Search Results for: portfolio management

PortfolioAid and VigilantCS Form a Strategic Compliance Technology Partnership to Tackle Client-Focused Reforms (CFRs)f
Business Fintech News

PortfolioAid and VigilantCS Form a Strategic Compliance Technology Partnership to Tackle Client-Focused Reforms (CFRs)f

Fintech News Desk
by Fintech News Desk0
Canadian RegTech solution providers, PortfolioAid and VigilantCS, have formed a strategic partnership to help Canada’s wealth management industry tackle client-focused reforms (CFRs) with award-winning technology. Under CFR, firms must comply with new conflict of interest provisions by June 30, 2021, and new KYP/KYC suitability obligations by Dec. 31, 2021. Read......
Abrigo’s New Asset/Liability Management Solution Helps Optimize Performance at Community Financial Institutions
Fintech News Risk Management

Abrigo’s New Asset/Liability Management Solution Helps Optimize Performance at Community Financial Institutions

Fintech News Desk
by Fintech News Desk0
Abrigo, the leading technology provider of compliance, credit risk, and lending solutions for community financial institutions, announced the launch of its web-based Asset/Liability Management (ALM) solution. Abrigo ALM is hosted in the Abrigo Data Center, allowing for seamless integration within the Abrigo platform and greater alignment between ALM and other......
JPMorgan Chase Collaborates With Reonomy To Deliver Data And Insights To Power The Commercial Real Estate Industry
Fintech News

J.P. Morgan Asset Management Launches New Core Menu Evaluator

Fintech News Desk
by Fintech News Desk0
One of the first tools dedicated to analysis and selection of core menu investments for defined contribution plans  J.P. Morgan Asset Management announced the launch of the Core Menu EvaluatorSM, enabling financial professionals to analyze, compare and select defined contribution core menu investments quickly, thoroughly and objectively. The importance of......
ETFLogic Expands the LOGICLY Platform with Deeper Portfolio Integrations and Workflows for Financial Advisors
Fintech News

ETFLogic Expands the LOGICLY Platform with Deeper Portfolio Integrations and Workflows for Financial Advisors

Fintech News Desk
by Fintech News Desk0
ETFLogic, the leading ETF portfolio analytics provider, has announced new additions to their Logicly platform, which include deeper integrations with wealth management partners, mutual fund support, and advanced charting capabilities. Read More: The Influence of Mobile Apps WeChat Pay and Alipay Extends Far Beyond China’s Borders Since its launch in January......
Singapore's Signum Capital adds DeFiner to DeFi Portfolio Companies
Capital Markets Fintech Investment Services News

Singapore’s Signum Capital adds DeFiner to DeFi Portfolio Companies

Fintech News Desk
by Fintech News Desk0
DeFiner, the decentralized finance network for crypto savings, loans, and payments, has secured investment from Signum Capital, a leading blockchain venture capital firm based in Singapore. DeFiner will use the investment to launch its decentralized savings and lending products, develop and expand its services into new markets, and enhance the platform’s security......
Objectway Wealthtech Suite Crowned "Best Wealth Management System" for the Second Consecutive Year
B2C Fintech News

Objectway Wealthtech Suite Crowned “Best Wealth Management System” for the Second Consecutive Year

Fintech News Desk
by Fintech News Desk0
The firm wins its seventh in a row Goodacre Systems in the City Financial Technology Award Objectway, a leader in the Digital Wealth & Asset Management software, continues its series of consecutive awards recognition by Goodacre, the UK leading specialist consultancy for the securities industry. Read More: Digital Lending Capital......
XP Inc. Announces Wealth Management Partnership
Banking Business Fintech News

XP Inc. Announces Wealth Management Partnership

Fintech News Desk
by Fintech News Desk0
XP inc , a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announced that the company has formed a partnership in the Wealth Management segment with a group of experienced private bankers that are former executives of Credit Suisse Hedging-Griffo. XP......
TCV Makes Strategic Growth Investment in Global Spend Management Leader Oversight
Artificial Intelligence Capital Markets Fintech Investment Services News Risk Management

TCV Makes Strategic Growth Investment in Global Spend Management Leader Oversight

Fintech News Desk
by Fintech News Desk0
Oversight, the global leader in spend management technology, announced its acquisition by TCV, one of the largest growth equity firms backing private and public technology companies. The investment and expertise from TCV are expected to help Oversight expand its product innovation and build upon its market-leading portfolio of enterprise spend......
Save Advisers Teams Up with Radius Bank for $3 Billion in Portfolio Transactions for its New SaveTech Platform
Fintech Fintech Startups Investment Services News

Save Advisers Teams Up with Radius Bank for $3 Billion in Portfolio Transactions for its New SaveTech Platform

Fintech News Desk
by Fintech News Desk0
Fintech startup Save announced  that they have signed a preliminary agreement with Radius Bank to power an FDIC-insured consumer checking account and the Save Debit Invest™ debit card for customers of Save’s Savetech platform. The Save Debit Invest account will be managed as part of Save’s first-of-its-kind savings platform, where Save provides customers......
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