Search Results for: manage clients

Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite
Fintech Investment Services News

Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite

Fintech News Desk
by Fintech News Desk0
Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for ultra/high net worth clients and their investment portfolios, today announced it has partnered with V3Limited LLC, a boutique advisory firm providing private investment monitoring and active management services for family offices. Read More: Strider Announces......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Artificial Intelligence Fintech News

Arria NLG and BNY Mellon Collaborate to Transform Data into Analytics through Natural Language Technology

Fintech News Desk
by Fintech News Desk0
Arria NLG, a leading provider of Natural Language Generation (NLG) technology, announced a collaboration with The Bank of New York Mellon Corporation (“BNY Mellon”) to help asset managers and asset owners transform data into actionable analytics. BNY Mellon Data and Analytics Solutions’ clients will now be able to unlock better......
Thirdware & Strategic IQ Announce Partnership to Integrate Technology With Business Transformation
Business Fintech News

Thirdware & Strategic IQ Announce Partnership to Integrate Technology With Business Transformation

Fintech News Desk
by Fintech News Desk0
Thirdware Solution Inc, a leading provider of digital transformation solutions, is announcing a major partnership with Strategic iQ Solutions (www.siqllc.com), a leader in Enterprise Performance Management (EPM) and Business Process Integration Solutions. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor (PRNewsfoto/Thirdware Solution Inc.) (PRNewsfoto/Thirdware Solution......
Tegra118 Welcomes Tito Singh as Chief Revenue Officer
Fintech Investment Services News

Tegra118 Welcomes Tito Singh as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
Financial services and technology executive to lead global sales and business development Tegra118, formerly Fiserv Investment Services, a leading provider of wealth and asset management technology solutions, recently acquired by Motive Partners Company, a specialist private equity firm, announced the appointment of Tito Singh as Chief Revenue Officer. In his......
Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic
Fintech InsurTech Investment Services News

Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Succession Resource Group, Inc. (SRG) is excited to announce the launch of LendingWell on Monday, May 4, 2020. LendingWell is a free online platform dedicated to helping independent Registered Investment Advisors, Registered Representatives, CPAs, and insurance agents and agencies find the right lender for their financing needs. LendingWell matches advisors with......
Cloud-based Hedge Funds Report Gains in Efficiency and Data Security but Struggle with Data Unification
Fintech Investment Services News

Enfusion Accelerates Growth Trajectory With 132 New Global Client Signings

Fintech News Desk
by Fintech News Desk0
Enfusion, the leading provider of cloud-based investment management software, managed middle & back-office services and data analytics, shares the expansion of its global client base with its 132 new clients. The new signings arrived during the firm’s record breaking last 12 months, with key leadership hires, two new office openings......
PayMotion Ranks 5th Best eCommerce Software of 2020, by the Software Report
Business Fintech News

PayMotion Ranks 5th Best eCommerce Software of 2020, by the Software Report

Fintech News Desk
by Fintech News Desk0
Ranked ahead of big industry names, PayMotion® awarded 5th place in The Software Report’s “Best eCommerce Software” of 2020. PayMotion, a leading multi-channel payments platform providing eCommerce solutions for online businesses, announces that it has been ranked 5th in The Software Report’s Best Ecommerce Software of 2020 Awards, recognized by industry......
ProNexus Joins NetSuite Solution Provider Program
Business Fintech News

ProNexus Joins NetSuite Solution Provider Program

Fintech News Desk
by Fintech News Desk0
Leading management consulting and professional services firm launches NetSuite practice to meet the growing demand for cloud ERP ProNexus LLC, a non-attest finance and accounting firm, announced that it has joined the Oracle NetSuite Solution Provider Program. With NetSuite, ProNexus will help its customers take advantage of a powerful cloud......
Coupa Acquires Treasury Management Leader BELLIN Group
Fintech News

CME Group to Introduce Enhanced 3-Year U.S. Treasury Note Futures

Fintech News Desk
by Fintech News Desk0
CME Group, the world’s leading and most diverse derivatives marketplace, announced it will introduce an enhanced version of its 3-Year Treasury Note futures contract on July 13, 2020, pending regulatory review. New features will include a more robust basket of deliverable treasuries and reduced tick size. Read More: M Financial Group......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Capital Markets Fintech News

Addepar Announces Alternatives Marketplace

Fintech News Desk
by Fintech News Desk0
Marketplace makes it easy to view, transact and manage financial products through an integrated digital experience Addepar, a leading technology platform for wealth management, announced the launch of Marketplace. This new application within the Addepar platform allows clients to view and assess a range of offerings and digitally initiate transactions......
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