Search Results for: portfolio management

AssetBook Enhances Portfolio Reporting for Financial Advisors
Fintech News Robotic Process Automation

AssetBook Enhances Portfolio Reporting for Financial Advisors

Fintech News Desk
by Fintech News Desk0
AssetBook announced the release of Pulse by AssetBook, containing enhanced features for portfolio monitoring and reporting. AssetBook continues to develop innovative portfolio management solutions for wealth advisors, leveraging years of experience in building powerful, secure and scalable applications. Built on an open API, Pulse seamlessly integrates as an additional technology......
QEBR Management Discusses Authorization by Major Crypto Trading Exchanges to Offer Filecoin
Blockchain Cryptocurrency Fintech News Trading

QEBR Management Discusses Authorization by Major Crypto Trading Exchanges to Offer Filecoin

Fintech News Desk
by Fintech News Desk0
QEBR announced that several global crypto-trading platforms have announced their respective abilities to trade and store Filecoin.  This gives strong third-party validation of Filecoin (FIL) as the cryptocurrency moves toward mainnet launch in the second half of 2020.  QEBR previously announced that its internal software engineering team has made strong......
BlueCrest Capital Management Transitions to SS&C for Multi-Asset Execution Management
Fintech News Trading

BlueCrest Capital Management Transitions to SS&C for Multi-Asset Execution Management

Fintech News Desk
by Fintech News Desk0
Alternatives manager chooses SS&C Eze for reliability and support(BlueCrest ) SS&C Technologies Holdings, announced BlueCrest Capital Management has selected SS&C Eze to power its trading. SS&C Eze’s EMS stood out with its advanced trading features and flexibility for traders and portfolio managers on a single platform. The private alternatives manager transitioned......
Wolters Kluwer Named a Leader in Spend and Matter Management in IDC MarketScape Reports
Fintech News

Wolters Kluwer Named a Leader in Spend and Matter Management in IDC MarketScape Reports

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer’s ELM Solutions recognized for providing value with AI-powered solutions and customer centric design Wolters Kluwer ELM Solutions, the market-leading provider of enterprise legal spend and matter management, contract lifecycle management, and legal analytics solutions, today announced that it was named a leader in both the IDC MarketScape: Worldwide......
Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
Artificial Intelligence

Blockchange Launches Industry’s First Digital Asset Management Platform for Registered Investment Advisors

Fintech News Desk
by Fintech News Desk0
Blockchange Inc., today announced the availability of BITRIA™ – the industry’s first turnkey digital asset management platform for registered investment advisors. The platform allows RIAs to diversify their clients’ portfolios into digital assets for improved returns and risk mitigation, using similar processes to those used for traditional assets today. Request......
Everbridge Awarded Rigorous Privacy Certification for Its Critical Event Management (CEM) Solution that Helps Organizations Mitigate the Impact of COVID-19 and Other Crises
Fintech News

Everbridge Awarded Rigorous Privacy Certification for Its Critical Event Management (CEM) Solution that Helps Organizations Mitigate the Impact of COVID-19 and Other Crises

Fintech News Desk
by Fintech News Desk0
Everbridge, the global leader in Critical Event Management (CEM), announced the company achieved the International Organization for Standardization (ISO) and the International Electrotechnical Commission (IEC) 27701 certification for its compliance with globally applicable privacy best practices. The relatively new ISO/IEC certification, which launched in August 2019, comprises a meticulous certification......
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AST Private Company Solutions Announces Partnership with Fund Administration Leader Standish Management

Fintech News Desk
by Fintech News Desk0
AST Private Company Solutions™ (AST PCS) today announced its latest strategic partnership with Standish Management, a leading fund administration provider to private equity with over $130+ billion under administration. Users of PCS’s Astrella™ capitalization (cap) table and ownership tracking platform will be able to integrate relevant ownership data from Astrella......
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Syngenta Switches to Brightflag for Legal Spend Management & Matter Management Needs

Fintech News Desk
by Fintech News Desk0
Brightflag, the AI-powered legal spend management platform, today announced Syngenta, one of the world’s leading agriculture innovation companies, as its latest customer. The new partnership marks an important milestone in the evolution of Syngenta’s legal operations and extends Brightflag’s reputation as the go-to choice among enterprises with global legal functions.......
Nest Wealth Steps up to Support Independent Advisors Holding Forstrong Global Portfolios
Fintech Investment Services News

Nest Wealth Steps up to Support Independent Advisors Holding Forstrong Global Portfolios

Fintech News Desk
by Fintech News Desk0
Nest Wealth, Canada’s leading independent digital wealth platform, is excited to announce that Forstrong Global Asset Management’s actively managed solutions are now available through the Nest Wealth Plus platform to clients referred by financial advisors. Read More: GIACT Donates Identity and Account Verification Services to the Brave of Heart Fund,......
SmartAsset Expands Leadership Team; Hires Former Audible / Amazon Product Leader, Aniket Gune, as Senior Vice President of Product Management
Fintech News

SmartAsset Expands Leadership Team; Hires Former Audible / Amazon Product Leader, Aniket Gune, as Senior Vice President of Product Management

Fintech News Desk
by Fintech News Desk0
SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the expansion of its executive leadership team with the hire of Aniket Gune as Senior Vice President of Product Management. Read More: GlobalFintechSeries Interview with Michael Higgins, Chief Executive Officer at......
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