Search Results for: financial management

Jacobi Inc Partnering With Principal Asset Management to Digitize and Scale Fintech-Enabled Model Portfolio Offering
Fintech Investment Services News

Jacobi Inc Partnering With Principal Asset Management to Digitize and Scale Fintech-Enabled Model Portfolio Offering

Fintech News Desk
by Fintech News Desk0
Principal Asset Management has partnered with Jacobi Inc., a global investment technology provider, to scale its fintech-enabled model portfolio offering powered by multi-asset risk analytics and market leading client engagement technology. With a strong focus on digital transformation, Principal® is empowering advisors with analytics and tools enabling them to ultimately......
Angott Search Group Announces Alliance with Park Avenue Group to Form One of Financial Services Industry's Largest Executive Search Firms
Finance News

Angott Search Group Announces Alliance with Park Avenue Group to Form One of Financial Services Industry’s Largest Executive Search Firms

Fintech News Desk
by Fintech News Desk0
Angott Search Group (ASG) announced that it has entered into an operating alliance with Florida-based Park Avenue Group (PAG) to provide clients with increased executive recruiting capabilities, broader geographic reach, and added in-depth knowledge in the banking and credit union industries. The relationship combines ASG’s over 40-year tenure providing talent......
Avanse Financial Services Raised Primary Capital of ₹800 CR. From Kedaara Capital
Finance News

Avanse Financial Services Raised Primary Capital of ₹800 CR. From Kedaara Capital

Fintech News Desk
by Fintech News Desk0
Avanse Financial Services Ltd., India’s new age, technologically advanced, education-focused non-banking financial company (NBFC), announced that Kedaara Capital, a leading private equity firm, will infuse ₹800 Cr. in Avanse to fund its strong secular growth. The fund-raise will be deployed to expand its presence and outreach to a larger number......
FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions
Investment Services News

FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions

Fintech News Desk
by Fintech News Desk0
Financial institutions, advisors and their clients will benefit from the combination of FNZ’s full service, end-to-end platform, and YieldX’s market leading fixed income portfolio management technology FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct......
Desjardins Selects Fiserv to Enhance Credit Card Program
Digital Payments News

Desjardins, Canada’s Largest Financial Cooperative, Selects Fiserv to Enhance Credit Card Program

Fintech News Desk
by Fintech News Desk0
Unified credit processing platform with robust APIs will create efficiencies and increase speed-to-market of new solutions Desjardins Group, the largest financial cooperative in North America, will transition its credit card processing to Fiserv, Inc., a leading global provider of payments and financial services technology solutions. By streamlining management of consumer card,......
New MX Research Shows 1 in 4 Consumers Want Financial Providers to Do More to Support Financial Needs
Fintech News

New MX Research Shows 1 in 4 Consumers Want Financial Providers to Do More to Support Financial Needs

Fintech News Desk
by Fintech News Desk0
75% of U.S consumers expect their financial provider to proactively alert them to financial-related issues MX, a leader in Open Finance, released a new report on the features, functionality, and support that consumers want from their financial providers. MX’s latest survey of 1,000 U.S. consumers shows 1 in 4 consumers......
Andes Wealth Technologies Announces Patent on Investor Profiling and Behavioral Risk Management System
Finance Investment Services News

Andes Wealth Technologies Announces Patent on Investor Profiling and Behavioral Risk Management System

Fintech News Desk
by Fintech News Desk0
Andes Wealth Technologies, the first company to combine behavioral finance and risk analytics, empowering financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized services, announces that the U.S. Patent and Trademark Office has approved the patent application of Helen Yang, its founder and CEO, titled Investor Profiling and Behavioral Risk......
B2B Blockchain News

IPwe Launches Smart Intangible Asset Management–SaaS Solution For IP Valuation, Management, And Transactions

Fintech News Desk
by Fintech News Desk0
IPwe Inc., a global innovation leader in AI and blockchain-based IP analytics software and services, announced the official launch of its Smart Intangible Asset Management (SIAM) platform today in Davos, Switzerland, during the week of the World Economic Forum. SIAM is a comprehensive SaaS solution—utilizing world-renowned IP datasets from Clarivate and......
B2B Investments News

Zoe Financial Announces Its New Innovative Wealth Platform

Fintech News Desk
by Fintech News Desk0
Zoe Financial is the platform where affluent clients find, hire, and grow their wealth with trusted financial advisors. Today, the company announced the public launch of the Zoe Wealth Platform. This innovative and powerful tool allows clients to open investment accounts instantly while working with a financial advisor. In addition, the platform......
Signifyd and commercetools Partner in First-Ever Dynamic Exemption Management Offering
Commerce News

Signifyd and commercetools Partner in First-Ever Dynamic Exemption Management Offering

Fintech News Desk
by Fintech News Desk0
Enabling fearless conversions for retailers worldwide commerce protection provider Signifyd launched the first plug-in with built-in dynamic exemption for SCA management alongside commercetools, the pioneer and leader in composable commerce. The Signifyd Commerce Protection Platform is now available on the commercetools Integration Marketplace enabling merchants globally to authorise more transactions without fear of financial loss.......
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