Search Results for: wealth management firms

Bloomberg FXGO adds Supplementary Cost Analysis Tool
Fintech News Risk Management

Vega Investment Managers Selects Bloomberg for Integrated Portfolio Analytics and Risk Management

Fintech News Desk
by Fintech News Desk0
VEGA Investment Managers, the wealth management specialist of Natixis and Groupe BPCE, the second largest banking group in France, has adopted Bloomberg PORT Enterprise, Bloomberg’s advanced Portfolio and Risk Analytics solution, which delivers market-leading risk and attribution models, and detailed portfolio analytics. Read More: Gateway Promotes Kelly Stewart to Vice President,......
Tegra118 and Red Rock Strategic Partners Join Forces to Help Firms Drive Growth and Improve Advisor-Client Engagement
Business Fintech News

Tegra118 and Red Rock Strategic Partners Join Forces to Help Firms Drive Growth and Improve Advisor-Client Engagement

Fintech News Desk
by Fintech News Desk0
Strategic partnership helps firms and advisors gain untapped value from technology to accelerate growth, reduce expenses and enhance client experiences Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced a partnership with Red Rock Strategic Partners providing comprehensive and results-driven approaches for firms......
Fenergo Wins 'Best CLM Solution' Award By Asian Private Banker
Business Fintech News

Fenergo Awarded for Best On-Boarding and Best Compliance at Wealthbriefing European Awards 2020

Fintech News Desk
by Fintech News Desk0
Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions has won awards for ‘Best On-Boarding’ and ´Best Compliance` at the 8th Annual WealthBriefing European Awards.  Read More: High Performance Accounting Software Company Changes Name to AccountingWare Showcasing best of breed providers in the global private......
Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform
Fintech News

Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform

Fintech News Desk
by Fintech News Desk0
Next-gen data engine expands platform benefits, increases efficiency, accuracy and speed of advisors’ operations, coincides with new FinTech industry partnerships Bridge Financial Technology (“Bridge”), provider of an automation-driven portfolio management platform that simplifies and streamlines back-office functions for advisors and wealth managers, launched the next generation of its powerful core......
SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs
Capital Markets Fintech Fintech Funding News Risk Management

SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC (“SIMON”) announced it has expanded its digital platform to deliver financial professionals access to exchange traded funds (“ETFs”), launching its ETF Marketplace with the Buffer ETFs from Innovator Capital Management (“Innovator”). Innovator’s Buffer ETFs are part of their Defined Outcome ETFs family and are the first ETFs......
Corvee Launches to Grow, Build and Optimize Tax and Accounting Firms
Fintech News

Corvee Launches to Grow, Build and Optimize Tax and Accounting Firms

Fintech News Desk
by Fintech News Desk0
Previously known as AccountingTax.com, the company has rebranded to bring all of its products and services under one all-encompassing new name Corvee, a software and solutions company which serves tax and accounting firms, today announces the launch of its new brand. Formerly AccountingTax.com, the company has rebranded to bring all......
Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication
Business Fintech News

Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, today announced the launch of Charles River Wealth Hub (Wealth Hub), a communications platform that connects managed account program sponsors and their asset manager distribution partners through a secure network environment. Wealth Hub is delivered as a cloud-based service using Microsoft® Azure. Read......
SS&C's Black Diamond Wealth Platform Launches Command Center for Investment Advisors
Fintech Investment Services News Risk Management

SS&C’s Black Diamond Wealth Platform Launches Command Center for Investment Advisors

Fintech News Desk
by Fintech News Desk0
The Client View application centralizes all client-focused workflows in one place SS&C Technologies Holdings announced the launch of Client View, a new application within SS&C Black Diamond Wealth Platform. The application brings together all of the platform’s client-focused tools in an informational, interconnected, and actionable “command center” to help advisors manage......
Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
Fintech Investment Services News

Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies

Fintech News Desk
by Fintech News Desk0
Blockchange Inc. has been selected by The Wealth Engineering Family of Companies (WE) as the preferred Digital Asset Management Platform for their network of over 2,100 wealth advisory firms. Read More: River Valley Community Bank Selects NCR to Transform Digital Banking Experience for Consumers and Businesses “We are excited to include Blockchange as an exclusive......
Top US investment consultant selected Diligend solution to automate and digitize investment managers operational due diligence
Fintech Investment Services News

Top Sovereign Wealth Fund Selected Diligend Solution to Digitize and Automate Fund Due Diligence

Fintech News Desk
by Fintech News Desk0
Diligend, a leading provider of investment management software, has been selected by one of the biggest sovereign wealth funds (SWFs) in the world to digitize and automate fund Due Diligence across the traditional, hedge, and private equity asset classes. Read More: U.S. Banking Challenger Envel Raises $2.7M Seed to launch......
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