Search Results for: lease management

ePayPolicy Announces the Release of Payables Connect - Automating Payables Reconciliation for Insurance
InsurTech News

ePayPolicy Announces the Release of Payables Connect – Automating Payables Reconciliation for Insurance

PR Newswire
Today ePayPolicy announced the release of Payables Connect, the newest innovation in their suite of insurance payment and reconciliation products. Leveraging ePay’s existing integrations and machine learning technology, Payables Connect completely automates the reconciliation, creation, and payment of due payables. “Payables are a time and resource strain for insurance companies,” said......
Sound Point Capital to Acquire Assured Investment Management, and Receive $1 Billion Investment Commitment
Investment Services News

Sound Point Capital to Acquire Assured Investment Management, and Receive $1 Billion Investment Commitment

Business Wire
Sound Point Capital Management, LP, a credit-oriented investment manager overseeing approximately $32 billion in total assets, is pleased to announce that it has entered into an agreement to acquire Assured Investment Management LLC and certain of its related asset management entities (“Assured-IM”), which conducts the institutional asset management business of......
United Capital Co-founders Launch Modern Wealth Management With $200 Million Equity Financing from Crestview Partners
Fintech Investment Services News

United Capital Co-founders Launch Modern Wealth Management With $200 Million Equity Financing from Crestview Partners

Business Wire
Former Goldman Sachs and United Capital executives Gary Roth, Mike Capelle and Jason Gordo join forces to build a national wealth management firm using their extensive experience as leaders at a $25 billion AUM independent advisory business Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to......
Behavox Releases Large Language Model for the Financial Services Industry
Fintech Machine Learning News

Behavox Releases Large Language Model for the Financial Services Industry

Business Wire
Behavox, the leading provider of AI-driven compliance solutions, has announced the release of its Large Language Model (LLM), designed specifically for the financial services industry. The Behavox LLM can run on either Behavox’s environment or a customer’s environment, ensuring secure deployment of AI while maintaining compliance with data management and governance regulations.......
Morgan Stanley Investment Management’s 1GT Co-Leads $50 Million Funding for Everstream Analytics
Investment Services News

Morgan Stanley Investment Management’s 1GT Co-Leads $50 Million Funding for Everstream Analytics

Business Wire
1GT co-led Series B funding for Everstream Analytics (Everstream) to accelerate global supply chain sustainability and reduce emissions for leading global brands Morgan Stanley Investment Management (MSIM) announced that the 1GT climate private equity strategy (1GT) co-led a $50 million Series B funding round for Everstream alongside existing investors StepStone Group and......
GoLogiq to Acquire Boutique Investment Manager, Bateau Asset Management, Providing Entry to Southeast Asian Fund Management Market
Fintech News

GoLogiq to Acquire Boutique Investment Manager, Bateau Asset Management, Providing Entry to Southeast Asian Fund Management Market

GlobeNewswire
GoLogiq, a U.S.-based global provider of fintech and consumer data analytics, has entered into a non-binding letter of intent to acquire a controlling interest in Australia-based Bateau Asset Management, a boutique global investment manager. Latest Fintech Interview: Global Fintech Interview with Jyotirmoy Chakravorty, Founder at Ubona Technologies The acquisition would......
Bank Director Releases Risk Survey Results
Fintech News

Bank Director Releases Risk Survey Results

PR Newswire
Bank Director’s Study Reveals That Deposit Pricing, Interest Rates and Liquidity Top Bankers’ Concerns Bank Director, the leading information resource for directors and officers of financial institutions nationwide, released its 2023 Risk Survey, sponsored by Moss Adams LLP. The survey reveals heightened concern by bank leaders around interest rates, liquidity management,......
Xelidoni Selects Wolters Kluwer’s OneSumX for Risk Management
News Risk Management

Xelidoni Selects Wolters Kluwer’s OneSumX for Risk Management

Business Wire
Xelidoni has chosen to implement award-winning software from Wolters Kluwer Finance, Risk & Regulatory Reporting (FRR), having selected the OneSumX for Risk Management solution. “This arrangement builds on Wolters Kluwer’s longstanding strength in cultivating deep customer relationships, driving continuous engagement, and reinforcing our purpose in being a responsive and trusted partner to the clients we......
Skupos Announces New Funding from Brex Asset Management and SQN Venture Partners
Investment Services News

Skupos Announces New Funding from Brex Asset Management and SQN Venture Partners

Fintech News Desk
Skupos closed a new $22.5M funding deal with Brex and SQNVP to connect consumer brands with the largest network of convenience stores in the United States Brex Asset Management and SQN Venture Partners join forces on a new $22.5M investment in Skupos, a leading data platform serving independent convenience stores,......
AllGen Financial Welcomes Growth to Investment Management Department
Finance Investment Services News

AllGen Financial Welcomes Growth to Investment Management Department

Fintech News Desk
AllGen Financial Advisors is strengthening its investment management department with the hiring of a new Director of Fixed Income, Christina Shaffer, CFA, and promoting financial analyst Ryan Staton to Director of Trading and Portfolio Implementation AllGen Financial Advisors, Inc., a financial advisory firm in Orlando, Florida, is thrilled to expand its......
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