Search Results for: portfolio management

Anne Yang, Former Managing Director & Member of the Executive Office at Goldman Sachs, Joins Star Mountain as a Partner & Strategic Portfolio Manager
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Anne Yang, Former Managing Director & Member of the Executive Office at Goldman Sachs, Joins Star Mountain as a Partner & Strategic Portfolio Manager

Fintech News Desk
Star Mountain Capital, LLC (“Star Mountain”), an investment manager focused exclusively on the large and underserved U.S. lower middle-market, is pleased to announce that Anne Yang has expanded her role from Senior Advisor to Partner & Strategic Portfolio Manager. With decades of strategic advisory experience to leading corporations and asset......
EY and LeaseAccelerator Form Strategic Alliance in Lease Accounting and Contract Management
Fintech News

EY and LeaseAccelerator Form Strategic Alliance in Lease Accounting and Contract Management

Fintech News Desk
EY announces a strategic alliance with LeaseAccelerator and Ernst & Young LLP (EY US) to provide a transformational lease accounting and contract management service offering for organizations of all sizes. The alliance will also be activated in Germany with additional global expansion over time. Combining EY teams’ experience and global footprint......
Sovos and Axway Software Partner to Reduce Complexity of Global Tax Management
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Yatra.com Partners with Zaggle to Offer Integrated Expense Management Solutions

Fintech News Desk
Yatra Online, India’s leading online corporate travel platform servicing 850+ corporate and 20,000+ SME clients, and Zaggle, a leading FinTech start-up have announced their partnership to deliver streamlined, integrated expense automation solutions for corporates and SMEs in India. Zaggle’s state-of-the-art technology helps compiling corporate spends using proprietary technology platforms resulting in business......
Eurofins Digital Testing Expands Cyber Security Portfolio With Acquisition of Commissum
Fintech News Risk Management

Eurofins Digital Testing Expands Cyber Security Portfolio With Acquisition of Commissum

Fintech News Desk
Acquisition of Commissum further expands Eurofins Digital Testing’s capabilities in Cyber Security  Eurofins Digital Testing, a global leader in end-to-end quality assurance and testing services, announced that it has acquired Commissum Associates Ltd (“Commissum”) to add to its portfolio of information and cyber security services for companies around the world.......
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
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
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Melius Investment’s ‘Next Generation’ EAM Portfolios to Join Smartleaf’s Model Hub

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

Fintech News Desk
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
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
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
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CSRHub Partners with FinMason to Provide ESG Ratings for Wealth Management

Fintech News Desk
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......
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