Search Results for: fund managers

Capitolis Collaborates With World’s Leading FX Settlement Provider CLS to Help Banks Optimize Balance Sheets in the World’s Largest Financial Market
Capital Markets Fintech News

Capitolis Accelerates Growth With Key Hires Across Engineering, Sales and Product Teams

Fintech News Desk
by Fintech News Desk0
FinTech platform expects to grow team from 50 employees at the beginning of 2020 to 90 employees by year-end Capitolis, the leading SaaS platform that drives financial resource optimization for capital markets, announced the appointment of several key hires across its major growth areas, including its engineering, sales and product teams.......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Business Fintech News

New ‘Playbook Portfolios’ Will Revolutionize How Financial Advisors Do Business

Fintech News Desk
by Fintech News Desk0
First-of-kind solution, available exclusively on the Oranj platform, brings portfolios built by independent fiduciary strategists — with no overlay fees — to advisors focused on meeting client needs in challenging times Oranj, a software platform that helps financial advisors streamline portfolio management and client service, today announced that Playbook Portfolios......
COVID-19 Hammers Corporate Outlook While Catalyzing Technology Expansion, According to TD Bank and Strategic Treasurer Annual Survey
Artificial Intelligence Banking Fintech News Robotic Process Automation

COVID-19 Hammers Corporate Outlook While Catalyzing Technology Expansion, According to TD Bank and Strategic Treasurer Annual Survey

Fintech News Desk
by Fintech News Desk0
While companies hinted at waning optimism in 2019, COVID-19’s impact on almost every aspect of business operations led to a significantly more negative organizational outlook, according to the 2020 Treasury Perspectives survey, released by Strategic Treasurer and TD Bank, America’s Most Convenient Bank®. The survey, in its third year, was fielded from April......
Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
Banking Fintech News

Blockchange Adds DeFi Support and New Assets to Its Digital Asset Management Platform for RIAs

Fintech News Desk
by Fintech News Desk0
Blockchange Inc. today announced the addition of fourteen new digital assets to its BITRIA™ Digital Turnkey Asset Management platform for registered investment advisors. The additions, which include ten Decentralized Finance (DeFi) tokens, will allow wealth managers to offer a much broader base of digital assets in response to growing interest from investors.......
Tora strikes deal with Japan's Revolution Co Ltd
Fintech News Trading

TORA Launches New Generation Portfolio Management System

Fintech News Desk
by Fintech News Desk0
TORA, the provider of industry leading trading technology, has today announced the launch of their new Portfolio Management System (PMS). TORA, the provider of industry leading trading technology, has today announced the launch of their new Portfolio Management System (PMS). The revitalized system is fully integrated with their OEMS platform......
SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence
Fintech Investment Services News

SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence

Fintech News Desk
by Fintech News Desk0
Automated Alternative Investment Data Collection and Delivery Increase Family Office Efficiency SEI (NASDAQ: SEIC) today announced enhancements to its Archway PlatformSM to automate alternative investment data workflows involving a strategic partnership with Canoe Intelligence (Canoe), a financial technology company focused on reimagining data management processes for alternative investors and capital allocators. SEI......
Hazeltree Appoints Jonathan Spirgel to Lead Cash and Liquidity Management Technology
Fintech News

Hazeltree Appoints Jonathan Spirgel to Lead Cash and Liquidity Management Technology

Fintech News Desk
by Fintech News Desk0
Hazeltree Expands Management Team to Further Expand Liquidity Offerings Hazeltree, the leading provider of integrated treasury and portfolio finance solutions, today announced the appointment of industry veteran, Jonathan Spirgel, as Managing Director and Global Head of Cash and Liquidity Management. Mr. Spirgel will support Hazeltree’s clients in delivering operational efficiencies,......
Corvee Releases First-of-its-Kind Software for Proactive and Strategic Tax Planning
Fintech News

Corvee Releases First-of-its-Kind Software for Proactive and Strategic Tax Planning

Fintech News Desk
by Fintech News Desk0
Corvee Tax Planning software gives accounting firms and tax professionals the ability to formulate a tax savings calculation and plan in minutes using machine learning and automation Corvee, a software and solutions company which serves tax and accounting firms, today announces the launch of its Tax Planning software to give......
iConnections Announces Senior Leadership Team Members
Business Fintech Investment Services News

iConnections Announces Senior Leadership Team Members

Fintech News Desk
by Fintech News Desk0
Leading Virtual Platform Hires CMO and Director of Business Development to Continue Cultivating Transformative Ecosystem for the Investment Industry iConnections, the industry-leading platform and community that seamlessly connects investment managers and allocators for long-term investment relationships through a personalized, secure and information-rich platform, today announced the appointment of two investment......
Accounting Seed Releases Downloadable Accounting Basics Board Game
Business Fintech News

Accounting Seed Releases Downloadable Accounting Basics Board Game

Fintech News Desk
by Fintech News Desk0
Featuring New Company Mascot, Buddy Accounting Seed, a top-rated accounting platform by Inc. 5000, gives back to the accounting community and beyond with the unveiling of The Accounting Game with Buddy, a free downloadable board game teaching accounting basics. Read More: Paxful Teams Up With South Korean Cryptocurrency Giant Bithumb......
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