Search Results for: financial goals

Oxane Signs Three Global Investment Banks For Its Illiquid Credit Portfolio Management Solution
Fintech Investment Services News

Oxane Signs Three Global Investment Banks For Its Illiquid Credit Portfolio Management Solution

Fintech News Desk
by Fintech News Desk0
Banks look to improve data transparency and portfolio management processes with digitalisation projects Oxane Partners, a leading technology-driven solutions provider to private markets, announced signing three bulge bracket investment banks across the US and Europe for its illiquid credit portfolio management solution – Oxane Panorama. With more than $200 billion......
Fidelity's eMoney Advisor Rolls Out First Mobile App
Fintech Mobile Banking News

Fidelity’s eMoney Advisor Rolls Out First Mobile App

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced the launch and general availability of Incentive, a client-led financial planning and wellness application. Following a successful beta program with six participating firms, Incentive is available now for use through retirement plan......
Canoe-Intelligence-reaches-significant-milestones-in-2020
Business Fintech Investment Services News

Canoe Intelligence Reaches Significant Milestones In 2020; Increases Client Base By Over 150%

Fintech News Desk
by Fintech News Desk0
Canoe Intelligence , a financial technology company focused on reimagining data management processes for institutional investors, wealth managers, capital allocators and asset servicing firms, today announced it reached several significant milestones during 2020, one of which being a record year in terms of client growth. Read More: Datasite Completes Agreement to......
MarketAxess-Appoints-Raj-Paranandi-as-Chief-Operating-Officer-for-EMEA-_-APAC
Banking Fintech News Trading

MarketAxess Appoints Raj Paranandi as Chief Operating Officer For EMEA & APAC

Fintech News Desk
by Fintech News Desk0
MarketAxess Holdings Inc. (Nasdaq: MKTX), the operator of a leading electronic trading platform for fixed-income securities, and the provider of market data and post-trade services for the global fixed-income markets, today announced the appointment of Raj Paranandi as Chief Operating Officer, EMEA & APAC. The appointment is effective March 1st,......
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......
Pay-Theory-CEO-Brad-Hoeweler-Named-Advisor-to-Fintech-Frontier
Banking Business Fintech Investment Services News

Pay Theory CEO Brad Hoeweler Named Advisor to Fintech Frontier; Ed Rigaud Joins Pay Theory as Advisor

Fintech News Desk
by Fintech News Desk0
Pay Theory, a Cincinnati-based family tech company that provides payment solutions for school districts, childcare, and families, is proud to announce that Brad Hoeweler, its CEO, has been tapped as an advisor to Fintech Frontier, an innovation partnership of Cincinnati-based financial services corporations and fintech entrepreneurs. Led by Cintrifuse, a......
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......
CitiDirect BE® Earns Top Ranking in Greenwich Associates Study
Banking Fintech Mobile Banking News

CitiDirect BE® Earns Top Ranking in Greenwich Associates Study

Fintech News Desk
by Fintech News Desk0
Citi Achieves Top Ranking for Fifteenth Consecutive Year CitiDirect BE®, Citi’s institutional online and mobile banking platform, achieved the top ranking in Greenwich Associates’ 2020 Digital Banking Benchmarking study. This marks the fifteenth consecutive year that Citi received the best-of-class ranking among a distinguished group of both global and regional......
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