Search Results for: portfolio managers

Northern Trust Front Office Solutions Expands With Two Strategic Hires
Fintech Investment Services News

Northern Trust Launches Datum One Series Trust

Fintech News Desk
by Fintech News Desk0
Product Supports Asset Managers’ Distribution and Investment Goals Northern Trust announced the launch of Datum One Series Trust, expanding its offering of solutions designed to give advisers and investment managers an efficient mechanism to amplify product distribution and deliver investment strategies via mutual funds registered under the Investment Company Act......
New Credit Management Solution Completes Esker’s Accounts Receivable Offer
Artificial Intelligence Business Fintech News Risk Management

New Credit Management Solution Completes Esker’s Accounts Receivable Offer

Fintech News Desk
by Fintech News Desk0
Esker, a worldwide leader in AI-driven process automation solutions and pioneer in cloud computing, announced the launch of its Credit Management solution to enable businesses worldwide to manage and optimize their credit-to-cash process. As a natural extension of Esker’s Accounts Receivable solution within Esker’s Order-to-Cash platform, Credit Management enriches Esker’s offer to help businesses secure......
Bates Group, Complidata Partner to Bring Leading Financial Services Industry Experts, A.I. Technology Together to Optimize AML Investigations and Compliance
Business Fintech News Risk Management

Bates Group Announces Partnership with Linda Tuck Chapman, Ontala Performance Solutions

Fintech News Desk
by Fintech News Desk0
Bates Group, LLC, a leading financial services consulting firm, has announced a partnership with Ontala Performance Solutions, led by internationally-acclaimed expert Linda Tuck Chapman, to expand Bates’ risk services to include the critical area of third-party risk management. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for......
FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021
Fintech Fintech Funding Investment Services News

FundCount Named Best Client Accounting Solution at the WealthBriefingAsia 2020 Awards

Fintech News Desk
by Fintech News Desk0
FundCount, LLC, a worldwide provider of accounting and investment analysis software, announced that it was awarded the title of Best Client Accounting Solution at the 8th WealthBriefingAsia Awards. These annual awards recognize best of breed providers in the global private banking, wealth management and trusted advisor communities that have demonstrated innovation and......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Business Capital Markets Fintech Investment Services News

Appway Announces $37 Million Investment from Summit Partners to Fuel Global Expansion

Fintech News Desk
by Fintech News Desk0
Appway, a leading global provider of business process automation software focused on customer onboarding and customer lifecycle management for financial institutions, today announced a $37 million minority investment from global growth equity firm Summit Partners. This partnership represents Appway’s first external capital raise and will help the company to further......
YouAttest Launches First Cloud-Based Identity Auditing and Compliance Solution for Okta's Identity Cloud
Fintech News

YouAttest Launches First Cloud-Based Identity Auditing and Compliance Solution for Okta’s Identity Cloud

Fintech News Desk
by Fintech News Desk0
Garret Grajek, Security Industry Veteran and Entrepreneur named CEO and President, Secures $700K in Seed Funding YouAttest, an innovator in the Identity Governance & Administration (IGA) market announced the general availability of YouAttest’s Identity Compliance Solution (ICS), the first cloud-based tool which automates reporting and auditing services for Okta’s Identity......
Charles River IMS Named Best Order Management System in 2020 Market Choice Awards
Fintech News

Charles River IMS Named Best Order Management System in 2020 Market Choice Awards

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street company, has won “Best Order Management System” at the 2020 Markets Choice Awards. Sponsored by MarketsMedia, the awards identify and recognize the best companies, individuals and innovation in financial markets. This year’s awards span institutional trading and technology sectors, including buy-side traders; sell-side execution......
Apex and BITE Announce Partnership to Deliver New Solutions to Asian Asset Management Market
Capital Markets Fintech Fintech Funding Investment Services News

Apex and BITE Announce Partnership to Deliver New Solutions to Asian Asset Management Market

Fintech News Desk
by Fintech News Desk0
Apex Group Ltd. (“Apex” or “the Group”), a global financial services provider and BITE Investments (“BITE”), a fintech company providing high net worth investors (“HNWIs”) access to alternative investments, announce the launch of a partnership to deliver enhanced solutions to the Asian asset management market. Read More: Bank of Montreal,......
SS&C Technologies Completes Acquisition of Innovest Systems
Fintech News

SS&C Technologies Completes Acquisition of Innovest Systems

Fintech News Desk
by Fintech News Desk0
Glenn Schmidt named SS&C Innovest General Manager SS&C Technologies Holdings, announced it has completed the acquisition of Innovest Systems, the provider of web-based technology systems for trust accounting, payments and unique asset servicing. The acquisition will enable SS&C  to broaden its wealth management technology suite. Glenn Schmidt will continue to lead SS&C Innovest......
Unqork and Arachnys Announce Partnership to Modernize Customer Onboarding Processes
Fintech Investment Services News

Unqork and KPMG Collaborate to Launch a Mortgage Forbearance Application for the Community Preservation Corporation

Fintech News Desk
by Fintech News Desk0
Unqork, the leader in enterprise no-code application development technology, and KPMG LLP, the audit, tax and advisory firm, are engaging with The Community Preservation Corporation (CPC), a leading nonprofit multifamily housing finance company, and its subsidiary CPC Mortgage Company LLC, to launch a Mortgage Forbearance and Loss Mitigation solution to......
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