Search Results for: finance management

Apella Expands West Coast Presence with Addition of Clarity Wealth Management
Investment Services News

Apella Expands West Coast Presence with Addition of Clarity Wealth Management

Business Wire
by Business Wire0
Irvine, California-based wealth management firm brings $130 million in AUM Apella Capital, LLC, DBA Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced Clarity Wealth Management, a registered investment advisor (“RIA”), has joined the firm. The acquisition establishes Apella’s presence in Irvine, California and......
Kuvare Insurance Services Announces Launch of New Leveraged Finance Asset Manager
InsurTech Investment Services News

Kuvare Insurance Services Announces Launch of New Leveraged Finance Asset Manager

Business Wire
by Business Wire0
Kuvare Insurance Services LP (KIS), a boutique asset manager that oversees approximately $22 billion in primarily investment-grade assets, announced the commercial launch of a new subsidiary, Katayma Credit Management (Katayma), to focus on the U.S. non-investment grade corporate debt market. “As we continue to deepen our presence in the U.S.......
GA Telesis and Tokyo Century Corporation Announce the Launch of HALO AirFinance, a Direct Aviation Lending Platform
Lending News

GA Telesis and Tokyo Century Corporation Announce the Launch of HALO AirFinance, a Direct Aviation Lending Platform

PR Newswire
by PR Newswire0
GA Telesis, LLC and Tokyo Century Corporation announce the launch of its new joint venture lending platform, HALO AirFinance (“HALO”). HALO will serve as the exclusive debt origination channel for GAT and TC, with a focus on secured direct lending to airlines, lessors, and investors, covering the collateral spectrum from new to mid-life aircraft. HALO will be uniquely positioned in......
Stats Launches Revolutionary DeFi Multi-Wallet Portfolio Management Platform
DeFi News

Stats Launches Revolutionary DeFi Multi-Wallet Portfolio Management Platform

PR Newswire
by PR Newswire0
Stats, a DeFi multi-wallet portfolio management DApp/platform, has announced the launch of its all-in-one hub for DeFi users. The platform provides users with a revolutionary approach to DeFi management, with weekly updates and added features to enhance the user experience. “We are thrilled to announce the launch of Stats, the......
Importance Of Customer Experience Management In Fintech Industry
Featured Fintech Fintech Primers

Importance Of Customer Experience Management In Fintech Industry

Pooja Choudhary
by Pooja Choudhary0
Customer Experience In Fintech: What Does It Entail? Customer evaluates a fintech proposal based on the benefits they perceive. The consumer experience is impacted by many perks. In this article, we intend to examine the few variables that influence the fintech consumer experience in the context of speed, assurance, ease......
What Is Microloan Management Software: How To Choose One For Your Needs
Featured Finance Fintech Primers Technology

What Is Microloan Management Software: How To Choose One For Your Needs

Pooja Choudhary
by Pooja Choudhary0
What is loan management software? Loan software automates and administers the loan lifecycle from origination to servicing. It is often referred to as LMS or lending software. The range of loan software comprises account processing, credit scoring, and loan restructuring and disbursement. While an effective loan management system can be......
EquiLend Selects Digital Asset as Distributed Ledger Technology for Securities Finance Market Initiative
Finance News

EquiLend Selects Digital Asset as Distributed Ledger Technology for Securities Finance Market Initiative

PR Newswire
by PR Newswire0
Digital Asset to provide the underlying technology for the new industry-driven 1Source initiative led by EquiLend EquiLend announces that it has selected Digital Asset to provide the distributed ledger technology underpinning the EquiLend 1Source initiative. Unveiled in July 2022 as part of EquiLend’s Digital Transformation Working Group, which consists of many of the world’s largest banks......
One Of The Industry’s Best Kept Secrets Expense Management By CFO’s
Digital Payments Featured Fintech Primers Technology

One Of The Industry’s Best Kept Secrets: Expense Management By CFO’s

Pooja Choudhary
by Pooja Choudhary0
In today’s fast-paced, both virtual and real world, starting and managing an organization remains a challenging task. Businesses can open bank accounts and complete company forms online, but daily activities are not supported. When it comes to invoicing, payroll, and bookkeeping, small business owners wear many hats. Online transactions are......
Principal Announces Integration of Global Asset Management and International Pension Businesses
Investment Services News

Principal Announces Integration of Global Asset Management and International Pension Businesses

Business Wire
by Business Wire0
Will expand breadth and reach of global and local investment capabilities Principal Financial Group announced it is integrating its global asset management and international pension businesses under Principal Asset Management – blending leadership, investment capabilities, and client-facing teams. The combined business will help Principal to effectively deliver global and local investment......
A Closer Look At Integrated Document Management And Accounts Payable Software
Business Featured Finance Fintech Primers Technology

A Closer Look At Integrated Document Management And Accounts Payable Software

Pooja Choudhary
by Pooja Choudhary0
What is AP, or accounts payable? The profitability and operations of your company’s operations are influenced by the accounts payable (AP) function, which is a vital business operation. Fundamentally speaking, it is the total sum that your company owes suppliers and vendors for the products and services that it has......
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