Search Results for: asset managers

Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū
Fintech News

Portfolio BI Wins Best Trading Technology at the AltCredit Fund Intelligence US Awards

Fintech News Desk
Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, today announced that it was named as the Best Trading Technology by AltCredit in its AltCredit US Services Awards. “Portfolio BI OMS enables Portfolio Managers, Traders, Compliance, and Operations to......
Planswell Fills C-Suite with Eye Towards Global Expansion
Fintech Investment Services News

55ip Brings on Three New Managing Directors

Fintech News Desk
Addition of key personnel will support its mission of empowering advisor growth through intelligent, tax-smart investment strategies 55ip has added three managing directors to meet increasing advisor demand for its tax-smart investment strategy engine. The firm has appointed Silvio DeVincentis as Managing Director and Head of Quantitative Research and Development, Michael Camp, CFA, as......
Tora strikes deal with Japan's Revolution Co Ltd
Fintech News Trading

TORA Launches New Generation Portfolio Management System

Fintech News Desk
TORA, the provider of industry leading trading technology, has today announced the launch of their new Portfolio Management System (PMS). TORA, the provider of industry leading trading technology, has today announced the launch of their new Portfolio Management System (PMS). The revitalized system is fully integrated with their OEMS platform......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Artificial Intelligence Fintech News

ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership

Fintech News Desk
Advisors can harness ForwardLane’s AI technology to deliver hyper-personalized service to clients and drive up to 50% more growth in AUM ForwardLane, the award-winning wealthtech provider of personalized client insights for wealth and asset managers, has entered into a strategic partnership with Bridge Financial Technology to provide access to artificial intelligence for......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Business Fintech News

NAV Fund Administration Group Establishes New Location to Support Fund Management Growth in Singapore

Fintech News Desk
NAV Fund Administration Group Adds Singapore Location NAV Fund Administration Group, a leading provider of administrative services to alternative asset managers, has established a new business location in Singapore. Several initiatives introduced by the Singapore government to develop the country’s fund management industry have generated rapid growth, increasing the demand......
GreenSky Completes Over $2.5 Billion of New Funding
Banking Fintech Fintech Funding News

GreenSky Completes Over $2.5 Billion of New Funding

Fintech News Desk
Consummates $1.8 billion Elective Healthcare bank funding partnership and executes $875 million in additional funding GreenSky, a leading financial technology company Powering Commerce at the Point of Sale, announced it has entered into a new, long-term, $600 million per year, bank funding partnership totaling up to $1.8 billion for its......
Cloud-based Hedge Funds Report Gains in Efficiency and Data Security but Struggle with Data Unification
Fintech Fintech Funding Investment Services News

Cloud-based Hedge Funds Report Gains in Efficiency and Data Security but Struggle with Data Unification

Fintech News Desk
New Enfusion research finds hedge funds experience steady headcount, enhanced data security and boost in overall efficiency after migrating to the cloud Enfusion, a leading global provider of investment management technology solutions and services, released a report that reveals hedge fund managers are growing more comfortable with moving data to......
Options
Business Fintech News

Options Announces Microsoft Cloud Platform Gold Partner Status

Fintech News Desk
Options, the leading provider of cloud-enabled managed services to the global capital markets, today announced it has achieved the prestigious Microsoft Cloud Platform Gold Partner Status. In doing so, Options joins the top 1% of Microsoft partners worldwide. Microsoft Gold competency is a recognized mark of the highest standards of......
Confluence Partners With Sweden’s Limina To Offer Reporting And Investment Management Solutions To $1B Wealth Manager
Business Fintech Investment Services News

Confluence Partners With Sweden’s Limina To Offer Reporting And Investment Management Solutions To $1B Wealth Manager

Fintech News Desk
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider delivering innovative products to the worldwide money management industry, in partnership with Limina AB (“Limina”), a provider of SaaS solutions to asset managers globally, has secured a three-year contract with a $1B wealth manager headquartered in Stockholm, Sweden. Read More: GlobalFintechSeries Interview with Veenerick Vos......
Ultimus Introduces uTRANSACT™ Online Shareholder & Adviser Portal
Business Fintech News

Ultimus Introduces uTRANSACT™ Online Shareholder & Adviser Portal

Fintech News Desk
Sophisticated technology and modern interfaces enhance the user experience Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service fund administration, accounting, and investor solutions, is pleased to announce the availability of uTRANSACT™, an advanced digital portal that provides real-time information and account access for both shareholders and advisers. Developed in conjunction......
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