Search Results for: manage clients

Apex and BITE Announce Partnership to Deliver New Solutions to Asian Asset Management Market
Capital Markets Fintech Fintech Funding Investment Services News

Apex and BITE Announce Partnership to Deliver New Solutions to Asian Asset Management Market

Fintech News Desk
by Fintech News Desk0
Apex Group Ltd. (“Apex” or “the Group”), a global financial services provider and BITE Investments (“BITE”), a fintech company providing high net worth investors (“HNWIs”) access to alternative investments, announce the launch of a partnership to deliver enhanced solutions to the Asian asset management market. Read More: Bank of Montreal,......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Big Data Fintech Investment Services News Risk Management

Private Client Resources (PCR) and FINARTIS team to deliver a complete Front-to-Back Experience to Private Banks, Asset Managers and Family Offices internationally

Fintech News Desk
by Fintech News Desk0
Global Solution integrates PCR’s data aggregation capabilities with FINARTIS’s comprehensive Investment Management platform Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high net worth (UHNW) families and institutions announced a partnership with FINARTIS SA, the leading Swiss-Based provider of investment management and risk reporting......
Northern Trust Deploys Artificial Intelligence for Currency Management Using Advanced Machine Learning
Artificial Intelligence Capital Markets Currency Exchange Fintech News

Northern Trust Deploys Artificial Intelligence for Currency Management Using Advanced Machine Learning

Fintech News Desk
by Fintech News Desk0
Solution Brings Greater Data Oversight and Enhanced Risk Management Northern Trust (NTRS) announced it has enhanced its Foreign Exchange (FX) currency management solutions with machine learning models designed to enable greater oversight of thousands of daily data points and help reduce risk throughout the currency management lifecycle. The solution has......
Eventus Systems to provide trade surveillance, AML transaction monitoring for BitMEX
Capital Markets Fintech News Risk Management

Eventus Systems wins 2020 Markets Choice Award for Best in RegTech – Surveillance and Financial Risk Management

Fintech News Desk
by Fintech News Desk0
Markets Media award is latest in series of award wins, recognitions Eventus Systems, Inc., a leading global trade surveillance and risk management software platform provider, won Markets Media’s 2020 Markets Choice Award (MCA) for Best in RegTech – Surveillance and Financial Risk Management. Eventus earned the honor for its leadership......
Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management
Business Capital Markets Fintech News

Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Canaccord Genuity Wealth Management, one of Canada’s preeminent wealth management firms and a division of Canaccord Genuity Group, will provide its advisors and internal portfolio managers with access to Envestnet’s unified advice platform. Canaccord Genuity Wealth Management’s advisors will be among the first in Canada to fully harness the seamless,......
RealPage AI Revenue Management Boosts Yields in Uncertain Times
Artificial Intelligence Fintech News

RealPage AI Revenue Management Boosts Yields in Uncertain Times

Fintech News Desk
by Fintech News Desk0
RealPage, a leading global provider of software and data analytics to the real estate industry, reports that its AI Revenue Management systems delivered significantly increased revenue yield for clients despite extreme market volatility during the COVID-19 crisis. AI Revenue Management optimizes demand, credit, lease terms and leasing agent behavior by......
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......
Neudata Introduces MetaHub, A Metadata Storage and Management Tool
Fintech Investment Services News

Neudata Introduces MetaHub, A Metadata Storage and Management Tool

Fintech News Desk
by Fintech News Desk0
Neudata has announced the launch of MetaHub, a metadata storage tool that allows clients to manage their entire library of traditional, market and alternative data sources in one, easy-to-access place. “This Software-as-a-Service tool solves several problems related to data storage and management within large firms, including the generation of investment ideas for......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Fintech Investment Services News

Ascensus Supports Institutional Partners, Advisors, and Their Clients with Challenges Related to COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Technology-Enabled Service Provider Shares Insights, Analysis, and Educational Resources Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, is supporting institutional partners, advisors, and their clients during the COVID-19 pandemic via a variety of approaches that include COVID-19-specific resources, infographics, behavioral analytics, legislative insights,......
AgencyZoom and HawkSoft Introduce Integration Between Sales Automation Platform and Agency Management System
Business Fintech InsurTech News

AgencyZoom and HawkSoft Introduce Integration Between Sales Automation Platform and Agency Management System

Fintech News Desk
by Fintech News Desk0
Client and policy data from HawkSoft flows into AgencyZoom to trigger automation workflows to nurture leads and engage existing policyholders. Interconnected systems are force multipliers for independent insurance agencies. AgencyZoom, the Insurance Sales Analytics and Automation platform, is leveraging HawkSoft’s Partner API to bring the two complementary systems together. Read......
1