Search Results for: project management

AcadiaSoft Makes APAC Push Ahead of Final UMR Phases
Fintech News Risk Management

AcadiaSoft Announces IM Phase 5 Soft Launch to Assist With Uncleared Margin Rules Compliance

Fintech News Desk
by Fintech News Desk0
AcadiaSoft,the leading industry provider of risk and collateral management services for the non-cleared derivatives community, announced an industry-wide soft launch to help Phase 5 firms stay on track for Uncleared Margin Rules (UMR) compliance ahead of the extended 2021 deadline. Read More: GlobalFintechSeries Interview with Nick Cowan, CEO of the......
Fintech Guest Posts InsurTech Risk Management

What You Need To Know About SOC 2

Jordan MacAvoy
by Jordan MacAvoy0
Nowadays, businesses are storing vast amounts of customer data, making security a primary concern. One of the compliance standards that have been established to ensure the safety of data is SOC 2. Here is a brief overview of SOC 2 with a few tips on how to become compliant. What......
Heritage Insurance Upgrades to Version 11 of Majesco Claims for P&C and Transitions to Majesco CloudInsurer® on Microsoft Azure
Artificial Intelligence Fintech InsurTech News

Heritage Insurance Upgrades to Version 11 of Majesco Claims for P&C and Transitions to Majesco CloudInsurer on Microsoft Azure

Fintech News Desk
by Fintech News Desk0
Upgrade improves insurers’ scalability and security to support their large coastal customer base during hurricane season Majesco, a global leader of cloud insurance software, announced that Heritage completed its upgrade to version 11 on April 25, 2020 of Majesco Claims for P&C on the Majesco CloudInsurer platform which is on......
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......
As Demand and Adoption Grows, Schwab Advisor Portfolio Connect® Surpasses 1,000 Platform Users
Fintech News

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect Surpasses 1,000 Platform Users

Fintech News Desk
by Fintech News Desk0
Milestone moves the proprietary solution into ranks of industry’s top portfolio management tools in less than two years Schwab Advisor Services™ announced Schwab Advisor Portfolio Connect, Schwab’s simplified, scalable portfolio management tool, has surpassed 1,000 independent advisor firm users, solidifying its position as a top portfolio management solution for independent......
Wolters Kluwer Legal & Regulatory U.S. Announces Executive Appointments
Fintech News

Wolters Kluwer Adds TeamGuide Pro to Its Cloud-based TeamMate®+ Global Audit Solution

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer  announced the addition of TeamGuide Pro to its award-winning, cloud-based TeamMate+ global audit solution. This new capability enables organizations to automate onboarding, streamline change management, and maximize user adoption. The new TeamGuide Pro solution embeds guides into the TeamMate+ platform that can be used to train new audit staff or......
DCI Promotes Paul Jones to Oversee Bank Core Conversions and Professional Services
Banking Fintech News

DCI Promotes Paul Jones to Oversee Bank Core Conversions and Professional Services

Fintech News Desk
by Fintech News Desk0
VP Makes Seamless Conversions His Measure of Success Data Center Inc. (DCI), the privately-owned developer of iCore360® core banking software and related digital technologies for community financial institutions nationwide, has promoted Paul Jones to Vice President, Professional Services, assuming the senior management of core bank software conversions, implementations and professional services. Read......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Big Data Fintech Investment Services News Risk Management

Private Client Resources (PCR) and FINARTIS team to deliver a complete Front-to-Back Experience to Private Banks, Asset Managers and Family Offices internationally

Fintech News Desk
by Fintech News Desk0
Global Solution integrates PCR’s data aggregation capabilities with FINARTIS’s comprehensive Investment Management platform Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high net worth (UHNW) families and institutions announced a partnership with FINARTIS SA, the leading Swiss-Based provider of investment management and risk reporting......
Pricefx Introduces Lightning, the First Turnkey Solution to Enable Rapid Activation of Pricing Excellence
Business Fintech News

Pricefx Introduces Lightning, the First Turnkey Solution to Enable Rapid Activation of Pricing Excellence

Fintech News Desk
by Fintech News Desk0
Pre-configured, enterprise-grade pricing capabilities built around standard strategies and processes now available at no cost through Q2 2020 Pricefx, the global leader in native cloud pricing software, introduced Lightning, the first turnkey solution to enable rapid activation of pricing excellence. Powered by Pricefx Accelerators, Lightning delivers a full suite of......
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