Search Results for: portfolio management applications

CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments
Blockchain Digital Asset Management Investments News

CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments

Fintech News Desk
by Fintech News Desk0
New alliance will explore use cases for blockchain, distributed ledgers and smart contracts, including faster investor authentication methods, reduction of transaction cost and friction, and enhancing product liquidity CAIS, the leading alternative investment platform, and Digital Asset, the creators of the Daml multi-party application platform, announced a working collaboration to explore......
Unanet and OpenAsset Announce Partnership for Digital Asset Management
Digital Asset Management News

Unanet and OpenAsset Announce Partnership for Digital Asset Management

Fintech News Desk
by Fintech News Desk0
 Unanet, the leading SaaS project-based Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) provider purpose-built for the architecture, engineering, and construction (AEC) industries, announced it has partnered with OpenAsset, the only project-based digital asset management solution for AEC, to provide further integration on its industry-leading Unanet Connect platform. The latest partnership......
Sunyard Technology to Unveil Sunyard Payment Management System, The All-New Integrated Payment Management Platform
Banking Digital Payments News

Sunyard Technology to Unveil Sunyard Payment Management System, The All-New Integrated Payment Management Platform

Fintech News Desk
by Fintech News Desk0
Sunyard Technology, the leading global payment solution provider, launches the all-new Sunyard Payment Management System, easier for banking institutions and acquirers to manage the key data like terminals, merchants, transactions, and related parameters in great numbers. The System is your complete toolkit for integrating the payment management business remotely and......
RBC Wealth Management-US Accelerates Digital Transformation with Selection of New Broadridge Platform
Fintech Investments News

RBC Wealth Management-U.S. Accelerates Digital Transformation with Selection of New Broadridge Platform

Fintech News Desk
by Fintech News Desk0
New, state-of-the-art digitized wealth management platform will streamline RBC Wealth Management processes and further position firm for growth RBC Wealth Management-U.S. and Broadridge Financial Solutions, Inc., a global Fintech leader, announced today that RBCWM will utilize the Broadridge Wealth Management Platform to power its growing U.S. business. Broadridge’s next-generation Wealth Management Platform is an......
Amerant Bank
Banking Cloud Digital News

Amerant Bank Expands Its Use of nCino to Include Retail Lending and nIQ Portfolio Analytics

Fintech News Desk
by Fintech News Desk0
nCino, Inc., a pioneer in cloud banking and digital transformation solutions for the global financial services industry, today announced that Amerant Bank has expanded its use of nCino beyond Commercial Banking and added nCino’s Retail Banking Solution and Portfolio Analytics, part of the nCino IQ (nIQ®) application suite. Having all commercial and retail loan origination......
Traverse Fund Portfolio Company Cloud Elements Acquired by UiPath
Finance Fintech News

Traverse Fund Portfolio Company Cloud Elements Acquired by UiPath

Fintech News Desk
by Fintech News Desk0
The acquisition is the first in 2021 for Mercato Partners’ Traverse Fund Traverse, Mercato Partners’ growth fund, announced the acquisition of Cloud Elements, by UiPath, a global leader in enterprise automation software for an undisclosed sum.  Part of the Mercato Traverse Growth Fund III, Denver-based Cloud Elements specializes in API integration and management and complements UiPath’s comprehensive portfolio of solutions. “Cloud Elements has......
NXCR Announces Complete Senior Management Team Ahead of Product Launch and Acceleration Phase
Fintech InsurTech News

NXCR Announces Complete Senior Management Team Ahead of Product Launch and Acceleration Phase

Fintech News Desk
by Fintech News Desk0
NextCar Holding Company Inc. (NXCR), a fintech and insurtech vehicle subscription platform for dealers, automakers, and third-party listing sites, announced seven key management appointments as part of its product and technology launch and acceleration phase. “Company building starts with being able to attract and retain the best talent. Given the capital intensity......
SmartCard Marketing Systems Inc (OTC:SMKG) Enters Definitive Deal to Acquire The Portfolio of Chat Bot AI to Accelerate Digital Transformation In Fintech and PayTech Segments
Banking Blockchain Digital Fintech News

SmartCard Marketing Systems Inc Enters Definitive Deal to Acquire The Portfolio of Chat Bot AI to Accelerate Digital Transformation In Fintech and PayTech Segments

Fintech News Desk
by Fintech News Desk0
SmartCard Marketing Systems Inc: The company recently entered a Letter of Intent to acquire the Intellectual Property of Chat Bot AI to further accelerate and complement client acquisition and conversions and now finalized the agreed purchase terms. Note: Executive management is excited about this addition to its portfolio of intellectual......
Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū
Business Fintech Fintech Funding News

Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū

Fintech News Desk
by Fintech News Desk0
Acquisition will Strengthen and Expand Portfolio BI’s Offering to include FinTech Managed Cloud Services, Data Science, and DevOps Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, announced it has completed the acquisition of Hentsū, a global provider of......
SIX Adds Wealth Management APIs to the b.Link Open Banking Platform
Fintech News

SIX Adds Wealth Management APIs to the b.Link Open Banking Platform

Fintech News Desk
by Fintech News Desk0
As a member of the OpenWealth Association, SIX is launching three new interfaces for Swiss wealth management on the b.Link open banking platform. Read More: GlobalFintechSeries Interview with Vincent Bezemer, SVP Americas at Backbase The association created by industry representatives agreed the common API standards last December. The wealth management......
1