Search Results for: portfolio management applications

AssetBook Enhances Portfolio Reporting for Financial Advisors
Fintech News Robotic Process Automation

AssetBook Enhances Portfolio Reporting for Financial Advisors

Fintech News Desk
by Fintech News Desk0
AssetBook announced the release of Pulse by AssetBook, containing enhanced features for portfolio monitoring and reporting. AssetBook continues to develop innovative portfolio management solutions for wealth advisors, leveraging years of experience in building powerful, secure and scalable applications. Built on an open API, Pulse seamlessly integrates as an additional technology......
New Credit Management Solution Completes Esker’s Accounts Receivable Offer
Artificial Intelligence Business Fintech News Risk Management

New Credit Management Solution Completes Esker’s Accounts Receivable Offer

Fintech News Desk
by Fintech News Desk0
Esker, a worldwide leader in AI-driven process automation solutions and pioneer in cloud computing, announced the launch of its Credit Management solution to enable businesses worldwide to manage and optimize their credit-to-cash process. As a natural extension of Esker’s Accounts Receivable solution within Esker’s Order-to-Cash platform, Credit Management enriches Esker’s offer to help businesses secure......
Avalara Enhances Portal for Developers with Improved Capabilities and User Experience
Business Fintech News Robotic Process Automation

Avalara Announces 20 Newly Certified Integrations Into Business Applications

Fintech News Desk
by Fintech News Desk0
Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the release of 20 newly certified integrations with accounting, ERP, ecommerce, point-of-sale, mobile commerce, and CRM software applications. Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms Avalara......
As Demand and Adoption Grows, Schwab Advisor Portfolio Connect® Surpasses 1,000 Platform Users
Fintech News

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect Surpasses 1,000 Platform Users

Fintech News Desk
by Fintech News Desk0
Milestone moves the proprietary solution into ranks of industry’s top portfolio management tools in less than two years Schwab Advisor Services™ announced Schwab Advisor Portfolio Connect, Schwab’s simplified, scalable portfolio management tool, has surpassed 1,000 independent advisor firm users, solidifying its position as a top portfolio management solution for independent......
BTSE.com Launches Brave New Coin’s DeFi Index - Perpetual Swap with Leverage Trading for DeFi Exposure
Cryptocurrency Fintech Investment Services News Trading

Brave New Coin Launches BNC Pro, A Digital Wealth Management Platform for Cryptocurrency Investors

Fintech News Desk
by Fintech News Desk0
Individual and institutional digital asset investors can use BNC Pro’s feature-rich platform to manage their portfolios, generate investment opportunities and more Digital asset data company Brave New Coin announced the launch of BNC Pro, a low-cost, feature-rich digital wealth management platform for cryptocurrency investors. BNC Pro uses Brave New Coin’s......
Dun & Bradstreet Completes The Purchase Of coAction.com Assets To Create An End-To-End Receivables Management Platform
Fintech News

Dun & Bradstreet Completes The Purchase Of coAction.com Assets To Create An End-To-End Receivables Management Platform

Fintech News Desk
by Fintech News Desk0
Acquisition expands Dun & Bradstreet’s portfolio of finance solutions, helping clients automate credit-to-cash processes and drive improved organizational efficiencies Dun & Bradstreet, a leading global provider of business decisioning data and analytics, announced that it purchased the assets of coAction.com LLC, a provider of revenue cycle management software. The acquisition positions Dun......
Mitratech Acquires Leading Immigration Case Management Provider INSZoom
Business Fintech News

Mitratech Adds ClusterSeven MRM to its Data Privacy and Information Governance Solutions Portfolio

Fintech News Desk
by Fintech News Desk0
Provides GRC Professionals With a Powerful Model Risk Management Solution for Businesses That Rely on Models for Core Business Processes. Mitratech, a leading provider of legal and compliance software, announced the addition of ClusterSeven MRM to its industry-leading Enterprise Compliance Suite of data privacy and information governance solutions. The Model......
Charles River Investment Management Solution Integrates ChartIQ for Trade Decision Support
Investment Services News

Charles River Investment Management Solution Integrates ChartIQ for Trade Decision Support

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, announced that the Charles River Investment Management Solution (Charles River IMS) now integrates with ChartIQ, enabling Charles River to provide institutional traders with visualization tools that deliver greater insight into data affecting investment decisions. These capabilities help traders conduct pre-trade technical analysis, gauge......
Avanza Bank Wins Banking Technology Award for Best Use of IT in Private Banking/Wealth Management Powered by GigaSpaces In-Memory Computing Platform
Banking Fintech News

Avanza Bank Wins Banking Technology Award for Best Use of IT in Private Banking/Wealth Management Powered by GigaSpaces In-Memory Computing Platform

Fintech News Desk
by Fintech News Desk0
GigaSpaces, the provider of InsightEdge, the fastest in-memory real-time analytics processing platform, announced that Avanza Bank AB, Sweden’s fully digital bank, has won the Banking Technology Award for Best Use of IT in Private Banking/Wealth Management. The 20th annual Banking Technology Awards recognize excellence and innovation in the use of IT in financial services worldwide,......
Phoenix Finance wins the Asian Banker’s “Digital Wealth Management Service of the Year in China” Award
Banking News

Phoenix Finance wins the Asian Banker’s “Digital Wealth Management Service of the Year in China” Award

Fintech News Desk
by Fintech News Desk0
The Wealth and Society Summit 2019 hosted by the Asian Banker was held in Shanghai on December 6th. Chairman of the Asian Banker Mr. Emmanuel Daniel, managing director of Rockefeller Capital Management Mr. Guy Dietrich, professor of Shanghai Advanced Institute of Finance Mr. Wu Fei and other experts and academics attended this summit. Phoenix Finance is a......
1