Search Results for: portfolio management tools

Fintech News

Orion’s New Client Portal Runs a Critical Thread of Connectivity Through the Entire Advisor-Client Journey

Fintech News Desk
by Fintech News Desk0
New portal and Apex Clearing integration meet the rising demand for one-stop, go-anywhere access to investors’ complete financial picture Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today unveils a new Orion......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Keren Moynihan, CEO at Boss Insights

Paroma Sen
by Paroma Sen0
Innovations when it comes to lending technology have been evolving at a rapid pace and the ongoing Covid-19 pandemic has fast tracked new developments in this segment. In this interview, Keren Moynihan, CEO at Boss Insights talks about the future of lending tech and finance tech while sharing a little......
News Risk Management

FHFA Selects RiskSpan’s Cloud Platform to Analyze Agency MBS

Fintech News Desk
by Fintech News Desk0
Mortgage Investors to Easily Analyze, Report on, and Link Datasets to Generate More Insights in Less Time at Lower Cost RiskSpan, a market leader in analyzing and managing data for mortgage and structured products, announced today that the Federal Housing Finance Agency (FHFA) has selected its cloud platform, Edge, to......
Business News

Fusion Financial Partners Upgrades Offering with Launch of Technology Solution Department

Fintech News Desk
by Fintech News Desk0
Partnership with Mirador, creation of launch and technology ScoreCard and addition of two dedicated professionals allows delivery of bespoke tech solutions to RIAs Fusion Financial Partners has expanded its suite of offerings for RIAs with the launch of its new Fusion Technology Solutions department, a joint venture partnership with Mirador,......
Business News

MeetElise, Real Estate’s Leading A.I. Leasing Agent SaaS That Streamlines Communications for Over 250,000 Apartment Homes, Raises Series A Financing led by Navitas Capital

Fintech News Desk
by Fintech News Desk0
MeetElise, the leading artificial intelligence-powered leasing agent software that now streamlines leasing processes for over 250,000 multifamily communities nationwide, today announced their $6.5M Series A financing led by Navitas Capital. This investment brings the total amount of funding raised by MeetElise to $8.5M. MeetElise, founded by Minna Song (MIT) and......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Artificial Intelligence Fintech News

Sharecare Acquires WhiteHatAI to Provide Health Plan and Provider Clients With Additional Capabilities to Ensure Healthcare Payment Integrity

Fintech News Desk
by Fintech News Desk1
Sharecare, the digital health company that helps people manage all their health in one place, today announced its acquisition of WhiteHatAI, an innovator in artificial intelligence (AI) healthcare payment integrity applications. Named one of the 20 Most Promising Cognitive Solution Providers in 2019 by CIO Review, WhiteHatAI’s technology works in place of......
Qontigo Releases Developed Markets ex-US Equity Factor Risk Model
Fintech Investment Services News Risk Management

Qontigo Embeds Axioma Factor-based Fixed Income Risk Model in Axioma Risk

Fintech News Desk
by Fintech News Desk0
Expansion Marks Continued Growth of Axioma Fixed Income Suite(Qontigo) Qontigo, an investment intelligence leader and provider of best-of-breed analytics and world-class indices, has announced the integration of the Axioma Factor-based Fixed Income Risk Model in their enterprise portfolio risk management system, Axioma Risk. The cross-sectional style-based model, which is also......
3Pillar Global Announces Partnership with NS8
Business Fintech News

3Pillar Global Announces Partnership with NS8

Fintech News Desk
by Fintech News Desk0
 3Pillar Global (“3Pillar”), a leading developer of innovative digital products, announced the launch of a new partnership with NS8, one of the country’s fastest growing fraud prevention platforms. Read More: Bank of Montreal, Motley Fool, Pernod Ricard USA and Wabtec Among Customers That Signed On With BlackLine In Q1 2020......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News Trading

LiquidityBook Taps Cash Lafferty to Head Business Development on West Coast

Fintech News Desk
by Fintech News Desk0
LiquidityBook, a leading Software-as-a-Service (SaaS)-based provider of buy- and sell-side trading solutions, today announced the hire of Cash Lafferty as Head of Business Development – West Coast. Based in California, Mr. Lafferty will oversee all sales activities in major West Coast markets including San Francisco and Los Angeles. With 20......
Warba Bank & Eurisko Mobility Power through the COVID-19 Lockdown to Continue the Bank's Digital Transformation
Fintech Mobile Banking News

MoneyLion Launches RoarMoney, an Advanced Mobile Banking Experience

Fintech News Desk
by Fintech News Desk0
MoneyLion, the award-winning consumer digital finance platform, announced the launch of RoarMoneySM, a new demand deposit account powered by MetaBank, N.A., and featuring Mastercard as the exclusive card network. Read More: GlobalFintechSeries Interview with Christian Spaltenstein, Managing Director – Americas at AFEX RoarMoney is designed to meet the evolving needs of consumers......
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