Search Results for: Portfolio Management

Amundi-and-BNY-Mellon-Announce-Strategic-Alliance-to-Power-Investment-Lifecycle
Business Fintech News Risk Management

Amundi and BNY Mellon Announce Strategic Alliance to Power Investment Lifecycle

Fintech News Desk
BNY Mellon and Amundi today announced a transatlantic collaboration to further power growth of both companies by integrating world-class complementary capabilities and establishing new integration points between the firms. This alliance immediately translates in the technological integration of BNY Mellon OMNISM, a client- and data-centric securities services platform, and Amundi’s......
dv01-Brings-New-Levels-of-Transparency-to-Agency-MBS-Market-with-Acquisition-of-Pragmic-Technologies
Investment Services News

dv01 Brings New Levels of Transparency To Agency MBS Market with Acquisition of Pragmic Technologies

Fintech News Desk
dv01, the leading capital markets fintech driving technological innovation and loan-level transparency in structured finance, today announced that it has acquired Pragmic Technologies, an early-stage company that is reimagining the data infrastructure of the agency MBS market. Pragmic Technologies’ Charlie Oshman and Memo Sanchez, co-founders of commercial real estate data......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Business Fintech News

Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality

Fintech News Desk
Companies collaborate to offer advisors greater flexibility and customization to meet clients’ investment objectives and risk profile Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced that Raymond James Asset Management Services, a division of Raymond James Financial, Inc., will utilize Tegra118’s technology......
PlasmaPay Adds 34 New Tokens to Expand DeFi Offering
Blockchain Business Fintech News

PlasmaPay Adds 34 New Tokens to Expand DeFi Offering

Fintech News Desk
PlasmaPay and its DeFi dashboard, Plasma.Finance, are making it easier to purchase a range of top DeFi tokens with multiple payment methods. PlasmaPay, a global payment platform enabling seamless entry into decentralized finance (DeFi), has added support for 34 new DeFi tokens now available on its DeFi dashboard, and portfolio......
Thai Re launches ASEAN’s first reinsurance smart contract platform using IBM’s blockchain and hybrid cloud technology
Business Fintech InsurTech News

Thai Re Launches ASEAN’s First Reinsurance Smart Contract Platform Using IBM’s Blockchain and Hybrid Cloud Technology

Fintech News Desk
New contract platform makes processing reinsurance contracts more efficient for Thai insurers IBM today announced that Thai Reinsurance Public Company Limited (Thai Re), Thailand’s leading technology-driven professional non-life reinsurer, has successfully launched “Insurer Network,” a reinsurance smart contract production network using IBM blockchain technology on IBM Cloud. Available through ThaiRe......
Citizens Bank Partners with Teslar Software to Better Serve its Communities
Banking Fintech News

FMS Bank Selects Teslar Software to Improve Lending Experiences

Fintech News Desk
Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced today that FMS Bank selected its platform to increase visibility of its customer data and become more efficient. Read More: Opportunity Fund Partners with Lendio and Funding Circle, Increasing Small Businesses’ Access to Credit......
PlasmaPay Adds 34 New Tokens to Expand DeFi Offering
Digital Mobile Banking News

PlasmaPay Launches Plasma.Finance to Make Sense of the Complex DeFi Landscape

Fintech News Desk
DeFi dashboard, and portfolio management service designed to help all users track, manage, and invest in the most popular DeFi protocols. PlasmaPay, a global, digital payment platform enabling seamless entry into decentralized finance, has announced the launch of its DeFi dashboard, and portfolio management service, Plasma.Finance. This new dashboard will......
Betterment-Appoints-Sarah-Kirshbaum-Levy-as-New-Chief-Executive-Officer
Business Fintech News

Betterment Appoints Sarah Kirshbaum Levy As New Chief Executive Officer

Fintech News Desk
Betterment, an online financial services company, today announced that it welcomes Sarah Kirshbaum Levy as its new Chief Executive Officer. Levy most recently served as Viacom Media Networks’ Chief Operating Officer and has been an Operating Advisor at Betterment for the last several months. Stein, the founder of Betterment, will remain Chairman......
AdvisorPeak Bundles Rebalancing Solution for Panoramix Users
Business Fintech News Trading

AdvisorPeak’s Operation Rebalance 2.0 Delivers Free Trading and Rebalancing Solution for Financial Advisors

Fintech News Desk
AdvisorPeak today announced Operation Rebalance 2.0, a platform experience that provides advisors impacted by recent acquisitions or closures of their trading and rebalancing system with access to AdvisorPeak at no cost and with no strings attached. Advisors who have or had an active contract in 2020 with Oranj (recently closed), RedBlack......
Moody’s-Acquires-ZM-Financial-Systems_-Bolstering-Risk-Assessment-Capabilities-for-U.S.-Banks
Banking Fintech News Risk Management

Moody’s Acquires ZM Financial Systems, Bolstering Risk Assessment Capabilities for U.S. Banks

Fintech News Desk
Moody’s Corporation (NYSE:MCO) announced today that it has acquired ZM Financial Systems (ZMFS), a leading provider of risk and financial management software for the U.S. banking sector. The transaction advances Moody’s position as a leader in integrated risk assessment by broadening Moody’s Analytics’ suite of enterprise risk solutions, which help......
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