Search Results for: Portfolio Management

Broadridge Names Edmund Reese Chief Financial Officer
Fintech News

PAG Chooses Broadridge to Modernize Portfolio Management Technology, Bolster Private Debt Operations

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, announced that PAG, one of the world’s largest Asia-focused investment groups, has chosen Broadridge as a cloud-based portfolio management technology provider. The enhancement will support PAG’s capabilities for its private debt operations. Read More: Game on: Ally Leans Into Gamification to Combat Falling Financial Literacy......
Constellation Financial Software Upgrades to Progress OpenEdge 12.1
Business Fintech News

Constellation Financial Software Upgrades to Progress OpenEdge 12.1 and Modernizes Lease & Loan Portfolio Management Software

Fintech News Desk
by Fintech News Desk0
 Progress (NASDAQ: PRGS), the leading provider of application development and digital experience technologies, today announced that Constellation Financial Software has upgraded its Progress® OpenEdge® development platform instance to version 12.1. With the latest release and the implementation of Progress® Telerik® developer tooling and Progress® Kendo UI® for web development, Constellation evolved its Win32-based Lease & Loan Portfolio Management solution into a web-enabled......
Fintech News

Fixed Income Leaders Launch YieldX, A Revolutionary Investment and Portfolio Management Platform

Fintech News Desk
by Fintech News Desk0
Built on a flexible, scalable API-driven technology to fit every business model, platform is powered by artificial intelligence and analytics Today marks the launch of YieldX, a new digital, end-to-end platform for fixed income investing. Founded by startup veterans in both the fintech and fixed income space, the platform enables users......
Addepar Raises $117M in Series E Funding
Fintech News

Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group

Fintech News Desk
by Fintech News Desk0
The Addepar platform is recognized for its unique ability to serve a full range of client firms and its continuous investment in innovation Addepar, a technology platform for wealth management, announced it was named a leader in the 2020 Aite Matrix for RIA Portfolio Management and Reporting Systems. The report......
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......
Cryptocurrency News

SS&C Technologies Helps Vitra Gestão De Patrimônio Ltda Streamline Portfolio Management

Fintech News Desk
by Fintech News Desk0
Brazilian asset manager will use Advent Portfolio Exchange® to manage multi-currency, multi-asset portfolio SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Vitra Gestão De Patrimônio Ltda (Vitra) has implemented SS&C’s Advent Portfolio Exchange® (APX) for tailored portfolio management and reporting. Vitra is also leveraging Advent Outsourcing Services for cloud delivery. Read......
KPMG and Planon Extend Cooperation to Support Organizations in the Digitalization of Lease, Real Estate and Portfolio Management Processes
Business Fintech News

KPMG and Planon Extend Cooperation to Support Organizations in the Digitalization of Lease, Real Estate and Portfolio Management Processes

Fintech News Desk
by Fintech News Desk0
KPMG and Planon announced to bring their collaboration to the next level, by signing a partnership agreement. Over the past two years, parties have been successfully working together on helping companies to comply with IFRS 16 standards by implementing Planon’s Lease Accounting solution across Europe. Read More: Kensho Collaborates with NVIDIA......
Kasikorn Securities Selects ICE for Enhanced Portfolio Analytics and Risk Management for Derivatives
Finance Fintech News

Kasikorn Securities Selects ICE for Enhanced Portfolio Analytics and Risk Management for Derivatives

Business Wire
by Business Wire0
With access to ICE’s portfolio analytics application for derivatives, Kasikorn Securities can analyze holdings at both a single security and portfolio level, with data and analytics covering multiple asset classes. Intercontinental Exchange, Inc., a leading global provider of technology and data, today announced that Kasikorn Securities, part of the Kasikorn......
iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios
Finance Fintech Investments News

iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios

Fintech News Desk
by Fintech News Desk0
Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite  Intuitive portfolio construction tool on iCapital Marketplace empowers advisors to seamlessly incorporate alternative and structured investments into traditional public market portfolios. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management......
NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager
Fintech Investment Services News

NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager

Business Wire
by Business Wire0
Gregory Pool Joins Eight-Member NewEdge Team in Brickell Neighborhood NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced that Gregory Pool has joined its growing Miami office. Latest Fintech Interview: Global Fintech Interview with Paul......
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