Search Results for: Portfolio Management

Wolters Kluwer’s Compliance Solutions Wins Four Stevie Awards in 2020 American Business Awards
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Wolters Kluwer’s Compliance Solutions Wins Four Stevie Awards in 2020 American Business Awards

Fintech News Desk
by Fintech News Desk0
Recognitions for Product Innovation, Customer Service Excellence Wolters Kluwer Compliance Solutions has been recognized with four wins by the prestigious 2020 American Business Awards, one of eight Stevie Awards programs that recognize business achievements and product innovation. Compliance Solutions succeeded in winning submissions against a highly competitive field, earning three......
Ideanomics Enters into 50/50 JV with BBD to Establish an Investment Company Focused on New Infrastructure Projects in China
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Ideanomics Enters into 50/50 JV with BBD to Establish an Investment Company Focused on New Infrastructure Projects in China

Fintech News Desk
by Fintech News Desk0
Ideanomics is pleased to announce that it has entered into a 50/50 joint venture (JV) with Business Big Data PTE, Ltd./Seasail Ventures (BBD) to create an investment company focused on new infrastructure projects in China. The investment company will develop an AI-enhanced China New Infrastructure bond product, introduce capital, and......
Save Advisers Teams Up with Radius Bank for $3 Billion in Portfolio Transactions for its New SaveTech Platform
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Introducing Save: The First-Ever “Savetech” Platform to Help Hard-hit Americans Earn Higher Yields Than Bank Savings Accounts

Fintech News Desk
by Fintech News Desk0
The COVID-19 crisis and Federal Reserve interest rate cuts have resulted in bank savings accounts paying near-zero APY rates, forcing hard-hit savers to accept low returns or put their money into riskier investments. Especially at a moment when Americans are concerned about their financial futures and the personal saving rate has......
Community Banks Manage PPP Loan Forgiveness with Teslar Software
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Community Banks Manage PPP Loan Forgiveness with Teslar Software

Fintech News Desk
by Fintech News Desk0
Embedded solution available to streamline and automate loan forgiveness; helps small businesses calculate their options today Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced that it is helping bankers manage Paycheck Protection Program (PPP) loan forgiveness for small businesses.......
Dealpath and ThoughtFocus Announce Partnership to Empower Automated Deal Ingestion
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Dealpath and ThoughtFocus Announce Partnership to Empower Automated Deal Ingestion

Fintech News Desk
by Fintech News Desk0
Integration between leading real estate collaboration and data solution providers delivers seamless input of deal data for investment analysis Dealpath, the leading software solution for real estate investment and portfolio management, announced a new business partnership with ThoughtFocus, a premier technology and services provider. In this partnership, Dealpath will integrate......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
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Oranj Adds Income-Focused Mutual Funds to Its Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Pacific Funds join the growing list of asset managers on Oranj’s custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that Pacific Funds has joined the expanding list of best-in-class asset managers who have made their mutual funds available on the free to......
SS&C Technologies Completes Acquisition of Innovest Systems
Fintech News

SS&C Technologies Completes Acquisition of Innovest Systems

Fintech News Desk
by Fintech News Desk0
Glenn Schmidt named SS&C Innovest General Manager SS&C Technologies Holdings, announced it has completed the acquisition of Innovest Systems, the provider of web-based technology systems for trust accounting, payments and unique asset servicing. The acquisition will enable SS&C  to broaden its wealth management technology suite. Glenn Schmidt will continue to lead SS&C Innovest......
Jack Henry Expands Relationship with Salesforce to Accelerate Connected Experiences for Financial Institutions
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Commonwealth Credit Union Expands Partnership with Jack Henry to Enhance Commercial Lending

Fintech News Desk
by Fintech News Desk0
$1.5 billion-asset credit union selects digital lending platform to improve efficiencies, support growth Jack Henry & Associates, is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Jack Henry Lending announced that Frankfort, Ky.-based Commonwealth Credit Union has selected the Commercial Lending Center Suite™ to......
Envestnet & Investment Advisor Select Finalists for Annual Asset Manager & Strategist Awards
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Envestnet & Investment Advisor Select Finalists for Annual Asset Manager & Strategist Awards

Fintech News Desk
by Fintech News Desk0
Envestnet, and Investment Advisor magazine have announced their list of finalists for the 2020 Asset Manager and Strategist of the Year Awards. Now in its 16th year, the awards program recognizes high-conviction portfolio managers that exemplify investment management best practices. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as......
Citizens Bank Partners with Teslar Software to Better Serve its Communities
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Citizens Bank Partners with Teslar Software to Better Serve its Communities

Fintech News Desk
by Fintech News Desk0
Bank selects automated workflow and portfolio management tools to improve operations, enhance customer experiences Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced that Citizens Bank selected its platform to enhance efficiencies and better serve its customers. Read More: Bank......
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