Search Results for: manage clients

Tigress Financial Partners and BlackRock to Provide Mission-Driven Cash Management Solution
Banking Finance News

Tigress Financial Partners and BlackRock to Provide Mission-Driven Cash Management Solution

Fintech News Desk
by Fintech News Desk0
Tigress Financial Partners LLC (“Tigress”), the nation’s only certified disabled and women-owned financial services firm, is proud to announce that BlackRock launched new dedicated share classes for Tigress’ clients seeking to further positive, measurable social impact through their cash management. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill......
News Technology

BPM Launches Data Analytics Service Aimed At Delivering Clients Actionable Insights

Fintech News Desk
by Fintech News Desk0
BPM LLP, one of the 40 largest public accounting and advisory firms in the country, announces the formal launch of its Data Analytics service, headed by Partner Sven P. Jost. The Data Analytics team provides clients with reliable insights, enabling them to make data-driven decisions to propel growth, manage risks and......
DeFi E-commerce News

M31 Capital Management, LLC Launches Web3 Opportunity Fund

Fintech News Desk
by Fintech News Desk0
M31 Capital Management, LLC, a global investment firm focused on cryptoassets and blockchain technology, is pleased to announce the launch of the M31 Capital Web3 Opportunity Fund to support token projects building the future of the internet. Investors can read more on the M31 Capital website. “Decentralized, blockchain-based protocols create an......
Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally
Investment Services Investments News

Ardian and iCapital Partner to Broaden Private Markets Investment Access for Wealth Managers Globally

Fintech News Desk
by Fintech News Desk0
Ardian’s network of wealth managers serving high-net-worth clients will gain streamlined access to Ardian’s offerings via customized technology and solutions powered by iCapital. Ardian, a world leading private investment house, has entered into a partnership with iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the......
Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering
Fintech News

Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering

Fintech News Desk
by Fintech News Desk0
Morgan Stanley Wealth Management announced plans to consolidate its robo-advisor offering, Access Investing, within the E*TRADE from Morgan Stanley ecosystem. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill Partners Acquire Majority Stake in EPC Power Corp. The updates are part of the E*TRADE integration as Morgan Stanley seeks to......
Nymbus Forms Hurdlr Partnership, Enabling Business Banking Clients to Equip Customers with Suite of Expense, Invoicing, and Accounting Capabilities
Banking News

Nymbus Forms Hurdlr Partnership, Enabling Business Banking Clients to Equip Customers with Suite of Expense, Invoicing, and Accounting Capabilities

Fintech News Desk
by Fintech News Desk0
NYMBUS, a leading provider of banking technology solutions, announces a partnership with Hurdlr, a modern business expense, invoicing, and accounting API tool built for growing businesses. The integration will enable Nymbus business banking clients to equip small- to medium-sized businesses with the capabilities needed to operate their businesses seamlessly. Latest......
Synoptek Announces Majority Investment From Quad-C Management
Investments News

Synoptek Announces Majority Investment From Quad-C Management

Fintech News Desk
by Fintech News Desk0
Global Business and Digital Transformation Advisory Firm and Private Equity Group Announce Partnership to Accelerate Organizational Growth and Elevate Customer Outcomes Synoptek, a leading global business and digital transformation advisory and consulting firm, announced a majority recapitalization with a leading mid-market private equity firm, Quad-C Management, Inc. (“Quad-C”). Quad-C’s experience......
Perch Insights Closes $2.9M Seed Funding on Proven Business Intelligence Solution for Customer Experience Management
E-commerce Fintech News

Perch Insights Closes $2.9 Million Seed Funding on Proven Business Intelligence Solution for Customer Experience Management

Fintech News Desk
by Fintech News Desk0
Early success with large FinTech and e-Commerce clients prompts spin-off from Full Potential Solutions Inc. Perch Insights closed on a $2.9 million seed funding round from individual investors to expand its software as a service (Saas) product that provides data-driven insights for customer experience (CX) leadership teams to increase customer lifetime......
At-Bay Selects Guidewire Cyence to Enhance Cyber Portfolio Accumulation Risk Management and Further Propel Market Growth
News Risk Management

At-Bay Selects Guidewire Cyence to Enhance Cyber Portfolio Accumulation Risk Management and Further Propel Market Growth

Fintech News Desk
by Fintech News Desk0
At-Bay, the insurance provider for the digital age, and Guidewire  announced that At-Bay has chosen Guidewire’s cyber risk modeling and analytics product, Cyence, to further bolster its view, and management of, aggregation risk, within its growing cyber insurance portfolio. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill Partners Acquire......
Kevin Farley joins Post Advisory Group as portfolio manager to support growing CLO and structured credit platform
Investment Services News

Kevin Farley Joins Post Advisory Group As Portfolio Manager To Support Growing CLO And Structured Credit Platform

Fintech News Desk
by Fintech News Desk0
Post Advisory Group, the $15.6 billion AUM global high yield, senior loan and structured credit specialist investment team of Principal Global Investors, announced Kevin Farley has joined the firm as a portfolio manager for its CLO and structured credit platform. The addition of Farley to the team will further support the......
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