Search Results for: Portfolio Managers

LiquidityBook Finishes Volatile Year with Record Revenues, Major Staff Expansion
Banking Investment Services News

LiquidityBook Adds Duet Group to Client Roster

Fintech News Desk
by Fintech News Desk0
SaaS-based POEMS provider selected by global investment holding company to support additional lines of business LiquidityBook announced that Duet Group, a global investment holding company, has implemented the SaaS-based LBX Buy Side as its POEMS (portfolio, order and execution management system). LiquidityBook’s platform provides a full range of order, execution......
SimCorp Launches New Machine Learning Initiative With Start-Up, Alkymi, Targeting Institutional Investment Challenges
Fintech Investment Services News

SimCorp Launches New Machine Learning Initiative With Start-Up, Alkymi, Targeting Institutional Investment Challenges

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of investment management solutions and services to the global financial services industry, announces a partnership with New York based start-up, Alkymi, to launch a new Machine Learning (ML) initiative. It’s arrival comes as institutional investors raise a number of data concerns, including the ability to quickly extract insights from......
iCapital Network® Recognized as Top Fintech Firm by Forbes for Third Consecutive Year
Fintech Radar Fintech Startups News

iCapital Network® Recognized as Top Fintech Firm by Forbes for Third Consecutive Year

Fintech News Desk
by Fintech News Desk0
iCapital Network, a leading financial technology platform setting the industry standard for access and efficiency in alternative investing, announced it has been named to the 2020 Forbes Fintech 50 list, marking the third year in a row that Forbes has recognized iCapital as an innovator. The Forbes Fintech 50 list......
Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference
Business Fintech InsurTech

Timeline’s Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference

Fintech News Desk
by Fintech News Desk0
CEO Abraham Okusanya shares new features of the Timeline platform during mainstage presentation  Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, announced Livetrack – your Co-pilot for retirement journeys – at the 2020 T3 Technology Tools for Today Advisor Conference in San Diego. Livetrack is the......
Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management
Business Fintech News

Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management

Fintech News Desk
by Fintech News Desk0
Solution will integrate PCR’s data aggregation capabilities with GRMA’s comprehensive and cost effective SaaS-driven data enrichment and outsourced reporting Private Client Resources (PCR), the leading provider of total wealth data aggregation services to Ultra High Net Worth (UHNW) families, trust companies, private banks, and investment advisors, announced a partnership with......
Financial Services CFOs Say Their Institutions Need to Gain Greater Insights into Who and What Drives Profitability, Kaufman Hall Survey Finds
Business Fintech News

Financial Services CFOs Say Their Institutions Need to Gain Greater Insights into Who and What Drives Profitability, Kaufman Hall Survey Finds

Fintech News Desk
by Fintech News Desk0
Huge Gaps Exist Between What Finance Leaders Feel Is Important to Monitor, and What They Actually Measure and Track Pressure from an uncertain economy and unprecedented competition from an increasing number of sources has 92% of CFOs and financial executives feeling like their financial institutions should be doing more to......
PawnHub.io Becomes Hong Kong's First Fully Licensed Crypto Lender
Business News

Financial Institutions Add Capabilities for Small Business Clients with Merchant Solutions from Fiserv

Fintech News Desk
by Fintech News Desk0
First Foundation Bank and Central Missouri Community Credit Union Are Among the Financial Institutions Adding a Merchant Solutions Offering to Their Portfolio Fiserv, Inc., a leading global provider of financial services technology solutions, announced that more than 50 financial institutions that utilize a Fiserv core processing platform added merchant solutions......
Allvue Launches New Portfolio Management Solution for Limited Partners
Investment Services News

Allvue Systems Announces New Senior Leadership Team Members as It Prepares for Future Growth

Fintech News Desk
by Fintech News Desk13
Company building on outstanding fourth quarter; begins 2020 with new customer wins Allvue Systems, a leading alternative investment technology solutions provider, announced its new senior leadership team of proven industry leaders who will guide the company through its next phase of growth. Joining Rey Acosta, chief executive officer, Ryan Keough,......
AllocateRite Announces a New Version of its Mobile App, with Significant Updates
Banking Business News

AllocateRite Announces a New Version of its Mobile App, with Significant Updates

Fintech News Desk
by Fintech News Desk1
AllocateRite, the New York FinTech and data science company that provides wealth managers and individual investors with ETF-based dynamic asset allocation strategies and risk analytics, is excited to announce the release of a newly updated version of our mobile app. The update includes stock market momentum indicators which use AI......
Dealpath Momentum Builds With Record q1; Executive Team Expands With New Marketing Leader
Banking News

i2c Extends CashFlows Service Offering with Innovative Credit, Debit & Prepaid Programs

Fintech News Desk
by Fintech News Desk0
Partners Enable FinTechs to Drive Positive Disruption in Digital Payments Through Agile Technology i2c Inc., a leading provider of payments processing and digital banking technology, and CashFlows, a consolidated business payment services provider, announced a new partnership to benefit payment card issuers across Europe. i2c’s unique and highly integrated platform enables......
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