Search Results for: investment processes

Workiva and Trintech Announce Strategic Partnership to Transform Financial Close and Global Statutory Reporting Processes
Fintech Investment Services News Risk Management

Workiva and Trintech Announce Strategic Partnership to Transform Financial Close and Global Statutory Reporting Processes

Fintech News Desk
by Fintech News Desk0
Cloud Platform Streamlines Global Reporting in a Secure,Virtual Environment Workiva, provider of the world’s leading connected reporting and compliance platform, and Trintech, a leading global provider of integrated Record to Report software solutions for the office of finance, jointly announce a strategic partnership to help large enterprises and mid-sized organizations streamline......
Corcentric Acquires B2B Payments Provider Vendorin
Fintech Investment Services News

Corcentric Receives Strategic Investment Round to Support Global Expansion

Fintech News Desk
by Fintech News Desk0
Corcentric, a leading provider of business spend management and revenue management software and services, announced  a significant minority growth equity investment from New York-based private equity firm, Bregal Sagemount. The $80 million capital raise will support Corcentric’s product innovation and solution integration efforts as the company continues its global expansion; helping businesses......
Boosted.ai Raises $8 Million in Series A Funding to Bring Artificial Intelligence in Investment Management to the Mainstream
Artificial Intelligence Fintech Fintech Funding Investment Services News

Boosted.ai Raises $8 Million in Series A Funding to Bring Artificial Intelligence in Investment Management to the Mainstream

Fintech News Desk
by Fintech News Desk0
AI Platform Offers Machine Learning Techniques to Global Financial Industry Boosted.ai, the leading distributed machine learning platform for global investment professionals, announced the closing of an $8 million USD Series A financing round, led by Portag3 Ventures. Dunamu & Partners and Polar Equity Partners also participated in the round. Inclusive......
TurboTax to Help Millions of Americans Get Their Stimulus Payments With Launch of Free Stimulus Registration Product
Banking Fintech News

Corporate and Investment Banks Must Reinvent Themselves

Fintech News Desk
by Fintech News Desk0
As Competitive Pressure Intensifies and Profitability Erodes, Small and Midsize CIBs Must Overhaul Business and Operating Models in Order to Remain Viable Corporate and investment banks (CIBs), facing rising challenges that the COVID-19 crisis has made even more pressing, must fundamentally transform themselves—targeting high-value clients, shedding subscale business lines, and......
Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management
Business Fintech News

Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management

Fintech News Desk
by Fintech News Desk0
Solution will integrate PCR’s data aggregation capabilities with GRMA’s comprehensive and cost effective SaaS-driven data enrichment and outsourced reporting Private Client Resources (PCR), the leading provider of total wealth data aggregation services to Ultra High Net Worth (UHNW) families, trust companies, private banks, and investment advisors, announced a partnership with......
Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors
Business News

Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors

Fintech News Desk
by Fintech News Desk0
Combines Knowledge, Networks and Experience of Leading Advisor Recruiting and Transition Consultant Jeff Nash, CEO of BridgeMark Strategies, and Steve Pirigyi, CEO of The Higher Line Ignition Point Partners announced its launch as a comprehensive consultancy that provides outsourced expertise to heads of business development and CEOs focused on evaluating......
d1g1t Launches Trading Unified Managed Accounts Framework
Finance Fintech News Trading

d1g1t Launches Trading Unified Managed Accounts Framework

PR Newswire
by PR Newswire0
The New Framework Provides a Simpler Way to Manage Complex Investment Strategies d1g1t a leading wealth management technology company today announced the launch of its Trading Unified Managed Accounts (UMA) framework, which is natively integrated into the d1g1t enterprise wealth management platform. The UMA framework enables portfolio managers to implement......
Bloks.app Secures US$1.5M in Seed Funding Led by Storytime Capital and Mistral Venture Partners
Artificial Intelligence Finance Fintech News

Bloks.app Secures US$1.5M in Seed Funding Led by Storytime Capital and Mistral Venture Partners

PR Newswire
by PR Newswire0
Bloks.app Launches AI-Driven Agent to Free Investment Teams from Busywork, Letting Them Focus on What Really Matters Bloks.app, the transformative AI-powered platform designed to eliminate tedious busywork for investment teams, today announced the successful closing of a US$1.5 million seed funding round. Led by Storytime Capital and Mistral Ventures, the round also......
Prontoblock and Mercantile Bank International Partner to Modernize the $1.25 Trillion Commercial Paper Market Through Tokenization
Blockchain Digital Asset Management News

Prontoblock and Mercantile Bank International Partner to Modernize the $1.25 Trillion Commercial Paper Market Through Tokenization

Fintech News Desk
by Fintech News Desk0
Prontoblock, a leading digital asset fintech company, is pleased to announce its strategic partnership with Mercantile Bank International (MBI). This partnership aims to revolutionize the commercial paper market through the tokenization of these financial instruments. This partnership will empower MBI clientele to engage in the purchase and issuance of tokenized......
Northern Trust and EDS Announce New Collaboration with Uk-Based Asset Manager Redwheel
Investment Services News

Northern Trust and EDS Announce New Collaboration with UK-Based Asset Manager Redwheel

Business Wire
by Business Wire0
Redwheel chooses Northern Trust and EDS for ESG data management solution to help improve ESG data access and integration within investment processes Northern Trust announced that UK-based asset manager Redwheel is now using its data aggregation tool, developed by its strategic partner, Equity Data Science, Inc., to enhance ESG integration......
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