Search Results for: asset managers

Juniper Square Revolutionizes Fund Administration With Technology-First Solution Designed for Commercial Real Estate
Fintech Investment Services News

Juniper Square Revolutionizes Fund Administration With Technology-First Solution Designed for Commercial Real Estate

Fintech News Desk
First-of-its-kind offering combines industry-leading software and expert services to deliver transparent and responsive end-to-end fund administration for investment managers Juniper Square today announced the launch of the first-ever technology-driven fund administration service designed for the commercial real estate (CRE) industry. The offering combines leading software and an expert team to seamlessly integrate......
Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform
Fintech News

Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform

Fintech News Desk
Next-gen data engine expands platform benefits, increases efficiency, accuracy and speed of advisors’ operations, coincides with new FinTech industry partnerships Bridge Financial Technology (“Bridge”), provider of an automation-driven portfolio management platform that simplifies and streamlines back-office functions for advisors and wealth managers, launched the next generation of its powerful core......
ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement
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ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement

Fintech News Desk
ForwardLane, whose powerful artificial intelligence technology provides advisors of all sizes with signals and next-best actions prompts, has named Lauren Feldman as Director of RIA Sales and Client Engagement. Read More: Nacha Adopts Rules for the Ongoing Modernization of ACH Payments In her new role, Feldman will lead ForwardLane’s sales and......
Ludovic Blanquet Joins smartTrade as Chief Product and Strategic Planning Officer
Fintech News Trading

Ludovic Blanquet Joins smartTrade as Chief Product and Strategic Planning Officer

Fintech News Desk
The appointment will help shape smartTrade’s vision to deliver the leading cross-asset eTrading solution for its customers. smartTrade Technologies announces that Ludovic Blanquet has joined as Chief Product and Strategic Planning Officer. Ludovic will support smartTrade to deliver world class integrated eTrading solutions. Read More:Ethos Risk Services Investigations Add-On for......
Cogitate Enhances DigitalEdge Insurance Platform with Verisk Advisory Loss Costs, Rules, and Forms
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Cogitate Enhances DigitalEdge Insurance Platform with Verisk Advisory Loss Costs, Rules, and Forms

Fintech News Desk
Cogitate Technology Solutions, a future-ready P&C insurance technology innovator, has enhanced its DigitalEdge Insurance Platform by becoming a member of the Verisk Strategic Alliances network and integrating rates, rules, and forms from ISO, a Verisk business, into various lines of business. Cogitate’s Platform enables insurance carriers, MGA’s, wholesalers and program managers to distribute their lines......
Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds
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10 Startups Selected for Accenture’s 2020 FinTech Innovation Lab Asia-Pacific

Fintech News Desk
Accenture and 19 leading financial services firms to mentor financial technology entrepreneurs in seventh annual program   Ten leading fintech companies have been selected for the seventh annual FinTech Innovation Lab Asia-Pacific, a mentorship program created by Accenture (NYSE: ACN) that helps startups fine-tune their business plans and solutions by pairing......
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
Fintech Investment Services News

SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform

Fintech News Desk
Over 60 new Strategies from Fidelity Institutional Asset Management, Northern Trust Investments, and Vanguard Group  SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management platform (TAMP), continues to expand its roster of available investment strategies with the addition of industry stalwarts......
CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
Business Fintech News Risk Management

CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally

Fintech News Desk
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX: CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
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