Search Results for: portfolio management

Republic Bank of Chicago partners with DataSeers for Fraud and Compliance Management
Banking News

Republic Bank Partners with Nest Egg to Bring Investment Planning and Management to the Bank’s Clients

Business Wire
by Business Wire0
Republic Bank & Trust Company announces a new partnership with Nest Egg, a digital platform that connects the Bank’s clients with professional financial and investment advisors through a click or a call. “Financial literacy and sound advice are key to ensuring long-term financial success, and Republic’s partnership with Nest Egg......
Principal Announces Integration of Global Asset Management and International Pension Businesses
Investment Services News

Principal Announces Integration of Global Asset Management and International Pension Businesses

Business Wire
by Business Wire0
Will expand breadth and reach of global and local investment capabilities Principal Financial Group announced it is integrating its global asset management and international pension businesses under Principal Asset Management – blending leadership, investment capabilities, and client-facing teams. The combined business will help Principal to effectively deliver global and local investment......
A Closer Look At Integrated Document Management And Accounts Payable Software
Business Featured Finance Fintech Primers Technology

A Closer Look At Integrated Document Management And Accounts Payable Software

Pooja Choudhary
by Pooja Choudhary0
What is AP, or accounts payable? The profitability and operations of your company’s operations are influenced by the accounts payable (AP) function, which is a vital business operation. Fundamentally speaking, it is the total sum that your company owes suppliers and vendors for the products and services that it has......
Horizon Technology Finance Corporation Announces Monroe Capital's Agreement to Acquire Horizon Technology Finance Management
Finance News

Horizon Technology Finance Corporation Announces Monroe Capital’s Agreement to Acquire Horizon Technology Finance Management

PR Newswire
by PR Newswire0
Horizon Technology Finance Corporation (“Horizon” or the “Company”), a leading specialty finance company that provides capital in the form of secured loans to venture capital backed companies in the technology, life science, healthcare information and services, and sustainability industries, announced that an affiliate of Monroe Capital LLC (“Monroe Capital”), a......
Graham Capital Management, L.P. Partners with CAIS to Expand Access to Independent Private Wealth Channel
Fintech News

Graham Capital Management, L.P. Partners with CAIS to Expand Access to Independent Private Wealth Channel

Business Wire
by Business Wire0
CAIS, the leading alternative investment platform for independent financial advisors,  announced that Graham Capital Management, L.P. (“Graham”), a global alternative investment firm with approximately $17.9 billion in assets under management that specializes in providing quantitative and discretionary macro strategies, is partnering with CAIS to add select alternative investment funds on......
Spouting Rock Asset Management Acquires Ownership Stake In Altan Asset Management
Fintech Investment Services News

Spouting Rock Asset Management Acquires Ownership Stake In Altan Asset Management

Business Wire
by Business Wire0
Spouting Rock Asset Management, LLC, (Spouting Rock), a multi-boutique manager platform providing investment solutions and services, announced an ownership stake in Altan Asset Management LLC (Altan), an investment management firm that aims to drive outsized returns by diligently seeking overlooked opportunities in the global equity markets. Latest Fintech Insights :......
BillingPlatform Selected by Dext to Transform Billing and Revenue Management Processes
Finance Fintech News

BillingPlatform Selected by Dext to Transform Billing and Revenue Management Processes

Fintech News Desk
by Fintech News Desk0
Leading enterprise monetisation platform to help develop and transform Dext’s go-to-market strategies to expand user base and deliver exceptional user experience BillingPlatform, the enterprise monetisation platform for today’s innovative business models, announced that Dext, a pre-eminent provider of cloud pre-accounting solutions has selected BillingPlatform to meet its evolving billing and revenue management needs.......
Orion Portfolio Solutions Selects Docupace for Workflow Automation
Fintech News

Orion Portfolio Solutions Selects Docupace for Workflow Automation

Fintech News Desk
by Fintech News Desk0
Fast-growing TAMP consolidating and streamlining operations Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced that Orion Portfolio Solutions has selected the Docupace Platform to automate workflows for its wealth management platform. Orion Portfolio Solutions Selects Docupace for Workflow Automation. Fast-growing TAMP streamlining operations......
Digital Digital Asset Management News

Elwood Technologies Unveils Enhanced Risk Management Capabilities

Fintech News Desk
by Fintech News Desk0
Elwood Technologies (“Elwood” or “the Company”), a platform providing institutional access to digital asset markets, extends its product offering with advanced Risk Management tools, providing clients the functionality to perform Live Position and Exposure tracking, Scenario Analysis, and Collateral Monitoring. These features have been made available to Elwood’s institutional client......
Quantalytix Launches Enterprise Bank Management Software for Credit Unions
Analytics Finance News

Quantalytix Launches Enterprise Bank Management Software for Credit Unions

Fintech News Desk
by Fintech News Desk0
Comprehensive data analytics solution provides actionable insights to enhance member experience, generate revenue Quantalytix, the provider of cloud-based Enterprise Bank Management (EBM) software for financial institutions, announced the launch of their comprehensive data analytics solution specifically tailored for credit unions. Quantalytix announces the launch of its Enterprise Bank Management software......
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