Search Results for: portfolio managers

Confluence Clients Successfully Complete ESMA Money Market Fund Article 37 Reporting and Liquidity Stress Testing
Fintech Fintech Funding Investment Services News

Confluence Clients Successfully Complete ESMA Money Market Fund Article 37 Reporting and Liquidity Stress Testing

Fintech News Desk
by Fintech News Desk0
Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, announced that its fund administrator and asset manager clients servicing or managing European Money Market Funds (MMFs) have successfully met their Article 37 reporting obligations under the European Securities and Markets Authority (ESMA) Money Market......
Confluence Partners With Sweden’s Limina To Offer Reporting And Investment Management Solutions To $1B Wealth Manager
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Confluence Partners With Sweden’s Limina To Offer Reporting And Investment Management Solutions To $1B Wealth Manager

Fintech News Desk
by Fintech News Desk0
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider delivering innovative products to the worldwide money management industry, in partnership with Limina AB (“Limina”), a provider of SaaS solutions to asset managers globally, has secured a three-year contract with a $1B wealth manager headquartered in Stockholm, Sweden. Read More: GlobalFintechSeries Interview with Veenerick Vos......
Ledgex Unveils All-in-One Platform to Streamline Preliminary and Official Book of Record Reporting for Asset Management
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Ledgex Unveils All-in-One Platform to Streamline Preliminary and Official Book of Record Reporting for Asset Management

Fintech News Desk
by Fintech News Desk0
Industry-first solution delivers greater data control, integrity and value for asset and portfolio management using innovative patent-pending Data Confidence index Ledgex today announced a groundbreaking new platform called Ledgex Pro, a multi-asset class portfolio accounting solution that handles accounting and investment books of records (ABOR and IBOR) in a single solution,......
Panoramix Increases Flexibility of its Advisory Billing Systems
Fintech News

Panoramix Increases Flexibility of its Advisory Billing Systems

Fintech News Desk
by Fintech News Desk0
~ Innovative performance reporting and billing technology system adds new payouts subsystems to simplify, streamline and accurately manage multiple billing recipients Panoramix announced today the release of a new technology feature to better manage billing when advisors are working with multiple parties. Read More: India’s First Crypto Exchange, Unocoin, Raises......
Rabobank Decides for BearingPoint RegTech Factory to Unburden Their Regulatory Reporting
Fintech News

Rabobank Decides for BearingPoint RegTech Factory to Unburden Their Regulatory Reporting

Fintech News Desk
by Fintech News Desk0
Large Dutch bank selects standard software Abacus360 Banking and RegTech Factory to streamline regulatory reporting processes Cooperative Rabobank U.A. (Rabobank), a large bank in the Netherlands, has decided on outsourcing parts of their regulatory reporting processes to BearingPoint RegTech. Rabobank is a cooperative bank based in Utrecht with multinational operations......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
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YCharts Completes Growth Recapitalization With LLR Partners

Fintech News Desk
by Fintech News Desk0
Capital to support continued growth of investment analytics and communications platform for financial advisors and wealth managers YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers, today announced LLR Partners completed a growth recapitalization in partnership with the management team. The transaction will support YCharts’ continued organic......
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Enfusion Appoints Michel Finzi as Head of Product to Support Global Demand and Enhance Client Services

Fintech News Desk
by Fintech News Desk0
Finzi’s appointment coupled with the expansion of its Global Delivery Services underscores Enfusion’s commitment to innovation and customer experience Enfusion, the leading provider of cloud-based investment management software, announced today it has appointed Michel Finzi as Senior Managing Director of Product Management. With more than 30 years of experience in product development......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
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Tegra118 Expands Front Office Digital Solutions Powered by Finantix

Fintech News Desk
by Fintech News Desk0
Tegra118 further elevates its wealth advisor front office experience that enables advisors to deliver more personalized, informed advice to investors Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced its expansion of new front office capabilities to strengthen its robust wealth tech platform......
RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions
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AI Startup Vestun Launches Hedge Fund Navigating Market Turbulence

Fintech News Desk
by Fintech News Desk0
Swiss-based AI company Vestun opens its market agnostic hedge fund strategy to new outside investors.  Vestun, a Swiss-based financial and technology company has now opened the launch of its hedge fund to new outside investors. The firm which until now has been only managing its own capital announced that its......
Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication
Business Fintech News

Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, today announced the launch of Charles River Wealth Hub (Wealth Hub), a communications platform that connects managed account program sponsors and their asset manager distribution partners through a secure network environment. Wealth Hub is delivered as a cloud-based service using Microsoft® Azure. Read......
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