Search Results for: strategies

J.P. Morgan Asset Management agrees to acquire 55ip - a pioneer in delivering tax-smart investment strategies through model portfolios
Business Fintech News

J.P. Morgan Asset Management Agrees to Acquire 55ip – a Pioneer in Delivering Tax-Smart Investment Strategies Through Model Portfolios

Fintech News Desk
by Fintech News Desk0
55ip’s tax-smart investment strategy engine provides financial advisors with scalable solutions for tax transition and management Acquisition signifies accelerating investment in and development of advanced technology for financial advisors J.P. Morgan Asset Management today announced that it has entered into a definitive agreement to acquire 55ip, a financial technology company......
Credit-Fund-Managers-Pause-Implementation-of-New-Investment-Strategies-Due-to-COVID-19_-According-to-Ropes-_-Gray-Research
Business Fintech News

Credit Fund Managers Pause Implementation Of New Investment Strategies Due To COVID-19, According to Ropes & Gray Research

Fintech News Desk
by Fintech News Desk0
COVID-19 has stalled the emergence of new credit fund investment strategies and has pushed managers to focus on their existing credit platform products, according to a new report from global law firm Ropes & Gray. The report, “Challenges and Opportunities in Post-COVID-19 Credit Fund Platforms 2020” analyzes the responses of......
Payoneer Launches Payment Orchestration to Supercharge Global Payment Strategies for e-Commerce Merchants in North America
Fintech News

Payoneer Launches Payment Orchestration to Supercharge Global Payment Strategies for e-Commerce Merchants in North America

Fintech News Desk
by Fintech News Desk0
Through a single API, this new service drives growth, transparency and control for e-Commerce merchants that recognize that one payment provider cannot meet their global growth needs Payoneer, the digital payment platform empowering businesses around the world to grow globally, today announced that its new payment orchestration platform is available for e-Commerce merchants in North America that are looking to accept international......
Spreedly Supports Digital Business Platforms’ Unique Payment Strategies
Fintech News

Spreedly Supports Digital Business Platforms’ Unique Payment Strategies

Fintech News Desk
by Fintech News Desk0
As Demand for Digital Platforms Grows, Demand for Adaptable Payments Infrastructure Accelerates Spreedly, the software company that accelerates global commerce by offering a secure and flexible platform that welcomes all payments participants, today announced increased adoption of its Payments Orchestration solution amongst the world’s fastest growing digital business platform companies.......
Barlow Research and Boston Consulting Group Collaborate: Business Banking Relationships in a Digital World – “What Servicing Strategies Will Work Best?”
Banking Business Fintech News

Barlow Research and Boston Consulting Group Collaborate: Business Banking Relationships in a Digital World – “What Servicing Strategies Will Work Best?”

Fintech News Desk
by Fintech News Desk0
Barlow Research & Boston Consulting Group are examining the evolution of business banking relationships as digital/remote servicing strategies grow increasingly important. Read More: First Regulated DeFi Project KingSwap Raises $20 Million in Funding and Liquidity Support, Announces Public Launch on Uniswap “Businesses with and without an assigned Account Officer are......
Compliance Solutions Strategies Acquires AMFINE
Fintech News

Compliance Solutions Strategies Acquires AMFINE

Fintech News Desk
by Fintech News Desk0
Compliance Solutions Strategies (“CSS”), a leading RegTech platform providing technology-driven solutions which enable financial services firms to meet mandatory regulatory compliance requirements, announced the acquisition of AMFINE (“AMFINE”), a provider of SaaS-based regulatory reporting services to European asset managers, asset servicers and insurers. With offices in Paris and Luxembourg, AMFINE serves a......
Economy Fintech Guest Posts

How Should Fintechs Choose Partner Strategies To Scale Their Business Amidst This Uncertain COVID-19 Environment?

Naina Sethi
by Naina Sethi0
The emergence of FinTech has altered the financial landscape across the world – there has been a massive transition from physical infrastructure to digital platforms. The initial growth phase saw many Financial Institutions (FIs) like Banks, Insurance, and Asset Management Companies vying to acquire or partner with the FinTechs primarily......
Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
Media Alert: Wolters Kluwer Lien Solutions Cites AI and Analytics as Key to Commercial Lending Success
Lifestyle News Risk Management

Wolters Kluwer Lien Solutions Urges U.S Lenders to Consider Key Risk Strategies to Support Growth in The FT’s Banker Thought Leadership Article

Fintech News Desk
by Fintech News Desk0
In the wake of an expected wave of defaults by U.S business borrowers, the nation’s lenders are best advised to apply risk management practices to set the stage for long-term growth when issuing new loans and participating in federal lending programs. That’s according to Wolters Kluwer Lien Solutions, writing in a new......
Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry
Fintech News

New Proprietary Strategies Aimed At Fight Against Pandemic and Inflation

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of financial advisor technology and enhanced investment solutions, announces the creation of two market-relevant, thematic stock and direct indexing strategies, U.S. Biotechnology and U.S. Metals and Mining, designed and managed through Orion’s SMA portfolio optimization tool, ASTRO. Read More: Fintech Europe Selects Ten Startups......
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