Search Results for: Portfolio Management

InvestCloud Acquires Advicent and the NaviPlan Platform
Cloud Digital Finance Fintech News

InvestCloud Acquires Advicent and the NaviPlan Platform

Fintech News Desk
by Fintech News Desk0
Strategic acquisition cements InvestCloud as the leader in financial planning technology, offering a unified digital experience across all wealth segments InvestCloud, the global leader in cloud-based financial digital solutions, has announced a strategic acquisition of Advicent, the premier cash flow, trust and tax financial planning provider. Advicent, a Vista Equity......
Artesian
Finance Fintech News

Artesian Debuts Next Generation ‘Engagement Signals’ for Bespoke Client Monitoring

Fintech News Desk
by Fintech News Desk0
Artesian Solutions, a leading provider of client intelligence and risk solutions, announces the launch of Engagement Signals, a fully customisable way of identifying critical changes in a target company using bespoke rules, built on top of its new Connect Platform. To remain competitive, front-line financial services professionals need a constant......
Walker & Dunlop to Acquire Industry-Leading Housing Research and Investment Banking Firm Zelman & Associates
Banking Investments News

Walker & Dunlop to Acquire Industry-Leading Housing Research and Investment Banking Firm Zelman & Associates

Fintech News Desk
by Fintech News Desk0
 Walker & Dunlop, Inc. announced today that it has entered into an agreement to acquire a controlling interest in Zelman & Associates (“Zelman”), the leading housing research and investment banking firm in the United States. Founded in 2007 by Ivy Zelman and Dennis McGill, Zelman has earned an impressive reputation among institutional investors and business......
Sovos Acquires Digital Enablement Business of Chile-Based Acepta
Finance Fintech News

Sovos Acquires Digital Enablement Business of Chile-Based Acepta

Fintech News Desk
by Fintech News Desk0
Largest non-U.S. acquisition brings Sovos new capabilities to support tax compliance in digital economies; scales e-invoicing, e-receipt and e-document support for SMBs around the world Global tax software provider Sovos today announced it has acquired the digital enablement business of Chile-based Acepta, one of the region’s leading providers of e-invoicing, e-receipts, e-documents......
Honeywell Announces Transfer Of Stock Exchange Listing To Nasdaq
News Stock Market Trading

Honeywell Announces Transfer Of Stock Exchange Listing To Nasdaq

Fintech News Desk
by Fintech News Desk0
– Honeywell will join a group of iconic companies on the cutting edge of technology and sustainability – Honeywell will join the Nasdaq Composite® index upon transfer; meets the requirements to join the Nasdaq-100® index during 2021 – Common stock and all listed bonds will transfer; stock ticker symbol will......
Daily FTS Roundup: The 5 Coolest Things on Earth Today
Cloud Fintech News

Daily FTS Roundup: The 5 Coolest Things on Earth Today

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various......
Strata To Double Headcount In Congruence With Aggressive Growth Plans
Investment Services Investments News

Strata To Double Headcount In Congruence With Aggressive Growth Plans

Fintech News Desk
by Fintech News Desk0
New hiring primarily for the roles of technology experts and investment managers Eyes fresh recruits from the millennial cohort ranging in the age group of 25-35 years  Strata – India’s leading tech-enabled fractional investment platform in real-estate said that it aims to scale up hiring and double its headcount by......
Paysafe Selects AWS for its Strategic Cloud Services to Drive Innovation in Digital Commerce
Digital Digital Payments News

Paysafe Selects AWS for its Strategic Cloud Services to Drive Innovation in Digital Commerce

Fintech News Desk
by Fintech News Desk0
Leading specialized payments platform announces strategic collaboration with AWS, moving online payments processing to the cloud to support growth and become a more-data driven organization Leading specialized payments platform, Paysafe, announces it has signed a global multi-year agreement with Amazon Web Services (AWS) as part of its strategy to become......
Novantas and Informa's FBX Group Combine to Create New Competitive Intelligence and Solutions Company
Banking Digital Fintech News

Novantas and Informa’s FBX Group Combine to Create New Competitive Intelligence and Solutions Company

Fintech News Desk
by Fintech News Desk0
Novantas, a leading provider of solutions for financial services professionals, announced they are part of an agreement that will see Novantas combined with Informa Financial Intelligence’s FBX business, to create a leading competitive intelligence and specialist data company serving the retail and commercial banking market. The partnership is between Informa,......
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