Search Results for: investment strategies

Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life
Investment Services News Trading

Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life

PR Newswire
Addepar Elevates RIA Efficiency and Client Service with Powerful Platform Upgrades Addepar, a leading global technology and data platform for investment professionals, announced the launch of Addepar Trading, Dashboards, and other design enhancements to streamline advisor workflows and deliver deeper insights for clients. In today’s evolving market, these tools empower......
Crystal Intelligence Strengthens U.S. Operations with New Leadership Hires
Digital Asset Management Finance Fintech News

Crystal Intelligence Strengthens U.S. Operations with New Leadership Hires

Business Wire
Crystal aims to deliver tailored solutions that address the challenges faced by U.S. organizations in the digital asset space with veteran crypto hires Crystal Intelligence, a leader in digital asset compliance and risk management, is expanding its U.S. operations to meet the growing demand for sophisticated compliance and investigative solutions.......
Clearwater Analytics Launches New Standard in Corporate Treasury Benchmarking
Finance Fintech News

Clearwater Analytics Launches New Standard in Corporate Treasury Benchmarking

PR Newswire
Clearwater Insights Empowers Financial Leaders with Comprehensive Investment Data for Strategic Peer Benchmarking Clearwater Analytics, a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, has launched Clearwater Insights, a powerful peer benchmarking solution. This new product provides Chief Financial Officers (CFOs) and treasury teams with powerful......
Orb Raises $25M Series B to Transform Billing for the Intelligent Software Era
Artificial Intelligence Fintech Machine Learning News

Orb Raises $25M Series B to Transform Billing for the Intelligent Software Era

Business Wire
New funding accelerates mission to connect every unit of product usage to revenue and evolve legacy, seat-based billing with flexible billing infrastructure Orb, the modern billing platform reimagining how businesses monetize software, announced $25M in Series B funding led by Mayfield, with participation from existing investors Menlo Ventures, Greylock Partners,......
Treasury4 Joins J.P. Morgan Payments Partner Network
Finance Fintech News

Treasury4 Joins J.P. Morgan Payments Partner Network

Business Wire
Mutual clients to benefit from API-based data integrations of J.P. Morgan and Morgan Money cash and investment data through Cash4 Treasury4, an enterprise software platform offering modern tools for treasury and finance practitioners, announced today that it has joined the J.P. Morgan Payments Partner Network, one of the largest payments......
Broadridge Re-defines Global Asset Servicing, Introduces Financial Industry's First Modular Platform to Unify Multiple Functions
Fintech Investment Services News

Broadridge Re-defines Global Asset Servicing, Introduces Financial Industry’s First Modular Platform to Unify Multiple Functions

PR Newswire
Transforming risk management and improving operational efficiency, Broadridge is integrating several complex asset servicing functions into a single, streamlined solution To redefine the financial industry’s conventional approach to asset servicing (the range of administrative and operational functions that support the management and maintenance of investment assets), global Fintech leader Broadridge Financial......
Artificial Intelligence Featured Finance Fintech Machine Learning Risk Management Robotic Process Automation

The Role of Autonomous Financial Platforms in Creating Self-Learning Financial Ecosystems

Prajakta Ayade
Autonomous financial platforms are systems designed to operate independently, managing financial processes with minimal human intervention. They utilize AI, ML, and other advanced technologies to perform tasks such as trading, portfolio management, risk assessment, fraud detection, and customer service. These platforms are capable of learning from data, adapting to new......
J.P. Morgan Payments Expands Oracle Partnership to Streamline Payments Across Treasury, Trade and Commerce
Finance Fintech News

J.P. Morgan Payments Expands Oracle Partnership to Streamline Payments Across Treasury, Trade and Commerce

Fintech News Desk
J.P. Morgan Payments and Oracle enhance existing cloud enterprise resource planning (ERP) integration with new solutions across Oracle platforms J.P. Morgan Payments today announced new and enhanced product integrations connecting to the Oracle ecosystem, making it easier for clients to streamline their payments across treasury, trade and commerce. Since 2021, J.P. Morgan Payments......
Artificial Intelligence Blockchain Cryptocurrency Finance Fintech Guest Posts

The Intersection of AI & Blockchain: A Powder Keg of Innovation

Shant Kevonian
In recent years, the integration of AI across a range of traditional sectors such as healthcare, finance, manufacturing, and logistics has generally made things better, faster, stronger.  Assessing the resulting efficiency gains and cost savings, technologists and thought leaders have heralded AI as a silver bullet solution to automate routine......
Nium Strengthens Executive Leadership Team with Chief Financial Officer and Chief Compliance Officer Appointments
Digital Payments Finance Fintech News

Nium Strengthens Executive Leadership Team with Chief Financial Officer and Chief Compliance Officer Appointments

PR Newswire
Investment banking veteran, Andre Mancl, joins as CFO; Fraud risk expert, Philip Doyle, to lead regulatory compliance operations   Nium, the global leader in real-time cross-border payments, today announced two executive appointments that strengthen its leadership team and underscore the company’s focus on driving efficient and responsible growth. Andre Mancl joins as Chief Financial......
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