Search Results for: portfolio finance

City National Bank Names Richard A. Raffetto President
Banking Fintech News

City National Bank Names Richard A. Raffetto President

Fintech News Desk
by Fintech News Desk0
Raffetto succeeds Christopher J. Warmuth, who retires after 18 years at the bank City National Bank, America’s Premier Private and Business Bank, announced that Richard A. Raffetto will join the company as president, effective August 31, 2020. He will be elected to City National’s board of directors and will report......
Global Cloud Xchange Appoints New Chief Financial Officer, Anja Blumert
Fintech News

Global Cloud Xchange Appoints New Chief Financial Officer, Anja Blumert

Fintech News Desk
by Fintech News Desk0
Global Cloud Xchange (“GCX”),  announced the appointment of Anja Blumert as Chief Financial Officer, effective 1 July 2020. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers Ms. Blumert will oversee GCX’s global finance organization and financial activities and will be based in the company’s headquarters......
Financial Gravity Rolls Out The Real Risk Meter™
Business Fintech News Risk Management

Financial Gravity Rolls Out The Real Risk Meter™

Fintech News Desk
by Fintech News Desk1
Financial Gravity Companies Inc. in partnership with Applied Behavior Finance, Inc. (ABF), releases The Real Risk MeterTM, a new SaaS based tool for advisors in the wealth management industry that challenges Riskalyze, Finametrica, and other risk analysis tools. www.realriskmeter.com Dr. William Nelson, Co-Founder of ABF, acknowledged, “We know we’re taking on an 800-pound......
Lightnet Expands Reach Throughout Asia Pacific
Fintech News

Lightnet Expands Reach Throughout Asia Pacific

Fintech News Desk
by Fintech News Desk0
Lightnet, a Singapore headquartered fintech company, since the beginning of 2020, has raised USD 31.2 million in a Series A financing round and created a portfolio of partnerships that put it in a stronger position than ever to improve the lives of the unbanked and underbanked populations of Southeast Asia and other parts of Asia Pacific. These......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
Entech Launches Anovaa, a Unified Digital Loan Origination Platform and Originate Turn-key Loan Outsourcing
Fintech News Risk Management

Entech Launches Anovaa, a Unified Digital Loan Origination Platform and Originate Turn-key Loan Outsourcing

Fintech News Desk
by Fintech News Desk0
Smart technology delivers 40% boost in loan processing speed and efficiency. Entech announced Anovaa, an independent subsidiary focused on loan origination platforms and services.  The Anovaa Platform is a Software as a Service (SaaS) solution available for personal, student, education refinance and revolving credit loan products.  Anovaa Originate™ is a turn-key loan......
Wolters Kluwer CCH Forward Together Virtual Conference Will Focus on Helping Accounting Firms Navigate Change
Artificial Intelligence Fintech News

Wolters Kluwer CCH Tagetik inTouch Online Conference Inspires CFOs to Evolve NOW with Solutions for Today and for a Future of Accelerated Financial Transformation

Fintech News Desk
by Fintech News Desk0
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and the global provider of market-leading software solutions and information services for finance professionals hosted more than 2000 participants at its 2020 CCH Tagetik inTouch Online User Conference under the theme Evolve NOW. Targeting today’s pressing concerns and the accelerated changes required to......
Yieldstreet Prism Fund is Open to Non-Accredited Investors
Business Fintech News

Yieldstreet Launches New Private Business Credit Vertical

Fintech News Desk
by Fintech News Desk0
Expands the range of innovative capital deployment to new markets Yieldstreet, the digital wealth management platform, announced continued growth today with the launch of a new asset class vertical, Private Business Credit. The new vertical becomes Yieldstreet’s fifth asset class, along with its Real Estate, Legal, Marine, and Art verticals. Read......
Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech Investment Services News

Orion Partners with State Street Global Advisors to Expand Investment Program

Fintech News Desk
by Fintech News Desk0
Renowned Investment Team Brings New Low-Cost Growth Opportunities to Orion Platform Orion Advisor Solutions, the premier provider of financial advisor technology and investment solutions, announces a new offering with State Street Global Advisors (State Street), and the availability of a suite of low-cost model portfolios. The partnership provides Orion users,......
1