Search Results for: professional services
InVivo Chooses Wolters Kluwer’s CCH Tagetik Solution to Support Their Growth and Modernize Their Financial Processes
InVivo will deploy the unified CCH Tagetik solution at group level in order to address all aspects of end-to-end financial management CCH Tagetik, part of Wolters Kluwer Tax & Accounting and a global provider of market-leading software solutions and information services for finance professionals has signed an agreement with InVivo, to......
Financial Institutions Intensify Focus on Climate Change Risk
2020 Global Benchmarking Survey Reveals Growing Prioritization of Climate Risk Management Banks and other financial institutions are intensifying their focus on climate risk management according to a new global survey conducted by the Global Association of Risk Professionals (GARP). GARP found that 90% of firms have board-level governance of climate-related risks and......
Genesis Acquires Institutional Custodian Vo1t
Acquisition will enable Genesis to launch digital asset prime brokerage Genesis, an industry pioneer and leader in digital currency trading and lending, announced its acquisition of Vo1t, a market-leading insured digital custody service. The new addition will supplement Genesis’s existing services, which include global over-the-counter trading and institutional lending, and......
Society of FSP and Chalice Network™ Join Forces
The Society of Financial Service Professionals (FSP) has partnered with San Diego-based Chalice Financial Network to significantly expand its member benefits with a new selection of tools to support the growth of their practice. The financial service professionals belonging to each organization gain powerful economies of scale and cost-saving operational efficiency through a single sign-on technology......
K1 Enters Agreement to Sell FMG Suite to Aurora
Realization represents K1’s second exit since Safer-At-Home orders were put in place in March 2020 K1 Investment Management, LLC (“K1”), a leading investment firm focusing on high-growth enterprise software companies, announced it has entered into a definitive agreement to sell FMG Suite, LLC (“FMG Suite”), the category leader in cloud-based marketing automation......
Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry
Smarsh, helping customers get ahead – and stay ahead – of the risk within their electronic communications, announced the acquisition of Entreda, the award-winning developer of integrated cybersecurity risk and compliance management software and services for the wealth management market. Entreda will continue to operate under its own brand and......
PitchBook Platform Named Best Financial & Market Data Solution by SIIA for Ninth Year
Client-Centric Product Roadmap and Continued Investment in Market Research Helps PitchBook Win SIIA CODiE Award PitchBook, the premier data provider for the private and public equity markets, announced its Platform has been named Best Financial & Market Data Solution of 2020 as part of the annual SIIA CODiE Awards for the ninth......
Pacific National Bank Goes Live with NYMBUS to Launch FACILE
New Digital-Only Effort Delivers Banking with Ease, Featuring Immediate Mobile-Account Access and Around-the-Clock Personal Customer Service NYMBUS, a provider of the world’s most advanced financial services platform, announced Pacific National Bank (PNB) has gone live with NYMBUS SmartLaunch\ to outsource the technology and remote full-service operations of its digital-only bank,......
CPI Card Group and Oxygen Collaborate on Debit Cards for the Gig Economy
CPI Card Group, a payment technology company and leading provider of credit, debit and prepaid solutions, announced a collaboration with Oxygen, the first digital banking platform tailored to meet the unique needs of the freelance economy. Oxygen selected CPI to develop its first personal and business debit cards – tapping......