Search Results for: software tools

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......
RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions
Banking Fintech News

CFM Reveals Major Upgrade of iQ Business Intelligence Suite for Banks and Credit Unions

CFM, the leader in core-integrated banking technology, announces major upgrades to its iQ business intelligence platform. The real-time analytics suite helps banks and credit unions make data-driven decisions on purchasing, deploying and optimizing cash dispensers and recyclers. This new release was made available to all current CFM iQ customers on May 1,......
Sovos and Axway Software Partner to Reduce Complexity of Global Tax Management
Fintech News Trading

Shareholders Service Group Partners with AdvisorPeak

Shareholders Service Group (SSG) and AdvisorPeak are pleased to announce a new agreement for the benefit of advisors who custody with SSG. Independent registered investment advisors that utilize the brokerage and custodial services of SSG now have access to AdvisorPeak’s online trading and rebalancing platform at a custom price. Read More: Jack Henry......
Computer Guidance Corporation and Nvoicepay™ Execute Partnership Agreement Delivering Integrated Payment Automation Solutions for Commercial Contractors
Fintech News Risk Management

RMS Launches New Products and Models on RMS Risk Intelligence, the Unified Cloud Platform for Global Risk

Latest product releases include Risk Modeler 2.0, new and updated HD Models and intelligent applications purpose-built for navigating the growing risk landscape As the world is changing in profound ways, so is risk. Climate change, pandemic events, and cyberattacks are threats we all now have to consider in new and......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Fintech News

Investview (“INVU”) Enters Into $11 Million Stock Purchase with Strategic Fintech Partner

Investview, a global distributor of financial education tools, content, research and technology, has entered into a securities purchase and intellectual capital transaction with a financial services and technology investment fund to purchase $11 million of its common stock in a private placement. The terms of the share purchase agreement are......
Wolters Kluwer Announces CCH Tagetik Smart NOW Cloud Apps for Planning to Help Clients Manage During Economic Uncertainty
Business Fintech News

Wolters Kluwer Announces CCH Tagetik Smart NOW Cloud Apps for Planning to Help Clients Manage During Economic Uncertainty

Fintech News Desk
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and a global provider of market-leading software solutions and information services for finance professionals, unveiled a new set of financial planning and analysis applications – CCH Tagetik Smart NOW – available on the cloud. The new planning apps provide the office of......
SS&C Expands Data Solutions
Fintech Investment Services News

SS&C Expands Data Solutions

Fintech News Desk
Advent TransPort optimizes custodial data operations SS&C Technologies Holdings, announced the launch of Advent TransPort, a solution for customizing custodial data. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers The latest addition to Advent Data Solutions enables clients to apply custom rules and logic to......
University of Oxford and Mastercard Collaborate to Equip Senior Leaders With Vital Cyber Skills
Artificial Intelligence Fintech News

University of Oxford and Mastercard Collaborate to Equip Senior Leaders With Vital Cyber Skills

Fintech News Desk
University of Oxford and Mastercard come together to deliver an online programme that provides executives with critical cyber knowledge, insight and tools. Saïd Business School, University of Oxford and Mastercard  announce the launch of a new Oxford Cyber Futures online programme aimed at equipping senior executives to address new cyber......
Latest Yardi Breeze Premier Release Delivers Key New Functionality
Fintech News

Latest Yardi Breeze Premier Release Delivers Key New Functionality

Fintech News Desk
Contains substantial list of new features including tools to support property managers and tenants impacted by COVID-19 Yardi released a significant update to the Yardi Breeze property management software platform on April 15 in the U.S. The long list of new features includes solutions that assist property managers working remotely due to ongoing......
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