Search Results for: wealth manager

LiquidityBook Finishes Volatile Year with Record Revenues, Major Staff Expansion
Banking Investment Services News

LiquidityBook Adds Duet Group to Client Roster

Fintech News Desk
by Fintech News Desk0
SaaS-based POEMS provider selected by global investment holding company to support additional lines of business LiquidityBook announced that Duet Group, a global investment holding company, has implemented the SaaS-based LBX Buy Side as its POEMS (portfolio, order and execution management system). LiquidityBook’s platform provides a full range of order, execution......
iTrustCapital Reports XRP Top Volume Asset So Far in 2020
Cryptocurrency Fintech News

iTrustCapital Reports XRP Top Volume Asset So Far in 2020

Fintech News Desk
by Fintech News Desk0
 January trading activity for XRP was higher than all other assets according to iTrustCapital, a trading platform for cryptocurrencies and physical gold in retirement accounts. XRP, the third-largest cryptocurrency by market cap, has a unique position in the marketplace. Like Ethereum, but unlike Bitcoin, XRP is the critical component in......
SalesFocus Solutions Partners with Foreside Financial Group
Business Fintech News

SalesFocus Solutions Partners with Foreside Financial Group

Fintech News Desk
by Fintech News Desk0
Partnership will enhance Foreside’s clients’ existing sales analytics and reporting capabilities SalesFocus Solutions, a Fintech leader servicing asset management firms has entered into a partner program with Foreside Financial Group (“Foreside”), a global provider of compliance technology solutions and product distribution services to the asset and wealth management industries. The......
Belfius Bank Completes Milestone Front to Middle Office Transformation with SimCorp Dimension
Banking InsurTech Investment Services News

Belfius Bank Completes Milestone Front to Middle Office Transformation with SimCorp Dimension

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of investment management solutions and services to the global financial services industry, today announces the complete implementation of SimCorp Dimension at Belfius Bank, one of Belgium’s key banking and insurance groups, wholly owned by the Belgian federal state. The front to middle office transformation of Belfius Retail &......
Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management
Business Fintech News

Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management

Fintech News Desk
by Fintech News Desk0
Solution will integrate PCR’s data aggregation capabilities with GRMA’s comprehensive and cost effective SaaS-driven data enrichment and outsourced reporting Private Client Resources (PCR), the leading provider of total wealth data aggregation services to Ultra High Net Worth (UHNW) families, trust companies, private banks, and investment advisors, announced a partnership with......
Fintainium Adds Top Executive Talent To Fuel Growth
Business Fintech News

Fintainium Adds Top Executive Talent To Fuel Growth

Fintech News Desk
by Fintech News Desk0
Fintainium, the next generation B2B payments solution provider, announces the appointment of three industry executives to fuel expansive company growth. The new team members, appointed as President, General Manager, and Senior Vice President of Business Development, were hand-picked based on skillset, expertise, and performance in the marketplace and will bring......
Zoe Financial Welcomes Charles Schwab Investment Management's Former President and CEO, Marie Chandoha to Advisory Committee
Banking Fintech News

Zoe Financial Welcomes Charles Schwab Investment Management’s Former President and CEO, Marie Chandoha to Advisory Committee

Fintech News Desk
by Fintech News Desk0
Zoe Financial, Inc., a technology-driven marketplace that empowers individual investors to make better financial decisions, today announced Marie Chandoha, former CEO of Charles Schwab Investment Management, has joined their Advisory Committee Zoe Financial, Inc.  announced Marie Chandoha, Board Director of State Street and former CEO of Charles Schwab Investment Management,......
EPFR and Exante Data Partner to Launch FX Flow Pulse
Banking News

EPFR and Exante Data Partner to Launch FX Flow Pulse

Fintech News Desk
by Fintech News Desk0
EPFR’s Trusted Data and Exante’s Expert Analysis Fills Critical Gap for Investors With Global Exposure, Simplifies FX Markets EPFR, a subsidiary of Informa plc and global industry leader in providing fund flows and allocation data to financial institutions, announced the launch of FX Flow Pulse with partner Exante. This collaboration......
Finix Adds Three Executives to Focus on Product Development, Technical Sales, and International Expansion
Business News

Finix Adds Three Executives to Focus on Product Development, Technical Sales, and International Expansion

Fintech News Desk
by Fintech News Desk0
Leadership Team Grows With Executives From Stripe, Uber and Fastly Finix, the payments infrastructure platform, announced that it hired three new executives to its burgeoning team. Girish Balasubramanian joins as vice president of product, Billy Chen as general manager of international markets, and Austin Spires as director of technical solutions. The combined skills and experience......
Finastra Strengthens Its Position in Israel With New Office Opening
Fintech News

Finastra Strengthens Its Position in Israel With New Office Opening

Fintech News Desk
by Fintech News Desk6
Launch Celebrated With Fintech Competition to Showcase Israel’s Thriving Financial Community and Drive Innovation on Platform Finastra is investing further in Israel with a new office in Kfar Saba, just outside Tel Aviv. The office, which is home to over 330 employees, offers more space for the Finastra team to grow as the company......
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