Search Results for: manage clients

Bloomberg Supports Technological Transformation at Bankia Asset Management
Banking Business Fintech News

Bloomberg Supports Technological Transformation at Bankia Asset Management

Fintech News Desk
AIM helps streamline order management and automate processes Bloomberg announced today that Bankia Asset Management (Bankia AM), the asset management arm of Bankia, the fourth largest financial firm in Spain, has adopted Bloomberg’s Asset & Investment Manager (AIM), a leading order management solution across all of its portfolios. Read More: Castle......
Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform
Fintech News

Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform

Fintech News Desk
Next-gen data engine expands platform benefits, increases efficiency, accuracy and speed of advisors’ operations, coincides with new FinTech industry partnerships Bridge Financial Technology (“Bridge”), provider of an automation-driven portfolio management platform that simplifies and streamlines back-office functions for advisors and wealth managers, launched the next generation of its powerful core......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Fintech News Risk Management

apexanalytix Receives Best Overall Scoring in Spend Matters Fall 2020 Supplier Relationship Management and Risk SolutionMap

Fintech News Desk
 apexanalytix announced it has received the best overall score among 20 supplier relationship management and risk solutions evaluated in the Spend Matters Fall 2020 Supplier Relationship Management and Risk SolutionMap. The SolutionMap analysis ranks technology within the procurement and supply chain spectrum and is updated semiannually to show market developments. Read......
Constellation Financial Software Upgrades to Progress OpenEdge 12.1
Business Fintech News

Constellation Financial Software Upgrades to Progress OpenEdge 12.1 and Modernizes Lease & Loan Portfolio Management Software

Fintech News Desk
 Progress (NASDAQ: PRGS), the leading provider of application development and digital experience technologies, today announced that Constellation Financial Software has upgraded its Progress® OpenEdge® development platform instance to version 12.1. With the latest release and the implementation of Progress® Telerik® developer tooling and Progress® Kendo UI® for web development, Constellation evolved its Win32-based Lease & Loan Portfolio Management solution into a web-enabled......
HighRadius Adds New Leader to Accelerate Fintech Adoption for Clients
Fintech News

HighRadius Adds New Leader to Accelerate Fintech Adoption for Clients

Fintech News Desk
Former Wolters Kluwer Executive joins HighRadius to help adopt technology to improve operational execution for Order-to-Cash teams HighRadius, a fintech enterprise Software-as-a-Service (SaaS) company specializing in automating the order-to-cash and treasury management processes, announced the addition of Jared Lane as Vice President, Digital Transformation. Jared and his team, in collaboration......
Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers
Business Fintech News Risk Management

Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers

Fintech News Desk
Products address Code of Ethics and personal account monitoring, best execution, education and training, advertising reviews, and cybersecurity Foreside Financial Group, a global provider of regulatory and compliance service and technology offerings for firms in the global asset and wealth management industry, is introducing a robust collection of technology-based compliance......
KPMG To Offer New Climate Accounting Capability To Help Clients Measure Greenhouse Gas Emissions
Blockchain Business Fintech News

KPMG To Offer New Climate Accounting Capability To Help Clients Measure Greenhouse Gas Emissions

Fintech News Desk
The blockchain-based method also analyzes climate risk impact on asset portfolios as part of organizations’ long-term financial planning KPMG LLP (KPMG) announced a new patent-pending blockchain-based capability, Climate Accounting Infrastructure (CAI), which is intended to help organizations more accurately measure, mitigate, report and offset their greenhouse gas emissions. Read More:......
Allianz Life Introduces Expanded Suite of Risk Management Services for Advisors
Fintech InsurTech News

Allianz Life Introduces Expanded Suite of Risk Management Services for Advisors

Fintech News Desk
Allianz Advisory Solutions is designed to help advisors address risk in today’s challenging market Allianz Life Insurance Company of North America (Allianz Life®), announces the expansion of its advisory channel services with the formal launch of Allianz Advisory Solutions, an expanded suite of products and services built specifically for Registered Investment Advisors (RIAs)......
People's United Bank Treasury Management Enhances Technology Suite with Addition of Electronic Billing and Payment Capabilities
Banking Fintech News

People’s United Bank Treasury Management Enhances Technology Suite with Addition of Electronic Billing and Payment Capabilities

Fintech News Desk
People’s United Bank, N.A. a subsidiary of People’s United Financial, announced it continues to expand its Treasury Management offering by partnering with Transactis, a Mastercard company, to deliver digital Accounts Receivables capabilities that replace traditionally paper-based processes. With the Accounts Receivables solution, People’s United Treasury Management clients can provide their customers......
Wolters Kluwer FRR Launches OneSumX for Risk Management in China
Fintech News Risk Management

Wolters Kluwer FRR Launches OneSumX for Risk Management in China

Fintech News Desk
Wolters Kluwer Finance, Risk & Regulatory Reporting (FRR) business has launched a China specific version of its award winning OneSumX for Risk Management, part of the company’s OneSumX for FRR solution. Read More:Ethos Risk Services Investigations Add-On for ClaimCenter Now Available in Guidewire Marketplace “This product launch is an incredibly exciting......
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