Search Results for: portfolio management tools

CoveMark and Investor Deal Room Partner
Business Capital Markets Fintech Investment Services News

CoveMark and Investor Deal Room Partner

Fintech News Desk
by Fintech News Desk0
Launch Fund and Investor Management Software Dallas-based investment firm, CoveMark, announces partnership with best-in-class online investor portal, Investor Deal Room (IDR). The partnership enables CoveMark to utilize IDR’s end-to-end suite of tools to connect and communicate with investors and efficiently raise capital for its projects. Read More: Healthfully and Paya Deliver Expanded Patient......
Dealpath and ThoughtFocus Announce Partnership to Empower Automated Deal Ingestion
Business Fintech Investment Services News

Dealpath and ThoughtFocus Announce Partnership to Empower Automated Deal Ingestion

Fintech News Desk
by Fintech News Desk0
Integration between leading real estate collaboration and data solution providers delivers seamless input of deal data for investment analysis Dealpath, the leading software solution for real estate investment and portfolio management, announced a new business partnership with ThoughtFocus, a premier technology and services provider. In this partnership, Dealpath will integrate......
DBSI+CFM Helps Financial Institutions Rapidly Shift to Safe and Touchless Experiences with ADAPTIV Transformation
Business Capital Markets Fintech News Risk Management

DFIN Partners with Galvanize to Extend Audit and Compliance Offerings to Global Clients

Fintech News Desk
by Fintech News Desk0
Donnelley Financial Solutions, a leading risk and compliance company, announced a strategic partnership with Galvanize, an award-winning, cloud-based security, risk management, compliance and audit software company. Galvanize was recently named a leader in The Forrester Wave™: Governance, Risk, And Compliance Platforms for the first-quarter 2020. Read More: GlobalFintechSeries Interview with......
Wolters Kluwer’s ELM Solutions Announces AI-Powered LegalVIEW® Predictive Insights Among New Features Offered in Release of TyMetrix 360° 2020.1
Artificial Intelligence Fintech News

Wolters Kluwer’s ELM Solutions Announces AI-Powered LegalVIEW® Predictive Insights Among New Features Offered in Release of TyMetrix 360° 2020.1

Fintech News Desk
by Fintech News Desk0
Industry Leading SaaS-based e-Billing and Matter Management Platform Delivers Intuitive New Tools that Empower Customers to Make Smarter Decisions on Legal Matters Wolters Kluwer ELM Solutions, the market-leading provider of enterprise legal spend and matter management, contract lifecycle management, and legal analytics solutions  announced the release of TyMetrix 360° 2020.1......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Capital Markets Fintech Investment Services News

Vise Raises $14.5 Million in Series A Funding Led by Sequoia Capital

Fintech News Desk
by Fintech News Desk0
Funding will accelerate AI technology adoption among independent advisors Vise, an AI-driven investment management platform built for the modern financial advisor, announced that it has secured $14.5 million in Series A funding, bringing the total capital raised since Vise’s founding to over $16 million. The round was led by Sequoia Capital with......
Coronavirus Highlights the Virtues of Crypto Alternatives
Cryptocurrency Fintech Guest Posts

Coronavirus Highlights the Virtues of Crypto Alternatives

David Waslen
by David Waslen0
What we’re experiencing globally with Coronavirus and economic chaos has accentuated our need for better financial tools and payment solutions. The cryptocurrency industry, now over ten years strong, has been building an infrastructure that could alleviate economic disparities and dysfunction. If we take a close look at some of the......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Fintech Investment Services News

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Fintech News Desk
by Fintech News Desk0
Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite
Fintech Investment Services News

Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite

Fintech News Desk
by Fintech News Desk0
Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for ultra/high net worth clients and their investment portfolios, today announced it has partnered with V3Limited LLC, a boutique advisory firm providing private investment monitoring and active management services for family offices. Read More: Strider Announces......
Computer Guidance Corporation and Nvoicepay™ Execute Partnership Agreement Delivering Integrated Payment Automation Solutions for Commercial Contractors
Fintech News Risk Management

RMS Launches New Products and Models on RMS Risk Intelligence, the Unified Cloud Platform for Global Risk

Fintech News Desk
by Fintech News Desk0
Latest product releases include Risk Modeler 2.0, new and updated HD Models and intelligent applications purpose-built for navigating the growing risk landscape As the world is changing in profound ways, so is risk. Climate change, pandemic events, and cyberattacks are threats we all now have to consider in new and......
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