Search Results for: firms

Financial Services Firms Accelerating Technology Transformation to Navigate the Pandemic, New Broadridge Study Finds
Fintech News

Financial Services Firms Accelerating Technology Transformation to Navigate the Pandemic, New Broadridge Study Finds

Fintech News Desk
by Fintech News Desk0
38% of financial services executives expect the business recovery from COVID-19 to take one- to -two years More than half of financial services companies plan to accelerate implementation of their next generation technology strategies, according to a new global survey of 500 financial services C-Suite executives and their direct reports......
SmartStream Launches API for Firms Requiring Fast Access to Reference Data for Meeting the SFTR Deadline
Fintech News

SmartStream Launches API for Firms Requiring Fast Access to Reference Data for Meeting the SFTR Deadline

Fintech News Desk
by Fintech News Desk0
SmartStream Technologies, the financial Transaction Lifecycle Management (TLM) solutions provider, today extended its Reference Data Utility (RDU) Securities Financing Transactions Regulation (SFTR) service to include an API for firms requiring fast access to the technology and data needed to manage their reference data challenges – critical for meeting the ESMA SFTR reporting deadline of July......
Botkeeper Raises $25 Million in Series B to Continue Helping CPA Firms Thrive
Artificial Intelligence Fintech Fintech Funding Investment Services News

Botkeeper Raises $25 Million in Series B to Continue Helping CPA Firms Thrive

Fintech News Desk
by Fintech News Desk0
Botkeeper, a leading US-based AI-powered Bookkeeping company, announced that it has raised $25 million in Series B funding, bringing its total funding to $47.5 million. The round was led by Point72 Ventures, the global venture capital firm backed by prominent investor Steve Cohen. Additional investors include High Alpha Capital, Republic Labs, Oakridge, Peak State as well as existing investors Ignition......
AQMetrics Wins MiFID II Clients, as More Firms Turn to Trusted ARM
Fintech Investment Services News Risk Management

AQMetrics Wins MiFID II Clients, as More Firms Turn to Trusted ARM

Fintech News Desk
by Fintech News Desk0
AQMetrics, a leading global platform for risk and regulatory compliance, continues to expand its client base, with the addition of a number of MiFID II clients. The recent wins include a tier one Asian sovereign wealth fund, as well as a leading ETF provider focused on fixed income solutions for......
Fintech Guest Posts

Fighting Against the Faux-Cloud: Why Firms Need Multitenant Systems for a Truly Modern Technology Strategy

Sean Sullivan
by Sean Sullivan1
For the buy and sell sides alike, COVID-19 has only accelerated the need for a more modern technology strategy. The pandemic has wreaked havoc in both the markets and the wider world, putting a spotlight on the need for more nimble, scalable solutions that allow their businesses to pivot quickly......
Digital Colony Affirms Commitment to ESG Integration
Fintech Investment Services News

Digital Colony Affirms Commitment to ESG Integration

Fintech News Desk
by Fintech News Desk0
Digital Colony (the “firm”), a leading owner, operator and investment manager of companies enabling the next generation of mobile and Internet connectivity and global digital infrastructure,  announced two significant steps in formalizing the firm’s approach to environmental, social and corporate governance (“ESG”) integration and reporting. The firm, through its parent......
SurePoint Technologies Unveils SurePoint View, Powerful Business Analytics for Law Firms
Fintech News

SurePoint Technologies Unveils SurePoint View, Powerful Business Analytics for Law Firms

Fintech News Desk
by Fintech News Desk0
SurePoint Technologies, a leading provider of software solutions to law firms, announced the launch of SurePoint View , an easy-to-use data analytics dashboard enabling attorneys and law firm management to gain essential insight at a glance into the metrics that drive business success. SurePoint View’s seven dashboards – each extensively tailored......
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Business Fintech News

Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa

Fintech News Desk
by Fintech News Desk0
Suralink and PKF Littlejohn announced a partnership that will expand Suralink’s footprint into the EMEA market while providing PKF Littlejohn partners, clients, and staff with leading request list management solutions. Read More: How Coronavirus is Impacting Multifamily Investments and the Transaction Process Suralink improves efficiency and provides a streamlined client experience through a......
Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms
Big Data Capital Markets Fintech News

Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms

Fintech News Desk
by Fintech News Desk0
Client-initiated collaboration integrates market-leading data for a seamless user experience Intapp and DealCloud announced a collaboration with S&P Global Market Intelligence to allow native integration of S&P Global Market Intelligence data into the Intapp OnePlace and DealCloud platforms. In response to client requests, these native integrations provide a faster, simpler, and more efficient solution for......
Advisor Group Announces Organizational Realignment To Accelerate Delivery Of Industry-Leading Technology, Platforms And Tools To Financial Professionals Across Recently Acquired Ladenburg Firms
Fintech Investment Services News

Advisor Group Announces Organizational Realignment To Accelerate Delivery Of Industry-Leading Technology, Platforms And Tools To Financial Professionals Across Recently Acquired Ladenburg Firms

Fintech News Desk
by Fintech News Desk0
Investacorp, SSN and KMS to Become Part of Securities America in Phased Plan to Commence in Summer and Conclude by Year End Advisor Group, the nation’s largest network of independent wealth management firms, announced an organizational realignment to drive the accelerated delivery of its industry-leading technology, platforms and growth resources......
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