Search Results for: client lifecycle management

AccessFintech Raises $60 Million in Series C Led By WestCap
Fintech News

AccessFintech Raises $60 Million in Series C Led By WestCap

Fintech News Desk
by Fintech News Desk0
AccessFintech, the leading fintech company evolving the capital markets operating model through data and workflow collaboration, announced the successful completion of its $60 million Series C funding round, led by WestCap. As the lead investor, WestCap brings deep experience building and scaling transformational software for capital markets with companies including......
Allvue Systems Announces Strategic Partnership with IQ-EQ
Investment Services News

Allvue Systems Announces Strategic Partnership with IQ-EQ

Fintech News Desk
by Fintech News Desk0
Partnership will provide private debt and CLO managers with a trusted advisor to effectively implement and integrate Allvue’s back-office product suite Allvue Systems (“Allvue”), a leading alternative investment technology solutions provider, announced that they have formed a strategic alliance with IQ-EQ to provide back office servicing to private debt and CLO......
VRGL Announces $15Million Series A Fundraising Round led by MissionOG and FINTOP Capital
Finance News

VRGL Announces $15Million Series A Fundraising Round led by MissionOG and FINTOP Capital

Fintech News Desk
by Fintech News Desk0
Investment follows immediate revenue growth post launch as wealth managers embrace solution to accelerate the Client Acquisition, Proposal Management, and Retention process (“CAPM & R”) VRGL, Inc (“VRGL”), a provider of institutional-grade analytics and automated data extraction to the wealth management industry, today announced it has raised $15 million in a......
Dechert Bolsters its Global Financial Services Capability with New Partner in Dublin
Finance News

Dechert Bolsters its Global Financial Services Capability with New Partner in Dublin

Fintech News Desk
by Fintech News Desk0
Dechert LLP is expanding its funds practice with the addition of Emmet Quish as a partner in its Dublin office. Mr. Quish is an experienced funds lawyer with a focus on the structuring, establishment and ongoing compliance for all types of investment funds, including alternative funds and UCITS. In addition to providing......
iCapital Completes Acquisition of SIMON Markets
Fintech News

iCapital Completes Acquisition of SIMON Markets

Fintech News Desk
by Fintech News Desk0
Marks a major milestone in the creation of the most comprehensive alternative investment marketplace for advisors by adding access to structured investments, annuities, and risk-managed solutions iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced it has......
BlackRock Introduces Model Portfolios Designed to Help Investment Outcomes for Women
Investments News

BlackRock Introduces Model Portfolios Designed to Help Investment Outcomes for Women

Fintech News Desk
by Fintech News Desk0
Solution considers differences in life expectancy, income, and employment Most long-term investment products don’t consider three factors unique to women life expectancy, income gaps, and employment gaps — missing important inputs that could impact women’s long-term investing success. To address this, BlackRock created its first Model Portfolios for Women, leveraging......
nbkc Bank Successfully Implements nCino Commercial Pricing and Profitability
Banking News

nbkc Bank Successfully Implements nCino Commercial Pricing and Profitability

Fintech News Desk
by Fintech News Desk0
Community Bank Goes Live Across Multiple nCino and nIQ Solutions nCino, Inc. a pioneer in cloud banking and digital transformation solutions for the global financial services industry, today announced that nbkc is live on nCino’s Commercial Pricing and Profitability on the nCino Bank Operating System®. The $1.1 billion-asset community bank is live on nCino’s Commercial, Small Business and Retail......
PyraMax Bank Joins Cetera Financial Institutions
Banking News

PyraMax Bank Joins Cetera Financial Institutions

Fintech News Desk
by Fintech News Desk0
PyraMax Bank departs LPL, choosing Cetera for its hands-on management and growth strategy Cetera Financial Group, one of America’s largest networks of financial professionals, announced that it has welcomed Milwaukee-area PyraMax Bank to its Cetera Financial Institutions community. Together, the organizations will expand PyraMax Bank’s menu of investment services and seek to......
Betterview Announces Partnership with OneShield
InsurTech News

Betterview Announces Partnership with OneShield

Fintech News Desk
by Fintech News Desk0
Betterview, an InsurTech provider of actionable property intelligence to property and casualty (P&C) insurance companies, is pleased to announce a new partnership with leading core system provider, OneShield Software (OneShield). Latest Fintech News: Outsourced Investment Firms Totaling Nearly $160 billion in Assets Under Advisement Adopt Lenox Park Solutions’ Diversity Tools Under......
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