Search Results for: financial management

MFS Investment Management Establishes Uruguay Office
Investment Services News

MFS Investment Management Establishes Uruguay Office

Fintech News Desk
New Office Reaffirms Commitment to Latin America Overall and Southern Cone Region Global investment manager MFS Investment Management (MFS) is announcing the opening of a new office in Montevideo, Uruguay. The office is located in the Zonamerica free trade zone area, and will be home to the sales and support......
BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting
Finance News

BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting

Fintech News Desk
Enables turnkey accounting services for broker-dealers and TAMPs BetaNXT, the next wave in wealth management technology and outsourcing solutions, has partnered with Envision Financial Systems, a leading provider of real-time investor recordkeeping solutions, to deliver an integrated brokerage and mutual fund subaccounting solution. Under the terms of the agreement, BetaNXT......
Business Digital News

Marstone Announces Marstone@WorkTM Solution Providing Digital Wealth Management Services To Corporations’ Employees

Fintech News Desk
Marstone, Inc., a leading digital wealth technology firm, announced the launch of its Marstone@Work solution, delivering its turnkey digital wealth management platform to corporate employee bases. The product was launched earlier in 2022, with broader rollout planned for the end of 2022. Engagements with Marstone@Work as a workforce solution are......
RelPro Partners with Zennify to Streamline Deployment of Business Development & CRM Solutions for Financial Institutions
Business Finance News

RelPro Partners with Zennify to Streamline Deployment of Business Development & CRM Solutions for Financial Institutions

Fintech News Desk
RelPro’s SaaS & Data platforms combine with Zennify’s experienced CRM consultants to deliver client growth, retention & operating efficiencies for financial institutions RelPro, the fast-growing business development and relationship management solution for Financial Services professionals, announced a new partnership with Zennify, a leading technology consulting firm supporting financial institutions to......
AdvizorPro Launches Insurance Producer Data Module, Expanding Its Reach in the Financial Services Ecosystem
B2B InsurTech News

AdvizorPro Launches Insurance Producer Data Module, Expanding Its Reach in the Financial Services Ecosystem

Fintech News Desk
AdvizorPro releases insurance producer dataset, the latest addition to AdvizorPro’s rapidly growing financial services intelligence platform AdvizorPro, a leading provider of B2B contact and company data intelligence, is excited to announce the release of its insurance producer dataset. The launch of the insurance offering provides customers a single unified platform to......
Galileo to Power Fintech Pomelo’s ‘Remit Now, Pay Later’ Credit Card to Boost Financial Access
Fintech News

Galileo to Power Fintech Pomelo’s ‘Remit Now, Pay Later’ Credit Card to Boost Financial Access

Fintech News Desk
Pomelo will tap Galileo’s flexible API-enabled platform for first of its kind combined credit and U.S.-based international money transfer service Galileo Financial Technologies, LLC, a leading financial technology company owned and operated independently by SoFi Technologies, Inc., announced that its API-enabled financial technology powers Pomelo, a new charge card that......
CI Global Asset Management Mutual Funds and ETFs Recognized for Investment Excellence
Investment Services News

CI Global Asset Management Mutual Funds and ETFs Recognized for Investment Excellence

Fintech News Desk
CI GAM receives 14 Refinitiv Lipper Fund Awards across multiple categories CI Global Asset Management announced that its investment funds have been recognized with 14 Refinitiv Canada Lipper Fund Awards for 2022. The awards recognize mutual funds and exchange-traded funds that have provided consistently strong risk-adjusted performance, relative to peers.......
360factors Launches Predict360 Third Party and Vendor Risk Management
News Risk Management

360factors Launches Predict360 Third Party and Vendor Risk Management

Fintech News Desk
Automated, Third-Party Risk Intelligence Application Tracks, Manages, and Monitors Vendor Risks with Predictive Analytics 360factors, Inc., the industry leader in risk and compliance intelligence software for banks and financial services organizations, announced the launch of its new Predict360 Third-Party and Vendor Risk Management application that enables financial organizations to track, manage,......
Carrington Mortgage Services Enters into Settlement with the Consumer Financial Protection Bureau
Consumer protection laws Mortgage News

Carrington Mortgage Services Enters into Settlement with the Consumer Financial Protection Bureau

Fintech News Desk
Carrington Mortgage Services is proud to have helped more than 134,000 consumers obtain relief during the COVID pandemic and, despite its business decision to settle, maintains that the CFPB’s position ignored key facts and the law Carrington Mortgage Services, LLC (Carrington) agreed to settle with the Consumer Financial Protection Bureau......
Digital Asset Management Fintech News

Elevate To Be Acquired By Park Cities Asset Management

Fintech News Desk
Elevate Credit, Inc. (“Elevate” or the “Company”), a leading tech-enabled provider of innovative and responsible online credit solutions for non-prime consumers, today announced it has entered into a definitive agreement to be acquired by an affiliate of Park Cities Asset Management LLC (“Park Cities”), an alternative asset manager focused on providing......
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