Search Results for: Portfolio Management

Finario, the Purpose-Built SaaS Solution for Capex, Appoints Robert Fitzgerald as Senior Vice President, Sales & Alliances to Help Support Its Rapid Growth
Banking News

Enterprise SaaS Provider, Finario, Launches Proton – the Only Robust Workflow System Purpose-Built for Capex

Fintech News Desk
by Fintech News Desk0
Newest Member to Its Product Portfolio Addresses Unique Needs of Large Organizations With Complex Global Capex Approval Schemes Finario, the premier SaaS solution for Capex, has announced the launch of Proton ‒ a product specifically engineered to address the needs of large enterprises with complex Capex approval schemes. Because it is purpose-built......
Cognizant Acquires Code Zero, a Leading Consultancy for Cloud-Based Configure-Price-Quote and Billing Solutions
Banking Business News

Cognizant Acquires Code Zero, a Leading Consultancy for Cloud-Based Configure-Price-Quote and Billing Solutions

Fintech News Desk
by Fintech News Desk0
Acquisition Deepens Cognizant’s Expertise in Salesforce Platform Advisory, Implementation and Managed Services Cognizant announced it has acquired Code Zero Consulting, a privately-held provider of consulting and implementation services for cloud-based Configure-Price-Quote (CPQ) and billing solutions.  The acquisition further strengthens Cognizant’s cloud solutions portfolio and Salesforce CPQ and billing capabilities. Financial......
Turn/River Capital Raises $420 Million Fund IV
Banking News

Turn/River Capital Raises $420 Million Fund IV

Fintech News Desk
by Fintech News Desk0
Turn/River Capital, a technology growth equity and buyout firm, announced that it has successfully raised its fourth fund, Turn/River Capital IV (“Fund IV”). The $420 million Fund IV was oversubscribed and was completed with a single closing for institutional investors in less than 90 days. With Fund IV, Turn/River Capital......
Capital Markets & FinTech Veteran Palak Patel Joins S3 Partners as Chief Revenue Officer
Banking Business News

S3 Partners Adds Two Seasoned Sales Professionals From Hazeltree Treasury Solutions and ENSO Financial Analytics

Fintech News Desk
by Fintech News Desk0
S3 Partners (“S3”), a market-leading financial technology and analytics firm, announced the hiring of Dean Fabrizio and John Clancy as Directors of Business Development. The two will help S3 to sell software, data and apps, leveraging relationships across the alternative investment community, banks and other financial institutions. Read More: Informa Financial Intelligence and Neuro-ID......
AllocateRite Announces a New Version of its Mobile App, with Significant Updates
Banking Business News

AllocateRite Announces a New Version of its Mobile App, with Significant Updates

Fintech News Desk
by Fintech News Desk1
AllocateRite, the New York FinTech and data science company that provides wealth managers and individual investors with ETF-based dynamic asset allocation strategies and risk analytics, is excited to announce the release of a newly updated version of our mobile app. The update includes stock market momentum indicators which use AI......
Phoenix American Financial Services Announces New Client Partnership with One Wall Partners
Business News

Phoenix American Financial Services Announces New Client Partnership with One Wall Partners

Fintech News Desk
by Fintech News Desk0
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with real estate investment firm One Wall Partners (“OneWall”). Phoenix will support OneWall with its industry leading fund accounting services platform. OneWall will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience......
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
by Fintech News Desk0
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline
Fintech News

Riskalyze Announces “Regulation Best Interest” Solution at FSI OneVoice

Fintech News Desk
by Fintech News Desk0
New Reg BI Functionality Built Into Riskalyze Select and Elite Will Assist Wealth Management Enterprises in Addressing All Four Components of the Rule  Riskalyze announced brand new functionality and workflows as upgrades to its Riskalyze Select and Elite products to help financial advisors and wealth management enterprises address all four......
WEX Announces a $400 Million Investment From Warburg Pincus and Amendment to the Credit Agreement
Banking Business News

WEX Signs Definitive Agreement to Acquire eNett and Optal

Fintech News Desk
by Fintech News Desk7
Aligns with WEX’s global growth strategy by extending the Company’s leadership position in the attractive Travel market Accelerates WEX’s revenue growth and is accretive to adjusted net income EPS in the first 12 months Provides significant global geographic diversification while reducing WEX’s exposure to macro-economic fluctuations Complements WEX’s technology and......
Symphony MediaAI Streamlines Financial Operations for Media Industry with Launch of SaaS Solution
Artificial Intelligence Fintech News

Symphony MediaAI Streamlines Financial Operations for Media Industry with Launch of SaaS Solution

Fintech News Desk
by Fintech News Desk0
Revedia Revenue Management Provides Best-In-Class Intelligent Tools to Strategically Manage Revenue and Maximize Returns Symphony MediaAI, a portfolio company of SymphonyAI Group, announced the launch of Revedia Revenue Management, its SaaS solution designed to optimize the finance function for the media industry. Revedia Revenue Management enhances distributor, subscriber, and revenue......
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