Search Results for: portfolio management

IRIS Software Group Acquires AccountantsWorld to Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based PayrollIRIS Software Group Acquires AccountantsWorld to Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based Payroll
Digital Payments News

IRIS Software Group Acquires Accountants World To Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based Payroll

Fintech News Desk
by Fintech News Desk0
IRIS Software Group (IRIS), a leading global software provider of accountancy solutions, is announcing it has acquired Accountants World, a pioneer in cloud solutions for accountants in North America. Latest Fintech Insights: Newmark Announces Agreement with Leading Commercial Real Estate Services Group in Poland The acquisition of Accountants World is a......
Morningstar to Acquire Wealth Management Platform Provider Praemium's UK and International Business
Investments News

Morningstar to Acquire Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
by Fintech News Desk0
Fast-growing wealth management platform brings advisers choice and efficiency, enabling better advice for investors Morningstar and Praemium Limited have reached an agreement for Morningstar to acquire 100% of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The consideration for the transaction will comprise cash of £35 million, subject to......
KKR Expands Real Estate Industrial Portfolio in the Lehigh Valley with a New Acquisition
Investment Services News

KKR Expands Real Estate Industrial Portfolio in the Lehigh Valley with a New Acquisition

Fintech News Desk
by Fintech News Desk0
KKR, a leading global investment firm, announced the acquisition of a two building, approximately 1.5 million square foot, industrial distribution campus in Allentown, Pennsylvania. KKR acquired the industrial campus through its core plus real estate strategy from GLP Capital Partners (GCP). “We believe that state-of-the-art distribution centers in highly infill......
NR Finance México Selects Linedata Ekip360 To Support Management Of Its Contract Financing
Finance Fintech News

NR Finance México Selects Linedata Ekip360 To Support Management Of Its Contract Financing

Fintech News Desk
by Fintech News Desk0
Through this partnership, Linedata reinforces its deployment strategy in Latin America Linedata (Euronext Paris: LIN), a global provider of asset management and credit technology data and services, announced that NR Finance México (NRFM), Mexico’s leading automotive financing company, has chosen Linedata to manage its complete back office retail and leasing business......
Ping An Announces 2020 Climate Risk Management Report
Fintech News Risk Management

Ping An Announces 2020 Climate Risk Management Report

Fintech News Desk
by Fintech News Desk0
Green Investment Exceeds RMB208.8 Billion in 2021 First Three Quarters Ping An Insurance (Group) Company of China, Ltd. (hereafter “Ping An” or the “Group”, has published its 2020 Climate Risk Management Report (hereafter “Report”). The report covers Ping An’s green finance strategy elaborating it through governance, strategies, risk management, benchmarks and......
Berkshire Launches Socially Responsible Investing Portfolios
Banking Investment Services News

Berkshire Launches Socially Responsible Investing Portfolios

Fintech News Desk
by Fintech News Desk0
Offering Empowers Clients to Create a Meaningful Impact on Communities by Aligning Financial Goals with Positive Environmental and Social Outcomes Berkshire Hills Bancorp, Inc., the parent company of Berkshire Bank, a socially responsible community-dedicated bank with branch locations in New England and New York, announced the launch of a new suite of......
Cambridge Wilkinson Investment Banking Closes $300 Million Asset Management Transaction
Banking Investment Services News

Cambridge Wilkinson Investment Banking Closes $300 Million Asset Management Transaction

Fintech News Desk
by Fintech News Desk0
Cambridge Wilkinson (“CW”) is pleased to announce the closing of a $300MM tranche of an asset management assignment for a client that is an institutional credit manager for many institutional groups that have yield requirements. Our client is a long track record fixed income / credit group that has the......
Brookline Bancorp Launches Clarendon Private, Boston's Newest Investment and Wealth Management Company
Banking Investment Services News Uncategorized

Brookline Bancorp Launches Clarendon Private, Boston’s Newest Investment and Wealth Management Company

Fintech News Desk
by Fintech News Desk0
Brookline Bancorp, Inc. today announced the launch of Clarendon Private, LLC (the “Company”) a Boston-based investment and wealth management company designed to serve individuals, families, endowments, and foundations. Clarendon Private combines the hands-on approach of a boutique investment firm with comprehensive banking and lending resources.  The Company’s culture puts the client......
Self Esteem Brands to Automate Revenue Management Processes with Billing Platform
Banking News

Self Esteem Brands to Automate Revenue Management Processes with Billing Platform

Fintech News Desk
by Fintech News Desk0
World’s largest health and wellness franchisor to streamline billing and monetization across its Anytime Fitness, Waxing the City, The Bar Method and Basecamp Fitness brands Billing Platform, the revenue management solution for innovative business models, announced that Self Esteem Brands, the world’s largest health and wellness franchisor, has selected Billing......
Ritholtz Wealth Management and WisdomTree Collaborate to Launch Innovative and Diversified Crypto Index
Cryptocurrency News

Ritholtz Wealth Management and WisdomTree Collaborate to Launch Innovative and Diversified Crypto Index

Fintech News Desk
by Fintech News Desk0
Onramp Invest to provide the Separately Managed Accounts (SMA) platform to Registered Investment Advisors (RIAs); Gemini to serve as the trading platform and custodian Ritholtz Wealth Management (RWM) and WisdomTree announced the launch of the RWM WisdomTree Crypto Index designed to provide retail investors, via a financial advisor, access and diversified exposure to cryptoassets.......
1