Search Results for: fund managers

Legal Tech Company GrowPath Announces Business Analytics Solution
Fintech Fintech Startups News

Legal Tech Company GrowPath Announces Business Analytics Solution

Fintech News Desk
by Fintech News Desk0
Legal technology startup GrowPath has released a stand-alone business analytics offering called GrowPath Insight. The offering is an effort to support users of legal case management software without included business reporting. Types of reports generated by GrowPath Insight as well as their layouts are completely customizable. A few examples of......
FinancialForce Summer 2020 Release Fast-Tracks Intelligence, Analytics, and Insights for Finance and Services Teams Responding to the Pandemic
Fintech News Robotic Process Automation

FinancialForce Summer 2020 Release Fast-Tracks Intelligence, Analytics, and Insights for Finance and Services Teams Responding to the Pandemic

Fintech News Desk
by Fintech News Desk0
 FinancialForce, provider of the only modern ERP suite and the #1 professional services automation (PSA), announced its Summer 2020 Release featuring critical new capabilities to provide organizations with greater intelligence and resource visibility for today’s evolving business environment. Scheduled for general availability on July 8, the Release will help organizations make more informed......
Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors
Fintech Investment Services News Risk Management

Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Wilshire Associates joins the growing list of asset managers on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that Wilshire Associates has joined the growing list of best-in-class asset managers who have made their mutual funds and model portfolios available......
Optima Partners Successfully Expands into Hong Kong
Business Fintech News

Optima Partners Successfully Expands into Hong Kong

Fintech News Desk
by Fintech News Desk0
Optima Partners is delighted to announce that it continues to further its position as a leading global financial regulatory compliance advisory firm with its expansion into Hong Kong.  Katrina Banh, the lead Partner in its Hong Kong office stated, “from a compliance perspective, global connectivity and awareness is paramount. Our capabilities and the......
Satori Capital Invests in Faraday Capital
Business Fintech Investment Services News

Satori Capital Invests in Faraday Capital

Fintech News Desk
by Fintech News Desk0
Satori Capital, a Texas-based investment firm founded on the principles of conscious capitalism, announced an investment and acceleration partnership with Faraday Capital, L.P. Satori, a multi-strategy firm with more than $1 billion in assets under management (“AUM”), completed the $10 million investment as part of its Satori XL Partnership Program,......
Credit Suisse and Salt Financial announce a collaboration on quantitative index solutions
Fintech Fintech Funding Investment Services News

Credit Suisse NEXT Investors’ Portfolio Companies, LUX FTS and NorthPoint, Merge to Form Portfolio BI

Fintech News Desk
by Fintech News Desk0
Credit Suisse Asset Management’s NEXT Investors, a leading Fintech growth equity group, announced that LUX Fund Technology and Solutions (LUX FTS), a SaaS-based enterprise data management and reporting platform, and NorthPoint, a leading global provider of front-to-back office investment management solutions, have merged to form Portfolio BI. Portfolio BI provides......
Expensify Commits $3 Million a Year to Fight Injustice, Calls for Volunteers to Receive up to $100,000 in Funding
Fintech News

Expensify Introduces Concierge Travel, Optimized with COVID-19 Safety Features and Rescue Services for Business Travelers

Fintech News Desk
by Fintech News Desk0
Expensify, the world’s most popular expense management platform, announced Concierge Travel, the first-of-its-kind virtual travel assistant. Concierge Travel puts safety first in a global environment brimming with COVID-19 concerns. Expensify cardholders can book flights, hotels, and rental cars for free simply by having a chat with Concierge on Expensify’s platform.......
Northern Trust Front Office Solutions Expands With Two Strategic Hires
Fintech Investment Services News

Northern Trust Launches Datum One Series Trust

Fintech News Desk
by Fintech News Desk0
Product Supports Asset Managers’ Distribution and Investment Goals Northern Trust announced the launch of Datum One Series Trust, expanding its offering of solutions designed to give advisers and investment managers an efficient mechanism to amplify product distribution and deliver investment strategies via mutual funds registered under the Investment Company Act......
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