Search Results for: portfolio management tools

NCR Corp. Names New Chief Financial Officer
Fintech News

NCR Corp. Names New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Seasoned Financial Executive Timothy C. Oliver Joins NCR NCR Corporation announced Timothy C. Oliver is joining the company as its new Chief Financial Officer effective July 13, 2020. A seasoned corporate finance executive, Oliver brings three decades of experience and a successful record of integrating advanced technologies, transforming portfolios and......
Avalara Expands Partnership with BigCommerce to Automate Sales Tax Calculations for All Merchants
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Avalara Expands Partnership with BigCommerce to Automate Sales Tax Calculations for All Merchants

Fintech News Desk
by Fintech News Desk0
Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced that it has expanded its partnership with BigCommerce, a leading open SaaS ecommerce platforms for fast-growing and established brands. With the new agreement, Avalara is the preferred partner providing BigCommerce customers with a portfolio of......
ANTIC Launches REalSearch Automated Decision Engine
Artificial Intelligence Fintech InsurTech News Robotic Process Automation

ANTIC Launches REalSearch Automated Decision Engine

Fintech News Desk
by Fintech News Desk0
Agents National Title Insurance Company announces the launch of REalSearch, an automated title data search and decision engine. REalSearch utilizes artificial intelligence and machine learning combined with sound underwriting guidelines to search both traditional and non-traditional property data sources.  The result is an instantaneous, highly accurate, and secure title product......
Galaxy Digital and CAIS Partner to Provide Institutional-Quality Digital Assets Access and Education for Financial Advisors
Blockchain Business Fintech Investment Services News

Galaxy Digital and CAIS Partner to Provide Institutional-Quality Digital Assets Access and Education for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Galaxy Digital Holdings Ltd., through its asset management affiliate Galaxy Digital Capital Management LP, and CAIS, the industry leading alternative investment platform, announced a strategic partnership providing financial advisors with streamlined access to Galaxy Digital Asset Management’s investment products, plus educational resources spanning blockchain and digital assets. The partnership increases......
William D. Green Joins Advisor360° Board of Directors
Fintech News

Advisor360° Names Richard Napolitano, Former EMC/Dell Executive, as CEO

Fintech News Desk
by Fintech News Desk0
Mr. Napolitano will focus on growing and expanding the company and bringing the Advisor360° solution to financial advisors across the wealth management industry WealthTech software company Advisor360° announced it has named technology industry veteran Richard Napolitano as CEO to scale the company and bring the Advisor360° solution to financial advisors and enterprises......
Wolters Kluwer Tax & Accounting Cloud-based Expert Solutions Named Finalists in 2020 SIIA CODiE™ Awards
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Wolters Kluwer Tax & Accounting Cloud-based Expert Solutions Named Finalists in 2020 SIIA CODiE™ Awards

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax & Accounting announced that two of its latest additions to the award-winning CCH Axcess™ cloud-based tax preparation, compliance and workflow management platform were named as finalists in the 2020 Software & Information Industry Association (SIIA) CODiE Awards. Finalists represent the best products, technologies, and services in software, information and business......
Cobalt Taps iLevel Co-founder Hank Boggio to be Chief Commercial Officer
Fintech News

Cobalt Taps iLevel Co-founder Hank Boggio to be Chief Commercial Officer

Fintech News Desk
by Fintech News Desk0
Rapid growth for Cobalt portfolio monitoring platform highlights demand for better technology to address private capital investors, management Cobalt Software Inc (“Cobalt”), a leading portfolio monitoring solutions provider for the private capital industry, announced the appointment of iLevel co-founder Hank Boggio to the newly created position of Chief Commercial Officer. In......
XP Inc. Acquires Stake in Fintech Fliper in Anticipation of the Ongoing Trend Toward Open Banking
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XP Inc. Acquires Stake in Fintech Fliper in Anticipation of the Ongoing Trend Toward Open Banking

Fintech News Desk
by Fintech News Desk0
XP Inc, a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announces the acquisition of a majority ownership stake in Fliper, an automated investment consolidation platform that offers its users connectivity and tools to perform intuitive and intelligent financial self-management. The transaction allows......
FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021
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FundCount Named Best Client Accounting Solution at the WealthBriefingAsia 2020 Awards

Fintech News Desk
by Fintech News Desk0
FundCount, LLC, a worldwide provider of accounting and investment analysis software, announced that it was awarded the title of Best Client Accounting Solution at the 8th WealthBriefingAsia Awards. These annual awards recognize best of breed providers in the global private banking, wealth management and trusted advisor communities that have demonstrated innovation and......
NTT DATA's Open Banking Practice Positioned as Leader in Everest Group PEAK Matrix for Open Banking IT Services 2020 Assessment Report
Banking Big Data Fintech Investment Services News

NTT DATA’s Open Banking Practice Positioned as Leader in Everest Group PEAK Matrix for Open Banking IT Services 2020 Assessment Report

Fintech News Desk
by Fintech News Desk0
NTT DATA Corporation has been positioned as a Leader in Everest Group‘s Open Banking IT Services PEAK Matrix Assessment 2020. The PEAK Matrix is an objective, data-driven framework for identifying the relative market success and capabilities of service providers. The assessment reviewed the Open Banking market beyond compliance and looked at......
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