Search Results for: manage clients

BNY Mellon Investment Management Commences Trading of Active ETF Solutions
Investments News

BNY Mellon Investment Management Commences Trading of Active ETF Solutions

Fintech News Desk
by Fintech News Desk0
The BNY Mellon Ultra Short Income ETF–First of Several Upcoming Active ETFs to Bring BNY Mellon Investment Management Specialist Capabilities to ETF Market BNY Mellon Investment Management, one of the world’s largest asset managers with $2.3 trillion in assets under management, announced the expansion of its Exchange-Traded Funds (ETFs) range with......
Red River Bank Selects Teslar Software’s Full Suite of Portfolio Management Tools
Banking Fintech News

Red River Bank Selects Teslar Software’s Full Suite of Portfolio Management Tools

Fintech News Desk
by Fintech News Desk0
$2.8 billion-asset bank chooses end-to-end loan origination platform to boost efficiencies, support growth Teslar Software, provider of portfolio management tools that aggregate and automate lending and deposit operations for community financial institutions, announced that Red River Bank has selected their end-to-end loan origination platform, allowing the bank to streamline and automate......
CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community
Finance Investments News

CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community

Fintech News Desk
by Fintech News Desk0
Partnership broadens CAIS IQ offering with original content to empower financial advisors CAIS, the industry-leading alternative investment and financial education platform, announced a partnership with Focus Financial Partners firm Buckingham Strategic Wealth, LLC (“Buckingham”), an independent Registered Investment Advisory (RIA) firm with approximately $21 billion in AUM and over 40......
iManage Raises the Bar for Comprehensive Risk Management Coverage with New iManage Cloud Services
Cloud News Risk Management

iManage Raises the Bar for Comprehensive Risk Management Coverage with New iManage Cloud Services

Fintech News Desk
by Fintech News Desk0
Company helps prepare legal and professional services firms for the Future of Work by providing cloud-based services while maintaining proven on-premise offerings  iManage, the company dedicated to Making Knowledge Work, announced the availability of its risk management products in the iManage Cloud, beginning Q4 2021. The choice of deployment model,......
Mesirow Currency Management Expands Portfolio Management Team
Fintech Investments News Risk Management

Mesirow Currency Management Expands Portfolio Management Team

Fintech News Desk
by Fintech News Desk0
– Firm hires Marcin Bednarczyk from Russell Investments as Senior Vice President – Bednarczyk will focus on implementing the team’s investment strategy and portfolio management functions – The role will support the recently expanded suite of products and continued increase in AUM Mesirow Financial Holdings, Inc., an independent, employee-owned financial......
H.I.G. Capital Portfolio Company, Milestone Technologies, Acquires Software Management Consultants, Inc.
Digital Investments News

H.I.G. Capital Portfolio Company, Milestone Technologies, Acquires Software Management Consultants, Inc.

Fintech News Desk
by Fintech News Desk0
H.I.G. Capital (“H.I.G.”), a leading global alternative investment firm with $45 billion of equity capital under management, announced that its portfolio company, Milestone Technologies (“Milestone” or the “Company”), has acquired Software Management Consultants, Inc. (“SMCI”), based in Glendale, CA., to extend Milestone’s footprint and bolster its IT managed services portfolio.......
RBC Wealth Management-US Accelerates Digital Transformation with Selection of New Broadridge Platform
Fintech Investments News

RBC Wealth Management-U.S. Accelerates Digital Transformation with Selection of New Broadridge Platform

Fintech News Desk
by Fintech News Desk0
New, state-of-the-art digitized wealth management platform will streamline RBC Wealth Management processes and further position firm for growth RBC Wealth Management-U.S. and Broadridge Financial Solutions, Inc., a global Fintech leader, announced today that RBCWM will utilize the Broadridge Wealth Management Platform to power its growing U.S. business. Broadridge’s next-generation Wealth Management Platform is an......
Enfusion Creates Customized Trading Workflow for Goldman Sachs Asset Management
Investments News

Enfusion Creates Customized Trading Workflow for Goldman Sachs Asset Management

Fintech News Desk
by Fintech News Desk0
Alternative Investments & Manager Selection co-investment business within Goldman Sachs Asset Management will utilize Enfusion’s trading and risk monitoring capabilities and managed services Enfusion, a global leader in native cloud-based investment management technology software and services, announced today that Goldman Sachs Asset Management’s Alternative Investments & Manager Selection (AIMS) co-investment business has......
Broadridge Enhances its Data Solutions for Asset Managers with Snowflake Data Cloud
Fintech News

Broadridge Enhances its Data Solutions for Asset Managers with Snowflake Data Cloud

Fintech News Desk
by Fintech News Desk0
Solution to facilitate faster analysis and decision making for investment managers To enhance its global asset management clients’ decision-making processes through data visualization and analysis, Broadridge Financial Solutions, Inc., a global Fintech leader, announced it will work with Snowflake, the Data Cloud company, to enable clients to seamlessly consolidate and analyze trading......
Hill Country Asset Management To Join Arcesium's Technology And Services Platform Through Existing Joint Offering With J.P. Morgan
Finance Fintech Investments News

Hill Country Asset Management To Join Arcesium’s Technology And Services Platform Through Existing Joint Offering With J.P. Morgan

Fintech News Desk
by Fintech News Desk0
Arcesium LLC, a leading global financial technology and professional services firm, announced that Hill Country Asset Management has chosen to deploy Arcesium’s joint offering with J.P. Morgan’s Securities Services. SysAdmin Appreciation Day: Top Industry Leaders Share their Insights on IT and Data Ops Through their existing strategic partnership, Arcesium and......
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