Search Results for: asset managers

RocketDocs and Door Announce New Integration, Streamlining Digital Information Exchange for Asset Managers
Business Fintech News

RocketDocs and Door Announce New Integration, Streamlining Digital Information Exchange for Asset Managers

Fintech News Desk
by Fintech News Desk0
RocketDocs and Door have collaborated on a new service which allows asset managers to streamline the information exchange with their clients while finding greater efficiencies in overall data management. Door will now monitor RocketDocs for live updates to information on asset managers’ investment strategies, which are then sent in real......
Ebury Chooses Fenergo to Accelerate Client Onboarding in Expansion Drive
Artificial Intelligence Business Fintech News Robotic Process Automation

Fenergo Research Finds That Just One Third of Global Asset Managers Have Completed Their Digital Transformation Projects

Fintech News Desk
by Fintech News Desk0
Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, today announced findings from its global asset management research, which uncovered that while most firms feel that it’s important to have a digital transformation strategy, just over one third have reported completion......
Morningstar Formally Integrates ESG into Its Analysis of Stocks, Funds, and Asset Managers
Fintech Fintech Funding Investment Services News

Morningstar Formally Integrates ESG into Its Analysis of Stocks, Funds, and Asset Managers

Fintech News Desk
by Fintech News Desk0
As assets and interest in sustainable investing continue to grow, Morningstar unpacks ESG risks to meet investor demand for in-depth qualitative and quantitative research to curate ESG investment choices Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced it has begun formally integrating environmental, social, and governance (ESG)......
Gilded Automates Crypto Billing With Recurring Invoices
Banking Fintech News

1010data and Exabel Expand Partnership to Provide Enhanced Alternative Data Solution for Hedge Funds and Asset Managers

Fintech News Desk
by Fintech News Desk0
1010data expands its #partnership with @Exabel, to development an enhanced alternative #data solution to empower hedge funds and asset managers with richer insights into consumer spending and ticker performance. 1010data and Exabel today are announcing the expansion of their relationship after the success of their COVID-19 Tracker. The joint solution from......
Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers
Business Fintech News Risk Management

Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers

Fintech News Desk
by Fintech News Desk0
Products address Code of Ethics and personal account monitoring, best execution, education and training, advertising reviews, and cybersecurity Foreside Financial Group, a global provider of regulatory and compliance service and technology offerings for firms in the global asset and wealth management industry, is introducing a robust collection of technology-based compliance......
Broadridge Names Vijay Mayadas to Lead Capital Markets
Fintech News

Financial Advisors Expect More Help From Asset Managers as Working Practices Permanently Change, According to Broadridge Study

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, a global Fintech leader, released a survey of over 400 financial advisors, which reveals that financial advisors did not find asset manager wholesalers more helpful in addressing their needs throughout the challenges of the COVID-19 pandemic. Seventy percent of advisors agree that the pandemic will have a......
FactSet Surveys 200 Global Asset Managers on Technology Adoption in the Investment Industry
Fintech News

FactSet Surveys 200 Global Asset Managers on Technology Adoption in the Investment Industry

Fintech News Desk
by Fintech News Desk0
 FactSet, a global provider of integrated financial information, analytical applications, and industry-leading services, today published a report detailing the results of a survey on technology adoption in the investment industry, entitled “Transformative Technology: Exploring Innovation + Disruption in Financial Services.” Read More: BillingPlatform Increases Standing in MGI 360 Ratings Report......
Chainalysis Debuts Market Intel, a Data and Insights Portal to Help Asset Managers and Regulators Understand Cryptocurrency Markets
Blockchain Cryptocurrency Fintech News

Chainalysis Debuts Market Intel, a Data and Insights Portal to Help Asset Managers and Regulators Understand Cryptocurrency Markets

Fintech News Desk
by Fintech News Desk0
Chainalysis, the blockchain analysis company, announced the launch of Market Intel, its new website designed for asset managers and regulators to access live data and insights on cryptocurrency use, and the health and growth of cryptocurrency markets. Market Intel is powered by Chainalysis’s proprietary data, which the company has been......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Big Data Fintech Investment Services News Risk Management

Private Client Resources (PCR) and FINARTIS team to deliver a complete Front-to-Back Experience to Private Banks, Asset Managers and Family Offices internationally

Fintech News Desk
by Fintech News Desk0
Global Solution integrates PCR’s data aggregation capabilities with FINARTIS’s comprehensive Investment Management platform Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high net worth (UHNW) families and institutions announced a partnership with FINARTIS SA, the leading Swiss-Based provider of investment management and risk reporting......
Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support From Asset Managers and Technology, According to New Broadridge Survey
Fintech News

Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support From Asset Managers and Technology, According to New Broadridge Survey

Fintech News Desk
by Fintech News Desk0
 Broadridge Financial Solutions, a global Fintech leader, released results from a survey of over 300 financial advisors, revealing that financial advisors are accelerating the transition of their business models to offer more holistic financial wellness services. Read More: Amidst COVID-19 Pandemic, QUID To Provide Cash To Illiquid & Laid Off Employees......
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