Search Results for: manage clients

AllocateRite's AI-Powered Autonomous Wealth Management Strategies Are Now Available Via iOS and Android Mobile Apps
Banking News

AllocateRite’s AI-Powered Autonomous Wealth Management Strategies Are Now Available Via iOS and Android Mobile Apps

Fintech News Desk
by Fintech News Desk0
AllocateRite, the New York FinTech and data science company that provides wealth managers with ETF-based dynamic asset allocation strategies and risk analytics, is excited to announce that its proprietary portfolio management and asset allocation strategies are now available to iOS and Android mobile devices via our mobile app. AllocateRite’s AI-powered......
Charles River Investment Management Solution Integrates ChartIQ for Trade Decision Support
Investment Services News

Charles River Investment Management Solution Integrates ChartIQ for Trade Decision Support

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, announced that the Charles River Investment Management Solution (Charles River IMS) now integrates with ChartIQ, enabling Charles River to provide institutional traders with visualization tools that deliver greater insight into data affecting investment decisions. These capabilities help traders conduct pre-trade technical analysis, gauge......
Divvy Announces Newest Collection of Marquee Clients
Business News

Divvy Announces Newest Collection of Marquee Clients

Fintech News Desk
by Fintech News Desk0
Divvy, the leader in spend and expense management, announced the addition of several marquee clients to its growing customer base of more than 4,500 companies. Eyecare Partners, Gogo, Nikola Motor Company, Noom, and the Utah Jazz are some of the newest businesses to upgrade their spend and expense management experience......
Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform
Banking News

Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform

Fintech News Desk
by Fintech News Desk0
The New Funds Will Expand Secfi’s Options Financing Product, Helping More Startup Employees Manage Their Wealth From Offer to IPO Secfi, the first pre-wealth management platform helping startup employees navigate financial decisions from offer to IPO, announced they have secured a $550 million investment facility from Serengeti Asset Management. The......
Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions
Banking Mobile Banking News

Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions

Fintech News Desk
by Fintech News Desk0
Combination Provides Automated Data Aggregation Across Hundreds of Financial Institutions and Fund Managers Directly to an End-To-End Accounting Platform Datafaction, a leader in financial accounting and secure bill pay solutions designed specifically for firms that service Ultra High Net Worth (UHNW) families and individuals, announces a collaboration with Private Client Resources (PCR), the leading......
Nielsen Builds Out Management Teams With Two Strategic Hires
News Trading

Nielsen Builds Out Management Teams With Two Strategic Hires

Fintech News Desk
by Fintech News Desk6
David Rawlinson to Become CEO of Nielsen Global Connect Linda Zukauckas Is Named Chief Financial Officer For The Company  Nielsen Holdings plc announced two significant hires that support Nielsen’s plan to create two separate publicly traded companies later in the year. David Rawlinson, President of the Global Online Business at Grainger, will become......
Broadridge Accelerates Hybrid Cloud Strategy with IBM Services to Drive Next-Gen Capabilities for Clients
Banking Fintech News

Broadridge Accelerates Hybrid Cloud Strategy with IBM Services to Drive Next-Gen Capabilities for Clients

Fintech News Desk
by Fintech News Desk3
Digitally Transforming its Business, creating The Broadridge Private Cloud Powered by IBM Broadridge Financial Solutions, Inc.  a global Fintech leader and part of the S&P 500 Index, and IBM Services announced an agreement to bring new cloud-based solutions to Broadridge’s clients in the financial services industry. As part of this......
Hazeltree Appoints Jonathan Spirgel to Lead Cash and Liquidity Management Technology
Business Fintech News

Hamilton Lane Implements Hazeltree Private Markets to Manage Capital Activity Lifecycle

Fintech News Desk
by Fintech News Desk16
Hazeltree Private Markets Provides Full Cash Transparency and Projections, Cash Optimization and Streamlined Investor Interactions Hazeltree, the leading provider of integrated treasury management and portfolio finance solutions for alternative asset investment firms, is pleased to announce that leading private markets asset management firm Hamilton Lane has successfully implemented Hazeltree Private......
More Than Half of UK Adults Will Head Into the New Year Saddled With a Personal Debt of up to £100,000, According to Research by money.co.uk
Banking Fintech News

Yiren Digital Announced Changes in Board Composition and Management Team

Fintech News Desk
by Fintech News Desk0
Yiren Digital Ltd. , a leading fintech company in China, announced changes to its board of directors (the “Board”) and management team. Mr. Jingsheng Huang, Yiren Digital’s current independent director, will become a senior advisor to CreditEase, the Company’s parent company and controlling shareholder, and jointly manage the new Impact Investment Fund for CreditEase Wealth......
CoinEx Chain Foundation Launches Support Program to Encourage Community Development
Blockchain Cryptocurrency

CryptoCorner: Tencent Establishing Digital Currency Research Group, Shenzhen Stock Exchange Launches Blockchain Index, OKEx Launches BTC Options Trading for Select Clients

Fintech News Desk
by Fintech News Desk0
Chinese internet giant Tencent may be establishing “a digital currency research project group” according to local media. The company did not deny the news to reporters, but did not provide further information. However, CoinDesk reports that the “new team will look at how to use digital currencies in its payments platform as......
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