Search Results for: investment management platform

Legility Expands RelativityOne eDiscovery Offering Globally
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Legility Expands RelativityOne eDiscovery Offering Globally

Fintech News Desk
by Fintech News Desk0
Legility now offers both RelativityOne and Relativity Server on a global basis, delivering more value and options for corporate legal departments and law firms Legility, a leading global legal services provider, today announced it is deepening its decade-long partnership with Relativity by expanding its global offerings, including both Relativity Server......
Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch
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Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch

Fintech News Desk
by Fintech News Desk0
The Longo Group, managing more than $530 million in client assets, is Sanctuary’s first New Orleans/Gulf Coast partner Sanctuary Wealth, home to the next generation of elite financial advisors, has expanded its network into the New Orleans and Mississippi Gulf Coast region with the addition of its first Louisiana team, The Longo Group, to the......
Banking News

Bank of America Commits $100,000 to Athena Alliance to Support Underrepresented Women

Fintech News Desk
by Fintech News Desk0
Funds Will Allow More Multicultural Female Talent to Join Athena and Gain Support as They Rise Into C-Suite or Boardroom Positions Bank of America is partnering with Athena Alliance, the digital community of top executive women, to diversify its membership base and committing $100,000 to Athena’s newly formed Access Fellowship Fund.......
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Reali Promotes Michael Fu to Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Seasoned financial executive becomes company’s first CFO as Reali continues to grow and innovate both financial infrastructure and customer financing options Reali, the real estate technology company transforming home buying and selling, today announced Michael Fu, Vice President of Finance, has been promoted to Chief Financial Officer. This promotion comes at......
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Zipari Launches the Superior Member Experience Solution

Fintech News Desk
by Fintech News Desk0
Zipari, the company behind the first and only consumer experience platform built specifically for health insurance, is excited to announce its Superior Member Experience Solution. This member-centric offering provides health insurance plans with customer experience (CX) technologies that modernize the CX journey across Medicare, Individual, and Group market segments. Read......
Harmonate Appoints Richard Scheffrin CTO to Sustain Leadership in Data Operations for Funds
Fintech News

Harmonate Appoints Kevin Walkup CEO to Expand Leadership in Data Operations for Funds

Fintech News Desk
by Fintech News Desk0
Harmonate announced Kevin Walkup as CEO, to continue the acceleration of its data operations platform for fund administration. “We are seeing a historic evolution in fund administration from a professional services model, to a fundstech model driven by data operations,” said Walkup. “Harmonate is a catalyst for that transformation, which is frankly happening......
Broadridge Names Edmund Reese Chief Financial Officer
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Current Wealth Technology Tools Not Meeting Financial Advisor Expectations, According to Broadridge Study

Fintech News Desk
by Fintech News Desk0
Financial advisors across the United States and Canada report fundamental changes to client relationships and business activity as they grapple with the lasting effects of the Covid-19 pandemic, according to a new survey from Broadridge Financial Solutions, Inc., a global Fintech leader. Seventy-seven percent of financial advisors say they have lost business as a result......
Fintech Mobile Banking News

New Zuora Analytics and Zuora Billing Drive Agile Subscription Experiences

Fintech News Desk
by Fintech News Desk0
Zuora, Inc. (NYSE: ZUO), the leading subscription management platform provider, today announced major enhancements to its flagship Zuora Billing application and the launch of Zuora Analytics, extending its suite of Order to Revenue applications. With new advanced usage-based pricing capabilities, native ramp deals, an adaptive performance engine and self-service analytics......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
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DBS Vickers Powers Ahead With Digitalisation Plans as Asia’s Leading Trading House

Fintech News Desk
by Fintech News Desk0
DBS Vickers (DBSV), the brokerage arm of DBS Bank, continues to advance its ambition to become Asia’s leading digital trading house for funds, equities and structured notes with plans to double regional trading volume across its retail and institutional segments by 2025. Read More: GlobalFintechSeries Interview with Anand Kumar Bajaj,......
Coupa Acquires Treasury Management Leader BELLIN Group
Fintech News

Clermont Partners Expands Senior Leadership with the Addition of Jim Koppa as Director of Research

Fintech News Desk
by Fintech News Desk0
Clermont Partners, one of the nation’s largest women-owned financial communications firms, announced today it has expanded its senior management team with the addition of Jim Koppa as Director of Research. For more than 15 years, Mr. Koppa has utilized his deep knowledge of the investment community, leveraging advanced data analytics......
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