Search Results for: client lifecycle management

Morningstar Launches Wealth Management Solutions Group to Connect Capabilities for Advisors
Fintech News

Morningstar Launches Wealth Management Solutions Group To Connect Capabilities For Advisors

Fintech News Desk
by Fintech News Desk0
New business unit, fortified with newly hired executives, unites capabilities across Morningstar Morningstar, Inc., a leading provider of independent investment research, announced the creation of a new business unit focused on the wealth management segment. Latest Fintech Insights: Paysend Expands Reach Of Cross Border Money Transfers For Customers With Visa Direct......
Pathway And Hawksoft Partner To Streamline Client-facing Communications Like Email And Text Messaging
InsurTech News

Pathway And Hawksoft Partner To Streamline Client-facing Communications Like Email And Text Messaging

Fintech News Desk
by Fintech News Desk0
Pathway adds bot-driven automations to communicate with insureds for renewals, billing, and delivery of policy documents. HawkSoft, the Oregon-based insurance technology developer, entered 2022 affirming its commitment to connecting and integrated with fellow InsurTech companies aiming to propel the independent agency channel forward. Pathway, the Canadian insurance agency automation platform, is......
Definity Partners With Cobalt to Enable Real-Time FX Clearing and Dynamic Credit Management of Digital Asset Trades
Digital Asset Management News

Definity Partners With Cobalt to Enable Real-Time FX Clearing and Dynamic Credit Management of Digital Asset Trades

Fintech News Desk
by Fintech News Desk0
DeFinity, an institutional digital asset ECN and DeFi marketplace for fiat FX, Cryptocurrencies and Central Bank Digital Currencies, partners with Cobalt, a market infrastructure provider focused on re-engineering the institutional FX and digital asset markets to facilitate real–time clearing, settlement and dynamic risk and credit management. The combined technology of......
Brookwood Financial Partners, LLC Selects Asset Class Platform for Investor Management
Fintech Investment Services News

Brookwood Financial Partners, LLC Selects Asset Class Platform for Investor Management

Fintech News Desk
by Fintech News Desk0
Asset Class, a fintech company headquartered in Dublin, Ireland, with offices in New York, Atlanta, and London, announced that it has been selected as the technology partner of Brookwood Financial Partners, LLC. for the delivery of its next-generation Investor Management platform – Asset Class PE (Private Equity). Latest Fintech Insights: Next-gen Fintech Platform DeFiato Completes......
Bank of Queensland Continues Technology Modernisation with Move to Cloud-based Debit Card Management from Fiserv
Banking News

Bank of Queensland Continues Technology Modernisation with Move to Cloud-based Debit Card Management from Fiserv

Fintech News Desk
by Fintech News Desk0
Bank can respond quickly to customer expectations in the rapidly changing payments space Bank of Queensland (BOQ) is bringing an enhanced set of capabilities to debit card holders as part of the bank’s comprehensive new digital offering. With the migration of its debit cards to the FirstVision platform from Fiserv,......
Itiviti Successfully Integrates NYFIX Matching Post-trade Solution with Broadridge Investment Management Solutions
Fintech Investments News

Itiviti Successfully Integrates NYFIX Matching Post-trade Solution with Broadridge Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
Itiviti, Broadridge Financial Solutions, Inc.’s provider of flexible, cross-asset trading solutions covering the full trade lifecycle, announced the integration of its NYFIX Matching solution with the portfolio, order and investment management system from Broadridge. “The post-trade space has historically been defined by manual processes, but given shrinking technology budgets, many firms......
Oxane Signs Two More Clients For Its Loan Servicing 2.0 Offering
Investments News

Oxane Signs Two More Clients For Its Loan Servicing 2.0 Offering

Fintech News Desk
by Fintech News Desk0
New debt funds are opting for Oxane’s digital-first capabilities to scale with agility  Oxane Partners (“Oxane”), a leading technology-driven solutions provider to private markets, announced it has signed two more clients, AllianceBernstein and Edmond de Rothschild REIM, for its Loan Servicing 2.0 offering. In a strong endorsement of its Loan......
iManage Raises the Bar for Comprehensive Risk Management Coverage with New iManage Cloud Services
Cloud News Risk Management

iManage Raises the Bar for Comprehensive Risk Management Coverage with New iManage Cloud Services

Fintech News Desk
by Fintech News Desk0
Company helps prepare legal and professional services firms for the Future of Work by providing cloud-based services while maintaining proven on-premise offerings  iManage, the company dedicated to Making Knowledge Work, announced the availability of its risk management products in the iManage Cloud, beginning Q4 2021. The choice of deployment model,......
Hill Country Asset Management To Join Arcesium's Technology And Services Platform Through Existing Joint Offering With J.P. Morgan
Finance Fintech Investments News

Hill Country Asset Management To Join Arcesium’s Technology And Services Platform Through Existing Joint Offering With J.P. Morgan

Fintech News Desk
by Fintech News Desk0
Arcesium LLC, a leading global financial technology and professional services firm, announced that Hill Country Asset Management has chosen to deploy Arcesium’s joint offering with J.P. Morgan’s Securities Services. SysAdmin Appreciation Day: Top Industry Leaders Share their Insights on IT and Data Ops Through their existing strategic partnership, Arcesium and......
SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform
Fintech News

SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Spun-out from Goldman Sachs in December 2018, SIMON announces capital raise led by WestCap with participation from existing investors SIMON Markets LLC (“SIMON”), a fintech company transforming the digital wealth management landscape through its leading platform for financial professionals, and which makes risk-managed and alternative investment solutions broadly available, has closed......
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