Search Results for: Portfolio Management

Investment Services News

Great Point Capital Expands Access to Alternative Investment Solutions with Proteus Partnership

Fintech News Desk
Proteus’ technology will enable Great Point Capital advisors, broker-dealers and insurance agents to better construct alternative investment portfolios for accredited investors Proteus, an RIA, alternative investments and private funds platform, today announced it has partnered with national financial services firm Great Point Capital to provide the practice’s independent investment advisors, broker-dealers......
TeamMate+ global expert solution from Wolters Kluwer named finalist in 2020 SaaS Awards
Fintech News

Wolters Kluwer’s ELM Solutions Wins Top Stevie Award for Employer of the Year

Fintech News Desk
Wolters Kluwer ELM Solutions, the market-leading provider of enterprise legal spend and matter management, contract lifecycle management, and legal analytics solutions won the 2020 Gold Stevie® Award for Employer of the Year, Computer Software, 100-2,500 employees, in the fifth annual Stevie Awards for Great Employers. Read More: Four Benefits of Buy......
Automated Financial Systems, Inc. Announces Santander Bank’s Selection of AFSVision®, the Next Generation Commercial Lending System
Fintech News

Automated Financial Systems, Inc. Announces Santander Bank’s Selection of AFSVision®, the Next Generation Commercial Lending System

Fintech News Desk
Automated Financial Systems (AFS) announced that Santander Bank, N.A., the U.S. affiliate of Banco Santander, S.A., has signed on to convert to AFSVision, the state-of-the-art next-generation commercial lending system from AFS. Read More: Curb Debuts Taxi PaaS Solution with City of Chicago to Enable E-hailing and Mobile Payments for Wheelchair......
Wolters Kluwer Lien Solutions Hosts Webinar on Lender Best Practices to Manage Looming Auto Repossessions
Business Fintech News

Wolters Kluwer Lien Solutions Hosts Webinar on Lender Best Practices to Manage Looming Auto Repossessions

Fintech News Desk
August 19 event offers lenders insights into best practices given new economic environment(Wolters Kluwer ) Wolters Kluwer Lien Solutions business is hosting an informational webinar, “Auto Repossessions Avalanche is Coming: Are You Ready?” to share insights with lenders on managing their motor vehicle liens in preparation for higher loan defaults and......
Barclays Launches Systematic Study of ESG-Focussed US Equity Funds
Fintech Fintech Funding Investment Services News

Barclays Launches Systematic Study of ESG-Focussed US Equity Funds

Fintech News Desk
ESG-focussed mutual funds are attracting large inflows, but fundamental challenges remain in defining what constitutes an ESG-labelled equity fund. In a systematic study of US equity funds, Barclays Quantitative Portfolio Strategy (“QPS”) team finds that ESG-labelled funds do not necessarily provide more ESG exposure than conventional funds. Read More: Curb Debuts......
DeskTrading's New Mobile Trading Platform Set to Make Its Debut
Fintech Mobile Banking News Trading

DeskTrading’s New Mobile Trading Platform Set to Make Its Debut

Fintech News Desk
DeskTrading announces the final development stages of the new XMarkets mobile trading platform to support investors and dealers with preference for using Android and iOS mobile devices. The Apps will become available in the Apple App Store and Google Play in September 2020 and the trading instruments will include major Forex currency pairs,......
Artificial Intelligence Fintech News

SimCorp completes next phase in cloud transformation, offering SimCorp Dimension as a Service on Microsoft Azure

Fintech News Desk
SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces a new integration of its front-to-back investment management platform, with Microsoft Azure. The move significantly benefits SimCorp clients with a highly scalable, secure and cost efficient public cloud solution. The integration......
CAIS Announces New Integration with Orion for Seamless Transaction Reporting
Fintech News

CAIS Announces Rapid Advisor Adoption for New Learning Platform

Fintech News Desk
CAIS IQ is driving education of alternative investments, CE credits for Financial Advisors Everywhere CAIS, the industry-leading alternative investment platform, today announced growth and momentum for CAIS IQ, the company’s modern learning system for financial advisors, that helps them learn faster, remember longer and enhance client outcomes. CAIS IQ combines......
Banking Fintech News

HomeStreet Bank Selects SS&C to Support Commercial Real Estate Lending Operations

Fintech News Desk
Seattle community bank will leverage Precision LM to manage $3.6 billion commercial/multifamily mortgage loan portfolio SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that HomeStreet Bank has selected SS&C Precision LM to support its commercial real estate portfolio, including Fannie Mae Delegated Underwriting and Servicing (DUS®) loans. Read More: GlobalFintechSeries Interview with Michael......
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