Search Results for: Portfolio Management

William D. Green Joins Advisor360° Board of Directors
Fintech News

Advisor360° Names Richard Napolitano, Former EMC/Dell Executive, as CEO

Fintech News Desk
by Fintech News Desk0
Mr. Napolitano will focus on growing and expanding the company and bringing the Advisor360° solution to financial advisors across the wealth management industry WealthTech software company Advisor360° announced it has named technology industry veteran Richard Napolitano as CEO to scale the company and bring the Advisor360° solution to financial advisors and enterprises......
Northern Trust Front Office Solutions Expands With Two Strategic Hires
Fintech Investment Services News

Northern Trust Launches Datum One Series Trust

Fintech News Desk
by Fintech News Desk0
Product Supports Asset Managers’ Distribution and Investment Goals Northern Trust announced the launch of Datum One Series Trust, expanding its offering of solutions designed to give advisers and investment managers an efficient mechanism to amplify product distribution and deliver investment strategies via mutual funds registered under the Investment Company Act......
Marqeta Names Alphabet Veteran Helen Riley and Former Citi Card CEO Judson Linville to its Board of Directors
Fintech News

Marqeta Names Alphabet Veteran Helen Riley and Former Citi Card CEO Judson Linville to its Board of Directors

Fintech News Desk
by Fintech News Desk0
Marqeta, the global modern card issuing platform, announced that it has added Helen Riley, the CFO of X (an Alphabet Company), and Judson (Jud) Linville, the Former CEO of Citi Global Cards and Consumer Services, to its board of directors. Read More: smartTrade’s Solution Awarded Best Multi-Asset EMS System by......
Finlight and LINKS Analytics Announce a New Partnership
Business Fintech News Risk Management

Finlight and LINKS Analytics Announce a New Partnership

Fintech News Desk
by Fintech News Desk0
Finlight, an asset management software provider for family offices, announced that it had partnered with LINKS Analytics, an innovative data-driven provider of stress testing and scenario analysis solutions to institutional investors, to broaden their offering around portfolio risk management. “As someone who worked for pension fund allocators and family offices,......
Jon Cholak Joins Adit Ventures as Managing Director
Fintech Investment Services News

Jon Cholak Joins Adit Ventures as Managing Director

Fintech News Desk
by Fintech News Desk0
Seasoned venture investor and software professional Jon Cholak has joined Adit Ventures, a leading, family-office owned, venture capital investment firm, as Managing Director, Portfolio Manager. Jon will work with Adit in launching a new early stage venture platform, to complement existing Adit offerings.  Mr. Cholak will be based out of Austin, Texas. Please......
Wolters Kluwer Tax & Accounting Cloud-based Expert Solutions Named Finalists in 2020 SIIA CODiE™ Awards
Artificial Intelligence Fintech News

Wolters Kluwer Tax & Accounting Cloud-based Expert Solutions Named Finalists in 2020 SIIA CODiE™ Awards

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax & Accounting announced that two of its latest additions to the award-winning CCH Axcess™ cloud-based tax preparation, compliance and workflow management platform were named as finalists in the 2020 Software & Information Industry Association (SIIA) CODiE Awards. Finalists represent the best products, technologies, and services in software, information and business......
Kount’s Digital Account Fraud Protection Ties For the Highest Score in Current Offering Category in Risk-Based Authentication Evaluation
Fintech News Risk Management

Kount’s Digital Account Fraud Protection Ties For the Highest Score in Current Offering Category in Risk-Based Authentication Evaluation

Fintech News Desk
by Fintech News Desk0
Kount, the leader in identity trust and digital fraud prevention, today announced independent analyst firm Forrester Research has named Kount a “Strong Performer” in The Forrester Wave™: Risk Based Authentication (RBA), Q2 2020. Kount tied for the highest score in the Current Offering category. Read More: GlobalFintechSeries Interview with Patrick......
Cobalt Taps iLevel Co-founder Hank Boggio to be Chief Commercial Officer
Fintech News

Cobalt Taps iLevel Co-founder Hank Boggio to be Chief Commercial Officer

Fintech News Desk
by Fintech News Desk0
Rapid growth for Cobalt portfolio monitoring platform highlights demand for better technology to address private capital investors, management Cobalt Software Inc (“Cobalt”), a leading portfolio monitoring solutions provider for the private capital industry, announced the appointment of iLevel co-founder Hank Boggio to the newly created position of Chief Commercial Officer. In......
XP Inc. Acquires Stake in Fintech Fliper in Anticipation of the Ongoing Trend Toward Open Banking
Banking Fintech Investment Services News

XP Inc. Acquires Stake in Fintech Fliper in Anticipation of the Ongoing Trend Toward Open Banking

Fintech News Desk
by Fintech News Desk0
XP Inc, a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announces the acquisition of a majority ownership stake in Fliper, an automated investment consolidation platform that offers its users connectivity and tools to perform intuitive and intelligent financial self-management. The transaction allows......
Wolters Kluwer’s Lien Solutions Earns Two Stevie Awards in 2020 American Business Awards
Fintech News

Wolters Kluwer’s Lien Solutions Earns Two Stevie Awards in 2020 American Business Awards

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer’s Lien Solutions has been named a winner of the prestigious 2020 American Business Awards, winning accolades for two solutions that help lenders more effectively manage their loan portfolios—iLien Manage and Portfolio Sync. Read More: Healthfully and Paya Deliver Expanded Patient Care and Payments Through New Partnership “During uncertain times like these, the......
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