Search Results for: investment management platform

SEI Extends Long-term Relationship with Bar Harbor Wealth Management
Banking News

SEI Extends Long-term Relationship with Bar Harbor Wealth Management

PR Newswire
by PR Newswire0
SEI to Power Continued Business Transformation for Community Bank SEI announced that it has extended its strategic partnership with Bar Harbor Bank & Trust, an independent community banking organization, through March 2028. The agreement demonstrates a mutual commitment to the companies’ 22-year relationship, specifically supporting Bar Harbor Wealth Management’s growth and......
Latimer Wealth Management Joins Steward Partners
Finance News

Latimer Wealth Management Joins Steward Partners

PR Newswire
by PR Newswire0
Former Merrill Team Launches Steward Partners’ Second Location in Florida, with Plans for Expansion Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Latimer Wealth Management, based in Winter Park, FL, formerly known as The Latimer Group at Merrill Lynch. The team comprises Partner, Managing Director, Wealth Manager Theodore (Ted) Latimer,......
Consumers Want an All-in-One Platform to Manage Their Finances While Businesses Invest in Future Forward Tech, According to FIS Study
Finance News

Consumers Want an All-in-One Platform to Manage Their Finances While Businesses Invest in Future Forward Tech

GlobeNewswire
by GlobeNewswire0
FIS Financial Services Expectations vs Reality research asked US and UK consumers about their personal financial decisions and business executives’ investment and innovation plans. 47% of consumers said access to a single platform to manage all their financial services activity from all their providers was their top priority. 91% of financial services......
Revolutionizing Banking: Tarality's Cutting-Edge Crypto Platform
Cryptocurrency News

Revolutionizing Banking: Tarality’s Cutting-Edge Crypto Platform

PR Newswire
by PR Newswire0
21st-century technologies like cryptocurrencies and blockchain are revolutionizing traditional ideas and attitudes toward banking and finance. The new age of banking has arrived and crypto is at its core. Crypto has proven itself as a viable alternative to TradFi, where users from all across the globe can bank without a bank, trade in digital assets, grow......
Granite Creek Capital Partners Announces Investment in Salem One
Investment Services News

Granite Creek Capital Partners Announces Investment in Salem One

GlobeNewswire
by GlobeNewswire0
Granite Creek Capital Partners, L.L.C., a private investment firm based in Chicago, announced it has made a new platform investment in Salem One, a leading provider of corporate communication solutions, including direct marketing, packaging, and logistics services. Granite Creek partnered with Phil Kelley, Jr., CEO and President of Salem One,......
PitchBook Integrates LCD Credit News and Debt Deal Data into PitchBook Platform
debt collection News

PitchBook Integrates LCD Credit News and Debt Deal Data into PitchBook Platform

PR Newswire
by PR Newswire0
Additions create centralized access to comprehensive data and analysis across the US and European primary and secondary credit and debt markets PitchBook, the premier data provider for the private and public equity markets, announced the addition of LCD Credit News and Debt Deal Data into the PitchBook Platform. This is......
Blue Ocean Technologies & Tokyo Stock Exchange Announce Partnership & Strategic Investment
Capital Markets News Trading

Blue Ocean Technologies & Tokyo Stock Exchange Announce Partnership & Strategic Investment

PR Newswire
by PR Newswire0
Blue Ocean ATS Gains Footprint into Japan Blue Ocean Technologies, LLC (BOT), a unique capital markets fintech leader in global afterhours trading, and the Tokyo Stock Exchange (TSE) announced a strategic partnership expanding the trading customer base of both Blue Ocean ATS, the Blue Ocean trading platform, and TSE. As part......
ForwardLane Launches EMERGE - Generative AI Platform to Supercharge New Gen of Financial Services Professionals
Analytics Artificial Intelligence Finance News

ForwardLane Launches EMERGE – Generative AI Platform to Supercharge New Gen of Financial Services Professionals

PR Newswire
by PR Newswire0
With the new generative AI platform, financial organizations can rapidly scale their data and analytics capabilities while key sales, marketing, business and product professionals with no AI/LLM expertise can now easily create, preview and engage with valuable insights ForwardLane, the provider of AI-powered intelligence solutions, announces the launch of its......
Invent Launches “Super App” Development Platform for Wealth Management
Finance News

Invent Launches “Super App” Development Platform for Wealth Management

PR Newswire
by PR Newswire0
Invent, the leading platform solving for the integration and data management challenges in wealth management, announced that the firm has launched a “Super App” development platform. Similar to Super Apps such as the global phenomenon WeChat and the recently announced “Everything App” from Elon Musk’s new X endeavor, Invent’s Super......
UMB Launches Second Turnkey Registered Funds Solutions Platform as More Funds Choose Shared Services
Fintech News

UMB Launches Second Turnkey Registered Funds Solutions Platform as More Funds Choose Shared Services

Business Wire
by Business Wire0
Second registered funds platform will launch with Redwood Investment Management as first client UMB Fund Services, (UMBFS), a subsidiary of UMB Financial Corporation, announced the launch of its second turnkey Registered Fund Solutions (RFS) platform service for starting and operating unlisted closed-end funds. Redwood Real Estate Income Fund (ticker: CREMX)......
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