Search Results for: portfolio managers

Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Business Fintech News Risk Management

Apttus and Conga Combine to Become Leader in Digitally Transforming Commercial Operations

The combination of industry pioneers to drive commercial excellence, automate core business processes and accelerate time to revenue Apttus, the leader in quote-to-cash (QTC) solutions, and Conga, the leader in Digital Document Transformation announced the two companies are joining forces to create the leader in digital transformation for commercial operations.......
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

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......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Artificial Intelligence Fintech News

Arria NLG and BNY Mellon Collaborate to Transform Data into Analytics through Natural Language Technology

Arria NLG, a leading provider of Natural Language Generation (NLG) technology, announced a collaboration with The Bank of New York Mellon Corporation (“BNY Mellon”) to help asset managers and asset owners transform data into actionable analytics. BNY Mellon Data and Analytics Solutions’ clients will now be able to unlock better......
Caspian Expands Liquidity Access by Enabling Clients to Trade on ErisX
Capital Markets Fintech News Trading

Caspian Expands Liquidity Access by Enabling Clients to Trade on ErisX

Fintech News Desk
ErisX announced expanded connectivity with Caspian enabling ErisX’s crypto spot and futures market to institutional users of the Caspian OEMS. Read More: GlobalFintechSeries Interview with Raymond Wyand, CEO & Co-founder at gini “Integrating their order and execution management system with our reliable and regulated capital markets workflows is another way in......
Itiviti's Linda Middleditch wins European Women in Finance Award for Excellence in FinTech
Fintech News Trading

Diginex Partners With Itiviti to Provide NYFIX Connectivity for Digital Asset Customers

Fintech News Desk
Itiviti, a leading technology and service provider to financial institutions worldwide, announced a partnership with Diginex, a digital asset financial services and advisory company. This partnership has been fueled by demand from institutional investors, who wish to include digital assets in their portfolios, while utilizing resilient and scalable connectivity based......
Charles River Appoints Dmitriy Ilyin to Lead SaaS Operations and Support
Fintech Investment Services News

Charles River Investment Management Solution (IMS) Now Client-Ready on Microsoft® Azure

Fintech News Desk
Charles River Development, a State Street Company, announced that its strategic cloud solution, Charles River Investment Management Solution (Charles River IMS), has achieved platform and operational readiness on Microsoft Azure. The offering utilizes Microsoft’s scale and security capabilities to provide investment firms with a platform that enables innovation and helps......
Hedge Fund Investors May Access Liquidity - Despite Redemption Suspensions or Gates
Fintech Investment Services News

Hedge Fund Investors May Access Liquidity – Despite Redemption Suspensions or Gates

Fintech News Desk
Bridgeport Financial Technology is working with various counterparties to provide hedge fund investors with immediate liquidity through loan facilities collateralized by their fund investments.  The company is poised to leverage key features of its private fund transaction and marketplace lending platform, BridgePort, in the wake of an anticipated surge in hedge......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Fintech Investment Services News

Demand Wealth Launches the Nation’s First Investment Platform Designed to Align Financial Goals and Personal Values

Fintech News Desk
Demand Wealth received an undisclosed seven figure investment from FinTech Private Equity firm Niche Investment Partners LLC. providing investors with an alternative to broad or often misleading investment portfolios, the Demand Wealth platform promotes transparency and respect for every American’s voice; allowing clients to invest according to their political, religious, and ethical......
Carver Edison Expands Senior Leadership Team
Artificial Intelligence Banking Fintech News

Bottomline Technologies, Numerated, Bank of America and Citibank Win 2020 Monarch Innovation Awards

Fintech News Desk
Bottomline Technologies, Numerated, Bank of America and Citibank are winners in Barlow Research’s 2020 Monarch Innovation Awards. The winners were chosen based on their innovative products and features. Read More: Executives Explore Disruptions in Fraud Trends, Securing Online Channels and Mobility Payments in Transit The Monarch Innovation Awards (www.MonarchInnovationAwards.com) are unique......
AmBank Group implements Kamakura Risk Manager for Basel 3 LCR and NSFR
Fintech News Risk Management

Addepar Announces $40 Million in New Financing

Fintech News Desk
Investment from WestCap Group to support continued business growth Addepar, a leading technology platform for wealth management, announced an investment of $40 million by WestCap Group (“WestCap”). The investment was led by Laurence Tosi (“L.T.”), a member of Addepar’s Board of Directors for the past two years as well as WestCap’s founder and managing partner, and by Scott Ganeles,......
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