Search Results for: client

CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives
Business Fintech Investment Services News

CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives

Fintech News Desk
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......
Trovata, ICD Launch Integrated Corporate Treasury Workflow with Bandwidth, Inc.
Banking Fintech News

Trovata, ICD Launch Integrated Corporate Treasury Workflow with Bandwidth, Inc.

Fintech News Desk
Trovata, an emerging enterprise fintech automating cash reporting and forecasting with its multi-bank API data aggregation platform, and ICD, corporate treasury’s trusted independent portal provider of money market funds and other short-term investments, announced today that they have launched an integrated workflow for corporate cash forecasting and investing. Bandwidth Inc. (NASDAQ: BAND), a software company......
SGX Partners with Cassini Systems to Help Market Participants Prepare for Uncleared Margin Rules (UMR)
Fintech News

SGX Partners with Cassini Systems to Help Market Participants Prepare for Uncleared Margin Rules (UMR)

Fintech News Desk
Exchange and Analytics Firm Offer Service for SGX Users to Manage and Comply with UMR Singapore Exchange (SGX), the world’s largest and fastest-growing Asian foreign exchange (FX) futures marketplace, and Cassini Systems, the leading provider of pre- and post-trade margin and collateral analytics for derivatives markets, have partnered to provide a free service......
Fintech Investment Services News

COVID-19 Can’t Dim Advisors’ Outlook for a Brighter Tomorrow, TD Ameritrade Institutional Survey Finds

Fintech News Desk
In spite of the COVID-19 pandemic, independent registered investment advisors (RIAs) are hopeful for the better days that lie ahead. According to findings from a new survey conducted for TD Ameritrade Institutional[1], advisors remain bullish on the future of the economy, the market and their businesses, and in the near-term, they’re......
Figure, J.P. Morgan Close $100 Million Financing Facility for Jumbo, Conforming Mortgages
Blockchain Fintech News

Figure Unveils Industry First Marketplace That Facilitates Buying and Selling of Loans All on Blockchain

Fintech News Desk
Figure Technologies, Inc. (Figure™), a leader in transforming financial services through the power of blockchain technology, today launched the first loan marketplace that powers the turnkey buying and selling of loans on blockchain. Read More: Safebuilt Insurance Services (SIS Insure) Partners with AF Group to Expand Insurance Programs for Contractors “The......
Velocity Solutions Appoints John Pechacek as Chief Technology Officer
Fintech News

Velocity Solutions Appoints John Pechacek as Chief Technology Officer

Fintech News Desk
Velocity Solutions announces that John Pechacek has joined the company as Chief Technology Officer. Most recently, John led the software development team for PayScale, Inc., a market leader in compensation software, used by over 8,000 employers ranging from small businesses to Fortune 500 companies. Read More: COVID-19 and Automation are......
ConsenSys Acquires Quorum® Platform from J.P. Morgan
Blockchain Fintech News

ConsenSys Acquires Quorum® Platform from J.P. Morgan

Fintech News Desk
ConsenSys, an industry-leading blockchain software company, announced the acquisition of Quorum, an enterprise-variant of the Ethereum blockchain developed by J.P. Morgan. With the addition of Quorum, now offers a full range of products, services, and support for Quorum, accelerating the availability of features and capabilities—such as digital asset functionality and......
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
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......
Majesco Continues Expansion Of Majesco EcoExchange Marketplace With Two New Partners
Artificial Intelligence Fintech InsurTech News

Majesco Advances its Digital Transformation Journey with Modernized Salesforce Sales Cloud

Fintech News Desk
Majesco, a global provider of cloud insurance platform software, announced it went live with the latest version of Salesforce Sales Cloud. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding Majesco is using Sales Cloud to revamp its client relationship management system. Sales Cloud will help......
NAVEX Global and Crowe Establish Strategic Alliance to Deliver Integrated Risk & Compliance Software and Services
Fintech News Risk Management

NAVEX Global and Crowe Establish Strategic Alliance to Deliver Integrated Risk & Compliance Software and Services

Fintech News Desk
Crowe becomes first consultancy to certify professionals on NAVEX’s Lockpath Platform NAVEX Global® and Crowe LLP today announced a strategic alliance to offer customers a complete Integrated Risk Management (IRM) solution powered by NAVEX Global’s leading IRM software, Lockpath, and supported by Crowe’s IRM program development, advisory and technology services. Read More: Tech......
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