Search Results for: Portfolio Management

Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech News

Tegra118 Releases New Enhancements to Fee Billing and Revenue Management Solution

Fintech News Desk
by Fintech News Desk0
Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – announced it will release version 8.5 of its comprehensive, cloud-based billing and revenue management solution Advantage Fee™ that includes new enhancements to further simplify fee......
Melius Investment's 'Next Generation' EAM Portfolios to Join Smartleaf's Model Hub
Artificial Intelligence Business Fintech Investment Services News

Melius Investment’s ‘Next Generation’ EAM Portfolios to Join Smartleaf’s Model Hub

Fintech News Desk
by Fintech News Desk0
Smartleaf, one of the industry’s leading Overlay Management platforms, and MIGMIR LLC, dba Melius Investments, an RIA built upon the power and promise of Ensemble Active Management, are pleased to announce that Melius’s EAM Portfolios are being added to Smartleaf’s model hub. Read More: Bank of Montreal, Motley Fool, Pernod......
BNY Mellon to Deliver Real-Time Account Validation Services to Corporate and Bank Clients in the U.S.
Business Fintech Fintech Funding Investment Services News

BNY Mellon Investment Management and Wilshire Associates Launch Transformative Advisor-Focused Custom Target Date Platform

Fintech News Desk
by Fintech News Desk0
BNY Mellon Investment Management announced a new partnership with Wilshire Associates to launch the BNY Mellon Investment Management Custom Target Date Builder, a transformative advisor platform, which will provide more choice to the Target Date Fund business dominated by large fund providers. Retirement Plan Advisors will now be able to......
Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors
Fintech Investment Services News Risk Management

Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Wilshire Associates joins the growing list of asset managers on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that Wilshire Associates has joined the growing list of best-in-class asset managers who have made their mutual funds and model portfolios available......
Mitratech Acquires Acuity ELM, Enhancing its Legal Operations Solutions Portfolio
Fintech News Risk Management

Mitratech Acquires CMPG Risk Solutions to Strengthen Its Enterprise Compliance Suite with Best-in-Class Vendor Risk Management

Fintech News Desk
by Fintech News Desk0
Mitratech, a leading provider of legal and compliance software,  announced its acquisition of CMPG, LLC.   By adding CMPG’s products to its existing Enterprise Compliance Suite (ECS), Mitratech will reinforce what’s already the first-ever end-to-end range of software solutions for elevating corporate risk management, data privacy, and information governance. Read More:......
CSRHub Partners with FinMason to Provide ESG Ratings for Wealth Management
Business Fintech News

CSRHub Partners with FinMason to Provide ESG Ratings for Wealth Management

Fintech News Desk
by Fintech News Desk0
CSRHub, the leading provider of ESG (Environment, Social, Governance) consensus ratings, announced that it has partnered with FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, to redistribute its ESG ratings via FinMason’s award-winning API. Read More: Jack Henry & Associates Launches Core-Integrated......
Credit Suisse and Salt Financial announce a collaboration on quantitative index solutions
Fintech Fintech Funding Investment Services News

Credit Suisse NEXT Investors’ Portfolio Companies, LUX FTS and NorthPoint, Merge to Form Portfolio BI

Fintech News Desk
by Fintech News Desk0
Credit Suisse Asset Management’s NEXT Investors, a leading Fintech growth equity group, announced that LUX Fund Technology and Solutions (LUX FTS), a SaaS-based enterprise data management and reporting platform, and NorthPoint, a leading global provider of front-to-back office investment management solutions, have merged to form Portfolio BI. Portfolio BI provides......
Personal Capital Reaches Milestone of $1 Billion Assets Managed In ESG Portfolios
Capital Markets Fintech Investment Services News

Personal Capital Reaches Milestone of $1 Billion Assets Managed In ESG Portfolios

Fintech News Desk
by Fintech News Desk0
 Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, announced today a major milestone since the introduction of its Socially Responsible Personal Strategy Investment portfolios: reaching $1 billion assets under management since the portfolios’ inception in 2018. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its......
Experian Launches New Ascend Portfolio Loss Forecaster in Collaboration With Oliver Wyman to Help Analyze Risk and Forecast Loan Losses in the Wake of COVID-19 and Beyond
Business Fintech News Risk Management

Experian Launches New Ascend Portfolio Loss Forecaster in Collaboration With Oliver Wyman to Help Analyze Risk and Forecast Loan Losses in the Wake of COVID-19 and Beyond

Fintech News Desk
by Fintech News Desk0
Forecaster tool helps lenders make better decisions with customized forecasts and macroeconomic data Experian, the world’s leading global information services company, in collaboration with Oliver Wyman, a leading global management consulting firm, launched the Ascend Portfolio Loss Forecaster™, a new tool that uses Experian’s comprehensive data along with up-to-date macroeconomic......
Coupa Acquires Treasury Management Leader BELLIN Group
Fintech News

Coupa Acquires Treasury Management Leader BELLIN Group

Fintech News Desk
by Fintech News Desk0
Coupa Software, a leader in Business Spend Management (BSM), announced that it has acquired BELLIN Group, a leading provider of treasury management software (TMS). With a long history in treasury, BELLIN’s cloud-based TMS platform improves visibility and control over cash and optimizes treasury processes. The acquisition will extend Coupa’s value......
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