Search Results for: Portfolio Management

Enfusion Introduces the Next Phase of Portfolio Workbench, Empowering Asset Managers with Increased Efficiency and Flexibility
Investment Services News

Enfusion Introduces the Next Phase of Portfolio Workbench, Empowering Asset Managers with Increased Efficiency and Flexibility

Business Wire
by Business Wire0
New Portfolio Management Features Elevate Experiences for Asset Managers with Advanced Portfolio Construction, Rebalancing, and Integration with Third-party Optimizers Enfusion, a leading provider of software-as-a-service (SaaS) solutions for investment managers, announced the release of the next phase of Portfolio Workbench, bringing even more powerful portfolio rebalancing and construction features to......
Taleo Consulting and CrateDB Announce Strategic Partnership to Transform Data Management and Analytics in Financial Services markets
Fintech News

Taleo Consulting and CrateDB Announce Strategic Partnership to Transform Data Management and Analytics in Financial Services markets

PR Newswire
by PR Newswire0
CrateDB, the Enterprise database for real-time analytics and hybrid search, announced a strategic partnership with Taleo Consulting, a leading consulting firm specializing in financial services and insurance solutions. Together, they will deliver innovative data management and analytics tailored solutions to companies in the Banking, Insurance, and Asset Management sectors. Read......
authID and FinClusive Partner to Integrate Next-Gen Biometric and Financial Crimes Compliance Solutions, Enabling Robust Identity Management
Finance Fintech News Risk Management Security

authID and FinClusive Partner to Integrate Next-Gen Biometric and Financial Crimes Compliance Solutions, Enabling Robust Identity Management

EIN Presswire
by EIN Presswire0
Partnership sets new standards in compliance and security, while delivering the fastest, most seamless, and accurate user identity experience available authID Inc. [Nasdaq: AUID], a leading provider of innovative biometric identity verification and authentication solutions, and FinClusive Capital, Inc. (FinClusive), a global provider of comprehensive financial crimes compliance (FCC) and......
FiVerity Unveils Identity Trust Management Platform to Modernize Security for Community Banks and Credit Unions
Banking News Security

FiVerity Unveils Identity Trust Management Platform to Modernize Security for Community Banks and Credit Unions

PR Newswire
by PR Newswire0
New enhancements create a single electronic location for consumer identity trust, enhanced decision-making, and strategic growth for Banks and Credit Unions. Boston, MA – June 25th, 2024 – FiVerity, a leading innovator in AI Identity Verification and Fraud Prevention, is proud to announce the launch of its Identity Trust Management platform. This groundbreaking solution is designed......
UPAY Inc. Strengthens Portfolio with AML GO (Pty) Ltd Acquisition
Finance Fintech News

UPAY Inc. Strengthens Portfolio with AML GO (Pty) Ltd Acquisition

PR Newswire
by PR Newswire0
UPAY Inc., a leading fintech corporation, has acquired a controlling stake in AML GO (Pty) Ltd (“AML GO”), a prominent Anti-Money Laundering company based in South Africa. Following negotiations, UPAY signed a Shareholders Agreement with other stakeholders in AML GO, securing a 51% ownership in the company. This strategic move......
Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale
Finance Fintech News

Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale

PR Newswire
by PR Newswire0
Billing identified as key to wealth management firm growth Partnership to boost offerings that deploy best-in-class wealth technology Vestmark, Inc., a leading provider of wealth management software and services, and PureFacts Financial Solutions, a global leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management......
SeedBlink set to transform tech equity ownership in Europe with all-in-one equity management and investment platform
Finance Fintech Investments

SeedBlink set to transform tech equity ownership in Europe with all-in-one equity management and investment platform

GlobeNewswire
by GlobeNewswire0
SeedBlink, the equity and investment company, announces the launch of its all-in-one equity management and investment platform. The solution enables European technology startups and stakeholders to seamlessly access, manage and trade equity – through a unique combination of tech infrastructure, financial services, and network coverage. With a proven track record......
The First Predictive Rating For Executives: Paragon Intel Unveils ManagementTrack Rating (MTR)
Investment Services News

The First Predictive Rating For Executives: Paragon Intel Unveils ManagementTrack Rating (MTR)

Business Wire
by Business Wire0
Paragon Intel, a leading provider of predictive management data and insights for investors, announced the launch of its groundbreaking ManagementTrack Rating (MTR). For the first time, investors can look at any public company executive and know how that company is going to perform based on them being in the C-suite.......
OneStream Unveils a Portfolio of Purpose-Built AI Solutions; Announces Enterprise Finance AI Approach to Speed AI Adoption for the Office of the CFO
Artificial Intelligence Finance News

OneStream Unveils a Portfolio of Purpose-Built AI Solutions; Announces Enterprise Finance AI Approach to Speed AI Adoption for the Office of the CFO

GlobeNewswire
by GlobeNewswire0
OneStream Sensible GenAI, OneStream Sensible ML Scenario Modeling, OneStream Sensible AI Library launches with a New AI Category at OneStream Splash OneStream Software, the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions, announced at OneStream Splash three purpose-built AI......
VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management
Investment Services News

VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management

Business Wire
by Business Wire0
VRGL, a Client Acquisition and Investment Proposal Management solution, announced the launch of its new Risk Tolerance capabilities integrated within the existing VRGL workflow. VRGL’s Risk Tolerance capabilities allow advisors to leverage a turnkey, industry-researched Risk Tolerance Questionnaire, or to craft fully bespoke risk assessments aligned with advisor and organizational......
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