Search Results for: portfolio management

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Fintech News

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud

Fintech News Desk
by Fintech News Desk0
Oppenheimer’s New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management Experience Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.......
Santander UK Wins Multiple Industry Awards for Innovation in Digital Banking With nCino
Banking Fintech News

Santander UK Wins Multiple Industry Awards for Innovation in Digital Banking With nCino

Fintech News Desk
by Fintech News Desk0
Bank honoured with Celent Model Bank Award and The Banker’s Innovation in Digital Banking Award for the digitisation and evolution of its SME, corporate and commercial banking units using the nCino Bank Operating System® nCino, Inc. (NASDAQ: NCNO), a pioneer in cloud banking and digital transformation solutions for the global financial......
Seiling State Bank Signs with Teslar Software to Improve Commercial Lending
Fintech News

50 New Banks Leverage Teslar Software for PPP Forgiveness and Lending Initiatives

Fintech News Desk
by Fintech News Desk0
Fintech helps community banks support their local businesses in time of need Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced today that it has added 50 new clients in the last 90 days. Teslar will help these banks manage......
The Evolving Legal Tech Space
Artificial Intelligence Fintech Guest Posts

The Evolving Legal Tech Space

Gina Taranto
by Gina Taranto0
U.S. companies will spend an estimated $24 billion on litigation in 2020, in large part due to exponential growth in potentially responsive data (evidence).To meet the challenge, corporate legal departments are increasingly relying on data analytics, including artificial intelligence, machine learning and other emerging technologies, to help them reduce costs,......
Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors
Business Fintech News

Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors

Fintech News Desk
by Fintech News Desk0
Combined entity provides advisors access to leading technology and partnerships Agreement unites two experienced teams and technology to further strengthen leadership in advisor and portfolio manager services in Canada Today, Purpose Advisor Solutions (“PAS”) and Wealthsimple for Advisors (“W4A”) announced they have completed their merger into a single business. The......
Norton joins advisory board of InsureTech startup Pricing Platform
Fintech InsurTech News

Norton joins advisory board of InsureTech startup Pricing Platform

Fintech News Desk
by Fintech News Desk0
Pricing Platform Inc., an InsureTech startup that integrates Property & Casualty underwriting, pricing, and portfolio analytics in a cloud-based platform, today announced that Fielding “Fid” Norton, III has joined as founding advisor and Chair of the advisory board. Read More: Oita Chuo Pacific Management Says Aveva to Acquire SoftBank-Backed OSIsoft for......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Fintech News

LPL Financial Adds YCharts to Vendor Affinity Program To Strengthen Advisor Investment Research and Client Communication Toolset

Fintech News Desk
by Fintech News Desk0
YCharts, investment research, analytics, and client communications platform, announced it has been selected for inclusion in LPL Financial (“LPL”) Vendor Affinity Program. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash “Today’s investors want more communication from their financial advisors and they want those engagements to be increasingly......
Fintech Investment Services News

Envestnet | Tamarac Named ‘Best-In-Class’ Vendor by Aite Group

Fintech News Desk
by Fintech News Desk0
Tamarac is the Only Vendor to Achieve a ‘Best-In-Class’ Rating for its Portfolio Management & Reporting Platform in Latest Aite Matrix Report Envestnet, Inc. announces that Envestnet | Tamarac (Tamarac) has been named a “Best-In-Class” portfolio management and reporting system vendor in Aite Group’s most recent industry impact report, published in August 2020.......
Solovis Virtual Client Conference Attracts Record Turnout from Top Asset Owners and Allocators and Showcases Expanded Value with Nasdaq
Fintech Investment Services News

Solovis Virtual Client Conference Attracts Record Turnout from Top Asset Owners and Allocators and Showcases Expanded Value with Nasdaq

Fintech News Desk
by Fintech News Desk0
Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, announced record turnout for its annual client conference, kicking off August 25, 2020 and running all week in a virtual environment. Representatives from some of the country’s largest, most innovative endowments, foundations, pension funds,......
Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
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