Search Results for: Portfolio Managers

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......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Business Fintech News Risk Management

Apttus and Conga Combine to Become Leader in Digitally Transforming Commercial Operations

Fintech News Desk
by Fintech News Desk0
The combination of industry pioneers to drive commercial excellence, automate core business processes and accelerate time to revenue Apttus, the leader in quote-to-cash (QTC) solutions, and Conga, the leader in Digital Document Transformation announced the two companies are joining forces to create the leader in digital transformation for commercial operations.......
Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite
Fintech Investment Services News

Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite

Fintech News Desk
by Fintech News Desk0
Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for ultra/high net worth clients and their investment portfolios, today announced it has partnered with V3Limited LLC, a boutique advisory firm providing private investment monitoring and active management services for family offices. Read More: Strider Announces......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Artificial Intelligence Fintech News

Arria NLG and BNY Mellon Collaborate to Transform Data into Analytics through Natural Language Technology

Fintech News Desk
by Fintech News Desk0
Arria NLG, a leading provider of Natural Language Generation (NLG) technology, announced a collaboration with The Bank of New York Mellon Corporation (“BNY Mellon”) to help asset managers and asset owners transform data into actionable analytics. BNY Mellon Data and Analytics Solutions’ clients will now be able to unlock better......
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