Search Results for: Portfolio Management

TSG and Clearent Merge to Form Xplor, a Global Platform Integrating Software, Payments and Commerce-Enabling Solutions
Business Digital Fintech News

TSG and Clearent Merge to Form Xplor, a Global Platform Integrating Software, Payments and Commerce-Enabling Solutions

Fintech News Desk
by Fintech News Desk0
New company to serve five fast-growing verticals spanning everyday life activities. Transaction combines two Advent International portfolio companies. Clearent, a full-service, integrated payment solutions provider based in the United States and Transaction Services Group (TSG), a global provider of business management software and integrated payments for the subscription economy, today......
STP Investment Services Chosen as Preferred Outsourcing Provider of Cloud-Based Investment Operations for Cramer Rosenthal McGlynn
Business Fintech Investment Services News

STP Investment Services Chosen as Preferred Outsourcing Provider of Cloud-Based Investment Operations for Cramer Rosenthal McGlynn

Fintech News Desk
by Fintech News Desk0
STP Investment Services, an industry-leading fintech and global investment operations firm that provides complete front, middle, and back office solutions, announced that it formed a strategic outsourcing partnership with Cramer Rosenthal McGlynn, LLC (CRM), a leading value equity manager with a focus on the U.S. small and mid-cap space. In this......
Paysign Announces Executive Leadership Changes
Banking Digital Fintech News

Paysign Announces Executive Leadership Changes

Fintech News Desk
by Fintech News Desk0
Matthew Lanford Is Named President and COO, and Jeffery Baker Joins as CFO Paysign, Inc., a leading provider of prepaid card programs, digital banking services, and payment processing, today announced that its board of directors has made two major changes to the company’s executive leadership team, naming Matthew Lanford president......
DZ Bank Picks Surecomp for Trade Finance Digitisation
Banking Digital Fintech News

DZ Bank Picks Surecomp for Trade Finance Digitisation

Fintech News Desk
by Fintech News Desk0
Surecomp, the leading provider of global trade finance solutions for banks and corporates, today announced that DZ BANK, as part of its journey towards digitized trade finance operations, chose DOKA-NG to be its next generation digital trade finance platform. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart......
Abrigo's 2021 ThinkBIG Conference Goes Virtual
Business Digital Fintech News

Abrigo’s 2021 ThinkBIG Conference Goes Virtual

Fintech News Desk
by Fintech News Desk0
Abrigo, the leading technology provider of compliance, credit risk, and lending solutions for community financial institutions, announced today that its annual ThinkBIG conference set for May 25-27 will now be held virtually. While Abrigo had planned to offer both in-person and virtual options to registrants, the company has decided to......
Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Business Fintech Investment Services News Risk Management

Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced a new partnership that equips nearly 2,500 financial professionals registered through Atria owned broker-dealers with access to Riskalyze......
Microsoft Debuts Financial Services Cloud
Banking Business Fintech Investment Services Mobile Banking News Risk Management

Microsoft Debuts Financial Services Cloud

Fintech News Desk
by Fintech News Desk0
Amid the relentless challenges of 2020, the wheels of the financial industry kept turning. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies At the root of it all is the historic acceleration of digital technology in the pandemic. It’s what enabled the......
Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange
Currency Exchange Fintech News

Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange

Fintech News Desk
by Fintech News Desk0
Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys–Enabling RIAs & Broker-Dealers to Manage Trust Accounts Envestnet, Inc., announces the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker- dealers seamlessly utilize trust accounts to facilitate......
Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Business Digital Fintech Investment Services News

Altruist Names Pete Dorsey as Chief Strategy & Revenue Officer

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform for RIAs, appoints Pete Dorsey, former National Managing Director at TD Ameritrade Institutional, to its executive team as Chief Strategy and Revenue Officer. Mr. Dorsey joins the Altruist team with over two decades of experience in the RIA business, working with the country’s largest......
SparkCognition Acquires Financial Technology Company AIM2
Artificial Intelligence Banking Fintech InsurTech Investment Services News

SparkCognition Acquires Financial Technology Company AIM2

Fintech News Desk
by Fintech News Desk0
AI company expands further into financial services, signing agreements with Brevan Howard and Nomura. SparkCognition, the world’s leading industrial artificial intelligence (AI) company, is pleased to announce it has entered into an agreement to acquire AIM2 from hedge fund management company Brevan Howard and global investment bank Nomura. Read More:  2021 – The......
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