Search Results for: Portfolio Management

Fenris Digital Hires Jay Bourland as Chief Technology Officer to Scale Technology Operations
Business InsurTech News

Fenris Digital Hires Jay Bourland as Chief Technology Officer to Scale Technology Operations

Fintech News Desk
by Fintech News Desk0
High-Growth Insurance Data and Predictive Scoring Startup Hires Executive Leadership to Lead Its Next Phase of Growth Fenris Digital, a data and analytics company enabling friction-free quoting processes for financial and insurance products, announced that Jay Bourland has joined Fenris as Chief Technology Officer. “I’m excited to welcome Jay as CTO as......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
Symphony MediaAI Appoints Mark Moeder as CEO
Business News

Symphony MediaAI Appoints Mark Moeder as CEO

Fintech News Desk
by Fintech News Desk0
Media Technology Expert Brings Two Decades of Industry Experience to Solutions and Services Leader in Media and Entertainment Financial Management Symphony MediaAI announced it has appointed Mark Moeder as CEO, effective immediately. Moeder will lead Symphony MediaAI, a SymphonyAI Group portfolio company, into its next phase of growth, enhancing the existing......
Ryan Promotes Eight to Principal in Three Practice Areas
Banking Business

Ryan Promotes Eight to Principal in Three Practice Areas

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced it has promoted eight individuals to the leadership role of Principal: Michael Abbatemarco, Property Tax Commercial Landon Julius, Sales and Use Tax John Minogue, Property Tax Commercial Teresa Sharp, Property Tax Commercial Vance Shull, Property Tax Commercial Jamie Sieffert, Property Tax Commercial Samuel Tae, International Income Tax......
Zywave Acquires InsurTech FrontRunner ITC, Becomes Only Provider to Offer Front-Office Solutions for Independent Insurance Agencies Across All Lines of Business
Business News

Zywave Reports Record Growth, Sets Sights on 2020

Fintech News Desk
by Fintech News Desk0
Company Releases 2019 Stewardship Report Focused on Innovation, Integrations and Continued Growth Zywave, the leading insurtech provider powering agency growth, released its 2019 Stewardship Report detailing the company’s unprecedented accomplishments over the past year. Highlights from 2019 include two major corporate acquisitions, becoming the leading data provider in the insurance......
iGTB Announces World's First 100%, 45-minute Robotic Deployment of its fully-featured Transaction Banking Portal CBX
News Robotic Process Automation

iGTB Announces World’s First 100%, 45-minute Robotic Deployment of its fully-featured Transaction Banking Portal CBX

Fintech News Desk
by Fintech News Desk0
Called “Bank on a Tile”, CBX’s Microservices-Based Platform for Cash Management Is Now Enabled for Kubernetes’ Operators, Allowing Single-Click Provisioning of Environments and Deployment on Any Cloud in 45 Minutes Intellect Global Transaction Banking (iGTB), the transaction banking specialist from Intellect Design Arena Limited, announced that it has enabled CBX......
NICE Actimize Adds Cryptocurrency Innovator CipherTrace to X-Sight Marketplace to Enhance Due Diligence and Reduce Risk
Banking Fintech News

NICE Actimize Adds Cryptocurrency Innovator CipherTrace to X-Sight Marketplace to Enhance Due Diligence and Reduce Risk

Fintech News Desk
by Fintech News Desk0
Complementing NICE Actimize’s AML Solutions Portfolio, Ciphertrace Cryptocurrency Solutions Detect Money Laundering and Enable Regulatory Supervision With cryptocurrency-related compliance issues on the rise, and an increase in enforcement actions anticipated, the need for financial institutions to adopt solid AML programs addressing this market segment is expected to escalate this year.......
New Consumer Research From Alpha: Only 45% of Consumers Say That Accessing Cash Is Important Right Now; Understanding How to Best Approach Short-Term Money Decisions Is Key
Fintech News

Wisealpha Becomes Accredited CPD Provider

Fintech News Desk
by Fintech News Desk0
WiseAlpha, the UK’s leading digital bond market platform, has announced that its new bond academy is now CPD accredited. The bond academy was introduced to educate investors about the corporate bond market. The academy will be directed by an independent expert instructor, George Flynn from europeanhighyield.online, who has 15+ years’......
Fundbox Names Marten Abrahamsen As Chief Financial Officer
Banking Fintech News

Fundbox Names Marten Abrahamsen As Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Fintech Leader Brings on Key Financial Expert to Support the Accelerated Growth of the Company’s B2B Payments and Credit Network Fundbox, the B2B payments and credit network designed to facilitate and accelerate B2B commerce at scale, announced that Marten Abrahamsen has been named as the company’s first Chief Financial Officer. ......
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