Search Results for: portfolio management tools

Black Knight Announces Acquisition of Collateral Analytics, a Leading Provider of Analytic Technology for the Mortgage, Capital Markets and Real Estate Markets
Business Fintech News

Black Knight Announces Acquisition of Collateral Analytics, a Leading Provider of Analytic Technology for the Mortgage, Capital Markets and Real Estate Markets

Fintech News Desk
Collateral Analytics builds and delivers automated valuation models (AVMs), collateral and mortgage risk tools to the real estate, mortgage and wider finance sectors The company holds proprietary data assets representing approximately 600,000 neighborhoods across the U.S.; demographics on 100 million individual households; and commercial real estate market information The addition......
OANDA adds new cross-border payment solution for companies in North America
News Trading

OANDA Adds Cutting-Edge New Chasing Returns Functionality to All Platforms

Fintech News Desk
A global leader in online multi-asset trading services and currency data and analytics, OANDA has further strengthened its partnership with Dublin-based FinTech firm Chasing Returns in order to offer clients around the world an expanded suite of capabilities that utilise behavioural science research to help improve trading performance. The agreement further builds on......
RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference
Business Fintech News

RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference

Fintech News Desk
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, announced the release of an open API for its MyRIACompliance tool. The development was announced at Technology Tools for Today (T3) Advisor Conference in San Diego. RIA in a......
Redi2's BillFin Selected by CircleBlack for Advanced Fee Billing Partner
Banking Fintech News

Redi2’s BillFin Selected by CircleBlack for Advanced Fee Billing Partner

Fintech News Desk
CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology applications, announced that it has selected Redi2Technologies’ BillFin solution, as their provider of hosted advanced fee billing, which will be available through the single sign-on hub......
Barchart Partners with Quicken to Power Personal Finance Application, Simplifi by Quicken
Business Fintech News

Barchart Partners with Quicken to Power Personal Finance Application, Simplifi by Quicken

Fintech News Desk
Barchart, a leading provider of data and technology services to the financial, media, and commodity industries, has announced a partnership with Quicken – the leader in money management software – to power the new Simplifi by Quicken application with data and tools that allow users to track their investment portfolio. ......
Aiera Raises $7M to Further Event Intelligence and Insights Platform
Banking Fintech News

Aiera Raises $7M to Further Event Intelligence and Insights Platform

Fintech News Desk
Aiera is announcing that it has raised $7 million through the sale of its Series A Preferred Stock to investors led by Fin Venture Capital and including Macquarie Group, Citi Markets FinTech Investments, and Franklin Templeton. An event intelligence and insights platform founded by former Internet equity research analyst, Ken......
Financial Services CFOs Say Their Institutions Need to Gain Greater Insights into Who and What Drives Profitability, Kaufman Hall Survey Finds
Business Fintech News

Financial Services CFOs Say Their Institutions Need to Gain Greater Insights into Who and What Drives Profitability, Kaufman Hall Survey Finds

Fintech News Desk
Huge Gaps Exist Between What Finance Leaders Feel Is Important to Monitor, and What They Actually Measure and Track Pressure from an uncertain economy and unprecedented competition from an increasing number of sources has 92% of CFOs and financial executives feeling like their financial institutions should be doing more to......
TCS Positioned as a Leader in Finance and Accounting Digital Capability Platform Solutions by Everest Group
Business News

TCS Positioned as a Leader in Finance and Accounting Digital Capability Platform Solutions by Everest Group

Fintech News Desk
Tata Consultancy Services’ Compelling Vision, Proprietary Solutions, Consultative Approach, and MFDMTM Maturity Assessment Model, Cited as Key Strengths Tata Consultancy Services, a leading global IT services, consulting and business solutions organization, has been recognized as a Leader in the Everest Group PEAK Matrix for Finance and Accounting (F&A) Digital Capability......
Exchange Holding Company Cboe Acquires Hanweck and FT Providers
Capital Markets Fintech Startups Investment Services Risk Management

Exchange Holding Company Cboe Acquires Hanweck and FT Providers

Abhishek Upadhyay
A major global exchange holding company, Cboe Global Markets, Inc., recently announced the acquisition of Hanweck Associates, LLC, and the business of FT Providers, LLC. Hanweck Associates is a risk analytics firm based in New York, while FT Providers, also known as FT Options, is a Chicago-based portfolio management platform......
Finario, the Purpose-Built SaaS Solution for Capex, Appoints Robert Fitzgerald as Senior Vice President, Sales & Alliances to Help Support Its Rapid Growth
Banking News

Enterprise SaaS Provider, Finario, Launches Proton – the Only Robust Workflow System Purpose-Built for Capex

Fintech News Desk
Newest Member to Its Product Portfolio Addresses Unique Needs of Large Organizations With Complex Global Capex Approval Schemes Finario, the premier SaaS solution for Capex, has announced the launch of Proton ‒ a product specifically engineered to address the needs of large enterprises with complex Capex approval schemes. Because it is purpose-built......
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