Search Results for: portfolio management

Coretelligent
Business Fintech Investment Services News

Coretelligent, LLC. and VSS Announce Acquisition Of Soundshore Technology Group, Further Expanding Upon Robust Financial Services Portfolio

Fintech News Desk
Coretelligent, a leading provider of comprehensive managed IT, security and unified cloud management services, and a portfolio company of VSS Capital Partners (“VSS”), a private investment firm, today jointly announced the acquisition of managed services IT firm Soundshore Technology Group. Financial terms of the private transaction were not disclosed. Soundshore......
3Commas.io Raises $3 Million In Series A Funding To Democratize Crypto Asset Management
Cryptocurrency Currency Exchange Fintech Fintech Funding News Risk Management

3Commas.io Raises $3 Million In Series A Funding To Democratize Crypto Asset Management

Fintech News Desk
3Commas.io Sees Tremendous Growth As Result Of Its Advanced Trading Platform & Intuitive User Experience 3Commas.io is thrilled to announce its successful raise of $3M in a Series A financing round led by Alameda Research. 3Commas is a leading non-custodial, Order Management System (OMS) and crypto-asset management platform that offers a unified access point......
SMArtX
Business Fintech News

SMArtX Advisory Solutions Adds More Top Asset Management Names to Managed Accounts Platform as AUM Reaches $8.9 billion

Fintech News Desk
Assets Quadruple in 2020 as Capital Research and Management Company, Dana Investment Advisors, Franklin Advisers, Invesco Advisers, and T. Rowe Price Join the Platform to Meet Growing Demand SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform......
Top Global Bank Selects Verint to Provide Enterprise Solution for Fraud and Security Investigations
Business Fintech News

Verint Financial Compliance Named Best Data Management Partner for Regulatory Compliance

Fintech News Desk
“This prestigious award is a true testament of our continued engagement with central banks and supervisory bodies to help them maintain transparency and compliance by leveraging our innovative Verint Financial Compliance solution that supports multiple deployment options in the cloud, on premises or as a hybrid solution” Verint® Systems Inc. (Nasdaq: VRNT),......
Skan Secures $14 Million Series A to Expand AI-Driven Process Discovery to Enable the Digital Transformation of the Enterprise
Fintech Investment Services News

Clarity AI Raises $15m to Fuel Expansion of Platform That Empowers Investors to Manage the Societal Impact of Their Portfolios

Fintech News Desk
Clarity AI announced today that it has closed a USD $15 million funding round led by Deutsche Börse AG and co-investor Mundi Ventures. Clarity AI empowers investors to manage the impact of their portfolios through a proprietary technology platform that leverages big data and machine learning to assess sustainability for......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Business Fintech News

New ‘Playbook Portfolios’ Will Revolutionize How Financial Advisors Do Business

Fintech News Desk
First-of-kind solution, available exclusively on the Oranj platform, brings portfolios built by independent fiduciary strategists — with no overlay fees — to advisors focused on meeting client needs in challenging times Oranj, a software platform that helps financial advisors streamline portfolio management and client service, today announced that Playbook Portfolios......
Sidetrade and Hyman Capital Partnership to Provide AI Technology for Cashflow Generation in Private Equity Portfolio Companies
Artificial Intelligence Business Fintech News

Sidetrade and Hyman Capital Partnership to Provide AI Technology for Cashflow Generation in Private Equity Portfolio Companies

Fintech News Desk
Sidetrade, the Artificial Intelligence platform dedicated to accelerating company revenue and cashflow, is pleased to announce a new partnership with Hyman Capital to help their clients and private equity contacts to adjust quickly to the COVID-19 outbreak in terms of cashflow generation. Read More: GlobalFintechSeries Interview with Bill Koefoed, Chief......
Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū
Fintech News

Portfolio BI Wins Best Trading Technology at the AltCredit Fund Intelligence US Awards

Fintech News Desk
Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, today announced that it was named as the Best Trading Technology by AltCredit in its AltCredit US Services Awards. “Portfolio BI OMS enables Portfolio Managers, Traders, Compliance, and Operations to......
Northern Trust Front Office Solutions Delivers Advanced Research Management and Investment Analysis Features for Asset Owners
Investment Services News

Northern Trust Front Office Solutions Delivers Advanced Research Management and Investment Analysis Features for Asset Owners

Fintech News Desk
New modules arm complex asset allocators with centralized investment research and analytics capabilities. Northern Trust (Nasdaq: NTRS) has launched Research Management and Investment Analysis modules in its Front Office Solutions tool for institutional investors managing sophisticated portfolios, including alternative investments. The web-based tool addresses complex asset owners’ needs for a......
Hazeltree Appoints Jonathan Spirgel to Lead Cash and Liquidity Management Technology
Fintech News

Hazeltree Appoints Jonathan Spirgel to Lead Cash and Liquidity Management Technology

Fintech News Desk
Hazeltree Expands Management Team to Further Expand Liquidity Offerings Hazeltree, the leading provider of integrated treasury and portfolio finance solutions, today announced the appointment of industry veteran, Jonathan Spirgel, as Managing Director and Global Head of Cash and Liquidity Management. Mr. Spirgel will support Hazeltree’s clients in delivering operational efficiencies,......
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