Search Results for: portfolio management tools

DeskTrading's New Mobile Trading Platform Set to Make Its Debut
Fintech Mobile Banking News Trading

DeskTrading’s New Mobile Trading Platform Set to Make Its Debut

Fintech News Desk
by Fintech News Desk0
DeskTrading announces the final development stages of the new XMarkets mobile trading platform to support investors and dealers with preference for using Android and iOS mobile devices. The Apps will become available in the Apple App Store and Google Play in September 2020 and the trading instruments will include major Forex currency pairs,......
Artificial Intelligence Fintech News

SimCorp completes next phase in cloud transformation, offering SimCorp Dimension as a Service on Microsoft Azure

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces a new integration of its front-to-back investment management platform, with Microsoft Azure. The move significantly benefits SimCorp clients with a highly scalable, secure and cost efficient public cloud solution. The integration......
Fidelity Launches Bond Beacon℠, an Innovative, Digital Fixed Income Trading Solution for Firms and Advisors
Capital Markets Fintech News Trading

Fidelity Launches Bond Beacon℠, an Innovative, Digital Fixed Income Trading Solution for Firms and Advisors

Fintech News Desk
by Fintech News Desk0
Fidelity Institutional announced the launch of Fidelity Bond BeaconSM, a comprehensive, fully digital fixed income trading solution that helps advisors manage all aspects of individual fixed income investing for their clients. This solution brings together a range of features that advisors seek in building and managing fixed income portfolios. Bond......
CAIS Announces New Integration with Orion for Seamless Transaction Reporting
Fintech News

CAIS Announces Rapid Advisor Adoption for New Learning Platform

Fintech News Desk
by Fintech News Desk0
CAIS IQ is driving education of alternative investments, CE credits for Financial Advisors Everywhere CAIS, the industry-leading alternative investment platform, today announced growth and momentum for CAIS IQ, the company’s modern learning system for financial advisors, that helps them learn faster, remember longer and enhance client outcomes. CAIS IQ combines......
Banking Fintech News

HomeStreet Bank Selects SS&C to Support Commercial Real Estate Lending Operations

Fintech News Desk
by Fintech News Desk0
Seattle community bank will leverage Precision LM to manage $3.6 billion commercial/multifamily mortgage loan portfolio SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that HomeStreet Bank has selected SS&C Precision LM to support its commercial real estate portfolio, including Fannie Mae Delegated Underwriting and Servicing (DUS®) loans. Read More: GlobalFintechSeries Interview with Michael......
Mastercard Extends Open Banking Efforts with Close of Finicity Acquisition
Fintech News

Mastercard Accelerate Ignites Next Generation of Fintech Disruptors and Partners to Build the Future of Commerce

Fintech News Desk
by Fintech News Desk0
11 companies join the Start Path startup engagement program; nearly 50 new deals signed to Engage network to help customers make growth ambitions a reality Mastercard has announced the expansion of its Accelerate fintech portfolio, adding dynamic entrepreneurs to its award-winning startup engagement program Start Path and more technology partners to its Engage network, providing access......
Visual Lease Appoints Joe Fitzgerald SVP, Lease Market Strategy
Fintech News

Visual Lease Brings Detailed Reporting to the Forefront

Fintech News Desk
by Fintech News Desk0
20.3 release presents enhanced roll-forward reporting capabilities Visual Lease, the leader in lease accounting and management software, today announced its newest product release, version 20.3. This release features new lease accounting end balance roll-forward reporting capabilities for better transparency and validation, as well as enhanced functionality to accommodate more complex......
Westpac Group Partners with Verizon Media DSP for Privacy-led Omnichannel Marketing Solution
Banking Business Fintech News

Westpac Group Partners with Verizon Media DSP for Privacy-led Omnichannel Marketing Solution

Fintech News Desk
by Fintech News Desk0
Westpac Group announced it has partnered with Verizon Media’s Omnichannel DSP across its entire brand portfolio including Westpac Bank, St George Bank, Bank of Melbourne and Bank of South Australia. Read More: GlobalFintechSeries Interview with Curtis Webb, Vice President, Product Management – Emerging Payments at Meta Financial Group and MetaBank......
News Trading

Flyer Adds Brian Bleasdell as Chief Product Officer

Fintech News Desk
by Fintech News Desk0
Flyer, a leading provider of trading tools, connectivity and infrastructure for the wealth management industry, announced today that Brian Bleasdell has joined the firm’s executive team as Chief Product Officer. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection As Flyer extends its offering for wealth managers, Bleasdell......
Schwab Independent Advisor Outlook Study Indicates Advisors Remain Optimistic Despite Challenges of COVID-19 Environment
Fintech News Trading

Charles Schwab Announces Plan to Adopt thinkorswim Trading Platforms as Part of TD Ameritrade Integration

Fintech News Desk
by Fintech News Desk0
TD Ameritrade’s thinkpipes platform also to be adopted for independent advisor clients The Charles Schwab Corporation (“Schwab”) announced it plans to integrate the award-winning thinkorswim and thinkpipes trading platforms, education and tools into its trader offerings for retail and independent advisor clients following its acquisition of TD Ameritrade. Read More:......
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