Search Results for: portfolio analytics

Artificial Intelligence Banking Digital Payments Featured Finance Fintech

Leading Banks That Sport the Best Digital Banking Apps

Prajakta Ayade
Digital banking has undergone a dramatic transformation in recent years. Gone are the days of long queues and limited branch hours. The rise of digital banking apps has ushered in a new era of convenience, accessibility, and control for account holders. These sophisticated mobile applications empower users to manage their......
VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management
Investment Services News

VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management

Business Wire
VRGL, a Client Acquisition and Investment Proposal Management solution, announced the launch of its new Risk Tolerance capabilities integrated within the existing VRGL workflow. VRGL’s Risk Tolerance capabilities allow advisors to leverage a turnkey, industry-researched Risk Tolerance Questionnaire, or to craft fully bespoke risk assessments aligned with advisor and organizational......
Vervent Launches New Calculation Agent Capabilities
Banking Fintech News

Vervent Launches New Calculation Agent Capabilities

Business Wire
This addition provides Capital Markets Services with a tech-forward platform that offers automated deal lifecycle calculations Today industry-leading fintech, Vervent, announced its new Calculation Agent services, which deliver on-demand data and analytics via a platform-enabled distributed ledger. The automated reconciliation produces reporting at deal and portfolio level with a single......
FiscalNote Announces New Strategic Partnership With Creolytix, Integrating Its Dragonfly Offering With Creolytix’s Platform
Artificial Intelligence Fintech News

FiscalNote Announces New Strategic Partnership With Creolytix, Integrating Its Dragonfly Offering With Creolytix’s Platform

Business Wire
Dragonfly’s Forward-Looking Geopolitical and Security Intelligence and Data Will Be Integrated with Creolytix’s End-to-End Managed Security Platform, Empowering Enterprises with World-Class Global Intelligence in their Risk Management Programs Announcement Follows FiscalNote’s Recent Launch of its Global Intelligence AI Copilot Offering to Enable Customers to Navigate Geopolitical and Regulatory Risk FiscalNote......
Liquid Logics Announces New Integration of Trustpoint
Fintech Lending News

Liquid Logics Announces New Integration of Trustpoint

EIN Presswire
Liquid Logics Revolutionizes Private Lending Technology with Integration of TrustPoint Liquid Logics, the nation’s premier technology company in private and hard money lending, is proud to announce a groundbreaking integration wit h TrustPoint. This strategic partnership enhances our platform, offering an unprecedented solution for managing construction draws coupled with comprehensive......
Teragonia Announces Alliance with Dataiku to Enhance Decision Intelligence Solutions for Private Equity
Analytics News

Teragonia Announces Alliance with Dataiku to Enhance Decision Intelligence Solutions for Private Equity

PR Newswire
Teragonia Pairs its Actionable Intelligence and Digital Solutions with Dataiku’s Everyday AI Platform, Increasing Real-Time Analytics for Financial Sponsors Teragonia, a leading provider of analytics engineering and artificial intelligence (AI) solutions exclusively designed for private equity (PE) portfolio value creation, announces an alliance with Dataiku, the leading platform for Everyday......
CAIS Expands Marketplace Offerings with Blackstone’s Alternative Investment Strategies
Finance Fintech Investments News

CAIS Expands Marketplace Offerings with Blackstone’s Alternative Investment Strategies

Business Wire
CAIS platform powers the largest network of independent advisors for alternative investing CAIS, the leading alternative investment platform for independent financial advisors, today announced that Blackstone, the world’s largest alternative asset manager with over $1 trillion in assets under management, has expanded CAIS Marketplace offerings with Blackstone’s alternative investment strategies. “We......
OneVest Bolsters its North American Sales Team with the Addition of Wealthtech Veterans from InvestCloud and FNZ
Fintech News

OneVest Bolsters its North American Sales Team with the Addition of Wealthtech Veterans from InvestCloud and FNZ

Business Wire
OneVest, a cutting-edge wealth management technology company, is pleased to announce the addition of several key sales executives to its rapidly expanding team. These strategic hires underscore OneVest’s commitment to driving growth and expanding its market presence across North America. “Their collective expertise and dedication will play a pivotal role......
Artificial Intelligence Risk, Inc. Launches RIA GPT, the First Generative-AI Platform Specifically for Registered Investment Advisors (RIAs)
Artificial Intelligence Fintech News

Artificial Intelligence Risk, Inc. Launches RIA GPT, the First Generative-AI Platform Specifically for Registered Investment Advisors (RIAs)

Business Wire
RIA GPT Provides Advisors with AI Efficiencies while Addressing Governance, Risk, Compliance and Cybersecurity Artificial Intelligence Risk, Inc. (AI Risk, Inc.), the leader in AI Governance, Risk, Compliance, and Cybersecurity (AI GRCC) software, announced today the launch of RIA GPT, a new software platform providing safe, secure, generative-AI for registered......
Countsy Launches New Online Portal for Streamlined Back-office Management
Finance Fintech News

Countsy Launches New Online Portal for Streamlined Back-office Management

PR Newswire
Countsy, known for its outsourced Accounting, Finance, and HR services, announced the launch of a new online platform, countsy.ai. The client portal simplifyies back-office management for startups, scaleups, and spinouts by providing a centralized location for essential business tools and team collaboration. Countsy, known for its outsourced Accounting, Finance, and......
1