Search Results for: Portfolio Management

Charles River Wins Best Wealth Management Product in 2020 Fintech Breakthrough Awards
Fintech News Risk Management

Charles River Wins Best Wealth Management Product in 2020 Fintech Breakthrough Awards

Fintech News Desk
Charles River Development, a State Street Company, announced that Charles River Investment Management Solution (Charles River IMS) has been awarded “Best Wealth Management Product” by FinTech Breakthrough, an independent organization that recognizes the top companies, products and technologies in global financial technology markets. The 2020 FinTech Breakthrough Awards showcase market......
Dun & Bradstreet Completes The Purchase Of coAction.com Assets To Create An End-To-End Receivables Management Platform
Fintech News

Dun & Bradstreet Completes The Purchase Of coAction.com Assets To Create An End-To-End Receivables Management Platform

Fintech News Desk
Acquisition expands Dun & Bradstreet’s portfolio of finance solutions, helping clients automate credit-to-cash processes and drive improved organizational efficiencies Dun & Bradstreet, a leading global provider of business decisioning data and analytics, announced that it purchased the assets of coAction.com LLC, a provider of revenue cycle management software. The acquisition positions Dun......
Lyca Dials into Unified Financial Management with Infor
Business Fintech News

Lyca Dials into Unified Financial Management with Infor

Fintech News Desk
Infor SunSystems will improve financial visibility and decision-making for Lycamobile across 24 countries  Infor, a global leader in business cloud software specialised by industry, announced that Lycamobile, the world’s largest international mobile virtual network operator (MVNO), has invested in Infor SunSystems. Set to be rolled out to 24 countries, SunSystems enables consistent......
KPMG and Planon Extend Cooperation to Support Organizations in the Digitalization of Lease, Real Estate and Portfolio Management Processes
Blockchain Fintech News

KPMG Awarded US Patent For Blockchain Application That Increases Trust In AI Data Management Practices

Fintech News Desk
New Method Employs Blockchain to Demonstrate How Entrusted Data Is Protected and Used Responsibly in the Artificial Intelligence Lifecycle KPMG LLP (KPMG) has been granted a patent by the United States Patent and Trademark Office for a blockchain-based method that improves the selection, curation, and management of data used to......
Mitratech Acquires Leading Immigration Case Management Provider INSZoom
Business Fintech News

Mitratech Adds ClusterSeven MRM to its Data Privacy and Information Governance Solutions Portfolio

Fintech News Desk
Provides GRC Professionals With a Powerful Model Risk Management Solution for Businesses That Rely on Models for Core Business Processes. Mitratech, a leading provider of legal and compliance software, announced the addition of ClusterSeven MRM to its industry-leading Enterprise Compliance Suite of data privacy and information governance solutions. The Model......
Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management
Business Fintech News

Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management

Fintech News Desk
Solution will integrate PCR’s data aggregation capabilities with GRMA’s comprehensive and cost effective SaaS-driven data enrichment and outsourced reporting Private Client Resources (PCR), the leading provider of total wealth data aggregation services to Ultra High Net Worth (UHNW) families, trust companies, private banks, and investment advisors, announced a partnership with......
Equity Analysts and Portfolio Managers Gain Unrivaled Access to Transactional Data Through ARM Insight’s New Research Tool – Enlightmint
Business Fintech News

Equity Analysts and Portfolio Managers Gain Unrivaled Access to Transactional Data Through ARM Insight’s New Research Tool – Enlightmint

Fintech News Desk
Empirical Data from Millions of Card Transactions Illustrates Consumer Spending Trends Consumer Transaction Data is Directly Sourced, Safe and Statistically-Accurate – Ensuring Complete Compliance to Privacy Mandates Self Service-Portal Can Be Tailored to Specific Companies, Tickers or Industries ARM Insight, the leading provider of actionable insights from financial data, announced......
iFlip Launches Unprecedented Mobile AI Wealth Management Experience
Artificial Intelligence News Trading

iFlip Launches Unprecedented Mobile AI Wealth Management Experience

Fintech News Desk
iFlip, a leading algorithmic intelligence (AI) wealth manager, is proud to announce the launch of its stock trading app. The app will give retail investors unprecedented access to algorithmic investing portfolios with a transparent pricing structure. iFlip’s mobile app was created to level the playing field for individual investors.  Read......
GPS Insight Acquires Field Management Software Provider ServiceBridge
Business Fintech News

GPS Insight Acquires Field Management Software Provider ServiceBridge

Fintech News Desk
Fleet Software Leader Expands Its Portfolio With Advanced Field Service Solution GPS Insight, a leading provider of fleet software for organizations with vehicles, trailers and other mobile assets, announced the acquisition of Chicago-based ServiceBridge, a leading field service management software company for small businesses and franchises with tools that empower field......
Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum
Banking News

Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum

Fintech News Desk
The Wealth APAC forum – IPWM & IFWM China Awards 2019 were hosted in Shanghai by WEALTH Magazine on December 18, 2019. The forum brought together 100 well-known experts from the Asian Pacific wealth management community and executives from top financial institutions in the region who engaged in in-depth research and discussions on the current status......
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