Search Results for: DeFi

PEF Services Releases White Paper On Investor Transparency As A Differentiator
Fintech Investment Services News

PEF Services Releases White Paper On Investor Transparency As A Differentiator

Fintech News Desk
by Fintech News Desk0
PEF Services, a leading fund administrator for Alternative Investment Managers, announced the release of a new white paper entitled “Investor Transparency as a Differentiator.”  The report considers how General Partners (GPs) can win the trust of their Limited Partners (LPs) during the downturn and position themselves advantageously for the influx......
Featured Fintech Fintech Startups

Why Do Financial Advisors and Fintechs Need a Sound Omnichannel And Digital Prospecting Strategy?

Paroma Sen
by Paroma Sen0
For tech sales and marketing teams as well as financial advisors who’ve been prospecting for clients during the ongoing Covid-19 pandemic, acquiring new business has been a bigger challenge than usual during the downtime. However, the right strategy combined with the right balance of reach and creative efforts can help......
Melius Investment's 'Next Generation' EAM Portfolios to Join Smartleaf's Model Hub
Artificial Intelligence Business Fintech Investment Services News

Melius Investment’s ‘Next Generation’ EAM Portfolios to Join Smartleaf’s Model Hub

Fintech News Desk
by Fintech News Desk0
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......
FinancialForce Announces Partnership with Gainsight for Customer Centricity, and Integration with Plaid for Banking Ease-of-Use
Banking Business Fintech News

FinancialForce Announces Partnership with Gainsight for Customer Centricity, and Integration with Plaid for Banking Ease-of-Use

Fintech News Desk
by Fintech News Desk0
FinancialForce Integrations with major ISVs deepen customers’ ability to connect the front and back office and reconcile their financials with their banks FinancialForce, provider of the only modern ERP suite and the #1 professional services automation (PSA), announced it has entered a partnership with customer success platform leader Gainsight, and......
New Study Finds That COVID-19 Is Solidifying Gen Z's Core Characteristics and Values Particularly Their Cautious Approach to Spending, Their Aspirations for a More Just World and Their Optimism
Fintech News

New Study Finds That COVID-19 Is Solidifying Gen Z’s Core Characteristics and Values Particularly Their Cautious Approach to Spending, Their Aspirations for a More Just World and Their Optimism

Fintech News Desk
by Fintech News Desk0
Gen Z planet LLC, a research and advisory firm focused on the next generation of culture-creators, employees and consumers, released the results of its study on Generation Z’s behaviors, values and attitudes in response to the COVID-19 pandemic. Read More: TerraPay Announces Readiness for the New World by Strengthening Management......
BNY Mellon to Deliver Real-Time Account Validation Services to Corporate and Bank Clients in the U.S.
Business Fintech Fintech Funding Investment Services News

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

Fintech News Desk
by Fintech News Desk0
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......
360factors Announces New Content Plug-In Options for Predict360 Platform
Banking Fintech News Risk Management

360factors Announces New Content Plug-In Options for Predict360 Platform

Fintech News Desk
by Fintech News Desk0
360factors, the industry leader in risk and compliance intelligence software for banks and financial services organizations, announced that the company now has over 17 types of best-practices content for banking-related risk and compliance applications available in Predict360. Read More: Fintech Europe Selects Ten Startups for its Fifth Batch The company also......
Duck Creek Technologies Introduces duckcreek.dev, a New Insurtech Integration Portal to Further Enable Value-Added Ecosystem Integrations
Fintech InsurTech News

Duck Creek Technologies Introduces duckcreek.dev, a New Insurtech Integration Portal to Further Enable Value-Added Ecosystem Integrations

Fintech News Desk
by Fintech News Desk0
Duck Creek Technologies announced that it has expanded its Anywhere Integration program by introducing a new development portal for insurance technology solution providers during one of the provider’s live vFormation virtual event sessions. Duckcreek.dev allows integrations to Duck Creek solutions to be built by third parties without requiring extensive knowledge of the Duck......
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