Search Results for: client experience

HiddenLevers Introduces Model Improvement Workflow, a Breakthrough for Asset Manager Tech
Fintech News

HiddenLevers Introduces Model Improvement Workflow, a Breakthrough for Asset Manager Tech

Fintech News Desk
by Fintech News Desk0
In the fintech arms race underway among asset managers, HiddenLevers, a leading tech platform in the space, announced new AM-centric workflows that turn the model construction process into an advisor-facing client experience. “Fresh off a year of pandemic-era workshopping, we are helping asset managers reimagine their front office,” said Raj......
FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021
Business Fintech Fintech Funding News

FundCount Named Best Hedge Fund System in the Bobsguide Awards

Fintech News Desk
by Fintech News Desk0
FundCount, LLC, a worldwide provider of accounting and investment analysis software, is pleased to announce that it has been awarded the title of Best Hedge Fund System by Bobsguide, an online platform and global information source that connects buyers and sellers of financial technology. This marks the second year in......
Amundi-and-BNY-Mellon-Announce-Strategic-Alliance-to-Power-Investment-Lifecycle
Business Fintech News Risk Management

Amundi and BNY Mellon Announce Strategic Alliance to Power Investment Lifecycle

Fintech News Desk
by Fintech News Desk0
BNY Mellon and Amundi today announced a transatlantic collaboration to further power growth of both companies by integrating world-class complementary capabilities and establishing new integration points between the firms. This alliance immediately translates in the technological integration of BNY Mellon OMNISM, a client- and data-centric securities services platform, and Amundi’s......
Tiger Brokers to implement Iress trading software
Fintech News Trading

Tiger Brokers to Implement Iress Trading Software

Fintech News Desk
by Fintech News Desk0
Financial technology provider Iress today announced that Tiger Brokers, a NASDAQ-listed leading provider of online mobile broking services, will be implementing Iress’ trading software. This will support the expansion of Tiger Brokers’ retail broking operations by offering direct access to SGX, the Singapore Exchange. Read More: Laurentian Bank of Canada......
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......
Enfusion Receives $150M Investment from ICONIQ Growth as it Continues to Redefine Investment Management Technology Solutions
Fintech Investment Services News

Enfusion Receives $150M Investment from ICONIQ Growth as it Continues to Redefine Investment Management Technology Solutions

Fintech News Desk
by Fintech News Desk0
Company Achieves $1.5 Billion Valuation Enfusion, a global leader in investment management technology solutions and services, announced that it has received a $150 million minority investment from ICONIQ Growth. The funding is an endorsement of Enfusion’s pioneering cloud-native SaaS approach to breaking technological barriers and removing informational and operational constraints for......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Business Fintech News

Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality

Fintech News Desk
by Fintech News Desk0
Companies collaborate to offer advisors greater flexibility and customization to meet clients’ investment objectives and risk profile Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced that Raymond James Asset Management Services, a division of Raymond James Financial, Inc., will utilize Tegra118’s technology......
Paymints.io-Completes-an-Industry-First-Real-Estate-Payment-Transfer-Milestone
Business Fintech Investment Services News

Paymints.io Completes an Industry First Real Estate Payment Transfer Milestone

Fintech News Desk
by Fintech News Desk0
Paymints.io, a North Carolina based SaaS platform to transfer funds for real estate transactions, just reached an industry-first milestone by using its platform to disburse funds back to the client. The platform, which officially launched at the end of Q3, 2020, is revolutionizing the industry’s way of exchanging payments during home buying......
Mercatus-Hires-Software-Executive-John-Gibbon-as-President-and-COO
Business Fintech News

Mercatus Hires Software Executive John Gibbon As President And COO

Fintech News Desk
by Fintech News Desk0
Mercatus, the leading data management platform for private market investors, is pleased to welcome John Gibbon as President and Chief Operating Officer. Read More:  insightsoftware Announces Intent to Acquire IDL Group In this newly created management role reporting to the CEO, Haresh Patel, John will bring his vast experience as......
Alliance Data Completes Acquisition of Bread®
Fintech News

Alliance Data Completes Acquisition of Bread®

Fintech News Desk
by Fintech News Desk0
– Alliance Data successfully closes transaction; underscores commitment to investing in digital offerings including installment and buy now, pay later products – Company welcomes approximately 200 Bread employees and its more than 400 existing clients Alliance Data Systems Corporation (NYSE: ADS), a leading provider of data-driven marketing, loyalty and payment solutions, today......
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