Search Results for: Automation Platform

Citi Upgrades Data Service Platform to Enhance Efficiency for Securities Services Clients
Fintech Funding Investment Services News

Citi Extends Fund Accounting Services to UK Investment Trusts

Fintech News Desk
by Fintech News Desk0
Citi announced that it enhanced its UK fund servicing capabilities to include valuation, accounting, tax computation and filing, and reporting for investment trusts. There are approximately 350 investment trusts in the UK with £186 billion in assets under management1. “Investment trusts are an important vehicle for UK asset managers,” said......
News Risk Management

TPT Retirement Solutions Selects Charles River for Portfolio Management and Risk

Fintech News Desk
by Fintech News Desk0
TPT Retirement Solutions, a leading £12 billion workplace pension scheme in the UK, has selected the Charles River Investment Management Solution (Charles River IMS) to manage their multi-asset pension portfolios on one platform. The investment team will use Charles River IMS and Charles River Investment Book of Record (IBOR) for......
Business News

TD Ameritrade Institutional: RIAs Are Prepared to Weather Coronavirus Challenges

Fintech News Desk
by Fintech News Desk0
New FA Insight Study Reveals Productivity Gains but Tempered Growth Expectations for 2020 Amid the immense challenges and disruption spawned by the coronavirus pandemic, independent registered investment advisors (RIAs) are again proving their resiliency, course-correcting as needed to position themselves for long-term growth, according to new FA Insight benchmarking research from TD Ameritrade......
Fintech News

ZenBusiness Acquires Joust, the Leading Fintech for Small Business Entrepreneurs

Fintech News Desk
by Fintech News Desk0
Joust will relaunch as ZenBusiness Money and bring a full suite of business banking solutions to the nation’s rising population of small business entrepreneurs. ZenBusiness, the leading platform for micro businesses to start, run, and grow their business, today announced that it has completed the acquisition of Austin-based fintech platform Joust.......
Business News

RFA Powers Digital Transformation In The Investment Industry With Managed Data Services

Fintech News Desk
by Fintech News Desk0
RFA, the leader in the Cloud and Cyber Security technology and digital transformation, today announced the launch of its Managed Data Services. With nine clients already utilizing the service, the global offering includes fully managed Data Warehousing, Ingestion, and Analytics services guarded by RFA’s award-winning security platform designed for investment......
News Risk Management

Ivalua Cited as a ‘Leader’ in Supplier Risk and Performance Management by Independent Research Firm

Fintech News Desk
by Fintech News Desk0
Ivalua, a global leader in cloud Spend Management solutions, today announced that it has been recognized as a Leader by Forrester Research Inc. in “The Forrester Wave™: Supplier Risk And Performance Management (SRPM) Platforms, Q3 2020.” The report evaluated the 10 SRPM vendors Forrester believed to be relevant to the largest......
Business News

Indecomm Releases BotGenius™

Fintech News Desk
by Fintech News Desk0
Indecomm Global Services, a leading provider of automation, outsourcing, and compliance services and technology for the US mortgage industry, announced the release of BotGenius™,  a collection of software robots that are pre-programmed to emulate human computer interaction functions for specific standardized processes, tasks, and workflows in the mortgage industry. Read......
Capital Markets Fintech Investment Services News

Gemspring Capital Makes Strategic Investment in Cforia Software

Fintech News Desk
by Fintech News Desk0
Gemspring Capital, a middle-market private equity firm, is pleased to announce its acquisition of Cforia Software, LLC (“Cforia”), a leading provider of order-to-cash (OTC) automation software. Read More: GlobalFintechSeries Interview with Michael Higgins, Chief Executive Officer at Velox Clearing Based in Westlake Village, CA, Cforia’s OTC automation software platform improves collections......
Tokeny Solutions Partners with Inveniam to deliver Data Integrity and Price Discovery for Private Securities
Big Data Fintech News

Tokeny Solutions Partners with Inveniam to deliver Data Integrity and Price Discovery for Private Securities

Fintech News Desk
by Fintech News Desk0
Tokeny Solutions (Tokeny), an industry-leading tokenization platform based in Luxemburg and backed by Euronext, is announcing a collaboration with Inveniam and its Inveniam.io platform, delivering data integrity and price discovery. Tokeny’s technology, enhanced by Inveniam’s software, provides the foundation for increased private market asset liquidity and public-like performance of these assets. This......
1