Search Results for: portfolio management

MackeyRMS and InsiderScore Announce Strategic Merger
Business Fintech Investment Services News

MackeyRMS and InsiderScore Announce Strategic Merger

Fintech News Desk
Merger creates best-of-breed data, analytics, and software platform for institutional investment teams conducting fundamental research for actively managed portfolios MackeyRMS, a provider of SaaS-based research management software, and InsiderScore, a provider of actionable data and analytics on publicly traded U.S. companies, today announced a strategic merger to create a best-of-breed investment......
Confluence-signs-French-diversified-asset-manager-to-Revolution-platform
Business Fintech Investment Services News

Confluence Signs French Diversified Asset Manager to Revolution Platform

Fintech News Desk
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced it has secured a five-year contract with a top French diversified asset manager that will use Confluence’s cloud-based Revolution platform for its performance measurement and attribution needs. The new......
Moven Wins Contract With Japan's Kyushu Financial Group
Business Fintech News Risk Management

Arbor Digital and Blockchange Partner on Digital Asset SMA for Registered Investment Advisors

Fintech News Desk
Blockchange Inc, the digital asset investing platform for professional wealth managers, and Arbor Digital, an SMA manager for RIAs on their journey to digital assets, today announced a new Separately Managed Account (SMA) option for digital assets. The True Digital Asset SMA™ is the first of its kind, offering a......
Built Raises $88 Million to Power the Future of Construction Finance
Banking Fintech Fintech Funding News

InvestCloud Recapitalizes at $1 Billion and Integrates Two New Businesses to Create a Financial Technology Leader With a SaaS Global Wealth Solutions Platform Having Over $4 Trillion in Assets

Fintech News Desk
InvestCloud, an award winning global FinTech firm has completed a recapitalization that values the business at $1 billion. New financial investors are led by Motive Partners (“Motive”) with Clearlake Capital Group, L.P. (“Clearlake”) and include other InvestCloud client shareholders. Under the terms of the agreement, Motive Partners will also contribute......
Alpian, Switzerland’s First Digital Private Bank, Has Appointed Belinda Bencic and Géraldine Fasnacht as Honorary Chief Inspiration Officers
Banking Digital Fintech Investment Services News Risk Management

Alpian Hires Victor Cianni As Head Of Investments To Shape Customer Offering

Fintech News Desk
Digital financial service company, Alpian SA (“Alpian”), has today announced the appointment of Victor Cianni as Head of Investments. In this new role, Cianni will lead on the disruptor’s wealth advisory offering, along with discretionary management products for private bank clients. Inspired by the executive team’s vision of bringing a......
SumUp Acquires Lithuanian Fintech Paysolut
Banking Business Fintech News

SumUp Acquires Lithuanian Fintech Paysolut

Fintech News Desk
The Global Payment Service Provider SumUp Has Acquired The Core Banking System Provider Paysolut, Founded In Lithuania. Representatives of SumUp say that the acquisition of the Lithuanian company aims to create even stronger technology-based banking solutions. The acquisition amount is undisclosed. Operating in 32 global markets, and serving more than......
Motive-Partners-_-Clearlake-Capital-Invest-for-Growth-in-Next-Generation-SaaS-Wealth-Solutions-Platform-with-InvestCloud
Banking Fintech Investment Services News

Motive Partners & Clearlake Capital Invest for Growth in Next Generation SaaS Wealth Solutions Platform with InvestCloud

Fintech News Desk
Motive Partners (“Motive”), a specialist private equity firm focused on growth and buyout investments in enterprise financial services software companies, and Clearlake Capital Group, L.P. (“Clearlake”), a sector-focused investor that partners with world-class management teams by providing patient, long-term capital to dynamic businesses, today announced that they have acquired InvestCloud,......
Extensia-Financial-Announces-Addition-of-Extraordinary-Talent-and-Leadership-to-Its-New-Board-of-Directors
Business Fintech Investment Services News

Extensia Financial Announces Addition of Extraordinary Talent and Leadership to Its New Board of Directors

Fintech News Desk
Extensia Financial has announced that Dimple Shah, Glenn Christensen, Jackie Buchanan, and Steve Coomes, all exceptional credit union and financial services thought leaders and influencers, will be joining the Board of Directors. As one of the most seasoned Credit Union Service Organizations (CUSO) focused on commercial real estate, and bolstered......
DXtrade Platform Adds FXStreet Economic Calendar for Brokers
Business Fintech News Risk Management Trading

Devexperts to Develop Complete Range of Trading Software for TEB Yatırım

Fintech News Desk
Devexperts, a financial software development company has contracted with one of the leading Turkish Investment companies, TEB Yatırım Menkul Değerler A.Ş.(TEB Investment), to develop and deliver 4 proprietary products to modernise their trading software infrastructure. Development is already underway and consists of four parts: a new Mobile Application, an Order......
Metrics-Implements-nCino-to-Scale-Its-Corporate-Lending-Business
Banking Fintech Investment Services News Risk Management

Metrics Implements nCino to Scale Its Corporate Lending Business

Fintech News Desk
nCino, Inc. , a pioneer in cloud banking and digital transformation solutions for the global financial services industry, today announced that Metrics Credit Partners, a leading Australian non-bank corporate lender, has adopted the nCino Bank Operating System® to transform their corporate lending practices to further support sustained growth. Metrics selected......
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