Search Results for: portfolio management applications

B2B Banking Featured Fintech

Wealth Management Apps that are Making a Difference in the Financial Management Market

Fintech News Desk
by Fintech News Desk0
Wealth or money managements apps are applications built with software that helps users track spending, stay updated and view their bank balance and analyse spending habits. These apps also help users make difficult banking decisions based on the data gathered from bank accounts. Users can use these apps remotely from......
FactSet Brings Enhanced Portfolio Reporting to Japanese Market
Fintech News

FactSet Brings Enhanced Portfolio Reporting to Japanese Market

Fintech News Desk
by Fintech News Desk0
Asset Management One selects new offering for Japan due to more efficient and automated reporting process FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, announced that it has launched Vermilion, its flagship portfolio reporting solution, in Japan. Asset Management One Co., Ltd., (AM-One), is the first Japanese......
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......
Swizznet Strengthens Financial ITaaS Portfolio with Acquisition of RightSize Solutions
Fintech News

Swizznet Strengthens Financial ITaaS Portfolio with Acquisition of RightSize Solutions

Fintech News Desk
by Fintech News Desk0
With RightSize, the RIA industry’s leading secure cloud services provider, Swizznet looks to expand services to its Accounting and CPA markets Swizznet, part of Bluff Point Associates private equity portfolio of top information technology companies, has announced that it has acquired RightSize Solutions, one of the leading providers of IT......
Constellation Financial Software Upgrades to Progress OpenEdge 12.1
Business Fintech News

Constellation Financial Software Upgrades to Progress OpenEdge 12.1 and Modernizes Lease & Loan Portfolio Management Software

Fintech News Desk
by Fintech News Desk0
 Progress (NASDAQ: PRGS), the leading provider of application development and digital experience technologies, today announced that Constellation Financial Software has upgraded its Progress® OpenEdge® development platform instance to version 12.1. With the latest release and the implementation of Progress® Telerik® developer tooling and Progress® Kendo UI® for web development, Constellation evolved its Win32-based Lease & Loan Portfolio Management solution into a web-enabled......
ContinuServe Teams with AWS to Help Drive Value Realization for Private Equity Firms and Portfolio Companies
Fintech News

ContinuServe Teams with AWS to Help Drive Value Realization for Private Equity Firms and Portfolio Companies

Fintech News Desk
by Fintech News Desk0
ContinuServe and AWS are developing methodologies and preconfigured solutions to accelerate integration during acquisitions and carve-outs ContinuServe, a leader in IT and finance business process outsourcing, today announced a new agreement with Amazon Web Services (AWS), Inc. The agreement will assist private equity (PE) firms and their portfolio companies in solving integration......
Fintech News

Fixed Income Leaders Launch YieldX, A Revolutionary Investment and Portfolio Management Platform

Fintech News Desk
by Fintech News Desk0
Built on a flexible, scalable API-driven technology to fit every business model, platform is powered by artificial intelligence and analytics Today marks the launch of YieldX, a new digital, end-to-end platform for fixed income investing. Founded by startup veterans in both the fintech and fixed income space, the platform enables users......
Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication
Fintech Funding News

Vanguard Consolidates Taxable Money Market Fund Management on Charles River IMS

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street company, today announced that Vanguard Group Inc. has consolidated management of taxable money market funds on the cloud-based Charles River Investment Management Solution (Charles River IMS). Read More: Vitesse, a Fintech Providing Real-Time Cross-Border Payments for Businesses, Scores £6.6m Series A Vanguard is live on......
Wealthtech Platforms Will Help Reshape Wealth Management : A Few Examples of Top Innovators in Wealthtech
Featured Fintech Investment Services

Wealthtech Platforms Will Help Reshape Wealth Management: A Few Examples of Top Innovators in Wealthtech

Tanika Mehrotra
by Tanika Mehrotra0
Wealthtech (Wealth Technology) is a subset of fintech. Wealthtech companies offer digital solutions to enhance personal and professional wealth management. Wealthtech uses pioneering technologies such as artificial intelligence and big data to provide improved customer services through Robo Advisors, digital brokerage systems, portfolio management and more to manage risk and......
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