Search Results for: portfolio management

OneVest Launches Cutting-Edge Wealth Management Technology Platform in the U.S. Market, Delivering Unparalleled Configurability
Finance Fintech News

OneVest Launches Cutting-Edge Wealth Management Technology Platform in the U.S. Market, Delivering Unparalleled Configurability

Business Wire
by Business Wire0
OneVest, a leader in wealth management technology, today announced the launch of its platform capabilities in the United States. The company’s highly configurable platform is designed to empower financial institutions by enabling them to easily tailor and scale their wealth management services, ensuring a more personalized and efficient client experience.......
Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go
Fintech Investment Services News

Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go

PR Newswire
by PR Newswire0
Altoo AG, a fintech that empowers investment professionals, family offices, and individual wealthy clients to conveniently oversee their wealth, has announced a significant upgrade to its mobile app. This enhancement empowers users to make informed financial decisions with greater confidence, while also allowing financial advisors to focus more on client......
Rentec Direct Announces Full Accounting Feature Update for Property Management Software
Finance Fintech News

Rentec Direct Announces Full Accounting Feature Update for Property Management Software

PR Newswire
by PR Newswire0
New accounting features in Rentec Direct’s property management software streamline accounting tasks and eliminate the need for external platforms. Rentec Direct, the award-winning property management software, is proud to introduce new full accounting features designed to simplify financial management for landlords and property managers. These updates include enhanced tools for......
d1g1t Unveils Wealth Management Billing Solution
Analytics Finance Fintech News Risk Management

d1g1t Unveils Wealth Management Billing Solution

PR Newswire
by PR Newswire0
Flexible, scalable revenue management solution drives operational excellence d1g1t, a leading wealth management technology company announced the launch of its revenue management and billing solution which is fully integrated into the company’s flagship enterprise wealth management platform. Meeting the needs of different types of wealth management firms, d1g1t’s billing solution......
1-ClickTrade Launches Phase 2, Expanding Platform to Support SMAs and Model Portfolios
Fintech Investment Services News Technology

1-ClickTrade Launches Phase 2, Expanding Platform to Support SMAs and Model Portfolios

PR Newswire
by PR Newswire0
1-ClickTrade, the innovative fintech company that has transformed investment management with its streamlined trading process, announced the launch of Phase 2 of its technology release . The company now supports model portfolios and separately managed accounts (SMAs) and, with orders capable of routing to major model marketplaces that support connectivity......
WeFIRE Introduces AI-Powered Financial Assistant to Transform Financial Management
Artificial Intelligence Fintech News

WeFIRE Introduces AI-Powered Financial Assistant to Transform Financial Management

GlobeNewswire
by GlobeNewswire0
WeFIRE, a leading app dedicated to financial independence and early retirement planning, has announced significant enhancements to its financial management platform. These updates introduce advanced features aimed at equipping users with more robust tools and insights to achieve their financial goals more efficiently. AskCopilot: A Personal Finance Assistant A standout......
Cync Software Launches a Highly Flexible, Automated Solution for Simplifying Syndicated Loan Management
Finance Fintech Lending News

Cync Software Launches a Highly Flexible, Automated Solution for Simplifying Syndicated Loan Management

PR Newswire
by PR Newswire0
Cync Syndicated Lending expertly manages syndicated and participation loans, overcoming complex loan arrangements with exceptional precision to deliver unmatched operational efficiency. Cync Software, a leading provider of cutting-edge lending solutions to banks, credit unions, and other financial institutions, today announced the launch of Cync Syndicated Lending – a cloud-native solution......
Tangibly Launches Predicted Portfolio™, its AI-facilitated Tool to Identify Trade Secrets Across Entire Patent Portfolios
Artificial Intelligence Finance Fintech News

Tangibly Launches Predicted Portfolio™, its AI-facilitated Tool to Identify Trade Secrets Across Entire Patent Portfolios

PR Newswire
by PR Newswire0
Tangibly, a SaaS trade secret management platform, today announced the launch of its new trade secret insight tool Predicted Portfolio™. Designed to help both in-house legal teams and law firms identify and map trade secrets across an entire portfolio, Tangibly’s Predicted Portfolio™ analysis easily integrates into existing IP portfolio analysis......
Corcentric Appoints Manoj Narayan as Senior Vice President of Order-to-Cash, Payments, and Data Product Management
Finance Fintech News

Corcentric Appoints Manoj Narayan as Senior Vice President of Order-to-Cash, Payments, and Data Product Management

GlobeNewswire
by GlobeNewswire0
Corcentric, a leading global provider of best-in-class procurement and finance solutions, announced today that Manoj Narayan has joined the organization as senior vice president of Product Management, with responsibilities for Corcentric’s Order-to-Cash (O2C), Payments, and Data products within the portfolio. Narayan will also drive the development of Corcentric’s next generation application development......
Empowered-Systems-and-FiscalNote-Announce-Strategic-Partnership-to-Expand-and-Enhance-Third-Party-Risk-Management-Solutions
B2B Finance Fintech News Risk Management

Empowered Systems and FiscalNote Announce Strategic Partnership to Expand and Enhance Third-Party Risk Management Solutions

Business Wire
by Business Wire0
Partnership Leverages FiscalNote’s AI-Powered Offerings and Global Intelligence Solutions – Including FiscalNote Risk Connector, Copilot for Global Intelligence, and Dragonfly Empowered Systems, a premier B2B software provider specializing in integrated risk and compliance solutions, and FiscalNote Holdings, Inc., a leader in policy and global intelligence, today announced a strategic partnership......
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