Search Results for: Portfolio Management

TPG and TA Associates to Acquire Planview from Thoma Bravo for $1.6 Billion
Fintech News

TPG and TA Associates to Acquire Planview from Thoma Bravo for $1.6 Billion

Fintech News Desk
Investment from leading technology investors will accelerate company’s vision as a global leader in Agile and PPM for enterprises TPG Capital, the private equity platform of global alternative asset firm TPG, and TA Associates, a leading global growth private equity firm, today announced that they have signed a definitive agreement......
Pinnacle Bank Adds Teslar Software to Improve Lending Relationships with Service and Insights
Banking Fintech News

Pinnacle Bank Adds Teslar Software to Improve Lending Relationships with Service and Insights

Fintech News Desk
Partnership improves commercial lending processes with greater visibility, streamlined workflows Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced today that Pinnacle Bank launched its platform to provide better insights into their commercial lending relationships, while also streamlining processes, increasing......
Solovis Launches New Risk Analytics Platform Designed for Asset Owners and Allocators
Business Fintech Investment Services News Risk Management

Solovis Launches New Risk Analytics Platform Designed for Asset Owners and Allocators

Fintech News Desk
Solovis Risk Analytics helps investment and risk teams better analyze portfolio, asset class and position-level results Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, today announced the launch of a new application for analyzing and managing investment portfolio multi-factor risk. Solovis......
AC Milan to Join Sports Crypto Movement with Launch of $ACM Fan Token
Banking Fintech News

Choice Technology Solutions Inks Deal with Merrick Bank

Fintech News Desk
Choice Technology Solutions, a financial-technology leader in back-office automation, today announced that Merrick Bank has selected the company’s Jarvis all-in-one back-office management platform for its business needs. In the battle to stay competitive and thrive, Jarvis automation helps merchant acquirers, independent sales organizations (ISOs) and sales agents streamline processes and workflows to......
AC Milan to Join Sports Crypto Movement with Launch of $ACM Fan Token
Banking Fintech News

Gateway Promotes Kelly Stewart to Vice President, Senior Lending Officer for Banking Operations

Fintech News Desk
Gateway First Bank has promoted Kelly Stewart to Vice President Senior Lending Officer for Banking Operations. In this new role, he will oversee lending operations for Northwest Oklahoma and will support efforts to bring in new bank clients while cultivating relationships with current customers. Read More: Cloud-based Hedge Funds Report......
CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth
Business Fintech News

CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth

Fintech News Desk
CircleBlack, the digital wealth management and financial data aggregation platform for financial advisors and their clients, today announced it has added two industry veterans, Ken O’Brien and Claudine Martin to its management team. The expansion of the team represents CircleBlack’s tremendous growth in support of RIAs and a focus on delivering the technology they......
Wolters Kluwer’s CASH Suite Offering Wins 2020 Best in Biz International Award
Fintech News

Wolters Kluwer’s CASH Suite Offering Wins 2020 Best in Biz International Award

Fintech News Desk
Product line of the year recognition represents latest industry accolade for this solution Wolters Kluwer’s Compliance Solutions business has won the 2020 Best in Biz International Award silver medal for its CASH Suite solution for U.S. commercial lenders, earning a “Best Product Line of the Year” designation. Read More: Square announces......
xQuant Named to 2020 IDC FinTech 100 Rankings
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xQuant Named to 2020 IDC FinTech 100 Rankings

Fintech News Desk
xQuant, a leading multiple-asset trade processing, portfolio management and risk analytics system and services provider for capital markets and investment management communities in China, announced that it has ranked No. 94 on the 2020 IDC FinTech 100 Rankings, one of the most comprehensive rankings in the financial services industry.  It is the first......
Business Fintech News

Enfusion Appoints Michel Finzi as Head of Product to Support Global Demand and Enhance Client Services

Fintech News Desk
Finzi’s appointment coupled with the expansion of its Global Delivery Services underscores Enfusion’s commitment to innovation and customer experience Enfusion, the leading provider of cloud-based investment management software, announced today it has appointed Michel Finzi as Senior Managing Director of Product Management. With more than 30 years of experience in product development......
Santander Acquires Technology Assets From Wirecard, Accelerating the Expansion of Its Merchant Payment Business, Getnet
Banking Fintech News

Santander Bank Announces Key Executive Appointments

Fintech News Desk
New Heads of Small Business Banking, Consumer Lending and new Chief Marketing Officer bring deep experience to accelerate the Bank’s transformation Santander Bank, N.A. announced the appointment of three key executives: Patrick Smith has been named Head of Small Business Banking, Giancarlo Marchesi has been named Head of Consumer Lending,......
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