Search Results for: portfolio management tools

Equifax Brings Power of Cloud to New Lost Sales Analysis Solution for Mortgage and Home Equity Lenders
Investment Services News Risk Management

Equifax Brings Power of Cloud to New Lost Sales Analysis Solution for Mortgage and Home Equity Lenders

Fintech News Desk
by Fintech News Desk0
Enhanced Offering Brings Lenders the Differentiated Data Assets They Need to Adjust Strategy, Terms and Offers to Attract Borrowers in Today’s Competitive Marketplace Equifax®  is addressing the needs of mortgage and home equity lenders in a competitive marketplace. The new Equifax Ignite® Lost Sales Analysis solution leverages the power of the......
SIMON and Cetera Launch Innovative Access To Annuity Solutions
Fintech InsurTech News Risk Management

SIMON and Cetera Launch Innovative Access To Annuity Solutions

Fintech News Desk
by Fintech News Desk0
Cetera enlists SIMON to deliver streamlined annuities education, marketplace, and analytics to its national network of financial professionals. SIMON Annuities and Insurance Services LLC (“SIMON”) and Cetera have announced a new collaboration that delivers SIMON’s award-winning insurtech platform for annuities to all Cetera financial professionals. The SIMON annuities platform streamlines product education, namely......
Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Business Fintech Investment Services News Risk Management

Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced a new partnership that equips nearly 2,500 financial professionals registered through Atria owned broker-dealers with access to Riskalyze......
Microsoft Debuts Financial Services Cloud
Banking Business Fintech Investment Services Mobile Banking News Risk Management

Microsoft Debuts Financial Services Cloud

Fintech News Desk
by Fintech News Desk0
Amid the relentless challenges of 2020, the wheels of the financial industry kept turning. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies At the root of it all is the historic acceleration of digital technology in the pandemic. It’s what enabled the......
Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange
Currency Exchange Fintech News

Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange

Fintech News Desk
by Fintech News Desk0
Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys–Enabling RIAs & Broker-Dealers to Manage Trust Accounts Envestnet, Inc., announces the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker- dealers seamlessly utilize trust accounts to facilitate......
MSCI To Launch Investment Solutions As A Service In Collaboration With Microsoft
Banking Business Fintech Investment Services News Risk Management

MSCI To Launch Investment Solutions As A Service In Collaboration With Microsoft

Fintech News Desk
by Fintech News Desk0
MSCI Investment Solutions as a Service will leverage Microsoft’s cloud and AI to enable investors to build better portfolios for a better world MSCI Inc, a leading provider of investment decision support tools and services, today announced the development of Investment Solutions as a Service for the global investment industry......
Refinitiv Rolls Out MarketPsych ESG Analytics
Artificial Intelligence Business Fintech News

Refinitiv Rolls Out MarketPsych ESG Analytics

Fintech News Desk
by Fintech News Desk0
Building on its commitment to drive positive change through its data and insight, Refinitiv today announced the launch of MarketPsych ESG Analytics, a new analytics tool to provide numerical ESG insights on companies and countries based on news and social media monitoring. To monitor perceptions of sustainability and ESG risk,......
Arvest Bank to Use Black Knight's Full Suite of Servicing and Default Solutions
Banking Business Fintech News Risk Management

Arvest Bank to Use Black Knight’s Full Suite of Servicing and Default Solutions

Fintech News Desk
by Fintech News Desk0
Technology and Analytics to Support Expansion of Servicing Operations, Increase Efficiencies — Arvest will use Black Knight’s MSP servicing system and its integrated default solutions to help expand its servicing operations, support regulatory compliance and enhance the customer experience — Black Knight’s consumer-facing Servicing Digital mobile app will help Arvest......
insightsoftware Launches Bizview in North America to Empower Customers with Intelligent, Web-based Planning, Budgeting and Forecasting
Business Fintech News

insightsoftware Launches Bizview in North America to Empower Customers with Intelligent, Web-based Planning, Budgeting and Forecasting

Fintech News Desk
by Fintech News Desk0
insightsoftware, a global provider of enterprise software solutions for the Office of the CFO, today announced that Bizview, the company’s enterprise performance management (EPM) solution for small to mid-market companies, is now available in North America. Designed as a comprehensive solution for planning, budgeting, and forecasting, Bizview is integrated with......
Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
Business Fintech News

Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors

Fintech News Desk
by Fintech News Desk0
Cetera® Enhances Financial Planning & Portfolio Management Capabilities for Financial Professionals–Bringing Full Array of Digitized Solutions Aimed to Drive Efficiency & Enable Professionals to Serve More Clients Envestnet, Inc., has renewed its agreement with Cetera®, providing Cetera’s network of over 8,000 independent financial professionals with the full range of technology, data, and......
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