelligence Fintech News

Wolters Kluwer CCH Tagetik inTouch Online Conference Inspires CFOs to Evolve NOW with Solutions for Today and for a Future of Accelerated Financial Transformation

Fintech News Desk
by Fintech News Desk0
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and the global provider of market-leading software solutions and information services for finance professionals hosted more than 2000 participants at its 2020 CCH Tagetik inTouch Online User Conference under the theme Evolve NOW. Targeting today’s pressing concerns and the accelerated changes required to......
Scout RFP and Suplari Partner to Drive Visibility and Improve Collaboration for Procurement & Finance Teams
Artificial Intelligence Business Fintech News

Scout RFP and Suplari Partner to Drive Visibility and Improve Collaboration for Procurement & Finance Teams

Fintech News Desk
by Fintech News Desk0
Delivering Comprehensive Data-Driven Decision Making for Strategic Sourcing Scout RFP, a Workday company and leading cloud-based platform for strategic sourcing and supplier engagement, announced a new integration with Suplari, the AI-driven analytics and insights platform for procurement. With this partnership, joint customers will have the ability to integrate Suplari’s spend visibility and......
Vested Finance’s AUM Jumps 10-Fold in Nine Months
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Vested Finance’s AUM Jumps 10-Fold in Nine Months

Fintech News Desk
by Fintech News Desk0
Vested Finance, an online investment platform that enables Indian investors to invest in the US stock market saw total investments in the US markets from India grew 20% month-on-month in May 2020. The platform registered 30% growth in the number of people who have transferred USD into their accounts for......
Callahan Financial Planning Opens San Francisco Financial Advisory Office
Fintech Investment Services News

Callahan Financial Planning Opens San Francisco Financial Advisory Office

Fintech News Desk
by Fintech News Desk0
Callahan Financial Planning, a fee-only independent personal financial planning and investment management firm with offices throughout the Bay Area, has announced its latest expansion with the addition of a financial advisory office in San Francisco, CA. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor......
Janus Henderson Investors to Reopen U.S. Direct Business Channel to New Investors
Business Fintech Investment Services News

Janus Henderson Investors to Reopen U.S. Direct Business Channel to New Investors

Fintech News Desk
by Fintech News Desk0
Janus Henderson Investors announced it has plans to reopen Class D shares of its U.S. mutual funds through the firm’s Direct Business Channel. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention Software In July 2009, Class D Shares were closed to......
Pro Business Plans Surpasses $4.0 B in Advisory Transactions Globally
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Pro Business Plans Surpasses $4.0 B in Advisory Transactions Globally

Fintech News Desk
by Fintech News Desk0
Executes Strategic Partnership with Gracewater Capital to Better Serve Clients In June, Pro Business Plans announced it officially surpassed $4.0 B worth of transactions it provided advisory services for, 80% of which were in North America across over 60 industries. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers Despite the uncertain......
Former Arcesium Leader Nancy Dornbush Joins Enfusion as Global Head of Managed Services
Fintech Investment Services News

Former Arcesium Leader Nancy Dornbush Joins Enfusion as Global Head of Managed Services

Fintech News Desk
by Fintech News Desk0
Enfusion, a leading global provider of investment management technology solutions and services, announced it has appointed Nancy Dornbush as Executive Vice President, Global Head of Managed Services. Dornbush will oversee Enfusion’s global network of Managed Services clients and work alongside the organization’s Product Management, Client Services and Technology teams to expand......
CSRHub Partners with FinMason to Provide ESG Ratings for Wealth Management
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CSRHub Partners with FinMason to Provide ESG Ratings for Wealth Management

Fintech News Desk
by Fintech News Desk0
CSRHub, the leading provider of ESG (Environment, Social, Governance) consensus ratings, announced that it has partnered with FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, to redistribute its ESG ratings via FinMason’s award-winning API. Read More: Jack Henry & Associates Launches Core-Integrated......
Payfone Raises $100 Million Led by the Apax Digital Fund
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Payfone Raises $100 Million Led by the Apax Digital Fund

Fintech News Desk
by Fintech News Desk0
Investment Will Accelerate Privacy-First Customer Identity Platform with Strategic Acquisitions Payfone announced it has raised $100 million to acquire strategic assets, further strengthen its machine learning capabilities, and build a cross-industry consortium to secure digital transactions and experiences. The investment was led by funds advised by Apax Digital, the growth equity team of......
Tegra118 Welcomes Erin Laschinger as Vice President, Corporate Strategy
Business Fintech News

Tegra118 Welcomes Erin Laschinger as Vice President, Corporate Strategy

Fintech News Desk
by Fintech News Desk0
Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity Firm – announced its appointment of Erin Laschinger as Vice President of Corporate Strategy. In this role, Erin will identify and execute new partnership and growth opportunities......
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