Search Results for: investments

CAIS Launches Enterprise Solution to Power Alternative Investments for TAMPs and Managed Account Platforms
Fintech Investment Services News

CAIS Launches Enterprise Solution to Power Alternative Investments for TAMPs and Managed Account Platforms

Business Wire
CAIS to provide turnkey alternative investment operating system to enable a unified experience of public and private investments on third-party platforms CAIS, the leading alternative investment platform for independent financial advisors, announced the launch of an enterprise solution designed to integrate alternative investments within Turnkey Asset Management Platforms (TAMPs) and......
Apex Fintech Solutions Unveils Apex Alts: Revolutionizing Access to Alternative Investments
Finance Fintech Investments News

Apex Fintech Solutions Unveils Apex Alts: Revolutionizing Access to Alternative Investments

Business Wire
Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, is excited to announce the upcoming launch of Apex Alts, a groundbreaking solution designed to democratize access to alternative investments for customers of broker dealers, advisory firms, and other wealth management companies. Apex Alts will provide eligible......
69% of CFOs Expect Higher Returns From Sustainability Initiatives Than From Traditional Investments - Kearney
Fintech Investment Services News

69% of CFOs Expect Higher Returns From Sustainability Initiatives Than From Traditional Investments – Kearney

PR Newswire
A recent survey of more than 500 chief financial officers on financing the green economy conducted by global management consultancy Kearney and media broadcaster We Don’t Have Time found that 69% of CFOs expect higher returns on sustainability initiatives compared to traditional investments. Leading global consultancy Kearney has released its new......
Financial Organizations Optimistic About Growth, But Are Stunted By Poor Software Investments
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Financial Organizations Optimistic About Growth, But Are Stunted By Poor Software Investments

Business Wire
Capterra’s 2025 Tech Trends Survey finds that, while most financial firms plan to increase software investments to support business growth, 70% have regretted a recent software purchase Financial businesses are optimistic about growth this year, as nearly two-thirds (63%) of these organizations anticipate a revenue growth between 5% and 15%. Capterra’s......
Majority of banks and insurers struggle to maximize the value from their cloud investments
Cloud Finance Fintech Investments News

Majority of banks and insurers struggle to maximize the value from their cloud investments

GlobeNewswire
Majority of banks and insurers struggle to maximize the value from their cloud investments Less than 40% of financial services executives say they are highly satisfied with their cloud outcomes Most banks and insurers adopt cloud solutions with the primary objective to drive operational efficiency (84%) Protecting customer data and......
Carta Acquires Tactyc, Giving Private Funds Data-Driven Insights to Strategize and Allocate Investments in Real Time
Finance Fintech Investments News

Carta Acquires Tactyc, Giving Private Funds Data-Driven Insights to Strategize and Allocate Investments in Real Time

Business Wire
Transformative deal extends Carta’s private capital platform with powerful analytics for Fund CFOs and GPs Carta, the software platform purpose-built for private capital, today announced the company has acquired Tactyc, the first software to bring forecasting and planning to private funds. The acquisition will give fund CFOs and GPs a......
Bipsync and Preqin partner to elevate research and diligence processes for alternative investments
Finance Fintech News Robotic Process Automation

Bipsync and Preqin partner to elevate research and diligence processes for alternative investments

GlobeNewswire
Clients can now optimize research and diligence for alternative investments by harnessing Bipsync and Preqin in concert Bipsync, a leading provider of research and workflow automation software, today announced its data integration partnership with Preqin, the global leader in alternative assets data, tools, and insights. The Bipsync platform includes access to......
New Research Highlights the Impact of Mobile Investments on Customer Engagement for Finance and Insurance Organizations
Finance Fintech Investments News

New Research Highlights the Impact of Mobile Investments on Customer Engagement for Finance and Insurance Organizations

PR Newswire
Survey from Branch, leader in mobile measurement and linking, shows majority of senior leaders consider a mobile app strategy essential A new research report from Branch, Finance and Insurance Industry Mobile App Trends, highlights the significant impact that mobile app investments have on finance and insurance organizations. The survey shows that 99%......
Chintai Launches Innovative Net Zero-X Exchange, Bridging Sustainable Investments and Global Projects with Tokenisation
Blockchain Fintech News

Chintai Launches Innovative Net Zero-X Exchange, Bridging Sustainable Investments and Global Projects with Tokenisation

PR Newswire
Chintai’s blockchain technology enables Net Zero-X to connect institutional and accredited investors with verified climate tech projects, offering visibility and investment opportunities in net zero solutions. The white-label solution enables Net Zero-X Exchange to offer security tokens related to climate tech projects from around the world.  The exchange aims to......
Adonis Raises $31 Million, Led by Point72 Private Investments, to Improve Healthcare Financial Outcomes and Patient Experiences Through AI
Investment Services News

Adonis Raises $31 Million, Led by Point72 Private Investments, to Improve Healthcare Financial Outcomes and Patient Experiences Through AI

PR Newswire
Adonis, a leading healthcare financial technology platform based in New York City, today announced that it has raised $31 million in Series B financing led by Point72 Private Investments. Point72 Private Investments was joined by new investor Kin Ventures, along with existing investors General Catalyst, Bling Capital, and Max Ventures. The current......
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