Search Results for: portfolio management

Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
Fintech News

Kestra Financial Onboards Russell Giammarino Wealth Management

Fintech News Desk
by Fintech News Desk0
$325 million advisor group joins Kestra Financial-associated firm Coastline Wealth Management Russell Giammarino Wealth Management has joined industry-leading independent advisor platform Kestra Financial,(Kestra Financial) after forming a new partnership with Coastline Wealth Management, a Long Island-based firm already associated with Kestra Financial. “By partnering with Kestra Financial, they will have the freedom to......
Aiperion Launches AI-Powered Investment Risk Management Solution for Institutional Investors
Fintech News Risk Management

Aiperion Launches AI-Powered Investment Risk Management Solution for Institutional Investors

Fintech News Desk
by Fintech News Desk0
Aiperion LLC, a consulting, technology and scientific research firm specializing in investment risk management, officially launched its RiskKey software solution. RiskKey is the product of a long-standing collaborative relationship between Chicago-based alternative investment manager Core Capital Management and Fortech, an award-winning software development company headquartered in Cluj-Napoca, Romania. The two companies joined forces last......
AmBank Group implements Kamakura Risk Manager for Basel 3 LCR and NSFR
Banking Fintech News Risk Management

Taiwan’s First Digital Bank Implements Fully-Integrated Kamakura Risk Management Solution

Fintech News Desk
by Fintech News Desk0
After doing a comprehensive vendor evaluation, Next Commercial Bank (NCB), Taiwan’s first digital bank, has implemented Kamakura Corporation’s suite of solutions to manage risk. The bank believes that a modular and integrated solution offers distinct advantages over disparate systems by saving costs and increasing transparency and efficiency. NCB is one of the......
Tier1 Acquires Compliance and Financial Crime Prevention Software Solution, Alessa
Banking Fintech News

Tier1 Financial Solutions Expands Buy-Side Product Suite With Conference Management Capabilities

Fintech News Desk
by Fintech News Desk0
New events management system addresses evolving corporate access needs of the buy side Tier1 Financial Solutions, a leading global relationship management technology provider for capital markets and banking, has expanded its buy-side product line with the release of conference management capabilities. The Tier1 corporate access events management system provides buy-side......
Charles River Wins Best Wealth Management Product in 2020 Fintech Breakthrough Awards
Fintech News Risk Management

Charles River Wins Best Wealth Management Product in 2020 Fintech Breakthrough Awards

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, announced that Charles River Investment Management Solution (Charles River IMS) has been awarded “Best Wealth Management Product” by FinTech Breakthrough, an independent organization that recognizes the top companies, products and technologies in global financial technology markets. The 2020 FinTech Breakthrough Awards showcase market......
Dun & Bradstreet Completes The Purchase Of coAction.com Assets To Create An End-To-End Receivables Management Platform
Fintech News

Dun & Bradstreet Completes The Purchase Of coAction.com Assets To Create An End-To-End Receivables Management Platform

Fintech News Desk
by Fintech News Desk0
Acquisition expands Dun & Bradstreet’s portfolio of finance solutions, helping clients automate credit-to-cash processes and drive improved organizational efficiencies Dun & Bradstreet, a leading global provider of business decisioning data and analytics, announced that it purchased the assets of coAction.com LLC, a provider of revenue cycle management software. The acquisition positions Dun......
Lyca Dials into Unified Financial Management with Infor
Business Fintech News

Lyca Dials into Unified Financial Management with Infor

Fintech News Desk
by Fintech News Desk0
Infor SunSystems will improve financial visibility and decision-making for Lycamobile across 24 countries  Infor, a global leader in business cloud software specialised by industry, announced that Lycamobile, the world’s largest international mobile virtual network operator (MVNO), has invested in Infor SunSystems. Set to be rolled out to 24 countries, SunSystems enables consistent......
KPMG and Planon Extend Cooperation to Support Organizations in the Digitalization of Lease, Real Estate and Portfolio Management Processes
Blockchain Fintech News

KPMG Awarded US Patent For Blockchain Application That Increases Trust In AI Data Management Practices

Fintech News Desk
by Fintech News Desk0
New Method Employs Blockchain to Demonstrate How Entrusted Data Is Protected and Used Responsibly in the Artificial Intelligence Lifecycle KPMG LLP (KPMG) has been granted a patent by the United States Patent and Trademark Office for a blockchain-based method that improves the selection, curation, and management of data used to......
Mitratech Acquires Leading Immigration Case Management Provider INSZoom
Business Fintech News

Mitratech Adds ClusterSeven MRM to its Data Privacy and Information Governance Solutions Portfolio

Fintech News Desk
by Fintech News Desk0
Provides GRC Professionals With a Powerful Model Risk Management Solution for Businesses That Rely on Models for Core Business Processes. Mitratech, a leading provider of legal and compliance software, announced the addition of ClusterSeven MRM to its industry-leading Enterprise Compliance Suite of data privacy and information governance solutions. The Model......
Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management
Business Fintech News

Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management

Fintech News Desk
by Fintech News Desk0
Solution will integrate PCR’s data aggregation capabilities with GRMA’s comprehensive and cost effective SaaS-driven data enrichment and outsourced reporting Private Client Resources (PCR), the leading provider of total wealth data aggregation services to Ultra High Net Worth (UHNW) families, trust companies, private banks, and investment advisors, announced a partnership with......
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