Search Results for: Portfolio Management

NAVEX Global and Crowe Establish Strategic Alliance to Deliver Integrated Risk & Compliance Software and Services
Fintech News Risk Management

NAVEX Global and Crowe Establish Strategic Alliance to Deliver Integrated Risk & Compliance Software and Services

Fintech News Desk
by Fintech News Desk0
Crowe becomes first consultancy to certify professionals on NAVEX’s Lockpath Platform NAVEX Global® and Crowe LLP today announced a strategic alliance to offer customers a complete Integrated Risk Management (IRM) solution powered by NAVEX Global’s leading IRM software, Lockpath, and supported by Crowe’s IRM program development, advisory and technology services. Read More: Tech......
First American Mortgage Solutions Integrates Loss Mitigation Products with CLARIFIRE® Workflow Automation
Fintech News

First American Mortgage Solutions Integrates Loss Mitigation Products with CLARIFIRE® Workflow Automation

Fintech News Desk
by Fintech News Desk0
—Unique integration helps efficiently process loss mitigation options for borrowers— First American Mortgage Solutions, LLC, a part of the First American family of companies, today announced completion of a strategic integration with Clarifire, a workflow automation provider that automates orders of First American Mortgage Solution’s FirstMod® loss mitigation products and services......
Business Fintech News

Foxit Improves PDF Security For Legal Firms With iManage Integration

Fintech News Desk
by Fintech News Desk0
Foxit Software, a leading provider of innovative PDF products and services, helping knowledge workers to increase their productivity and do more with documents, today announced that PhantomPDF 10 has met the criteria for the iManage Universal API program. This integration allows legal firms to leverage PDF editing and document management......
E*TRADE From Morgan Stanley Recognized as #1 Online Broker for Mobile Trading Apps and Ease of Use by StockBrokers.com
Investment Services News

E*TRADE Advisor Services Study Reveals RIAs Enter Bearish Territory

Fintech News Desk
by Fintech News Desk0
E*TRADE Advisor Services, a provider of integrated technology, custody, and practice management support for registered investment advisors (RIAs), today announced results from the most recent wave of its Independent Advisor Tracking study, which covers advisor views on the market, the industry, their business, and clients. Read More: CERTFin Chooses Anomali......
Paul R. Garcia Elected to Deluxe Board of Directors
Fintech News

Paul R. Garcia Elected to Deluxe Board of Directors

Fintech News Desk
by Fintech News Desk0
Deluxe, a Trusted Business Technology™ company, announced the election of Paul R. Garcia to its Board of Directors on Aug. 18, 2020. Mr. Garcia (68) is the retired Chairman and Chief Executive Officer (CEO) of Global Payments Inc., a publicly traded, leading provider of credit card processing, check authorization and......
tZERO Announces Integration With Sterling Trading Tech, Powering Two New Third-Party Broker-Dealers That Are Live & Trading on the tZERO ATS
Fintech News Trading

tZERO ATS Begins Trading the St. Regis Aspen Digital Security

Fintech News Desk
by Fintech News Desk0
This Marks the First Time a Tezos-Based Digital Security Will Trade on a Regulated Platform(tZERO) tZERO, a leader in financial innovation and liquidity for private companies, announced that secondary trading of the St. Regis Aspen digital security commenced on the tZERO ATS, marking the platform’s first third-party security. In addition, this......
SEI Acquires Novus Partners to Broaden Capabilities for Large Institutional Investors
Fintech Investment Services News Risk Management

SEI Expands Offering to Large Institutional Investors through Operational and Investment Support Platforms

Fintech News Desk
by Fintech News Desk0
Enhanced CIO Solution Provides Support to In-house Investment Resources(SEI ) SEI announced the company is broadening its offering to the institutional investor segment through services that provide custom, time-saving operational and investment management support. SEI’s Enhanced CIO leverages the firm’s industry-leading capabilities around fund administration, development of investment operating platforms and non-fiduciary investment......
Dr. Daniel Diemers joins FiCAS Board of Directors following Industry-First ETP Launch
Blockchain Business Fintech Investment Services News

Dr. Daniel Diemers joins FiCAS Board of Directors following Industry-First ETP Launch

Fintech News Desk
by Fintech News Desk0
FiCAS, the swiss-based crypto investment management boutique, has announced the appointment of Dr. Daniel Diemers, former Financial Services Partner at PwC Strategy& and former PwC Head of Blockchain for Europe, Middle East, and Africa, as a new member of its Board of Directors. Dr. Diemers is a founding member of......
BSI Financial Partners with Kasasa to Power New Loan Product for Credit Unions and Community Banks
Business Fintech News

BSI Financial Partners with Kasasa to Power New Loan Product for Credit Unions and Community Banks

Fintech News Desk
by Fintech News Desk0
Strategic partnership leverages loan-status transparency for lenders and debt-status transparency for borrowers. Kasasa, an award-winning financial technology and marketing provider, and BSI Financial Services, a technology-centric financial services company, have partnered to increase servicing speed and visibility of a revolutionary mortgage loan product that community banks and credit unions can market to......
Westpac Group sells Strategic Alliances (“Vendor Finance”) business
Business Fintech News

Westpac Group sells Strategic Alliances (“Vendor Finance”) business

Fintech News Desk
by Fintech News Desk0
Westpac Group has announced that it has entered into an agreement for the sale of its Vendor Finance business to Angle Finance, a portfolio company of Cerberus Capital Management, L.P. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash Vendor Finance supports third parties to fund small ticket......
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