Search Results for: Portfolio Management

Brex Announces $150M Capital Raise
Capital Markets Fintech Investment Services News

Brex Announces $150M Capital Raise

Fintech News Desk
by Fintech News Desk0
Lone Pine Capital Joins Existing Investors Led by DST Brex, the financial technology company reimagining financial systems for growing companies, announced that an investment group including Lone Pine Capital as well as a group of existing investors led by DST has invested an additional $150 million in the company. The......
CieloPay Enhances Loyalty and Reward Offerings in Strategic Partnership with ShoppingBoss
Business Fintech News

CieloPay Enhances Loyalty and Reward Offerings in Strategic Partnership with ShoppingBoss

Fintech News Desk
by Fintech News Desk0
CieloPay, a Cielo Global Holdings portfolio company, has announced a strategic partnership with Broadway Media Group, Inc. dba ShoppingBoss, offering turnkey solutions that allow companies to provide cashback to customers for purchases made in store and online. This solution provides true value for businesses to engage and reward while significantly......
RiskPro Selects FinMason to Deliver Fixed Income Risk Analytics
Fintech Investment Services News Risk Management

RiskPro Selects FinMason to Deliver Fixed Income Risk Analytics

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has been selected by RiskPro, a revolutionary risk profiling and portfolio construction system that helps Financial Advisors improve the investor experience, to deliver fixed income risk calculations. Read More:......
DBSI+CFM Helps Financial Institutions Rapidly Shift to Safe and Touchless Experiences with ADAPTIV Transformation
Business Capital Markets Fintech News Risk Management

DFIN Partners with Galvanize to Extend Audit and Compliance Offerings to Global Clients

Fintech News Desk
by Fintech News Desk0
Donnelley Financial Solutions, a leading risk and compliance company, announced a strategic partnership with Galvanize, an award-winning, cloud-based security, risk management, compliance and audit software company. Galvanize was recently named a leader in The Forrester Wave™: Governance, Risk, And Compliance Platforms for the first-quarter 2020. Read More: GlobalFintechSeries Interview with......
FinMason Launches Accessible Municipal Bond Analytics
Fintech Investment Services News

FinMason Launches Accessible Fixed Income Analytics

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has launched the first phase of its fixed income analytics offering for the retail wealth management and asset management communities. The newly-launched suite of analytics will cover all publicly-traded sovereign,......
Wolters Kluwer’s ELM Solutions Announces AI-Powered LegalVIEW® Predictive Insights Among New Features Offered in Release of TyMetrix 360° 2020.1
Artificial Intelligence Fintech News

Wolters Kluwer’s ELM Solutions Announces AI-Powered LegalVIEW® Predictive Insights Among New Features Offered in Release of TyMetrix 360° 2020.1

Fintech News Desk
by Fintech News Desk0
Industry Leading SaaS-based e-Billing and Matter Management Platform Delivers Intuitive New Tools that Empower Customers to Make Smarter Decisions on Legal Matters Wolters Kluwer ELM Solutions, the market-leading provider of enterprise legal spend and matter management, contract lifecycle management, and legal analytics solutions  announced the release of TyMetrix 360° 2020.1......
Ken Wilson Retires from Caliber Software
Fintech News

Ken Wilson Retires from Caliber Software

Fintech News Desk
by Fintech News Desk0
FRONTSTEPS, the provider of industry-leading accounting and property management software in the community association industry, announced the retirement of Ken Wilson from its Caliber Software division. Ken is the founder and President of Caliber Software, and after over 20 years of running this business, will be retiring on May 15th. Last year FRONTSTEPS acquired......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Big Data Fintech Investment Services News Risk Management

Private Client Resources (PCR) and FINARTIS team to deliver a complete Front-to-Back Experience to Private Banks, Asset Managers and Family Offices internationally

Fintech News Desk
by Fintech News Desk0
Global Solution integrates PCR’s data aggregation capabilities with FINARTIS’s comprehensive Investment Management platform Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high net worth (UHNW) families and institutions announced a partnership with FINARTIS SA, the leading Swiss-Based provider of investment management and risk reporting......
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