Search Results for: portfolio management tools

Insurity-Acquires-CodeObjects_-Broadening-Its-Market-Offerings-with-Leading-Cloud-Based-Personal-Lines-Solutions-and-AI-Technology
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Insurity Acquires CodeObjects, Broadening Its Market Offerings With Leading Cloud-Based Personal Lines Solutions And AI Technology

Fintech News Desk
Insurity, LLC, a leading provider of cloud-based core system solutions and data analytics for the world’s largest insurers, brokers, and MGAs, today announced that it has completed the acquisition of California-based CodeObjects. The deal brings to Insurity a modern, powerful solution purpose-built for managing personal lines of business, rounding out......
Gilded Automates Crypto Billing With Recurring Invoices
Business Fintech Investment Services News Risk Management

Conning Launches Stochastic Climate Risk Reporting Service For Insurers And Pensions

Fintech News Desk
Conning, a leading provider of risk and capital management software and professional services to the financial industry, today announced the launch of a new Climate Risk Reporting and Scenario Service, equipping institutional investors with the tools and analytics needed to assess portfolio risk under a range of climate change stresses.......
KBC Bank Chooses Finastra for Libor Transition
Banking Fintech News

United Fintech Launches to Transform Banks & Fintechs in Capital Markets

Fintech News Desk
– Empowering banks and financial institutions in their transition to a digital world – Plans to acquire and scale a number of fintechs over the next 5 years – First appointment and acquisition announced United Fintech, a ground-breaking new concept which enables banks and financial institutions to accelerate access to innovative digital technology......
Wolters Kluwer Compliance Solutions Wins Three International Business Awards
Artificial Intelligence Banking Business Fintech Investment Services News

Wolters Kluwer Expert Solutions Lauded With Gold And Silver 2020 Golden Bridge Awards

Fintech News Desk
Wolters Kluwer Tax & Accounting today announced that three of its innovative cloud-based expert solutions were recognized in the 2020 Golden Bridge Awards. CCH Axcess™ Client Collaboration received a Gold Award in the Collaboration and Web Tools Innovation category, the TeamMate+ global expert solution was recognized with a Gold Award......
TPG and TA Associates to Acquire Planview from Thoma Bravo for $1.6 Billion
Fintech News

TPG and TA Associates to Acquire Planview from Thoma Bravo for $1.6 Billion

Fintech News Desk
Investment from leading technology investors will accelerate company’s vision as a global leader in Agile and PPM for enterprises TPG Capital, the private equity platform of global alternative asset firm TPG, and TA Associates, a leading global growth private equity firm, today announced that they have signed a definitive agreement......
Intercontinental Exchange Launches Clearing For CDS Index Options
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Intercontinental Exchange Launches Clearing For CDS Index Options

Fintech News Desk
Intercontinental Exchange, Inc. (NYSE:ICE), a leading operator of global exchanges and clearing houses and provider of mortgage technology, data and listings services, today announced it has launched clearing for Credit Default Swap (CDS) Index Options, bringing greater capital efficiencies, price discovery and risk management to the CDS market. Beginning today,......
Emotomy® Deepens Integration with Schwab Advisor Center®
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Emotomy® Deepens Integration with Schwab Advisor Center®

Fintech News Desk
Latest platform enhancement helps advisors improve efficiency, convenience Emotomy®, an institutional-caliber digital investment platform, can help advisors improve their daily efficiency with the seamless integration of Emotomy’s powerful portfolio construction tool and the Schwab Advisor Center® custodial platform. Read More: Exxe Group Issues Bitcoin Exchange Corporate Updates “This latest update......
Magnifi Announces Inclusion of Preeminent Fiduciary Scoring Data From Broadridge | Fi360
Fintech Investment Services News

Magnifi Announces Inclusion of Preeminent Fiduciary Scoring Data From Broadridge | Fi360

Fintech News Desk
Combination of fund fiduciary scores and Magnifi’s natural language investment search simplifies due diligence, client and retirement plan line-up management. Magnifi, a TIFIN Group company and the world’s first natural-language powered investment platform and Fi360, a Broadridge company specializing in fiduciary education and technology, announced the inclusion of the Fi360 Fiduciary......
Wolters Kluwer expert solutions recognized by 2020 CPA Practice Advisor Technology Innovation Awards
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Wolters Kluwer ELM Solutions Named Legal Company Of The Year

Fintech News Desk
Wolters Kluwer’s ELM Solutions, the market-leading provider of enterprise legal spend and matter management, contract lifecycle management, and legal analytics solutions, has earned five awards in the 12th Annual 2020 Golden Bridge Business and Innovation Awards®. The four gold and one silver awards contributed to Wolters Kluwer to being named......
Bloomberg FXGO adds Supplementary Cost Analysis Tool
Business Fintech News Risk Management

Bloomberg Adds Data from Credit Benchmark to Aid in Comprehensive Credit Assessment

Fintech News Desk
Bloomberg announced today that it will make Credit Benchmark’s credit risk data—derived from the risk views of the world’s largest financial institutions–available on the Bloomberg Terminal, and also for clients to license the data for an enterprise use case.  The company will make this unique anonymized consensus data available alongside......
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