Search Results for: Portfolio Management

Tipalti Data Shows the Impact of COVID-19 Pandemic on Global Payables
Business Fintech Fintech Startups News

Tipalti Forms New Partnerships With Floqast, Affise, and Myers-Holum

Fintech News Desk
by Fintech News Desk0
Global payables automation provider grows strategic partner portfolio to further streamline financial operation processes Tipalti, the leading global payables automation platform, announced three new strategic partnerships to further modernize finance operations for startups and midsized companies. The partners include FloQast, a financial close management software company that allows accountants to......
Venminder
InsurTech Investment Services News

SE2 Names Mark Schultis as CEO

Fintech News Desk
by Fintech News Desk0
Schultis to lead company’s client focused, technology-driven approach in serving the life and annuity markets SE2, an Eldridge business, and industry leader in life and annuities insurance technology, today named Chief Customer Officer, Mark Schultis, to CEO. Current Chief Executive, Gautam Thakkar, will remain on the SE2 Board of Directors......
Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite
Fintech Investment Services News

Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite

Fintech News Desk
by Fintech News Desk0
Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for ultra/high net worth clients and their investment portfolios, today announced it has partnered with V3Limited LLC, a boutique advisory firm providing private investment monitoring and active management services for family offices. Read More: Strider Announces......
ProNexus Joins NetSuite Solution Provider Program
Business Fintech News

ProNexus Joins NetSuite Solution Provider Program

Fintech News Desk
by Fintech News Desk0
Leading management consulting and professional services firm launches NetSuite practice to meet the growing demand for cloud ERP ProNexus LLC, a non-attest finance and accounting firm, announced that it has joined the Oracle NetSuite Solution Provider Program. With NetSuite, ProNexus will help its customers take advantage of a powerful cloud......
Computer Guidance Corporation and Nvoicepay™ Execute Partnership Agreement Delivering Integrated Payment Automation Solutions for Commercial Contractors
Fintech News Risk Management

RMS Launches New Products and Models on RMS Risk Intelligence, the Unified Cloud Platform for Global Risk

Fintech News Desk
by Fintech News Desk0
Latest product releases include Risk Modeler 2.0, new and updated HD Models and intelligent applications purpose-built for navigating the growing risk landscape As the world is changing in profound ways, so is risk. Climate change, pandemic events, and cyberattacks are threats we all now have to consider in new and......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Banking Investment Services Mobile Banking News

DBS Unveils New Digital Financial Planning Proposition to Provide Personalized Financial Advisory for All

Fintech News Desk
by Fintech News Desk0
New digital advisory solution leverages big data and technology to provide insights tailored to customers All five million DBS/POSB customers can now access DBS’ new digital financial planning solution NAV Planner within their internet and mobile banking accounts. NAV Planner – an industry-first, feature-rich digital advisory solution leveraging big data......
Simfoni is Doubling Down on Spend Analytics
Artificial Intelligence Fintech News

Simfoni is Doubling Down on Spend Analytics

Fintech News Desk
by Fintech News Desk0
Appoints Jason Stern as CEO and Expands US Operations to the Silicon Valley Simfoni Limited, a global innovator in Spend Analytics and Spend Automation, announced the appointment of Jason Stern to Chief Executive Officer of Simfoni Analytics, and the opening (soon) of an additional office and moving of US Headquarters to San Francisco,......
Lenders Use LoanPro to Implement WFH Strategy
Banking Fintech News

Lenders Use LoanPro to Implement WFH Strategy

Fintech News Desk
by Fintech News Desk0
Banks, lenders, and loan servicing companies alike turn to LoanPro to seamlessly transition their servicing teams to work from home. Rhett Roberts, CEO at LoanPro , said “LoanPro has enabled both our lenders and loan servicing partners to successfully transition their teams to work from home environments with low to......
New York Life Investments Partners with m+ funds to Add Defined Outcome Strategies
Fintech Investment Services News

New York Life Investments Partners with m+ funds to Add Defined Outcome Strategies

Fintech News Desk
by Fintech News Desk0
New York Life Investments announced the launch of a strategic partnership with m+ funds, an innovative provider of defined outcome solutions. Through the partnership, New York Life Investments will become the exclusive distributor of m+ funds’ growing suite of defined outcome solutions to the U.S. retail market. Read More: Kreditech Rebrands......
Caspian Expands Liquidity Access by Enabling Clients to Trade on ErisX
Capital Markets Fintech News Trading

Caspian Expands Liquidity Access by Enabling Clients to Trade on ErisX

Fintech News Desk
by Fintech News Desk0
ErisX announced expanded connectivity with Caspian enabling ErisX’s crypto spot and futures market to institutional users of the Caspian OEMS. Read More: GlobalFintechSeries Interview with Raymond Wyand, CEO & Co-founder at gini “Integrating their order and execution management system with our reliable and regulated capital markets workflows is another way in......
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