Search Results for: Private Client

FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions' Clients
Business Fintech Investment Services News

FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions’ Clients

Fintech News Desk
by Fintech News Desk0
FusionIQ, a leading investment research and technology provider, announced an alliance with Ultimus Fund Solutions® to deliver an industry-leading digital advisory and self-directed user experience for nearly 200 investment management firms on Ultimus’ investment platform. Ultimus®, a leading independent provider of full-service fund administration, accounting and investor solutions, partnered with FusionIQ......
AC Milan to Join Sports Crypto Movement with Launch of $ACM Fan Token
Business Fintech Investment Services News

Crystal Capital Partners Releases Web-Based, Client-Facing Alternative Investment Proposals

Fintech News Desk
by Fintech News Desk0
As client interactions move into the virtual space, innovation is business critical. Financial advisors must be prepared to differentiate themselves and deliver highly visual and engaging experiences to their clients and prospects. It is time to raise the bar — boring content has no place in 2021. Read More: Aurora Mobile......
Alpian Selects Temenos SaaS to Launch Pioneering New Digital Bank and Take Swiss Private Banking Experience to the Mass Affluent
Banking Fintech Mobile Banking News

Alpian Selects Temenos SaaS to Launch Pioneering New Digital Bank and Take Swiss Private Banking Experience to the Mass Affluent

Fintech News Desk
by Fintech News Desk0
Temenos, the banking software company, announced that Alpian SA (“Alpian”) has selected Temenos Transact, core banking and Temenos Payments delivered as SaaS to power pioneering digital private banking and wealth management services in Switzerland. Temenos SaaS technology will enable Alpian to rapidly launch its new bank and deliver innovative banking......
AssetMark-Brings-CIBC-Private-Wealth-High-Net-Worth-Solution-to-AssetMark-Platform
Business Fintech News

AssetMark Brings CIBC Private Wealth High-Net-Worth Solution To AssetMark Platform

Fintech News Desk
by Fintech News Desk0
AssetMark (NYSE: AMK) today announced it will offer CIBC Private Wealth investment management services and wealth planning expertise on the AssetMark platform to support financial advisors in serving the complex needs of high-net-worth and ultra-high-net worth clients. Read More:  insightsoftware Announces Intent to Acquire IDL Group CIBC Custom Portfolios offer tailored......
Kismet Wealth Group Selects FutureVault to Launch its Digital Vault Platform for Clients
Fintech News

Kismet Wealth Group Selects FutureVault to Launch its Digital Vault Platform for Clients

Fintech News Desk
by Fintech News Desk0
Secure Collaboration with Clients Key during COVID-19 Kismet Wealth Group, a diversified financial and professional services firm, and FutureVault, an industry leader in enterprise digital vault solutions, have announced the launch of the Kismet Wealth Vault. Read More: BlueVisor Takes Second Place In Fintech Unicorn Battle In Asia The Kismet Wealth......
Solovis Adds Liquidity Modeling and Enhances Private Equity Pacing Model for Future State Analysis of Multi-Asset Class Portfolio Investment Decisions
Fintech Investment Services News

Solovis Adds Liquidity Modeling and Enhances Private Equity Pacing Model for Future State Analysis of Multi-Asset Class Portfolio Investment Decisions

Fintech News Desk
by Fintech News Desk0
Solovis Predict helps asset owners and allocators evaluate the outcome of potential investment decisions and more effectively manage cash flows Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, has released several new enhancements to its Solovis Predict application. Solovis Predict is......
MSCI Appoints Andrew C. Wiechmann Chief Financial Officer
Business Fintech News Risk Management

MSCI Appoints Head of Client Coverage For Germany, Austria, Switzerland

Fintech News Desk
by Fintech News Desk0
MSCI Inc. (NYSE: MSCI), a leading provider of critical decision support tools and services for the global investment community, announced today that Nick Mihic has joined the business as Managing Director, Head of Germany, Austria and Switzerland Client Coverage. Based in Zurich, Nick will lead MSCI’s commercial activities across Germany,......
RepRisk Partners with Apex to Provide ESG Risk Data to Private Markets
Fintech News Risk Management

RepRisk Partners with Apex to Provide ESG Risk Data to Private Markets

Fintech News Desk
by Fintech News Desk0
RepRisk’s ESG risk dataset combined with Apex’s company disclosure-based ESG ratings offers 360-degree view of private company holdings RepRisk, a leading ESG data science firm combining machine learning with human intelligence to identify and assess ESG risks, and Apex Group Ltd. (“Apex”), a global financial services provider, have entered into......
Bill.com and KeyBank introduce Key CashFlowsm, a Streamlined Payments Solution for Small and Midsize Businesses
Business Fintech Investment Services News

Bill.com Launches Tailored Offering For Wealth Management Firms To Help Deliver Bill Pay Services For High-Net-Worth Clients

Fintech News Desk
by Fintech News Desk0
Bill.com (NYSE: BILL), a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB) today announced a new offering for wealth management firms supporting high-net-worth clients. The solution enables firms to shift from a cumbersome and time-intensive approach to an......
Allvue Launches New Portfolio Management Solution for Limited Partners
Fintech Fintech Funding News

Allvue Systems Selected by 4Pines Fund Services to Provide Fund Accounting Software Solution for Growing Private Equity Firms

Fintech News Desk
by Fintech News Desk0
Partnership offers a cloud-based solution to private equity, venture capital and fund-of-funds clients Allvue Systems (“Allvue”), a leading alternative investment technology solutions provider, today announced an agreement with 4Pines Fund Services (”4Pines”) to provide fund accounting software solutions for its private equity clients. 4Pines is a premier private capital fund......
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