Search Results for: cash flow

YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Fintech News

LPL Financial Adds YCharts to Vendor Affinity Program To Strengthen Advisor Investment Research and Client Communication Toolset

Fintech News Desk
by Fintech News Desk0
YCharts, investment research, analytics, and client communications platform, announced it has been selected for inclusion in LPL Financial (“LPL”) Vendor Affinity Program. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash “Today’s investors want more communication from their financial advisors and they want those engagements to be increasingly......
CyberCX Selects FinancialForce to Consolidate 15 Business Units and Bring Core Business Data onto a Single System
Fintech News

CyberCX Selects FinancialForce to Consolidate 15 Business Units and Bring Core Business Data onto a Single System

Fintech News Desk
by Fintech News Desk0
Fast growing cybersecurity firm selects agile business platform to support strategic consulting and world-class managed services offering FinancialForce, provider of the only modern ERP suite and the #1 professional services automation (PSA), today announced that CyberCX, a leading cybersecurity provider based in Australia, is integrating its business on a single platform powered by......
What Is a Quote Management Software and Top Quote Management Software Providers With In-Demand Features?
Featured Fintech

What Is a Quote Management Software and a Few Top Quote Management Software Providers

Fintech News Desk
by Fintech News Desk0
“Great salespeople are relationship builders who provide value and help their customers win” – Jefferey Gitomer Good sales numbers are critical for the growth of an organization and a healthy pipeline or the state of it can define and determine future sales. Talking about marketing and sales, things mostly are......
CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives
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CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives

Fintech News Desk
by Fintech News Desk0
CAIS, the leading alternative investment platform, announced an integration agreement with BNY Mellon’s Pershing (“Pershing”), a leading provider of global financial business solutions, to automate manual transaction processes, making it easier and faster for financial advisors to allocate to alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors
Capital Markets Fintech Investment Services News

iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors

Fintech News Desk
by Fintech News Desk0
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced an enhanced technology integration with BNY Mellon’s Pershing (“Pershing”) that will simplify the process for advisors accessing alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
Western Union Recognized with Inclusion in 2021 Bloomberg Gender-Equality Index
Fintech News

Western Union Accredited as a New Lender Under the UK Coronavirus Business Interruption Loan Scheme (CBILS)

Fintech News Desk
by Fintech News Desk0
Western Union Business Solutions via Western Union International Bank will be able to provide financial support to small UK businesses impacted by the COVID-19 outbreak The Western Union Company, a leader in cross-border, cross-currency money movement and payments, has been accredited as a new lender under the Coronavirus Business Interruption......
Fintech News

Fir Tree Partners Joins Arcesium Technology and Services Platform

Fintech News Desk
by Fintech News Desk0
Private Investment Firm Partners with Arcesium to Implement Flagship Suite of Fully Integrated Technology & Services Arcesium LLC, a leading global financial technology and professional services firm, announced today that Fir Tree Partners, a private investment firm, selected Arcesium’s fully integrated technology platform and services solution to support their operational......
Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication
Fintech Funding News

Vanguard Consolidates Taxable Money Market Fund Management on Charles River IMS

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street company, today announced that Vanguard Group Inc. has consolidated management of taxable money market funds on the cloud-based Charles River Investment Management Solution (Charles River IMS). Read More: Vitesse, a Fintech Providing Real-Time Cross-Border Payments for Businesses, Scores £6.6m Series A Vanguard is live on......
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Consilio Embraces the Next Level of Growth and Appoints Three New Executive Management Roles

Fintech News Desk
by Fintech News Desk0
Consilio, a global leader in eDiscovery, document review, risk management and legal consulting services, today announced the creation of three new roles on their executive management team. The company promoted from within to fill these positions, including Amy Hinzmann as Chief Experience Officer, Raj Chandrasekar as Chief Operating Officer, and Adam Pollitt as President, EMEAA.......
Barclays Launches Systematic Study of ESG-Focussed US Equity Funds
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Barclays Launches Systematic Study of ESG-Focussed US Equity Funds

Fintech News Desk
by Fintech News Desk0
ESG-focussed mutual funds are attracting large inflows, but fundamental challenges remain in defining what constitutes an ESG-labelled equity fund. In a systematic study of US equity funds, Barclays Quantitative Portfolio Strategy (“QPS”) team finds that ESG-labelled funds do not necessarily provide more ESG exposure than conventional funds. Read More: Curb Debuts......
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