Search Results for: manage clients

TradingBlock Reveals Customizable Order-Routing Algorithms for Professional and Active Traders, Asset Managers
Fintech News Trading

TradingBlock Reveals Customizable Order-Routing Algorithms for Professional and Active Traders, Asset Managers

PR Newswire
by PR Newswire0
Traders can now create custom order-routing algorithms designed specifically for their unique strategies TradingBlock, a provider of custom trading technology solutions for institutions, individuals and Registered Investment Advisors (RIAs), announced that traders on their platform can now deploy customized order-routing algorithms to meet their specific needs. The capability is available......
Algebrik AI Expands Founding Leadership Team with the Appointment of Jesse Frugé as VP of Product Management
Artificial Intelligence Finance Fintech News

Algebrik AI Expands Founding Leadership Team with the Appointment of Jesse Frugé as VP of Product Management

Business Wire
by Business Wire0
Algebrik AI Inc., a New York-based company pioneering the world’s first cloud-native and AI-powered digital era Loan Origination Platform (LOS), today announced the appointment of Jesse Frugé as Vice President of Product Management. Founded by Pankaj Jain, a veteran in the industry, Algebrik is designed to address the challenges faced......
Talos Unveils New Portfolio Management System for Digital Assets
Finance Fintech News Trading

Talos Unveils New Portfolio Management System for Digital Assets

PR Newswire
by PR Newswire0
Integration with OEMS Delivers Full Investment Lifecycle Platform Talos, the premier provider of institutional trading technology for digital assets, today announced the launch of its new Portfolio Management System (PMS), seamlessly integrating all of its portfolio management tools with its flagship order and execution management system (OEMS). This new offering......
AXA XL unveils new cyber insurance extending coverage to help businesses manage emerging Gen AI risks
Artificial Intelligence Finance Fintech News

AXA XL unveils new cyber insurance extending coverage to help businesses manage emerging Gen AI risks

PR Newswire
by PR Newswire0
To help businesses manage risks arising from developing their own Generative AI (Gen AI) models, AXA XL unveiled new coverage, available by endorsement, to its cyber insurance coverage globally, extending coverage to address specific Gen AI risks. According to Michael Colao, AXA XL’s Global Chief Underwriting Officer, Cyber, “Looking to improve efficiency, improve......
OneVest Launches Cutting-Edge Wealth Management Technology Platform in the U.S. Market, Delivering Unparalleled Configurability
Finance Fintech News

OneVest Launches Cutting-Edge Wealth Management Technology Platform in the U.S. Market, Delivering Unparalleled Configurability

Business Wire
by Business Wire0
OneVest, a leader in wealth management technology, today announced the launch of its platform capabilities in the United States. The company’s highly configurable platform is designed to empower financial institutions by enabling them to easily tailor and scale their wealth management services, ensuring a more personalized and efficient client experience.......
Bipsync and Dasseti Partner to Streamline Research and Due Diligence Processes for Investment Management
Fintech Investment Services News

Bipsync and Dasseti Partner to Streamline Research and Due Diligence Processes for Investment Management

GlobeNewswire
by GlobeNewswire0
Asset managers and allocators gain a competitive edge with data collection and research management solutions from Bipsync and Dasseti Bipsync, a premier research and workflow management platform, and Dasseti, a leading provider of custom data collection solutions, announced a strategic partnership that should integrate their services to facilitate how investment......
Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go
Fintech Investment Services News

Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go

PR Newswire
by PR Newswire0
Altoo AG, a fintech that empowers investment professionals, family offices, and individual wealthy clients to conveniently oversee their wealth, has announced a significant upgrade to its mobile app. This enhancement empowers users to make informed financial decisions with greater confidence, while also allowing financial advisors to focus more on client......
Instantia partners with ION FX for trade execution and risk management
Finance Fintech News Risk Management Robotic Process Automation Trading

Instantia partners with ION FX for trade execution and risk management

PR Newswire
by PR Newswire0
ION, a global leader in trading and workflow automation software, high-value analytics and insights, and strategic consulting to financial institutions, central banks, governments, and corporate organizations, announces that Instantia has selected ION Foreign Exchange (FX) for trade execution, trade management, risk, and settlement management for its FX business. Australia-based Instantia is a digital FX,......
PNC Bank Launches Akoya Integration for PINACLE Connect to Provide More Secure, Transparent Data Access for Corporate Clients
Banking Fintech News

PNC Bank Launches Akoya Integration for PINACLE Connect to Provide More Secure, Transparent Data Access for Corporate Clients

PR Newswire
by PR Newswire0
PNC Bank and Akoya announced the expansion of their existing integration to support corporate data sharing through the Akoya data access network. This feature enhances the ability of corporate clients to securely share their financial data with third parties, including fintechs and data aggregators, that power platforms they use to......
TreviPay and Allianz Trade Announce Strategic Partnership to Enhance B2B Risk Management and Underwriting Solutions
B2B News Risk Management

TreviPay and Allianz Trade Announce Strategic Partnership to Enhance B2B Risk Management and Underwriting Solutions

Business Wire
by Business Wire0
TreviPay, the most-trusted B2B payments and invoicing network, announced a new strategic partnership with Allianz Trade, the global leader in trade credit insurance. This collaboration will provide the option to integrate Allianz Trade’s credit insurance into TreviPay’s suite of trade credit and invoicing solutions, providing enhanced risk management enabling funding......
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