Search Results for: risk and asset management

Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose
Finance News

Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose

Fintech News Desk
Firm Offers Financial Plans That Empower Clients To Live Their Lives With Purpose Partridge Wealth, a wealth management firm dedicated to helping values-driven clients pursue their life’s purpose, announced its launch. Prospective clients are invited to learn how they can work to achieve their financial goals while staying true to......
First Rate Acquires Wealth Management Platform and Partners for Compliance
Compliance management News

First Rate Acquires Wealth Management Platform and Partners for Compliance

Fintech News Desk
As part of First Rate’s ongoing strategy to expand its WealthTech footprint, First Rate acquires performance reporting and portfolio management assets from InvestEdge, and announces a strategic partnership with InvestEdge for Compliance Solutions First Rate, a leading wealthtech services provider to the wealth management industry, announced the acquisition of certain......
Fintech and Sustainable Finance Innovations: 4Th Annual ESG and Sustainable Finance and Impact Investing - Southern Africa Forum
Fintech Investment Services News

Fintech and Sustainable Finance Innovations: 4Th Annual ESG and Sustainable Finance and Impact Investing – Southern Africa Forum

Fintech News Desk
Event Overview: The global push towards sustainable investing is gaining momentum and investors and asset owners are increasingly facing immense pressure to incorporate sustainable considerations which include Environmental, Social and Governance within all their investment decisions. ESG related risks pose and present new challenges to organisations, businesses and  economies -ranging......
Purpose Investments Unveils New US Dollar Cash Management Fund to Expand Industry-Leading Cash Solutions Lineup
Investment Services News Trading

Purpose Investments Unveils New US Dollar Cash Management Fund to Expand Industry-Leading Cash Solutions Lineup

GlobeNewswire
New cash management solution from Purpose enables investors to use high US interest rates to their advantage Purpose Investments Inc. is excited to announce further expansion of its industry-leading cash solutions lineup with the launch of the Purpose USD Cash Management Fund, which begins trading on the Toronto Stock Exchange......
WeTrade Group Inc Plans to Launch a Global Universal Card VM Card to Further Expand Its Overseas Financial Business
Fintech News

WeTrade Group Inc Plans to Launch a Global Universal Card VM Card to Further Expand Its Overseas Financial Business

PR Newswire
WeTrade Group Inc., a global diversified “software as a service” technology service provider committed to providing technical support and digital transformation tools for enterprises across different industries, announced that the Company will launch a global universal consumer card, VM Card. The VM Card is a payment product developed based on......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Fintech SigmaLogic, Known for its LOGICLY Platform, is Now Part of VettaFi’s Suite of Data and Analytics Offerings
Analytics Investment Services News

Fintech SigmaLogic, Known for Its LOGICLY Platform, is Now Part of VettaFi’s Suite of Data and Analytics Offerings

Business Wire
Comprehensive web-based platform allows advisors and asset managers to conveniently and cost-effectively streamline investment research, portfolio management, and portfolio analytics VettaFi, a data, analytics, digital distribution, and thought leadership company that helps asset managers solve their most pressing and complex challenges, is announcing that SigmaLogic, creator of LOGICLY, is the......
First Community Bank, Sunrise Bank and Today's Bank Select Jack Henry to Accelerate Business and Retail Banking Strategies
Banking News

First Community Bank, Sunrise Bank and Today’s Bank Select Jack Henry to Accelerate Business and Retail Banking Strategies

PR Newswire
Community banks are utilizing Jack Henry solutions to power their local economies Jack Henry announced that First Community Bank, Sunrise Bank and Today’s Bank have selected Jack Henry’s modern core infrastructure to provide better service to retail and business customers. Michigan-based First Community Bank, Florida-based Sunrise Bank, and Arkansas-based Today’s Bank were looking for an open and flexible technology provider capable......
Jetty Announces Expanded Partnership with Morgan Properties
Finance News

Jetty Announces Expanded Partnership with Morgan Properties

PR Newswire
Morgan Properties is partnering with Jetty to help their residents overcome the potential challenges and financial barriers to renting Jetty, the financial services company on a mission to make renting a home more affordable and accessible, announced an expanded partnership with Morgan Properties, a national real estate investment and management......
15 Ways How AI Is Reshaping The Banking And Financial Sector
Analytics Artificial Intelligence Banking Featured Finance

15 Ways How AI Is Reshaping The Banking And Financial Sector

Pooja Choudhary
In the near future, AI will exert the power of data analytics within the financial domain which will make transactions safer by reducing fraud and increasing compliance. In contrast to traditional approaches that take so long, AI algorithms can complete anti-money trafficking jobs quickly. According to a study by Accenture,......
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