Search Results for: asset managers

Tapping the Full Potential of Wealth Management for Eve- Ryone: Wealthpilot Receives Investment for Expansion Into New Market Segments
Banking Fintech News

Tapping the Full Potential of Wealth Management for Eve- Ryone: Wealthpilot Receives Investment for Expansion Into New Market Segments

Fintech News Desk
by Fintech News Desk0
wealthpilot taps the full potential of wealth management for end custom- ers, wealth managers and banks – with this goal in mind, wealthpilot has created the financial home of the future for customers of wealth managers, banks and insurance companies. In order to further develop the software-as-a-service platform (SaaS), the......
ClassWallet Expands its Financial Spending Management Platform into School Maintenance and Custodial Market with MaintenanceWallet
Business Fintech News

ClassWallet Expands its Financial Spending Management Platform into School Maintenance and Custodial Market with MaintenanceWallet

Fintech News Desk
by Fintech News Desk0
Enables K-12 Maintenance Crews and Custodians to Purchase Supplies While Providing School Operations Managers with Complete Oversight via a Streamlined and Paperless Tool Financial technology platform provider ClassWallet has expanded its popular classroom spending management platform to support the needs of K-12 school maintenance and custodial staff. Read More: 2021 Ushers In......
Elinvar Successfully Signs €25 Million Funding Round With Toscafund as Lead Investor
B2C Fintech Fintech Funding Investment Services News

Elinvar Successfully Signs €25 Million Funding Round With Toscafund as Lead Investor

Fintech News Desk
by Fintech News Desk0
January 21, 2021 Berlin-based WealthTech PaaS Elinvar successfully signs €25 million funding round to scale its multi-tenant platform, connecting the wealth management ecosystem. The lead investor for the round is Toscafund Asset Management (subject to approval of the BaFin, the federal office for financial supervision). Existing shareholders Ampega Asset Management,......
TraQiQ Appoints Richard J. Berman To Its Advisory Board
Business Fintech News

TraQiQ Appoints Richard J. Berman To Its Advisory Board

Fintech News Desk
by Fintech News Desk0
TraQiQ, Inc., a FinTech company delivering deeply targeted technology solutions for delivery and transaction management announced today that Richard Berman, an experienced Director and leader for a number of public companies, has been added to the Company’s advisory board. Read More: GlobalFintechSeries Interview with Richard Formoe, Chief Revenue Officer at......
Recognise Bank Appoints Anita Maclean as Head of Strategy
Banking Business Fintech News

Recognise Bank Appoints Anita Maclean as Head of Strategy

Fintech News Desk
by Fintech News Desk0
Recognise Bank has announced the appointment of Anita Maclean to join their executive team. Anita’s role will focus on the development and execution of the Bank’s future strategy. Read More: Global Fintech Series Interview with Thomas (Tom) Aronica, Founder and CEO of Biller Genie Anita will also work closely with......
Index-fund-investors-can-now-weigh-in-on-S_P-500®-corporate-resolutions_-a-landmark-announcement-from-ONEFUND
Business Fintech Investment Services News

Index Fund Investors Can Now Weigh In On S&P 500 Corporate Resolutions, A Landmark Announcement From ONEFUND

Fintech News Desk
by Fintech News Desk0
ONEFUND, a private, independent FinTech company, today announced that it has added Index Proxy Polling as a shareholder feature for its S&P 500® Equal Weight index fund, ticker symbol INDEX. Index Proxy Polling enables shareholders to weigh in on important resolutions from 500 of America’s largest corporations. From Environmental, Social......
Allvue Launches New Portfolio Management Solution for Limited Partners
Fintech Investment Services News

Allvue Launches New Portfolio Management Solution for Limited Partners

Fintech News Desk
by Fintech News Desk0
Technology tool provides fully integrated, multi-asset class solution to enhance investment decision capabilities of LPs and builds upon extensive GP experience Allvue Systems (“Allvue”), a leading alternative investment technology solutions provider, today announced the launch of its Limited Partner (“LP”) Portfolio Management solution (“the LP solution”), a fully integrated, multi-manager,......
Canoe-Intelligence-reaches-significant-milestones-in-2020
Business Fintech Investment Services News

Canoe Intelligence Reaches Significant Milestones In 2020; Increases Client Base By Over 150%

Fintech News Desk
by Fintech News Desk0
Canoe Intelligence , a financial technology company focused on reimagining data management processes for institutional investors, wealth managers, capital allocators and asset servicing firms, today announced it reached several significant milestones during 2020, one of which being a record year in terms of client growth. Read More: Datasite Completes Agreement to......
NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management
Business Fintech News

NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management

Fintech News Desk
by Fintech News Desk0
NexJ Systems, announces it is partnering with AdvisorStream to enhance a product that enables wealth managers to better address the need to meaningfully engage with clients. Inform is the first intelligent digital assistant that allows advisors to hyper-personalize content and deliver superior, value-added, customer experiences throughout the client lifecycle. Read More: PayPal......
Sionic-names-Mark-Humphries-as-chairman
Banking Fintech Investment Services News Risk Management

Sionic Names Mark Humphries As Chairman

Fintech News Desk
by Fintech News Desk0
Specialist financial services consulting firm Sionic has today announced the appointment of Mark Humphries as its new Chairman. Mark takes up his role with immediate effect, succeeding Tony Solway, who stepped down at the end of 2020. Mark’s appointment marks an acceleration of Sionic’s strategic ambition to become the pre-eminent......
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