Search Results for: management

Gerber Kawasaki Selects Altruist as Wealth Management Platform to Power Growth
Artificial Intelligence Investment Services News

Gerber Kawasaki Selects Altruist as Wealth Management Platform to Power Growth

Business Wire
by Business Wire0
Enterprise wealth and investment manager adds Altruist to streamline operations, enhance AI capabilities, and scale client impact Altruist, the tech-forward wealth platform for independent advisors, announced that Gerber Kawasaki Wealth & Investment Management (Gerber Kawasaki), a Santa Monica-based registered investment advisor managing more than $4 billion in client assets, has......
FIS Launches 24/7 AI Assistant to Ease Risk Models Management
Finance InsurTech News

FIS Launches 24/7 AI Assistant to Ease Risk Models Management

Business Wire
by Business Wire0
Key facts FIS has launched the Insurance Risk Suite AI Assistant, a generative AI tool that provides instant actuarial guidance Delivers expert risk modeling guidance in any language, 24/7, accelerating risk response Actuaries spend a substantial amount of their time searching for information buried in technical documentation on risk modeling.......
CoinShares-Reduces-Management-Fee-on-Europe's-Largest-Physically-Backed-Bitcoin-ETP-to-0.15%
Fintech News

CoinShares Reduces Management Fee on Europe’s Largest Physically-Backed Bitcoin ETP to 0.15%

GlobeNewswire
by GlobeNewswire0
Permanent fee reduction reinforces market leadership and commitment to accessible digital asset investment CoinShares International Limited, a global leading asset manager specialising in digital assets and Europe’s largest and longest-standing digital asset investment firm, announced a permanent reduction in the management fee on its flagship CoinShares Bitcoin ETP (ticker: BITC)......
Wellspring Launches Treasury Management Platform for Small and Mid-Sized Businesses
Business Fintech News

Wellspring Launches Treasury Management Platform for Small and Mid-Sized Businesses

GlobeNewswire
by GlobeNewswire0
The solution integrates liquidity management, payments infrastructure, and yield across banking and stablecoin rails within a governed treasury framework. Wellspring announced the launch of Wellspring Institutional, a Treasury Management platform designed for small and mid-sized businesses. The solution provides finance teams with centralized cash visibility, integrated domestic and cross-border payments,......
Capitolis to Acquire 20 Gates Management’s U.S. Secured Financing Platform to Expand its Capital Marketplace
Finance Investment Services News

Capitolis to Acquire 20 Gates Management’s U.S. Secured Financing Platform to Expand its Capital Marketplace

Business Wire
by Business Wire0
Strategic acquisition enables Capitolis to deliver U.S. secured financing through its Capital Marketplace, broadens client base, and adds veteran industry talent Capitolis, the financial technology company, announced it has signed an agreement to acquire 20 Gates Management’s U.S. Secured Financing Platform. The acquisition, which is expected to close in the......
Ameris Bank Introduces Business Invoice Management and Payment Solution
Banking Digital Payments News

Ameris Bank Introduces Business Invoice Management and Payment Solution

Business Wire
by Business Wire0
Ameris Bank announced a new digital invoicing and payment platform for business clients to replace manual billing processes, reduce paper-based invoicing costs, speed payment collection, and improve business cash flow. Read More on Fintech : Global Fintech Interview with Kristin Kanders, Head of Marketing & Engagement, Plynk App “The Ameris DirectBiller solution......
Peninsula Community Credit Union Selects Alogent's FASTdocs to Modernize Enterprise Content Management
Banking Finance News

Peninsula Community Credit Union Selects Alogent’s FASTdocs to Modernize Enterprise Content Management

PR Newswire
by PR Newswire0
Alogent, a global leader in banking and financial services software, announced that Peninsula Community Credit Union has selected FASTdocs, Alogent’s enterprise content management (ECM) platform, to modernize its document management environment. The credit union is replacing an aging, spreadsheet-dependent approach that limited visibility into mission-critical content and member data, and created operational......
Sowell Management Names Vincent Gimarelli Chief Development Officer
Finance Investments News

Sowell Management Names Vincent Gimarelli Chief Development Officer

PR Newswire
by PR Newswire0
AssetMark sales executive is the latest industry veteran to join Sowell’s enhanced leadership team Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, announced that Vincent Gimarelli has joined the firm as its first Chief Development Officer. The former AssetMark sales executive will......
Nissay Asset Management Corporation Becomes First in Japan to Implement Broadridge's Mortgage-Backed Securities Trade Assignment Portal
Finance News Trading

Nissay Asset Management Corporation Becomes First in Japan to Implement Broadridge’s Mortgage-Backed Securities Trade Assignment Portal

PR Newswire
by PR Newswire0
Broadridge’s solution enables Nissay Asset Management to streamline processes, reduce administrative workload, and increase operational efficiency Broadridge Financial Solutions Inc., a global Fintech leader, announced that Nissay Asset Management Corporation (NAM) has implemented Broadridge’s Mortgage–Backed Securities Trade Assignment Portal (TAP), becoming the first asset management company in Japan to adopt the solution.......
The Emergence of Finance Risk Intelligence (FRI) How AI Is Redefining Enterprise Risk Management 1
Finance Fintech Guest Posts Risk Management

The Emergence of Finance Risk Intelligence (FRI): How AI Is Redefining Enterprise Risk Management

Jeffery Chancellor
by Jeffery Chancellor0
For decades, financial risk management was fundamentally retrospective. Enterprises relied on audits, periodic reporting, and compliance controls to uncover issues only after transactions had cleared. That approach worked in a slower, more contained operating environment, one defined by lower transaction volumes, limited system interdependence, and fewer external disruptions. That environment......
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