Search Results for: Private Client

Recognise Implements nCino to Provide Agility and Flexibility to Its Clients and Team
Banking Business Cloud Fintech News

Recognise Implements nCino to Provide Agility and Flexibility to Its Clients and Team

Fintech News Desk
SME-focused challenger bank goes live on the cloud-based platform to help ensure its client interactions are relationship-led and digitally enabled  nCino, Inc., a pioneer in cloud banking and digital transformation solutions for the global financial services industry, today announced the go-live of the nCino Bank Operating System® with new SME banking......
FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021
Banking Fintech News

FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021

Fintech News Desk
FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it earned top honors as “Best Client Accounting System” at the 2021 WealthBriefing Swiss Awards. This marks the fourth consecutive year that FundCount has won the accounting system award. Read More: Curioinvest Launches Capital Dex, the Decentralized......
Online Fundraising Platform BetterWorld Grew Over 7,000% in 2020, Making it One of the Fastest Growing Startups in the Country
Banking Fintech Investment Services News Risk Management

Private Wealth Systems Adds $100 Billion in Family Office Assets to its Consolidated Investment Reporting Platform

Fintech News Desk
Private Wealth Systems, a global financial technology company providing software and services to family offices, ultra-high net worth individuals, and asset managers, announced record client growth in 2020, adding over $100 billion in net new assets. Expansion was driven by the urgent need among those with complex investment portfolios to......
TAP-Financial-Launches-Fulfillment-Company-to-Assist-Clients-with-Supply-Chain-Funding-and-Order-Growth
Banking Fintech Fintech Funding Investment Services News

TAP Financial Launches Fulfillment Company to Assist Clients With Supply Chain Funding and Order Growth

Fintech News Desk
TAP Financial Partners, a London-based boutique merchant bank, has formed TAP Fulfillment LLC, a subsidiary to provide existing clients capital based on order fulfillment and supply chain assistance. Read More: Antier Solutions launches White Label Crypto Margin Trading & Derivatives Exchange Platforms TAP, which also offers advisory, restructuring, capital raising,......
Private securities marketplace Finhaven Private Markets launches across Canada
Blockchain Business Fintech News

Private Securities Marketplace Finhaven Private Markets Launches Across Canada

Fintech News Desk
Finhaven Private Markets, the first private securities marketplace to operate in multiple provincial jurisdictions in Canada, today announced that the marketplace is open with its first issuer and is onboarding accredited investors. Finhaven Private Markets is operated by Finhaven Capital Inc., a registered exempt market dealer in Canada. Read More:......
Montagu Private Equity to Acquire Majority Position in ITRS Group From Ta Associates
Business Capital Markets Fintech News

Montagu Private Equity to Acquire Majority Position in ITRS Group From Ta Associates

Fintech News Desk
Montagu Private Equity (“Montagu”), a leading European private equity firm, announces it has agreed to acquire a majority position in ITRS Group (“ITRS”), a leading global provider of real-time monitoring and analytics software from TA Associates (“TA”), who will remain a minority holder alongside Montagu and Management. Read More: Options......
SocGen Private Bank Outsources International Back Office IT to Azqore
Banking Fintech News

SocGen Private Bank Outsources International Back Office IT to Azqore

Fintech News Desk
In a constant drive to improve the quality of service and user experience, Societe Generale signs with Azqore, a subsidiary of Indosuez Wealth Management, an agreement related to the execution of back-office operations and a large part of the IT services of Societe Generale Private Banking’s international entities. As part......
SimCorp and Colmore Partner on Data Service for Private Markets Asset Management
Business Capital Markets Fintech Investment Services News

SimCorp and Colmore Partner on Data Service for Private Markets Asset Management

Fintech News Desk
SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces a new partnership with Colmore, a leading, technology-driven private markets specialist, to deliver a holistic data service for private markets asset management. Monitoring over $100 billion in assets, Colmore......
SimCorp and Colmore Partner to Deliver Holistic Private Markets Asset Management Service
Business Capital Markets Fintech Investment Services News

SimCorp and Colmore Partner to Deliver Holistic Private Markets Asset Management Service

Fintech News Desk
SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces a new partnership with Colmore, a leading, technology-driven private markets specialist, to deliver a holistic data service for private markets asset management. Monitoring over $100 billion in assets, Colmore has revolutionized......
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