Search Results for: investment management platform

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......
Allina Health President and CEO Penny Wheeler, M.D., Joins Cedar's Board of Directors to Support Company's Growth
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Allina Health President and CEO Penny Wheeler, M.D., Joins Cedar’s Board of Directors to Support Company’s Growth

Fintech News Desk
Wheeler brings extensive healthcare expertise to Cedar’s board after close to 15 years in healthcare administrative leadership; 29 years as a practicing physician Cedar, a patient payment and engagement platform, announced that Penny Wheeler, M.D., Allina Health President and CEO, joined its Board of Directors. In this role, Wheeler will......
World Class Speakers Announced for Fintech Conference - FintechWise
Banking Fintech Radar Fintech Startups InsurTech Investment Services News

World Class Speakers Announced for Fintech Conference – FintechWise

Fintech News Desk
WiseAlpha is excited to announce the first set of speakers for FintechWise, co-located at the Master Investor Show 2020, on Saturday 28th March. For the first time ever, WiseAlpha will host a FintechWise stage and exhibition area which will be dedicated to the future of finance.  FintechWise will bring together......
Trustology Lets Institutions Tap DeFi Innovation From the Security of a Custodial Firewall
Banking Cryptocurrency Mobile Banking News Risk Management

Trustology Rolls Out Credentials Wallet for Crypto Funds to Manage On-Exchange Risks

Fintech News Desk
Exchange Credentials Wallet will safeguard exchange account credentials across all decentralized and centralized exchanges Leading custodial wallet specialist Trustology has today announced a new solution for traders and crypto funds: an Exchange Credentials Wallet. This all-in-one solution, now available in Trustology’s TrustVault platform, provides advanced controls for managing on-exchange assets to help meet......
Comviva Introduces Digital Services Delivery Platform for Banking Industry
Banking News

Comviva Divests its Stake in TerraPay to Prime Ventures, Partech Partners and International Finance Corporation (IFC)

Fintech News Desk
TerraPay raises $9.6 million fund for company’s expansion Comviva, the global leader in mobility solutions, has announced its divestment of stake in TerraPay, for an undisclosed amount to a consortium of global investors. Prime Ventures and Partech Partners are co-investing in TerraPay, along with IFC, a member of the World Bank Group. Apart from acquiring......
LiquidityBook Finishes Volatile Year with Record Revenues, Major Staff Expansion
Banking Investment Services News

LiquidityBook Adds Duet Group to Client Roster

Fintech News Desk
SaaS-based POEMS provider selected by global investment holding company to support additional lines of business LiquidityBook announced that Duet Group, a global investment holding company, has implemented the SaaS-based LBX Buy Side as its POEMS (portfolio, order and execution management system). LiquidityBook’s platform provides a full range of order, execution......
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......
Broadridge Completes Acquisition of FundsLibrary
Business Fintech News

Broadridge Completes Acquisition of FundsLibrary

Fintech News Desk
Acquisition to help asset managers meet UK and EU regulatory requirements  Broadridge Financial Solutions, Inc. , a global Fintech leader and part of the S&P 500 Index, has completed its previously announced acquisition of FundsLibrary, a leader in fund document and data dissemination in the European market. The acquisition accelerates......
Delta Data Releases IntelliCaster: Macro-Economic Based Forecasting Tool for Asset Managers
Fintech Radar Fintech Startups News

Delta Data Releases IntelliCaster: Macro-Economic Based Forecasting Tool for Asset Managers

Fintech News Desk
Delta Data, a fintech company providing infrastructure technology for the pooled investment community today, announces the release of a new institutional profit and expense forecasting tool: IntelliCaster. The tool tracks multiple economic models that enable asset manager distributors to forecast profits and expenses based on a variety of critical influencing......
Pagaya Hires Five Finance Industry Veterans, Further Driving Firm’s Transformation of Asset Management
Business Fintech News

Pagaya Closes $200 Million Consumer Credit ABS

Fintech News Desk
Firm Reaches $1.5 Billion Assets Under Management, Expands PAID Shelf Pagaya, a global financial technology company using artificial intelligence (AI) to reshape asset management, announced the closing of a consumer credit asset-backed security (ABS) at $200 million led by structuring agent Cantor Fitzgerald. This is Pagaya’s sixth securitization in the......
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