Search Results for: Portfolio Management

The First Predictive Rating For Executives: Paragon Intel Unveils ManagementTrack Rating (MTR)
Investment Services News

The First Predictive Rating For Executives: Paragon Intel Unveils ManagementTrack Rating (MTR)

Business Wire
by Business Wire0
Paragon Intel, a leading provider of predictive management data and insights for investors, announced the launch of its groundbreaking ManagementTrack Rating (MTR). For the first time, investors can look at any public company executive and know how that company is going to perform based on them being in the C-suite.......
OneStream Unveils a Portfolio of Purpose-Built AI Solutions; Announces Enterprise Finance AI Approach to Speed AI Adoption for the Office of the CFO
Artificial Intelligence Finance News

OneStream Unveils a Portfolio of Purpose-Built AI Solutions; Announces Enterprise Finance AI Approach to Speed AI Adoption for the Office of the CFO

GlobeNewswire
by GlobeNewswire0
OneStream Sensible GenAI, OneStream Sensible ML Scenario Modeling, OneStream Sensible AI Library launches with a New AI Category at OneStream Splash OneStream Software, the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions, announced at OneStream Splash three purpose-built AI......
VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management
Investment Services News

VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management

Business Wire
by Business Wire0
VRGL, a Client Acquisition and Investment Proposal Management solution, announced the launch of its new Risk Tolerance capabilities integrated within the existing VRGL workflow. VRGL’s Risk Tolerance capabilities allow advisors to leverage a turnkey, industry-researched Risk Tolerance Questionnaire, or to craft fully bespoke risk assessments aligned with advisor and organizational......
FactSet Introduces AI-Powered Portfolio Commentary
Artificial Intelligence Fintech News

FactSet Introduces AI-Powered Portfolio Commentary

GlobeNewswire
by GlobeNewswire0
A breakthrough portfolio analysis solution that drives productivity and understanding FactSet, a global financial digital platform and enterprise solutions provider, today announced its latest GenAI advancement, Portfolio Commentary. This innovative solution complements FactSet’s industry-leading performance attribution capabilities with detailed and source-linked commentary to empower buy-side and wealth management professionals to......
Countsy Launches New Online Portal for Streamlined Back-office Management
Finance Fintech News

Countsy Launches New Online Portal for Streamlined Back-office Management

PR Newswire
by PR Newswire0
Countsy, known for its outsourced Accounting, Finance, and HR services, announced the launch of a new online platform, countsy.ai. The client portal simplifyies back-office management for startups, scaleups, and spinouts by providing a centralized location for essential business tools and team collaboration. Countsy, known for its outsourced Accounting, Finance, and......
Oracle Cloud Service Enables Banks to Manage Climate Change Risk Across Portfolios
Analytics Cloud News

Oracle Cloud Service Enables Banks to Manage Climate Change Risk Across Portfolios

PR Newswire
by PR Newswire0
With new Oracle Climate Change Analytics Cloud Service banks can calculate and assess the impact of emissions in their operations and those of the businesses they finance Financial institutions are under increased pressure from regulatory bodies to understand their environmental footprint and that of the companies they finance or invest......
Fullerton Fund Management in Partnership With UNDP Launches Its Sustainability Management Framework for Private Equity Climate Investments
Investment Services News

Fullerton Fund Management in Partnership With UNDP Launches Its Sustainability Management Framework for Private Equity Climate Investments

PR Newswire
by PR Newswire0
It guides private equity investors on how to align their strategy, management, transparency and governance practices, to achieve their decarbonisation goals. Fullerton Fund Management (Fullerton) has partnered with the United Nations Development Programme (UNDP) to develop a Sustainability Management Framework to guide private equity climate investing in Asia, using UNDP’s SDG......
Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC
Fintech News

Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC

PR Newswire
by PR Newswire0
Tax and accounting industry veteran David Gearhart, J.D., CPA, will lead the new sister organization as it works in conjunction with Graham Capital to provide investors with a truly holistic suite of financial and tax planning services. Graham Capital Wealth Management, LLC, (Graham Capital) an independent Registered Investment Advisor with......
LeafHouse and iJoin Announce Launch of Automated Personalized Portfolio Program Powered by Dimensional offering State Street GTC Retirement Income Builder Series Funds
Fintech News

LeafHouse and iJoin Announce Launch of Automated Personalized Portfolio Program Powered by Dimensional offering State Street GTC Retirement Income Builder Series Funds

PR Newswire
by PR Newswire0
The new managed account brings personalization and lifetime income to the masses LeafHouse, iJoin, and ARS are excited to announce a new partnership to deliver personalized advice that features the State Street GTC Retirement Income Builder Series (Series) target date funds within a managed account offering. The State Street GTC......
Tally-Launches-Credit-Card-Debt-Management-Platform-For-Partners
Finance Fintech News

Tally Launches Credit Card Debt Management Platform For Partners

Business Wire
by Business Wire0
With the launch of Tally’s credit card debt management platform, Tally will sunset its direct-to-consumer loan portfolio; the Tally Line of Credit will now be offered through its partner network. Tally, a fintech startup known for helping people diligently pay down their credit card debt, today announced the release of......
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