Search Results for: finance management

CI Global Asset Management Claims Compliance with the Global Investment Performance Standards
Investments News

CI Global Asset Management Claims Compliance with the Global Investment Performance Standards

Fintech News Desk
by Fintech News Desk0
CI Global Asset Management announced that it claims compliance with the Global Investment Performance Standards from CFA Institute. Latest Fintech News: DiscipleData, Inc. (DDI) Partners with VSoft to Offer Arya Digital Platform to Nonprofits “We are very proud to have completed the demanding process to claim compliance with the GIPS standards, the......
Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial
Investments News

Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial

Fintech Staff Writer
by Fintech Staff Writer0
OneDigital Investment Advisors, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital (“OneDigital”), a leading insurance brokerage, financial services and HR consulting firm, today announced it has acquired TimeScale Financial, a Danvers, MA-based registered investment adviser. This acquisition marks OneDigital’s 5th transaction in a five-month period of strategic growth of the wealth management......
Khelp Financial Launches Investment Management Practice with Key Hires; DeFi Hedge Funds Planned for Q3 2022
DeFi News

Khelp Financial Launches Investment Management Practice with Key Hires; DeFi Hedge Funds Planned for Q3 2022

Fintech News Desk
by Fintech News Desk0
Khelp Financial (“Khelp”), a registered investment advisor in the digital asset sector, is pleased to announce the hiring of two new employees. Latest Fintech News: DP World and CDPQ Announce US$5 billion Investment in Strategic Assets in the UAE First, Steve Goeke is joining the firm as Chief Operating Officer. Mr. Goeke has......
iBG Finance Announces Forthcoming Investment Portal Launch
DeFi News

iBG Finance Announces Forthcoming Investment Portal Launch

Fintech News Desk
by Fintech News Desk0
The aggregator aims to make DeFi investment painless for traders of all levels through an all-in-one suite of DeFi earning protocols Premier diversified wealth management platform iBG Finance has announced the impending launch of its iBG Investment Portal. Latest Fintech News: LexisNexis Risk Solutions Acquires Property Insurtech Flyreel A subsidiary of......
Mortgage tech Startup, EASY launches FOXCARD
Banking News

Signature Bank Appoints Corporate Mortgage Finance Group

Fintech News Desk
by Fintech News Desk0
Private Client Banking Team Members, Resources and Systems Now in Place for Launch of New Business Line Signature Bank a New York-based, full-service commercial bank, announced the appointment of its Corporate Mortgage Finance (CMF) Group. The CMF group provides financing solutions for a range of mortgage-related collateral across Signature Bank’s......
Homebot integration with the Black Knight Surefire CRM enables effortless delivery of personalized home finance insights to homeowners
Finance News

Homebot Integration With the Black Knight Surefire CRM Enables Effortless Delivery of Personalized Home Finance Insights to Homeowners

Fintech News Desk
by Fintech News Desk0
Homebot, an award-winning, client engagement and retention portal that empowers consumers to build wealth through homeownership, announced it has integrated with Surefire, the industry-leading customer relationship management (CRM) and mortgage marketing automation software from Black Knight, a premier provider of software, data and analytics that drives innovation in the mortgage lending, servicing and real estate......
NTT Finance Invests in D-ID, World Leader in AI-Driven Creative Media
Investments News

NTT Finance Invests in D-ID, World Leader in AI-Driven Creative Media

Fintech News Desk
by Fintech News Desk0
NTT Finance joined recent Series B round to help D-ID expand the horizons of cutting-edge Digital Human and Reenactment technologies NTT Finance, financial group company of Japanese telecommunications giant NTT, invested in D-ID, the world leader in AI-driven creative media. The funding is part of D-ID’s recent $25 million Series B round. The round......
Tiller Launches New Personal Finance Service for Excel, Partners on Exclusive Offer for Microsoft 365 Subscribers
Finance News

Tiller Launches New Personal Finance Service for Excel, Partners on Exclusive Offer for Microsoft 365 Subscribers

Fintech News Desk
by Fintech News Desk0
Tiller’s personal finance service now offers a full suite of tools for customers to manage their financial lives with the power of Microsoft Excel Tiller announced full support for Microsoft Excel, delivering a complete personal finance service built on the industry-leading spreadsheet software program. Latest Fintech News: Digital Asset Liquidity Innovator Tritum......
Leucadia Asset Management Announces Strategic Relationship with Pearlstone Alternative
Investment Services News

Leucadia Asset Management Announces Strategic Relationship with Pearlstone Alternative

Fintech News Desk
by Fintech News Desk0
Leucadia Asset Management, the asset management division of Jefferies Financial Group Inc.,  announced a strategic relationship with Pearlstone Alternative, a credit opportunities investment group headquartered in London. In connection with the transaction, Leucadia Asset Management will provide seed capital as well as distribution services to Pearlstone Alternative along with other......
CGI Completes Acquisition of French-Based Harwell Management
Finance Fintech News

CGI Completes Acquisition of French-Based Harwell Management

Fintech News Desk
by Fintech News Desk0
CGI has completed, through its subsidiary CGI France SAS, the previously announced acquisition of Harwell Management, a leading management consulting firm specializing in financial services for the French market. As the demand for management consulting services rises worldwide, CGI continues to broaden its capabilities to ensure the delivery of end-to-end......
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