Tag : asset management

Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech News

Tegra118 Selected by Challenger to Strengthen Revenue and Invoice Management

Fintech News Desk
Advantage Fee™ will enhance fee billing and invoice efficiencies, eliminate manual processes and minimize risk Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – announced that Challenger is now a Tegra118 client for its comprehensive,......
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
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......
LeaseQuery-and-Sage-Fixed-Assets-Announce-New-Partnership-to-Equip-Clients-with-Intelligent-Asset-Management-Technology
Business Fintech News

Leasequery And Sage Fixed Assets Announce New Partnership To Equip Clients With Intelligent Asset Management Technology

Fintech News Desk
LeaseQuery, a leading provider of purpose-built lease accounting software, today announced its partnership with Sage Fixed Assets, an industry leader in asset management software. This alliance will allow LeaseQuery and SFA to combine lease management and capital management to deliver an integrated, holistic asset management solution. “As we continue to recognize......
BlueVisor-Takes-Second-Place-in-Fintech-Unicorn-Battle-in-Asia
Business Fintech News

BlueVisor Takes Second Place In Fintech Unicorn Battle In Asia

Fintech News Desk
BlueVisor, a member company of Born2Global Centre, placed second in the latest Fintech Unicorn Battle in Asia, receiving recognition for its technological prowess and business viability. The Fintech Unicorn Battle in Asia is a global pitch competition organized by Startup.Network. It provides an opportunity for investors to discover competitive startups and an opportunity for such startups......
Square and Tencent join €93 million capital raise in Italy's Satispay
Banking Fintech Fintech Startups Investment Services News

Italian Fintech Satispay announces €93M series C round to further accelerate growth and internationalization

Fintech News Desk
Satispay, the leading Italian fintech startup revolutionizing mobile payments , is pleased to announce a €93 million Series C round. The round consists of €68M of newly issued primary shares and approximately €25M secondary shares purchased from existing investors. Upon closing of this round, Satispay has now reached a total of €110M in primary capital raised since......
Bolster Expands Executive Leadership With Appointment of Young-Sae Song as CMO
Fintech News

Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman

Fintech News Desk
Key additions enhance continued ability to provide software that increases advisors’ efficiency, builds stronger client relationships Bridge Financial Technology, the leading provider of wealth and asset management software and infrastructure, has strengthened its senior leadership team and named financial services veteran Christopher Haley as Chairman of its Board of Directors.......
Foreside Acquires ICSGroup
Fintech Fintech Funding News

Foreside Acquires ICSGroup

Fintech News Desk
Foreside Financial Group, LLC (“Foreside”), a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, today announced that it has acquired the regulatory compliance business of Integrated Compliance Solutions Group (ICSGroup), a regulatory compliance services firm serving the......
Prime Trust Announces Record Growth in 2020 Across Crypto, Crowdfunding and BaaS
Banking Business Cryptocurrency Currency Exchange Fintech News

Prime Trust Launches Proprietary Core Banking Software for Fractional Assets, Including Cryptocurrency

Fintech News Desk
Next generation financial industry asset management platform enables national banks, trust companies and fintech innovators to custody fractionalized investments Prime Trust, the leading B2B financial infrastructure platform and custody and settlement of alternative assets, announced the launch of PrimeCore – a proprietary core accounting and customer asset management platform that empowers......
Bluefin Announces $25 Million in Growth Financing Led by Macquarie Capital Principal Finance
Fintech News

Bluefin Announces $25 Million in Growth Financing Led by Macquarie Capital Principal Finance

Fintech News Desk
Financing will fuel the payment and data security leader’s product, continued growth in US and internationally, and opportunistic acquisitions Bluefin, the leading provider of payment and data security technologies, including PCI-validated point-to-point encryption (P2PE) and ShieldConex® data tokenization, announced $25 million in growth financing led by Macquarie Capital Principal Finance......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Fintech Investment Services News

iCapital Network Leverages U.S. Success to Accelerate International Growth

Fintech News Desk
iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced a series of milestones in its expansion into the European and Asian markets. On the heels of high-profile client acquisitions and rapid organic asset growth within the U.S.......
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