Search Results for: Portfolio Management

New Credit Management Solution Completes Esker’s Accounts Receivable Offer
Artificial Intelligence Business Fintech News Risk Management

New Credit Management Solution Completes Esker’s Accounts Receivable Offer

Fintech News Desk
by Fintech News Desk0
Esker, a worldwide leader in AI-driven process automation solutions and pioneer in cloud computing, announced the launch of its Credit Management solution to enable businesses worldwide to manage and optimize their credit-to-cash process. As a natural extension of Esker’s Accounts Receivable solution within Esker’s Order-to-Cash platform, Credit Management enriches Esker’s offer to help businesses secure......
New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios
Fintech InsurTech Investment Services News

New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios

Fintech News Desk
by Fintech News Desk0
Lincoln Financial Group announced that it will launch the next generation of its Lincoln AssetEdge Variable Universal Life (VUL) insurance offering on June 15. As many investors are faced with the dilemma of staying invested in the market during a time of elevated volatility, AssetEdge VUL (2020) features three new indexed accounts......
Wolters Kluwer Introduces OneSumX ProViso to Help Manage Financial Institutions’ Regulatory Obligations
Capital Markets Fintech News

Wolters Kluwer’s ELM Solutions Delivers New User Experience and Easy to Create Workflows for Contract Lifecycle Management

Fintech News Desk
by Fintech News Desk0
Legal Solutions Industry Leader Launches CLM Matrix: Spring ’20 Release at Virtual Conference Wolters Kluwer ELM Solutions, the market-leading provider of enterprise legal spend and matter management, contract lifecycle management, and legal analytics solutions today announced the CLM Matrix Spring ’20 release. The solution’s intuitive visual workflow capabilities help customers......
Temenos Strengthens Its Executive Committee to Accelerate Its Business Growth
Banking Fintech News

Global Tier One Bank, Itaú Private Bank International, from Itaú Unibanco Group, Selects Temenos SaaS to Power its International Banking Operations on a Single Wealth Management Platform

Fintech News Desk
by Fintech News Desk2
Temenos, the banking software company, announced that Banco Itaú (Suisse) SA and Banco Itaú International, affiliates belonging to one of the world’s largest private bank groups, Itaú Unibanco Holding SA (Itaú), have extended their relationship with Temenos to rapidly deploy Temenos Infinity Wealth and Temenos Transact on Temenos SaaS. Temenos’......
Charles River IMS Named Best Order Management System in 2020 Market Choice Awards
Fintech News

Charles River IMS Named Best Order Management System in 2020 Market Choice Awards

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street company, has won “Best Order Management System” at the 2020 Markets Choice Awards. Sponsored by MarketsMedia, the awards identify and recognize the best companies, individuals and innovation in financial markets. This year’s awards span institutional trading and technology sectors, including buy-side traders; sell-side execution......
AST Revolutionizes Private Market Ownership Data Management with Launch of Astrella™ Platform
Artificial Intelligence Big Data Fintech News

AST Revolutionizes Private Market Ownership Data Management with Launch of Astrella™ Platform

Fintech News Desk
by Fintech News Desk0
Ownership data management leader AST introduces new cloud-based platform built on blockchain, leveraging AI and predictive analytics. AST, through its Private Company Solutions (AST PCS) business unit, launched its innovative software-as-a-service (SaaS)-based Astrella solution for privately-held companies, providing capitalization (cap) table and employee stock plan ownership data management tools for......
As Demand and Adoption Grows, Schwab Advisor Portfolio Connect® Surpasses 1,000 Platform Users
Fintech News

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect Surpasses 1,000 Platform Users

Fintech News Desk
by Fintech News Desk0
Milestone moves the proprietary solution into ranks of industry’s top portfolio management tools in less than two years Schwab Advisor Services™ announced Schwab Advisor Portfolio Connect, Schwab’s simplified, scalable portfolio management tool, has surpassed 1,000 independent advisor firm users, solidifying its position as a top portfolio management solution for independent......
BTSE.com Launches Brave New Coin’s DeFi Index - Perpetual Swap with Leverage Trading for DeFi Exposure
Cryptocurrency Fintech Investment Services News Trading

Brave New Coin Launches BNC Pro, A Digital Wealth Management Platform for Cryptocurrency Investors

Fintech News Desk
by Fintech News Desk0
Individual and institutional digital asset investors can use BNC Pro’s feature-rich platform to manage their portfolios, generate investment opportunities and more Digital asset data company Brave New Coin announced the launch of BNC Pro, a low-cost, feature-rich digital wealth management platform for cryptocurrency investors. BNC Pro uses Brave New Coin’s......
Apex and BITE Announce Partnership to Deliver New Solutions to Asian Asset Management Market
Capital Markets Fintech Fintech Funding Investment Services News

Apex and BITE Announce Partnership to Deliver New Solutions to Asian Asset Management Market

Fintech News Desk
by Fintech News Desk0
Apex Group Ltd. (“Apex” or “the Group”), a global financial services provider and BITE Investments (“BITE”), a fintech company providing high net worth investors (“HNWIs”) access to alternative investments, announce the launch of a partnership to deliver enhanced solutions to the Asian asset management market. Read More: Bank of Montreal,......
Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management
Business Capital Markets Fintech News

Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Canaccord Genuity Wealth Management, one of Canada’s preeminent wealth management firms and a division of Canaccord Genuity Group, will provide its advisors and internal portfolio managers with access to Envestnet’s unified advice platform. Canaccord Genuity Wealth Management’s advisors will be among the first in Canada to fully harness the seamless,......
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