Search Results for: manage clients

Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
Banking Fintech News

Blockchange Adds DeFi Support and New Assets to Its Digital Asset Management Platform for RIAs

Fintech News Desk
Blockchange Inc. today announced the addition of fourteen new digital assets to its BITRIA™ Digital Turnkey Asset Management platform for registered investment advisors. The additions, which include ten Decentralized Finance (DeFi) tokens, will allow wealth managers to offer a much broader base of digital assets in response to growing interest from investors.......
Tora strikes deal with Japan's Revolution Co Ltd
Fintech News Trading

TORA Launches New Generation Portfolio Management System

Fintech News Desk
TORA, the provider of industry leading trading technology, has today announced the launch of their new Portfolio Management System (PMS). TORA, the provider of industry leading trading technology, has today announced the launch of their new Portfolio Management System (PMS). The revitalized system is fully integrated with their OEMS platform......
Placements.io launches first order management integration with Megaphone
Business Fintech News

Placements.io Launches First Order Management Integration with Megaphone

Fintech News Desk
Placements.io to Power Podcast Advertising for Megaphone and shared Podcast Clients Placements.io, the leader in revenue and billing management for media companies, today announced that the company has launched a publisher technology integration with Megaphone, the largest podcast hosting and monetization platform. Additionally, Megaphone has signed an agreement with Placements.io......
Hazeltree Appoints Jonathan Spirgel to Lead Cash and Liquidity Management Technology
Fintech News

Hazeltree Appoints Jonathan Spirgel to Lead Cash and Liquidity Management Technology

Fintech News Desk
Hazeltree Expands Management Team to Further Expand Liquidity Offerings Hazeltree, the leading provider of integrated treasury and portfolio finance solutions, today announced the appointment of industry veteran, Jonathan Spirgel, as Managing Director and Global Head of Cash and Liquidity Management. Mr. Spirgel will support Hazeltree’s clients in delivering operational efficiencies,......
Top US investment consultant selected Diligend solution to automate and digitize investment managers operational due diligence
Fintech Investment Services News

Top US Investment Consultant Selected Diligend Solution to Automate and Digitize Investment Managers Operational Due Diligence

Fintech News Desk
Diligend, a leading provider of investment management software, has been selected by FEG Investment Advisors (FEG), an independent investment consulting and OCIO firm, to automate and digitize the collection of manager data and documents in its operational due diligence (ODD) of investment managers across public and private markets and hedge funds.......
Bloomberg FXGO adds Supplementary Cost Analysis Tool
Fintech News Risk Management

Vega Investment Managers Selects Bloomberg for Integrated Portfolio Analytics and Risk Management

Fintech News Desk
VEGA Investment Managers, the wealth management specialist of Natixis and Groupe BPCE, the second largest banking group in France, has adopted Bloomberg PORT Enterprise, Bloomberg’s advanced Portfolio and Risk Analytics solution, which delivers market-leading risk and attribution models, and detailed portfolio analytics. Read More: Gateway Promotes Kelly Stewart to Vice President,......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Business Fintech News

NAV Fund Administration Group Establishes New Location to Support Fund Management Growth in Singapore

Fintech News Desk
NAV Fund Administration Group Adds Singapore Location NAV Fund Administration Group, a leading provider of administrative services to alternative asset managers, has established a new business location in Singapore. Several initiatives introduced by the Singapore government to develop the country’s fund management industry have generated rapid growth, increasing the demand......
Broadridge Names Edmund Reese Chief Financial Officer
Fintech News

PAG Chooses Broadridge to Modernize Portfolio Management Technology, Bolster Private Debt Operations

Fintech News Desk
Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, announced that PAG, one of the world’s largest Asia-focused investment groups, has chosen Broadridge as a cloud-based portfolio management technology provider. The enhancement will support PAG’s capabilities for its private debt operations. Read More: Game on: Ally Leans Into Gamification to Combat Falling Financial Literacy......
Aithent Inc. Named as Leading Solutions Provider by Aité Group, for Financial Crimes Case Management Capabilities
Business Fintech News

Aithent Inc. Named as Leading Solutions Provider by Aité Group, for Financial Crimes Case Management Capabilities

Fintech News Desk
Aité’s Impact Report Ranks Best Providers of Technologies that Combat Global Fraud and Money Laundering Aithent, Inc. – a technology company that provides high-value, flexible and scalable IT solutions to solve operational challenges for complex, highly regulated businesses – announced that the company was named as a leading solutions provider......
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