Search Results for: manage clients

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......
Fintech Pioneer HouseCanary Adds Craig Phillips as Senior Advisor
Business Fintech News

Fintech Pioneer HouseCanary Adds Craig Phillips as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Home valuation fintech pioneer HouseCanary, Inc. announced that Craig Phillips has joined as a Senior Advisor. Phillips most recently served as Counselor to Secretary Steven Mnuchin at the US Department of the Treasury. Craig Phillips will be working with CEO and Founder Jeremy Sicklick and the senior team as the lending......
Vela’s Metro Wins Best Options Trading Platform
News Trading

Vela’s Metro Wins Best Options Trading Platform

Fintech News Desk
by Fintech News Desk0
Recognized for excellence in trading support and technology in the Fund Intelligence Tech & WSL Awards 2020 Vela, a leading independent provider of trading and market access technology for global multi-asset electronic trading, announced that it was named Best Options Trading Platform for its Metro product at the Fund Intelligence......
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