Search Results for: investment analytics

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion
Fintech News

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion

Fintech News Desk
New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms Registered Investment Advisors seeking alpha now have access to modern trading tools that enable an advisor to quickly streamline an advisor’s day-to-day operations. TradePMR, a technology and custodial services provider that works exclusively with Registered Investment......
Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution
Fintech Funding News

Canoe Intelligence Names Prime Buchholz as New Client

Fintech News Desk
Canoe Intelligence, a financial technology company on a mission to automate and improve alternative investment operations for institutional investors, allocators and asset servicing firms, announced a new client relationship with Prime Buchholz, an independent investment advisory firm with an operational history of more 30 years and deep expertise in alternative......
Unqork and TransferWise Are Latest Fintech Leaders to Join Finxact Marketplace
Banking News

FirstBank Selects Finxact Core-as-a-Service to Power Rapid Innovation of New Digital Offerings

Fintech News Desk
2nd Largest Bank in Colorado Continues its Innovative Streak Embracing Cloud-native Core Finxact, the emerging leader in Core-as-a-Service banking, announced that FirstBank, one of the largest privately held banks in the United States with over $19 billion in assets and 119 locations throughout Colorado, Arizona, and California, will launch new digital banking products and services on......
MoneyGram Deploys Leading Technology Solutions as Digital Transformation Progresses
Fintech News

MoneyGram Deploys Leading Technology Solutions as Digital Transformation Progresses

Fintech News Desk
Company executing multi-cloud strategy with Amazon Web Services and Google Cloud MoneyGram International, Inc., a global leader in cross-border P2P payments and money transfers, released additional details on the technology solutions and systems powering the company’s digital transformation. The company is working with Google Cloud and Amazon Web Services (AWS)......
Finance Professionals Focusing on Innovation and Adaptability in 2020
Fintech Funding News

Finance Professionals Focusing on Innovation and Adaptability in 2020

Fintech News Desk
A new study from BillingPlatform reveals the ways finance professionals are seeking to help their companies this year, including support for new products and changes to pricing and delivery options Leading global cloud-based monetization and billing solution provider, BillingPlatform, announced the results of its 2020 Trends in Finance study. Over 300 finance......
Leading Asset Management Consultant Joins Bay Street Advisors
Banking Capital Markets News

Leading Asset Management Consultant Joins Bay Street Advisors

Fintech News Desk
Bay Street Advisors is pleased to announce the appointment of Patricia Muller as Partner to build and lead the firm’s Asset Management Practice. Bay Street Advisors, a leading advisory and executive recruiting firm specializing in financial services, is pleased to announce the appointment of Patricia Muller as Partner and Head of the......
Cloud9 Completes $17.5M Series B Funding Round Led by Strategic Investment from UBS
News Risk Management

An Industry First: Cloud9 and IPC Launch Innovative Disaster Recovery as a Service Solution

Fintech News Desk
IPC, a leading provider of communications and networking solutions for the financial markets, and Cloud9 Technologies (“Cloud9”), a leader in cloud-based communications, announced the launch of Disaster Recovery as a Service (DRaaS). The introduction of this state-of-the-art cloud-based offering for financial firms transforms the industry with a complete turnkey solution for......
AssetMark Closes on the Acquisition of OBS Financial
Banking Fintech News

AssetMark Closes on the Acquisition of OBS Financial

Fintech News Desk
AssetMark Financial Holdings, Inc., announced the completion of its acquisition of OBS Financial, a $2 billion-plus turnkey asset management platform and a subsidiary of Canandaigua National Corporation. By completing the transaction, AssetMark will acquire new relationships with OBS’ 300+ financial advisors and 21 banks that serve 6,500 investors. “We are......
Enfusion Announces Fintech Veteran Thomas Kim as Its Chief Executive Officer
Business News

Enfusion Announces The Hire Of Its First Chief Human Resources Officer

Fintech News Desk
Enfusion, the leading provider of cloud-based investment management software, managed middle & back-office services and data analytics, shares the extension of its executive leadership team with its hire of Julie Nagle as Chief Human Resources Officer. Over the last 25+ years, Nagle has delivered vision, strategy and results to global human......
Lendified Makes Private Placement Offering Available to All Investors
Uncategorized

Lendified Makes Private Placement Offering Available to All Investors

Fintech News Desk
First Ever Company to Utilize Dealsquare and Frontfundr for Pre-Go-Public Private Placement Lendified Holdings Inc. (“Lendified”), a FinTech company operating a lending platform for small businesses and a SaaS technology platform providing AI-enabled credit origination and analytics to financial institutions, previously launched a $4 million private placement and today made......
1