Tag : Investment Management

Bardin Hill Elevates Operations with SS&C Technologies
Fintech Investment Services News

Bardin Hill Elevates Operations with SS&C Technologies

Fintech News Desk
by Fintech News Desk0
Credit manager selects Eze OMS for trading, upgrades Geneva® for portfolio accounting SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Bardin Hill Investment Partners, a credit-focused investment management firm with more than $8.5 billion in assets under management, has chosen Eze OMS to manage its fixed income strategies. The firm also implemented the......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Fintech Funding Investment Services News

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

Fintech News Desk
by Fintech News Desk0
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the launch of a series of model portfolios available to advisors through the Envestnet Fund Strategist Network (Envestnet). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes of Virtual Data......
Custom software development company TopDevz releases a new project management and approval system for a Fortune 500 finance corporation
Fintech Investment Services News Risk Management

Custom software development company TopDevz releases a new project management and approval system for a Fortune 500 finance corporation

Fintech News Desk
by Fintech News Desk0
TopDevz, one of America’s fastest-growing software consultants, has announced the successful delivery by their web development team of a new custom multi-user and multicurrency workflow and risk management system for a leading global investment management firm. Read More: Konica Minolta Business Solutions Asia Accelerates Digital Transformation With Valtatech Partnership The Client A......
SEI Acquires Novus Partners to Broaden Capabilities for Large Institutional Investors
Fintech Investment Services News Risk Management

SEI Expands Offering to Large Institutional Investors through Operational and Investment Support Platforms

Fintech News Desk
by Fintech News Desk0
Enhanced CIO Solution Provides Support to In-house Investment Resources(SEI ) SEI announced the company is broadening its offering to the institutional investor segment through services that provide custom, time-saving operational and investment management support. SEI’s Enhanced CIO leverages the firm’s industry-leading capabilities around fund administration, development of investment operating platforms and non-fiduciary investment......
Dr. Daniel Diemers joins FiCAS Board of Directors following Industry-First ETP Launch
Blockchain Business Fintech Investment Services News

Dr. Daniel Diemers joins FiCAS Board of Directors following Industry-First ETP Launch

Fintech News Desk
by Fintech News Desk0
FiCAS, the swiss-based crypto investment management boutique, has announced the appointment of Dr. Daniel Diemers, former Financial Services Partner at PwC Strategy& and former PwC Head of Blockchain for Europe, Middle East, and Africa, as a new member of its Board of Directors. Dr. Diemers is a founding member of......
Remitly Announces $85 Million Round as Digital Remittances Surge Globally
Fintech Fintech Funding Investment Services News

Remitly Announces $85 Million Round as Digital Remittances Surge Globally

Fintech News Desk
by Fintech News Desk0
Prosus’s PayU Leads Round at $1.5B Valuation(Remitly ) Remitly, the mobile-first provider of remittances and financial services for immigrants, announced a $85 million funding round to fuel the company’s growth as the global demand for digital remittances continues to surge during the COVID-19 pandemic. The funding will enable Remitly to......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
S3 Partners Offers Market Leading Financial Data on Snowflake Platform
Capital Markets Fintech Investment Services News

Capital Markets & FinTech Veteran Palak Patel Joins S3 Partners as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
S3 Partners (S3) announced that Palak Patel, a seasoned Capital Markets & FinTech Executive with more than 15 years of experience in areas of business and product management, has joined the Company as Chief Revenue Officer. In this newly-created role, Patel will oversee Global Enterprise and Platform Business Development for......
K1 Completes Sale of FMG Suite to Aurora
Business Capital Markets Fintech Investment Services News

K1 Completes Sale of FMG Suite to Aurora

Fintech News Desk
by Fintech News Desk0
Realization represents K1’s second exit during the coronavirus pandemic K1 Investment Management, LLC (“K1”), a leading investment firm focusing on high-growth enterprise software companies, announced that it has completed its sale of FMG Suite, LLC (“FMG Suite”), the category leader in cloud-based marketing automation software for financial services professionals, to Aurora Capital Partners (“Aurora”).......
Former Arcesium Leader Nancy Dornbush Joins Enfusion as Global Head of Managed Services
Fintech Investment Services News

Former Arcesium Leader Nancy Dornbush Joins Enfusion as Global Head of Managed Services

Fintech News Desk
by Fintech News Desk0
Enfusion, a leading global provider of investment management technology solutions and services, announced it has appointed Nancy Dornbush as Executive Vice President, Global Head of Managed Services. Dornbush will oversee Enfusion’s global network of Managed Services clients and work alongside the organization’s Product Management, Client Services and Technology teams to expand......
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