Search Results for: portfolio management tools

Quantalytix Launches Enterprise Bank Management Software for Credit Unions
Analytics Finance News

Quantalytix Launches Enterprise Bank Management Software for Credit Unions

Fintech News Desk
by Fintech News Desk0
Comprehensive data analytics solution provides actionable insights to enhance member experience, generate revenue Quantalytix, the provider of cloud-based Enterprise Bank Management (EBM) software for financial institutions, announced the launch of their comprehensive data analytics solution specifically tailored for credit unions. Quantalytix announces the launch of its Enterprise Bank Management software......
Skills-Profit – Trade Your Format With Premium and Advanced Tools on the Market
News Trading

Skills-Profit – Trade Your Format With Premium and Advanced Tools on the Market

Fintech News Desk
by Fintech News Desk0
Skills-Profit.com, a leading trading platform created to support every trader, announces the launch of its automated brokerage services for traders in the stocks and crypto markets. The company is dedicated to providing traders with the tools and resources they need to succeed and achieve their financial goals. The new brokerage......
commercetools Appoints Blaine Trainor to Lead Global Partnerships
Commerce E-commerce News

commercetools Appoints Blaine Trainor to Lead Global Partnerships

Fintech News Desk
by Fintech News Desk0
Former SAP executive joins commercetools to oversee the development of strategic partnerships and global partner ecosystem commercetools, the leading provider of composable commerce, announced the appointment of Blaine Trainor as Vice President of Global Partnerships and Alliances. Trainor brings over two decades of eCommerce industry experience in building global teams and......
Bridge Bank Provides $3 Million Credit Facility to Help Innovative Lease Services Grow Portfolio
Banking Finance News

Bridge Bank Provides $3 Million Credit Facility to Help Innovative Lease Services Grow Portfolio

Fintech News Desk
by Fintech News Desk0
Bridge Bank announced its Capital Finance Group has closed on a $3 million credit facility for Innovative Lease Services Inc., a Carlsbad, California-based provider of commercial equipment financing and leasing services. Innovative Lease Services (ILS) plans to use the funding to help grow its lease portfolio. “We are pleased that......
Featured Investments Technology

Best Tools For Portfolio Managers

Pooja Choudhary
by Pooja Choudhary0
Product portfolio management tools provide a quick overview of all products, facilitating organization and analysis. This management software monitors a product’s growth prospects and operational risk, allowing you to determine which products to keep and which to eliminate. In this article, we will highlight the top eight portfolio management tools......
Jacobi Inc Partnering With Principal Asset Management to Digitize and Scale Fintech-Enabled Model Portfolio Offering
Fintech Investment Services News

Jacobi Inc Partnering With Principal Asset Management to Digitize and Scale Fintech-Enabled Model Portfolio Offering

Fintech News Desk
by Fintech News Desk0
Principal Asset Management has partnered with Jacobi Inc., a global investment technology provider, to scale its fintech-enabled model portfolio offering powered by multi-asset risk analytics and market leading client engagement technology. With a strong focus on digital transformation, Principal® is empowering advisors with analytics and tools enabling them to ultimately......
FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions
Investment Services News

FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions

Fintech News Desk
by Fintech News Desk0
Financial institutions, advisors and their clients will benefit from the combination of FNZ’s full service, end-to-end platform, and YieldX’s market leading fixed income portfolio management technology FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct......
B2B Blockchain News

IPwe Launches Smart Intangible Asset Management–SaaS Solution For IP Valuation, Management, And Transactions

Fintech News Desk
by Fintech News Desk0
IPwe Inc., a global innovation leader in AI and blockchain-based IP analytics software and services, announced the official launch of its Smart Intangible Asset Management (SIAM) platform today in Davos, Switzerland, during the week of the World Economic Forum. SIAM is a comprehensive SaaS solution—utilizing world-renowned IP datasets from Clarivate and......
Options Announces Partnership with Tools for Brokers Following Successful Integration with ACTIV API
Capital Markets Finance News

Options Announces Partnership with Tools for Brokers Following Successful Integration with ACTIV API

Fintech News Desk
by Fintech News Desk0
Options Technology, the leading Capital Markets services provider, announced its partnership with Tools for Brokers (TFB) following a successful integration with ACTIV API. “We are excited to partner with Options to provide a comprehensive solution to retail brokers for seamless streaming of real-time and delayed market data. Now clients will have......
ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing
Finance News

ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing

Fintech News Desk
by Fintech News Desk0
Intercontinental Exchange, Inc., a leading global provider of data, technology and market infrastructure, and BNY Mellon | Pershing, a leading provider of clearing and custody solutions, announced that the web-based version of the ICE Connect wealth management platform has been integrated into BNY Mellon | Pershing’s clearing and custody platform......
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