Search Results for: Asset Management

Zywave Acquires Enquiron, A Trusted Provider Of Risk Management Solutions
InsurTech News Risk Management

Zywave Acquires Enquiron, A Trusted Provider Of Risk Management Solutions

Fintech News Desk
by Fintech News Desk0
Enquiron’s proven engagement success, data and technology solutions will complement Zywave’s existing product portfolio and help drive ROI for customers Insurance technology provider, Zywave, announced the acquisition of Boston-based Enquiron, a leading provider of risk management and consultative business solutions. Combined with Zywave’s existing portfolio of solutions, the acquisition reinforces Zywave’s......
J.P. Morgan Expands Use of the Acin Operational Risk Management and Benchmarking Platform
Fintech News Risk Management

J.P. Morgan Expands Use of the Acin Operational Risk Management and Benchmarking Platform

Fintech News Desk
by Fintech News Desk0
J.P. Morgan and Acin announce that the global financial firm is expanding its use of the Acin platform to cover its Global Markets business. “Our established operational risk management frameworks enable the firm to monitor key areas of risk. The Acin platform and network will enable additional efficiency and a......
BNY Mellon Selected by Charles Schwab Investment Management to Provide Transfer Agency Services
Investment Services Investments News

BNY Mellon Selected by Charles Schwab Investment Management to Provide Transfer Agency Services

Fintech News Desk
by Fintech News Desk0
BNY Mellon has secured a mandate from global investment manager, Charles Schwab Investment Management, Inc., to deliver transfer agency services. BNY Mellon was selected based on its long-term commitment to the transfer agency business, as well as its experience delivering a leading client service model, technology platform and operational services.......
Prevision.io Launches Pay-As-You-Go AI Management Platform to Make AI Accessible to All Companies
Fintech News Risk Management

PINTEC to Acquire Jishengtai in Expanding Fully Digitized Securities Brokerage and Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Pintec Technology Holdings Limited , a leading independent technology platform enabling financial services in China, announced that it has entered into an agreement to acquire all of the equity interest in Shenzhen Jishengtai Technology Co. Ltd (“JST”), a securities technology firm based in Shenzhen, China.  JST internally designs and fully implements an......
Addepar Exceeds $2.5 Trillion in Assets on its Platform, Fueled by Record Client Growth
Digital Fintech News

Addepar Exceeds $2.5 Trillion in Assets on its Platform, Fueled by Record Client Growth

Fintech News Desk
by Fintech News Desk0
Former Valor Equity Partners executive and Salesforce alum David Obrand joins as President to expand client value and scale Addepar’s business globally Addepar, a leading technology platform for wealth management, today announced that assets on the platform have increased to more than $2.5 trillion, adding more than $15 billion in assets a week......
Asia's Largest Crypto Neobank Matrixport Hits $10 Billion in Digital Assets
Cryptocurrency Fintech News

Asia’s Largest Crypto Neobank Matrixport Hits $10 Billion in Digital Assets

Fintech News Desk
by Fintech News Desk0
Matrixport, a leading digital asset neobank, announced that it had passed $10 billion in assets under custody (AUC). Matrixport was established in February 2019 by the former Bitmain co-founders Jihan Wu and Yuesheng Ge and senior executives from top derivatives exchanges and investment banks. As of today, the total digital assets under custody have exceeded US$10......
Asset-Map Named as the Top Financial Planning Software by Financial Advisors
Finance Fintech News

Asset-Map Named as the Top Financial Planning Software by Financial Advisors

Fintech News Desk
by Fintech News Desk0
Asset-Map was voted the highest rated and fastest growing financial planning software in the 2021 Technology Tools for Today/Inside Information Advisor Software Survey Asset-Map, the premier financial advice engagement experience for financial professionals, has received the highest user rating among the top financial planning software companies. The ranking came as......
CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants
Investment Services Investments News

CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants

Fintech News Desk
by Fintech News Desk0
CAPTRUST Financial Advisors (CAPTRUST) announced that Pacific Investment Consultants (PIC) has joined the growing firm. PIC brings more than $700 million in assets under management (AUM) to CAPTRUST and comes on the heels of the firm adding another Northern California-based team, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC (GBB). Read More:......
KKR Augments Asset-Based Finance Investing with Appointments to Global Private Credit Team
Investment Services News

KKR Augments Asset-Based Finance Investing with Appointments to Global Private Credit Team

Fintech News Desk
by Fintech News Desk0
KKR, a leading global investment firm, announced the appointments of two Managing Directors in the firm’s global private credit team who will focus on sourcing investment opportunities in the specialty lending and private asset-based finance (“ABF”) markets. Jim Lees and Vaibhav Piplapure (“VP”) join the firm as Managing Directors based......
Morgan Stanley Investment Management Announces Portfolio Management Change for Morgan Stanley China A Share Fund
Investments News

Morgan Stanley Investment Management Announces Portfolio Management Change for Morgan Stanley China A Share Fund, Inc.

Fintech News Desk
by Fintech News Desk0
Morgan Stanley Investment Management announced a portfolio management change for Morgan Stanley China A Share Fund, Inc. The Fund is managed by the Emerging Markets Equity team of Morgan Stanley Investment Management Inc. The team consists of portfolio managers and analysts. The current member of the team responsible for the......
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