Search Results for: Wealth management

Meridian Bank Selects ProcessUnity to Streamline Vendor Risk Management
Fintech News Risk Management

Meridian Bank Selects ProcessUnity to Streamline Vendor Risk Management

Fintech News Desk
by Fintech News Desk0
Automated Workflows, Assessments and Processes Modernize Third-Party Risk Management ProcessUnity, a leading provider of cloud-based applications for risk and compliance management, today announced that Meridian Bank has selected ProcessUnity Vendor Risk Management to automate and streamline their Third-Party Risk Management program. Read More: Oracle and SWIFT Deliver Fast, Frictionless Cross-Border Payments for Small and......
Constellation Financial Software Upgrades to Progress OpenEdge 12.1
Business Fintech News

Constellation Financial Software Upgrades to Progress OpenEdge 12.1 and Modernizes Lease & Loan Portfolio Management Software

Fintech News Desk
by Fintech News Desk0
 Progress (NASDAQ: PRGS), the leading provider of application development and digital experience technologies, today announced that Constellation Financial Software has upgraded its Progress® OpenEdge® development platform instance to version 12.1. With the latest release and the implementation of Progress® Telerik® developer tooling and Progress® Kendo UI® for web development, Constellation evolved its Win32-based Lease & Loan Portfolio Management solution into a web-enabled......
Retail Investing Hits New Highs in Q3 as DriveWealth Sees Record Activity for Account Openings, Number of Trades, and Volume Traded
Fintech News Trading

DriveWealth Welcomes Minerva Tantoco to Lead Technology Innovation Strategy

Fintech News Desk
by Fintech News Desk0
DriveWealth, a leader in global digital trading technology, welcomes Minerva Tantoco to her new position as Chief Technology Officer at DriveWealth. In her new role, Tantoco will be responsible for developing and executing DriveWealth’s technology strategy and innovating on the company’s already industry-leading infrastructure to support the next generation of......
B2C Business Fintech News

Summitas Wins Private Asset Management’s 2020 “Best Document/Content Management Service or Tool” Award

Fintech News Desk
by Fintech News Desk0
Innovative client portals provide a unique set of tools for secure collaboration  Summitas, an innovative platform for secure, online client portals for family offices, wealth advisors, and other client-facing businesses has been named “Best Document/Content Management Service or Tool” by Private Asset Management magazine (PAM) at the 2020 PAM Awards. As the leading industry publication,......
Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication
Business Fintech News

Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, today announced the launch of Charles River Wealth Hub (Wealth Hub), a communications platform that connects managed account program sponsors and their asset manager distribution partners through a secure network environment. Wealth Hub is delivered as a cloud-based service using Microsoft® Azure. Read......
Fintech Fintech Funding Fintech Radar Investment Services News Uncategorized

NICE Actimize Announces ENGAGE LIVE, The Largest Virtual Financial Crime Risk Management Customer Event of the Year, Focused on the Power of Always On AI

Fintech News Desk
by Fintech News Desk0
Over 1000 attendees from leading Global financial services organizations will attend the conference featuring 35+ sessions dedicated to financial crime solutions and services Navigating today’s “Always On” environment with zero compromise requires powerful innovation and smart, strategic decisioning. With this in mind, NICE Actimize, a NICE (NASDAQ: NICE) business today announced ENGAGE LIVE,......
Class Limited Selects BillingPlatform to Automate and Modernize Billing Processes for Leading Wealth Accounting Software
Fintech News

Class Limited Selects BillingPlatform to Automate and Modernize Billing Processes for Leading Wealth Accounting Software

Fintech News Desk
by Fintech News Desk0
Highly configurable, cloud-based platform supports Class’s diverse subscription and consumption business models and integrates with its Salesforce and NetSuite systems BillingPlatform, the leading global cloud-based monetization and billing solution provider, today announced it has signed a multi-year agreement with Class Limited, a leader in cloud-based wealth accounting solutions for accountants, administrators......
SS&C
Business Fintech News

SS&C Bolsters Sales and Client Management in EMEA with Senior Appointments

Fintech News Desk
by Fintech News Desk0
Mike Webb and Spencer Baum to focus on Global Investor & Distribution Solutions in the U.K. and Europe SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Mike Webb and Spencer Baum have joined its Global Investor & Distribution Solutions division. Read More: Alloy Secures $40 Million in Series B Funding Led by Canapi Ventures Mike......
GreenHill Announces Acquisition by Leaders in the Investment Management Industry
Fintech Investment Services News

GreenHill Announces Acquisition by Leaders in the Investment Management Industry

Fintech News Desk
by Fintech News Desk0
GreenHill, a leading investment reporting provider in wealth management, has announced new leadership as the organization looks to expand its strategic solutions across wealth management clients. The new leadership team is composed of Bill McFadden, Jack Curran and Harry Cubit, who have all worked in the trust and investment management arena for over two......
SS&C's Black Diamond Wealth Platform Launches Command Center for Investment Advisors
Fintech Investment Services News Risk Management

SS&C’s Black Diamond Wealth Platform Launches Command Center for Investment Advisors

Fintech News Desk
by Fintech News Desk0
The Client View application centralizes all client-focused workflows in one place SS&C Technologies Holdings announced the launch of Client View, a new application within SS&C Black Diamond Wealth Platform. The application brings together all of the platform’s client-focused tools in an informational, interconnected, and actionable “command center” to help advisors manage......
1