Search Results for: manage clients

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools
Fintech News

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

Business Wire
by Business Wire0
Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced an additional $15.5 million funding round led by Canvas Ventures. This latest infusion of capital, which closes......
Enfusion Introduces the Next Phase of Portfolio Workbench, Empowering Asset Managers with Increased Efficiency and Flexibility
Investment Services News

Enfusion Introduces the Next Phase of Portfolio Workbench, Empowering Asset Managers with Increased Efficiency and Flexibility

Business Wire
by Business Wire0
New Portfolio Management Features Elevate Experiences for Asset Managers with Advanced Portfolio Construction, Rebalancing, and Integration with Third-party Optimizers Enfusion, a leading provider of software-as-a-service (SaaS) solutions for investment managers, announced the release of the next phase of Portfolio Workbench, bringing even more powerful portfolio rebalancing and construction features to......
EXL Acquires ITI Data to Expand Data Management Capabilities in Banking and Healthcare
Banking News

EXL Acquires ITI Data to Expand Data Management Capabilities in Banking and Healthcare

EIN Presswire
by EIN Presswire0
Investment accelerates EXL’s data and AI-led strategy by adding new Global 1000 clients in the U.S., Europe and Australia EXL, a leading data analytics and digital operations and solutions company, announced the acquisition of ITI Data, a data management solutions firm that works with the world’s largest banks, financial services......
Confluence Helps Clients Achieve Compliance with SEC Tailored Shareholder Reporting
Finance Fintech News

Confluence Helps Clients Achieve Compliance with SEC Tailored Shareholder Reporting

Business Wire
by Business Wire0
Confluence’s industry-leading solution successfully completed TSR filings for fund administrator and asset manager clients Confluence Technologies, Inc. (“Confluence”), a global financial technology solution provider for regulatory, analytics, and investor communications, announced today that its industry-leading Unity platform suite of products went live and completed filings for the U.S. Securities and......
Taleo Consulting and CrateDB Announce Strategic Partnership to Transform Data Management and Analytics in Financial Services markets
Fintech News

Taleo Consulting and CrateDB Announce Strategic Partnership to Transform Data Management and Analytics in Financial Services markets

PR Newswire
by PR Newswire0
CrateDB, the Enterprise database for real-time analytics and hybrid search, announced a strategic partnership with Taleo Consulting, a leading consulting firm specializing in financial services and insurance solutions. Together, they will deliver innovative data management and analytics tailored solutions to companies in the Banking, Insurance, and Asset Management sectors. Read......
PayEngine Welcomes Arrears into Its Family of Partners to Enhance Payment Processing for Arrears' Accounts Receivable Management Platform
Digital Payments News

PayEngine Welcomes Arrears into Its Family of Partners to Enhance Payment Processing for Arrears’ Accounts Receivable Management Platform

Cision PRWeb
by Cision PRWeb0
PayEngine announces a strategic partnership with Arrears, Inc., an innovator in AI-powered accounts receivable (AR) solutions. This collaboration will enable Arrears to offer seamless payment solutions to their clients through PayEngine’s robust platform, creating a comprehensive financial management solution for businesses. PayEngine, a leading provider of specialized payment solutions for......
Fraud.net Teams Up with People Data Labs to Enhance Fraud Prevention and Risk Management
Compliance management News Risk Management

Fraud.net Teams Up with People Data Labs to Enhance Fraud Prevention and Risk Management

PR Newswire
by PR Newswire0
Fraud.net, the award-winning real-time fraud and risk management platform, announces its partnership with People Data Labs, a leading provider of B2B data solutions. The partnership aims to transform how businesses combat digital financial crime, manage fraud risk, and streamline compliance. Fraud.net enables digital enterprises to efficiently orchestrate transaction and identity data to mitigate fraud and risk,......
authID and FinClusive Partner to Integrate Next-Gen Biometric and Financial Crimes Compliance Solutions, Enabling Robust Identity Management
Finance Fintech News Risk Management Security

authID and FinClusive Partner to Integrate Next-Gen Biometric and Financial Crimes Compliance Solutions, Enabling Robust Identity Management

EIN Presswire
by EIN Presswire0
Partnership sets new standards in compliance and security, while delivering the fastest, most seamless, and accurate user identity experience available authID Inc. [Nasdaq: AUID], a leading provider of innovative biometric identity verification and authentication solutions, and FinClusive Capital, Inc. (FinClusive), a global provider of comprehensive financial crimes compliance (FCC) and......
Artificial Intelligence Finance Fintech Guest Posts Risk Management Security

AI’s Impact on Emerging Risk Management Trends

Fintech Analyst
by Fintech Analyst0
By Heather H. Wilson and Patrick J. O’Neill, CLARA Analytics and Redhand Advisors AI is exploding, particularly as large language models (LLMs) have infiltrated everyday life. Almost every new mainstream product seems to promote some usage of AI, and industry after industry is being transformed by its capabilities. But despite......
Arcesium Unveils Opterra Investment Lifecycle Management Platform Empowering Investment Firms to Drive Operational Alpha
Fintech Investments News

Arcesium Unveils Opterra Investment Lifecycle Management Platform Empowering Investment Firms to Drive Operational Alpha

Business Wire
by Business Wire0
Arcesium launches next iteration of its operational platform allowing investment managers to unlock growth through optimized operations and accelerated data strategies Arcesium, a leading provider of investment lifecycle and data management technology for the global investment industry, today launches its next-generation operational platform, Opterra, designed to enable investment managers to......
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