Search Results for: Portfolio Management

InvestEdge Acquired by Featheringill Capital
Fintech Investment Services News

Sanctuary Wealth Chooses InvestEdge as Compliance and Surveillance Partner

Fintech News Desk
by Fintech News Desk0
Application tied to client’s IPS helps advisors more easily comply with SEC & FINRA regs Sanctuary Wealth, home to the next generation of elite financial advisors, has added the InvestEdge Compliance and Surveillance application to its open architecture platform. Thirty-eight partner firms in 16 states with over $10 billion in assets under advisement comprise......
Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success
Business Fintech News

Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success

Fintech News Desk
by Fintech News Desk0
Integrated marketing tools, expanded relationships with Schwab and Fidelity Institutional, and all-new risk rubric elevate Orion’s platform experience Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today is announcing a flurry of......
DealMaker, DealSquare, and NEO Launch New Partnership for Enhanced Private Placement Offerings
Business Fintech News

DealMaker, DealSquare, and NEO Launch New Partnership for Enhanced Private Placement Offerings

Fintech News Desk
by Fintech News Desk0
Joint service offering aims to modernize and simplify the private markets DealMaker, DealSquare, and NEO announced the launch of a new partnership to provide a comprehensive private placement solution for issuers, dealers, advisors, and investors – a solution that is both fully digital and global in reach. DealMaker is a......
Redd Announces New Vision, Rebrand as a Source of Global Change for Good
Fintech News

Onit Releases Solutions Catalog, Highlighting Creative Uses of the Apptitude Platform to Automate Business and Legal Processes

Fintech News Desk
by Fintech News Desk0
Onit, Inc., a leading provider of enterprise workflow solutions, including enterprise legal management, contract lifecycle management and business process automation, today released a catalog representing more than 5,500 Apps and 130 solutions built on its workflow and business process automation platform Apptitude. The Apps and solutions, developed by Onit customers, partners......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems

Paroma Sen
by Paroma Sen0
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
Fundamental Income Selects Moody’s Analytics RiskCalcTM and CreditLensTM Solutions
Banking Fintech News Risk Management

Moody’s Analytics and Shanghai Rural Commercial Bank Win Asian Banker Award

Fintech News Desk
by Fintech News Desk0
Moody’s Analytics and Shanghai Rural Commercial Bank (SRCB) have won Compliance Risk Technology Implementation of the Year in the 2020 Asian Banker Risk Management Awards. SRCB, which has a long-standing relationship with Moody’s Analytics, recently implemented new solutions to meet the IFRS 9 accounting standard. Read More: Millennium Bank Chooses HC3......
RSA® Emerges as Independent Company Following Completion of Acquisition by Symphony Technology Group
Fintech News Risk Management

RSA® Emerges as Independent Company Following Completion of Acquisition by Symphony Technology Group

Fintech News Desk
by Fintech News Desk0
RSA, a globally trusted partner for some of the world’s largest and most risk sensitive organizations, announced today that it has begun operating as an independent company. RSA is one of the largest pure-play cybersecurity and risk management organizations, delivering critical solutions for risk, security and fraud teams and hosting......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Fintech Investment Services News

Adhesion Wealth® Launches New Personal Indexing Program for RIAs

Fintech News Desk
by Fintech News Desk0
The new index solution, designed to achieve tax alpha along with efficient returns, enables advisors to choose a starting index and apply active screens such as investment styles, factor tilts and investment preferences Adhesion Wealth®, an outsourced investment management platform for registered investment advisors (RIAs), today announced the launch of......
Northern Trust Front Office Solutions Expands With Two Strategic Hires
Fintech News

Northern Trust Front Office Solutions Expands With Two Strategic Hires

Fintech News Desk
by Fintech News Desk0
The additions of a chief operating officer and dedicated business development executive position Front Office Solutions for continued growth. Northern Trust (Nasdaq: NTRS) today announced the appointment of Jane Western as chief operating officer (COO) of Front Office Solutions and the addition of Deirdre Cannell as senior business development executive......
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