Search Results for: Portfolio Management

Franklin-Templeton_-Apex-Clearing-and-Bambu-Introduce-Tango-–-A-Scalable-Goals-Based-Wealth-Management-Tool-for-Advisors
Business Fintech News

Franklin Templeton, Apex Clearing and Bambu Introduce Tango – A Scalable Goals-Based Wealth Management Tool for Advisors

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the introduction of Tango, a turnkey robo-advisor designed to empower advisors to provide personalized, goals-based wealth management at scale. The all-in-one solution is a collaboration between three industry leaders—Franklin Templeton, Bambu, and Apex Clearing. Franklin Templeton provides the personalized, goals-based portfolio management advice to advisors through......
Ondot-Systems-Announces-Its-Reseller-Agreement-with-Worldwide-Interactive-Services-To-Provide-Digital-Credit-and-Debit-Card-Management-Capabilities
Banking Fintech Mobile Banking News

Ondot Systems Announces Its Reseller Agreement with Worldwide Interactive Services To Provide Digital Credit and Debit Card Management Capabilities

Fintech News Desk
by Fintech News Desk0
Ondot Systems, the digital card services platform for credit and debit issuers, announces it has partnered with Worldwide Interactive Services (Orlando, Fla.) to help financial institutions modernize their card portfolios with the Ondot Card App platform. Read More: Treasury Intelligence Solutions: Miltenyi Biotec Standardizes Corporate Payments and Bank Management With New......
Entrust to Provide High-Assurance Digital Signature Workflow with Sysmosoft Partnership
Banking Business Fintech News

Entrust Ranks Best for IoT Identity And Access Management In New Quadrant Knowledge Solutions 2020 SPARK Matrix Report

Fintech News Desk
by Fintech News Desk0
Entrust, a leading provider of trusted identities, payments and data protection, today announced it has been named the clear technology winner in the Quadrant Knowledge Solutions 2020 SPARK Matrix: IoT Identity & Access Management report. In the report, Entrust scored the highest in ratings across the various performance parameters and......
Chase-Mobile-App-Named-_1-in-J.D.-Power-Wealth-Management-Mobile-App-Satisfaction-Study
Banking Fintech Mobile Banking News Trading

Chase Mobile App Named #1 in J.D. Power Wealth Management Mobile App Satisfaction Study

Fintech News Desk
by Fintech News Desk0
The Chase Mobile app was named the #1 wealth management app in overall customer satisfaction, according to the J.D. Power 2020 U.S. Wealth Management Mobile App Satisfaction Study. The Chase Mobile app seamlessly integrates Chase banking and J.P. Morgan wealth management into one easy-to-use experience. Customers who invest with an......
Legrand-Innovates-with-Anaqua’s-AQX-IP-Management-Platform
Business Fintech Investment Services News

Legrand Innovates With Anaqua’s AQX IP Management Platform

Fintech News Desk
by Fintech News Desk0
French industrial group selects Anaqua software and services to streamline patent and trademark management processes Anaqua, the leading provider of innovation and intellectual property management solutions, today announced that France’s Legrand, a global specialist in electrical and digital building infrastructures, will enhance its overall IP management by moving to Anaqua’s......
Qontigo Named Category Winner for Portfolio and Factor Modeling by Chartis Research for Second Year Running
Fintech Investment Services News

Qontigo Named Category Winner for Portfolio and Factor Modeling by Chartis Research for Second Year Running

Fintech News Desk
by Fintech News Desk0
Qontigo, an investment intelligence leader and provider of best-of-breed analytics and world-class indices, has been named as the category winner for portfolio and factor modeling by Chartis Research in their RiskTech100 rankings for the second consecutive year. Qontigo also placed 18th in the overall analysis of the “world’s major players in......
Objectway-Delivers-Full-Client-Lifecycle-Management-At-Brewin-Dolphin
Business Fintech News

Objectway Delivers Full Client Lifecycle Management At Brewin Dolphin

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the Digital Wealth & Asset Management software, announced they have successfully implemented their client management system at the leading UK wealth manager Brewin Dolphin (LON: BRW). Earlier this year, the wealth manager reported progress with technology modernisation in line with their digital strategy. Particular mention was made of......
Solovis Adds Liquidity Modeling and Enhances Private Equity Pacing Model for Future State Analysis of Multi-Asset Class Portfolio Investment Decisions
Fintech Investment Services News

Solovis Adds Liquidity Modeling and Enhances Private Equity Pacing Model for Future State Analysis of Multi-Asset Class Portfolio Investment Decisions

Fintech News Desk
by Fintech News Desk0
Solovis Predict helps asset owners and allocators evaluate the outcome of potential investment decisions and more effectively manage cash flows Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, has released several new enhancements to its Solovis Predict application. Solovis Predict is......
Turkey's Akbank Will Use FICO Optimization to Build Value in Credit Card Portfolio
Fintech News

Turkey’s Akbank Will Use FICO Optimization to Build Value in Credit Card Portfolio

Fintech News Desk
by Fintech News Desk0
Akbank’s teams will also use FICO’s advanced decision optimization capabilities on a range of business problems FICO has a global pedigree in credit limit management optimization projects, and many of the world’s leading financial institutions use its optimization technology. Akbank will tap into this depth of experience to create an......
everyoneINVESTED_-The-Wealth-Tech-Spin-off-Of-KBC-Asset-Management_-To-Partner-Objectway-In-Providing-Innovative-Digital-Investment-Applications
Business Economy Fintech Investment Services News

everyoneINVESTED, The Wealth Tech Spin-off Of KBC Asset Management, To Partner Objectway In Providing Innovative Digital Investment Applications

Fintech News Desk
by Fintech News Desk0
 everyoneINVESTED and Objectway – a leading international player in Digital Wealth & Asset Management software – have entered into a partnership agreement that will enable them to leverage their ambition of providing professional asset managers and financial institutions with access to everyoneINVESTED’s innovative digital investment technology. The first solution that......
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