Search Results for: Investment Management

Bipsync and Preqin partner to elevate research and diligence processes for alternative investments
Finance Fintech News Robotic Process Automation

Bipsync and Preqin partner to elevate research and diligence processes for alternative investments

GlobeNewswire
by GlobeNewswire0
Clients can now optimize research and diligence for alternative investments by harnessing Bipsync and Preqin in concert Bipsync, a leading provider of research and workflow automation software, today announced its data integration partnership with Preqin, the global leader in alternative assets data, tools, and insights. The Bipsync platform includes access to......
AI Risk, Inc. Partners with Fynancial to Bring Safe and Powerful AI to Wealth Management
Artificial Intelligence Finance Fintech News Risk Management

AI Risk, Inc. Partners with Fynancial to Bring Safe and Powerful AI to Wealth Management

Business Wire
by Business Wire0
Artificial Intelligence Risk, Inc. (AI Risk), a leader in AI governance, risk, compliance, and cybersecurity (AI GRCC) software, today announced a strategic partnership with Fynancial, a leading social financial platform for the wealth management industry. Through this collaboration, Fynancial will integrate AI Risk’s proprietary AIR-GPT technology into its platform, providing......
PwC UK and Catylex Announce Strategic Collaboration to Enhance Contract Management for Global Financial Services Firms
Investment Services News Trading

PwC UK and Catylex Announce Strategic Collaboration to Enhance Contract Management for Global Financial Services Firms

EIN Presswire
by EIN Presswire0
Catylex and PwC UK Leverage AI Technology to Extract Data from Complex Financial Documents PwC UK, a leader in professional services, and Catylex, an innovative provider of contract intelligence solutions, are pleased to announce a strategic collaboration aimed at transforming contract management capabilities for asset managers and other financial institutions. The......
Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products
Investment Services News

Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products

Business Wire
by Business Wire0
Client engagement innovator reveals summer 2024 product releases to expanded software platform; More than 1,000 financial advisors attend the unveiling Nitrogen (formerly Riskalyze), the company that is revolutionizing how wealth management firms scale the delivery of personalized advice and client engagement, announced the availability of its summer 2024 product release.......
Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools
Fintech News

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

Business Wire
by Business Wire0
Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced an additional $15.5 million funding round led by Canvas Ventures. This latest infusion of capital, which closes......
Intellectia.AI Unveils Next-Gen AI Investment Platform at LSEG Conference, Democratizing Financial Analysis for Global Investors
Artificial Intelligence Finance Fintech Investments News

Intellectia.AI Unveils Next-Gen AI Investment Platform at LSEG Conference, Democratizing Financial Analysis for Global Investors

GlobeNewswire
by GlobeNewswire0
Intellectia.AI (“the Company”), a pioneering fintech startup championing the next wave of AI-native financial platforms for discerning investors, shared insights into the application of AI in financial investment research at the AI Innovation and the Future of Data Intelligence Summit in Shenzhen organized by LSEG (London Stock Exchange Group) Data......
EXL Acquires ITI Data to Expand Data Management Capabilities in Banking and Healthcare
Banking News

EXL Acquires ITI Data to Expand Data Management Capabilities in Banking and Healthcare

EIN Presswire
by EIN Presswire0
Investment accelerates EXL’s data and AI-led strategy by adding new Global 1000 clients in the U.S., Europe and Australia EXL, a leading data analytics and digital operations and solutions company, announced the acquisition of ITI Data, a data management solutions firm that works with the world’s largest banks, financial services......
DeltaPrime & Ledger Works Partner to Re-invent Risk Management for DeFi Lending
DeFi Lending News Risk Management

DeltaPrime & Ledger Works Partner to Re-invent Risk Management for DeFi Lending

EIN Presswire
by EIN Presswire0
DeltaPrime & Ledger Works partner to re-invent risk management for DeFi lending DeltaPrime, a non-custodial liquidity market, is partnering with Ledger Works (“LWorks”) to introduce advanced financial risk modeling capabilities to its Decentralized Lending and Investment Platform, which operates on Avalanche and Arbitrum. By partnering with LWorks, DeltaPrime will be......
ClearFactr: Enterprise Financial Modeling Software Platform Spins Out from Investment Bank
Fintech Investment Services News

ClearFactr: Enterprise Financial Modeling Software Platform Spins Out from Investment Bank

PR Newswire
by PR Newswire0
Hilco Streambank announced it is seeking indications of interest in business opportunities with enterprise financial modeling SaaS platform ClearFactr. Hilco Streambank invites interested parties to view more information here, or to contact its professionals directly at project+finmodel@hilcoglobal.com ClearFactr is a platform purpose-built to create, share, and scale financial modeling solutions on an......
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