Tag : Investment Management

Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation
Investment Services News

Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation

Fintech News Desk
by Fintech News Desk0
Wealth Manager helps business owners integrate exit planning into their business, personal and financial goals HawsGoodwin Wealth, an independent financial planning and investment management firm, announced today that President and Managing Partner Cam Goodwin successfully achieved the Certified Exit Planning Advisor (CEPA) designation, the most widely accepted and endorsed professional......
Paul Wasinger Appointed Chief Financial Officer of Allvue Systems
Business Fintech News

Reggie Hedgebeth Joins Capital Group as Chief Legal Officer

Fintech News Desk
by Fintech News Desk0
Capital Group, home of American Funds and one of the world’s largest investment management firms, announced today that Reggie Hedgebeth has joined as Chief Legal Officer. Hedgebeth replaces Jim Ryan, who is retiring after 27 years with the firm. Read More:  DeFi Platform OIN Finance Integrates With Frontier and Introduces......
Western Union Integrates With Swift gpi
Banking Fintech Investment Services News Risk Management

Synechron Adds New Analytics Capabilities To Buy-side Package With Ravenpack

Fintech News Desk
by Fintech News Desk0
Synechron Inc., a leading digital transformation consulting firm focused exclusively on the financial services industry, today announced its partnership with RavenPack, the leading data analytics provider for financial services. Synechron and RavenPack have partnered to provide augmented data analytics capabilities that are built into two of the new InvestTech Accelerator......
Deloitte Partners With Diligend To Digitize and Streamline Operational and Investment Manager Due Diligence Services
Business Fintech News

Deloitte Partners With Diligend To Digitize and Streamline Operational and Investment Manager Due Diligence Services

Fintech News Desk
by Fintech News Desk0
Diligend, a leading investment management software provider that brings the power of technology to institutional investors and consultants, today announced it has added Deloitte Consulting as a client. Deloitte will use Diligend’s solution to digitize and streamline their processes, which include Operational Due Diligence (ODD) on investment managers and service......
Titan Raises $12.5M Series A, Led by General Catalyst, Bringing Total Funding to $16M
Fintech Investment Services News

Titan Raises $12.5M Series A, Led by General Catalyst, Bringing Total Funding to $16M

Fintech News Desk
by Fintech News Desk0
The company will use the capital to expand their investing platform and team. Titan, the New York-based technology company building the operating system for active investment management to rival giants Fidelity and BlackRock, announced today that it has raised a $12.5 million Series A funding round led by General Catalyst,......
Confluence-signs-French-diversified-asset-manager-to-Revolution-platform
Business Fintech Investment Services News

Confluence Signs French Diversified Asset Manager to Revolution Platform

Fintech News Desk
by Fintech News Desk0
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced it has secured a five-year contract with a top French diversified asset manager that will use Confluence’s cloud-based Revolution platform for its performance measurement and attribution needs. The new......
SimCorp and Colmore Partner on Data Service for Private Markets Asset Management
Business Capital Markets Fintech Investment Services News

SimCorp and Colmore Partner on Data Service for Private Markets Asset Management

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces a new partnership with Colmore, a leading, technology-driven private markets specialist, to deliver a holistic data service for private markets asset management. Monitoring over $100 billion in assets, Colmore......
Dynasty Financial Partners and YCharts Announce a Multi-Year Extension to Continue to Provide RIAs a Tailored Institutional Investment Platform
Business Fintech Investment Services News

Dynasty Financial Partners and YCharts Announce a Multi-Year Extension to Continue to Provide RIAs a Tailored Institutional Investment Platform

Fintech News Desk
by Fintech News Desk0
Dynasty Financial Partners and YCharts announced a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and prospect/client communications platform within Dynasty’s proprietary advisor technology platforms. Read More: Century Business Solutions Partners with CloudFirst Solutions to Deliver Credit Card Processing within SAP Business......
Vise Appoints Former Dropbox Executive As Chief Technology Officer
Artificial Intelligence Fintech Investment Services News

Vise Appoints Former Dropbox Executive As Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Andrew Fong Brings Experience from Dropbox, YouTube and AOL to Drive the Technical Leadership at the AI-Powered Investment Management Platform Vise, the AI-powered investment management platform built for the modern financial advisor, announced today the appointment of Andrew Fong as Chief Technology Officer to lead Vise’s technical roadmap through the company’s next......
Filogix Digitises End-to-End Mortgage Process
Artificial Intelligence Fintech Investment Services News

Finastra’s Fusion Invest Moves to the Cloud

Fintech News Desk
by Fintech News Desk0
Finastra announced that its investment management solution Fusion Invest is now available to customers through the cloud – helping asset managers digitally transform their operations and benefit from increased agility and improved operational efficiency. Read More: GlobalFintechSeries Interview with Matt Clare, Chief Operating Officer, Global Processing Services (GPS) Implementing Fusion......
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