Search Results for: manage clients

OANDA adds new cross-border payment solution for companies in North America
News Trading

OANDA Adds Cutting-Edge New Chasing Returns Functionality to All Platforms

Fintech News Desk
by Fintech News Desk0
A global leader in online multi-asset trading services and currency data and analytics, OANDA has further strengthened its partnership with Dublin-based FinTech firm Chasing Returns in order to offer clients around the world an expanded suite of capabilities that utilise behavioural science research to help improve trading performance. The agreement further builds on......
LiquidityBook Finishes Volatile Year with Record Revenues, Major Staff Expansion
Banking Investment Services News

LiquidityBook Adds Duet Group to Client Roster

Fintech News Desk
by Fintech News Desk0
SaaS-based POEMS provider selected by global investment holding company to support additional lines of business LiquidityBook announced that Duet Group, a global investment holding company, has implemented the SaaS-based LBX Buy Side as its POEMS (portfolio, order and execution management system). LiquidityBook’s platform provides a full range of order, execution......
Numerati Partners Invited Geospatial Insight to Present at the Second InsurTech Alliance (ITA) Science & Engineering Expo
Business Fintech News

Numerati Partners Invited Geospatial Insight to Present at the Second InsurTech Alliance (ITA) Science & Engineering Expo

Fintech News Desk
by Fintech News Desk0
Geospatial Insight was one of three firms invited to present technology offerings at the InsurTech Alliance (ITA) Science & Engineering Expo (Expo), co-hosted by Numerati Partners on January 30, 2020 in New York City. The ITA is a collaboration between Numerati Partners, a New York-based data analytics and technology enablement firm, which seeks to foster the next generation of......
AssetMark Closes on the Acquisition of OBS Financial
Banking Fintech News

AssetMark Closes on the Acquisition of OBS Financial

Fintech News Desk
by Fintech News Desk0
AssetMark Financial Holdings, Inc., announced the completion of its acquisition of OBS Financial, a $2 billion-plus turnkey asset management platform and a subsidiary of Canandaigua National Corporation. By completing the transaction, AssetMark will acquire new relationships with OBS’ 300+ financial advisors and 21 banks that serve 6,500 investors. “We are......
Broadridge Completes Acquisition of FundsLibrary
Business Fintech News

Broadridge Completes Acquisition of FundsLibrary

Fintech News Desk
by Fintech News Desk0
Acquisition to help asset managers meet UK and EU regulatory requirements  Broadridge Financial Solutions, Inc. , a global Fintech leader and part of the S&P 500 Index, has completed its previously announced acquisition of FundsLibrary, a leader in fund document and data dissemination in the European market. The acquisition accelerates......
FundApps Launches Sensitive Industries Service and Celebrates Legal Collaboration With aosphere
Business Fintech News

FundApps Launches Sensitive Industries Service and Celebrates Legal Collaboration With aosphere

Fintech News Desk
by Fintech News Desk0
Regulatory Technology (RegTech) provider FundApps kicks off 2020 with the launch of its Sensitive Industries service, integrating content from legal information provider aosphere with insight from clients and GICS mappings. FundApps’ Sensitive Industries is the first managed service available to compliance teams in financial institutions to code sector specific rules. It offers a solution......
Centage Introduces New Services Offerings to Guide Customers Towards Intelligent Planning
Banking Business Fintech News

Centage Introduces New Services Offerings to Guide Customers Towards Intelligent Planning

Fintech News Desk
by Fintech News Desk0
Centage Corporation,the leading provider of cloud financial software that transforms how businesses budget, forecast, analyze and report, announced a set of new planning services to provide customers a guided turn-key experience. The new services pair a certified Planning Maestro consultant from Centage with customers through the entire implementation, setup, go-live......
iGrafx and CFGI Announce Strategic Partnership
News Risk Management Robotic Process Automation

iGrafx and CFGI Announce Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Combines Core Capabilities from Transformation Software Provider iGrafx, and Leading Advisory Firm, CFGI iGrafx and CFGI have formalized a partnership that helps the largest and most complex enterprises find and manage risk, successfully implement robotic process automation (RPA) and achieve operational excellence from financial transformation initiatives. The combined solution leverages......
SimCorp Launches New Machine Learning Initiative With Start-Up, Alkymi, Targeting Institutional Investment Challenges
Fintech Investment Services News

SimCorp Launches New Machine Learning Initiative With Start-Up, Alkymi, Targeting Institutional Investment Challenges

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of investment management solutions and services to the global financial services industry, announces a partnership with New York based start-up, Alkymi, to launch a new Machine Learning (ML) initiative. It’s arrival comes as institutional investors raise a number of data concerns, including the ability to quickly extract insights from......
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