Search Results for: Strategic Portfolio System

Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech News

Vestmark Partners With Redi2, Giving VestmarkONE Platform Users Access to Scalable Billing Tool for Managed Accounts

Fintech News Desk
Vestmark Continues Forging Industry Relationships in Ongoing Effort to Provide a Seamless, Fully Integrated Solution Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager billing solution through the VestmarkONE platform. Read More: WorldRemit Partners......
Tradeshift Partners With Chain IQ to Deliver Innovative Procurement Services
Business Fintech News

Tradeshift Partners With Chain IQ to Deliver Innovative Procurement Services

Fintech News Desk
Partnership Combines Best-of-Breed Technology with Managed Procurement Expertise to Add Growth to Client Portfolios Tradeshift, the leader in supply chain payments and marketplaces, has announced a partnership with Chain IQ, an independent, global service company providing strategic, tactical and operational procurement to its international clients. Read More: Remitly Partners With Alipay......
Charles River Appoints Dmitriy Ilyin to Lead SaaS Operations and Support
Fintech Investment Services News

Charles River Investment Management Solution (IMS) Now Client-Ready on Microsoft® Azure

Fintech News Desk
Charles River Development, a State Street Company, announced that its strategic cloud solution, Charles River Investment Management Solution (Charles River IMS), has achieved platform and operational readiness on Microsoft Azure. The offering utilizes Microsoft’s scale and security capabilities to provide investment firms with a platform that enables innovation and helps......
Danske Bank, Denmark’s Largest Bank, Embraces Advanced Analytics From Behavox Compliance Solution to Enhance Risk Management
Big Data Business Fintech News

KnowLedger Helps Family Offices Keep General Ledgers Updated

Fintech News Desk
New FinTech Firm Offers Adaptable Data Service to Eliminate Tedious Data Entry KnowLedger, LLC, a Pennsylvania-based financial technology company, today announced its formation to support the streamlined migration of financial data for family offices. Ryan Kerry, CEO and Co-Founder, formed the company following the acquisition of his prior company, Accusource, LLC to STP Investment Services earlier this......
AmBank Group implements Kamakura Risk Manager for Basel 3 LCR and NSFR
Banking Fintech News Risk Management

Taiwan’s First Digital Bank Implements Fully-Integrated Kamakura Risk Management Solution

Fintech News Desk
After doing a comprehensive vendor evaluation, Next Commercial Bank (NCB), Taiwan’s first digital bank, has implemented Kamakura Corporation’s suite of solutions to manage risk. The bank believes that a modular and integrated solution offers distinct advantages over disparate systems by saving costs and increasing transparency and efficiency. NCB is one of the......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Banking Fintech News Risk Management

Royal Credit Union Expands Partnership to Baker Hill Nextgen

Fintech News Desk
Baker Hill, the leading financial technology provider in delivering solutions for commercial, small business and consumer loan origination, risk and relationship management, CECL, and analytics, today announces that Royal Credit Union will be migrating to Baker Hill NextGen, Baker Hill’s unified solution that streamlines loan origination and portfolio risk management. Read More: H2O.ai Empowers......
TurboTax to Help Millions of Americans Get Their Stimulus Payments With Launch of Free Stimulus Registration Product
Banking Fintech News

Corporate and Investment Banks Must Reinvent Themselves

Fintech News Desk
As Competitive Pressure Intensifies and Profitability Erodes, Small and Midsize CIBs Must Overhaul Business and Operating Models in Order to Remain Viable Corporate and investment banks (CIBs), facing rising challenges that the COVID-19 crisis has made even more pressing, must fundamentally transform themselves—targeting high-value clients, shedding subscale business lines, and......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Fintech News

Fiserv to Enhance Omni-commerce Experience With Acquisition of Bypass Mobile

Fintech News Desk
Combination will build on existing integration and facilitate new digital commerce use cases Fiserv, a leading global provider of payments and financial services technology solutions, announced the acquisition of Bypass Mobile (“Bypass”), an independent software vendor (ISV) and leading innovator in enterprise point-of-sale systems. The acquisition of Bypass will help......
Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs
Fintech News

Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs

Fintech News Desk
InvestCloud White Allows RIAs to Run Entire Business Via One Platform and TAMPs to Support Dozens of Others At its 2020 Conference, InvestCloud announced the launch of InvestCloud White, a digital platform for wealth management and turnkey asset management programs (TAMPs). InvestCloud White is a complete solution for the wealth management space,......
Pinnacle Bank Adds Teslar Software to Improve Lending Relationships with Service and Insights
Business Fintech News

Armor Bank Selects Teslar Software to Support Significant Growth

Fintech News Desk
Bank Chooses Advanced Platform to Streamline and Improve Commercial Lending Process Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced that Armor Bank has selected their platform to improve processes, boost efficiencies and better scale. Forrest City, Ark.-based Armor Bank......
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