Search Results for: portfolio management

ETF Action Announces Major Enhancements To Industry-Leading FinTech Platform
Business Fintech Investment Services News

ETF Action Announces Major Enhancements To Industry-Leading FinTech Platform

Fintech News Desk
ETF Action is pleased to announce the rollout of several significant upgrades to its platform, including the introduction of a new Dashboard interface, custom report generation, ETF All-Stars® integration, an expanded website, and more. These functionality upgrades are the first of several planned releases for 2021. They’re designed to expand......
BMO Joins the Partnership for Carbon Accounting Financials
Business Economy Fintech Investment Services News

BMO Joins the Partnership for Carbon Accounting Financials

Fintech News Desk
BMO Financial Group today announced it has joined the Partnership for Carbon Accounting Financials (PCAF). PCAF is a global partnership of financial institutions that work together to develop and implement a harmonized approach to assess and disclose the greenhouse gas (GHG) emissions associated with their loans and investments. In November......
Moody’s-ESG-Solutions-Group-Appoints-Global-Head-of-ESG-Measures
Banking Fintech News Risk Management

Moody’s ESG Solutions Group Appoints Global Head of ESG Measures

Fintech News Desk
Moody’s announced today that it has appointed Sabine Lochmann as Global Head of Moody’s ESG Measures. In this newly-established role, Ms. Lochmann will lead the ESG measures business within Moody’s ESG Solutions Group, which was formed in September 2020 to serve the growing global demand for ESG and climate analytics.......
Piermont-Bank-Appoints-Marianne-McGoldrick-as-Chief-Credit-Officer
Banking Fintech News Risk Management

Piermont Bank Appoints Marianne McGoldrick As Chief Credit Officer

Fintech News Desk
Piermont Bank, a tech-enabled digital commercial bank headquartered in New York City, is pleased to announce that Marianne McGoldrick has joined the bank as Chief Credit Officer. Ms. McGoldrick will oversee Piermont Bank’s credit administration, including credit approval process, loan policies, and procedures, while ensuring its lending portfolio’s overall quality.......
Barclays Data: 2020 Highest Ever Year for Scams
Banking Business Fintech News

Barclays Accelerator Welcomes New York Class of 2021

Fintech News Desk
Barclays is excited to introduce the latest class of FinTech-focused startups that will join the 2021 New York Barclays Accelerator, powered by Techstars. Established in 2014, this intensive 13-week program is designed to fast-track the next generation of FinTechs. Participating companies will collaborate with a team of Barclays executives, the......
FLEETCOR-Acquires-Cloud-Software-Platform-Provider-of-B2B-Online-Bill-Payment
Business Fintech News

FLEETCOR Acquires Cloud Software Platform Provider of B2B Online Bill Payment

Fintech News Desk
FLEETCOR Technologies, Inc. (NYSE: FLT), a leading global business payments company, today announced it has acquired Roger, a global accounts payable (AP) cloud software platform for small businesses. The acquisition will extend FLEETCOR’s portfolio of accounts payable automation solutions to small businesses, helping them automate their manual payment processes. Read......
Deluxe-Inks-New-Agreement-with-Truist-Financial-Corporation
Banking Fintech Investment Services News

Deluxe Inks New Agreement with Truist Financial Corporation

Fintech News Desk
Today, Deluxe (NYSE: DLX), a Trusted Business Technology™ company announced that it has finalized a long-term agreement with Truist Financial Corporation (NYSE: TFC), the sixth largest commercial bank in the US, which was formed by the 2019 merger of equals between BB&T Corporation and SunTrust Banks, Inc. This new agreement......
Kesho Undergoes Complete Rebrand As Part Of Omnio’s Shake-Up Of Its Digital Service For The Credit Union Sector
Banking Fintech News

Kesho Undergoes Complete Rebrand As Part Of Omnio’s Shake-Up Of Its Digital Service For The Credit Union Sector

Fintech News Desk
Sercle represents a major evolutionary development of the legendary ‘Curtains’ platform Omnio Group, a payment and banking services provider can announce that its credit union business Kesho is unveiling Sercle – as part of delivering market leading digital infrastructure for credit unions worldwide. Building on the legacy ‘Curtains’ platform, it offers a completely......
Montagu Private Equity to Acquire Majority Position in ITRS Group From Ta Associates
Business Capital Markets Fintech News

Montagu Private Equity to Acquire Majority Position in ITRS Group From Ta Associates

Fintech News Desk
Montagu Private Equity (“Montagu”), a leading European private equity firm, announces it has agreed to acquire a majority position in ITRS Group (“ITRS”), a leading global provider of real-time monitoring and analytics software from TA Associates (“TA”), who will remain a minority holder alongside Montagu and Management. Read More: Options......
LiquidityBook Finishes Volatile Year with Record Revenues, Major Staff Expansion
Business Fintech News

LiquidityBook Finishes Volatile Year with Record Revenues, Major Staff Expansion

Fintech News Desk
SaaS-based POEMS provider exceeds pre-pandemic sales targets LiquidityBook, a leading Software-as-a-Service (SaaS)-based provider of buy- and sell-side trading solutions, today announced its business soared to new heights in 2020, exceeding internal goals on revenue growth, client wins and staffing amid daunting circumstances. This strong performance was fueled by a continued......
1