Tag : Investment Management

Objectway Wins XCelent Depth of Service Award in Celent "Wealth Management Client Onboarding Platforms" Report
Fintech Investment Services News

Objectway Wins XCelent Depth of Service Award in Celent “Wealth Management Client Onboarding Platforms” Report

Fintech News Desk
Objectway, a leader in the software and services for the Digital Wealth & Investment Management sector, won the XCelent award for the leading Depth of Service score in Celent report “Wealth Management Client Onboarding Platforms.” This report examined eight major vendors offering digital onboarding capabilities in Europe and North America, focusing on trends, technology and functionalities, and client......
CFA Institute Member Survey Shows Hiring Remains Uncertain
Economy Fintech Investment Services News

CFA Institute Member Survey Shows Hiring Remains Uncertain

Fintech News Desk
77% of CFA charterholders report no change to their job, while firms in the financial space adopt a wait-and-see attitude for hiring CFA Institute, the global association of investment management professionals, surveyed its global membership to analyze the effects of the current economic crisis caused by the coronavirus pandemic on......
BondEvalue and Northern Trust Collaborate to Complete World’s First Blockchain-based Bond Trade
Fintech Investment Services News

Northern Trust Announces Alliance with BlackRock as Part of Whole Office Strategy

Fintech News Desk
As part of its continuing strategy to provide integrated products, services and technology across the entire investment lifecycle, Northern Trust has entered into a strategic alliance with BlackRock to deliver enhanced operations, data, and servicing capabilities to mutual clients. These new capabilities, delivered through Aladdin®, BlackRock’s investment management and operations......
Innoviva Names Pavel Raifeld as Chief Executive Officer
Fintech Investment Services News

Innoviva Names Pavel Raifeld as Chief Executive Officer

Fintech News Desk
Pavel Raifeld to continue the implementation of the Company’s strategy and focus on value creation for shareholders Innoviva, (“Innoviva”) today announced the appointment of Pavel Raifeld as Chief Executive Officer effective May 20, 2020. Mr. Raifeld is a seasoned healthcare executive with a strong background in strategy, business development and......
K1 Enters Agreement to Sell FMG Suite to Aurora
Capital Markets Fintech InsurTech Investment Services News

K1 Enters Agreement to Sell FMG Suite to Aurora

Fintech News Desk
Realization represents K1’s second exit since Safer-At-Home orders were put in place in March 2020 K1 Investment Management, LLC (“K1”), a leading investment firm focusing on high-growth enterprise software companies, announced it has entered into a definitive agreement to sell FMG Suite, LLC (“FMG Suite”), the category leader in cloud-based marketing automation......
Northern Trust Appointed by Modular Asset Management for Hedge Fund Middle and Back-Office Asset Servicing Mandate
Fintech Fintech Funding Investment Services News

Northern Trust Appointed by Modular Asset Management for Hedge Fund Middle and Back-Office Asset Servicing Mandate

Fintech News Desk
Supporting Launch of New Funds for Large Hedge Fund Manager Northern Trust has been appointed by Modular Asset Management (Singapore) Pte. Ltd. (Modular), a specialist Asian macro alternative investment management company licensed by the Monetary Authority of Singapore, for a new asset servicing mandate. Read More: bitFlyer: Confidence in Cryptocurrency......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Capital Markets Fintech Investment Services News

Vise Raises $14.5 Million in Series A Funding Led by Sequoia Capital

Fintech News Desk
Funding will accelerate AI technology adoption among independent advisors Vise, an AI-driven investment management platform built for the modern financial advisor, announced that it has secured $14.5 million in Series A funding, bringing the total capital raised since Vise’s founding to over $16 million. The round was led by Sequoia Capital with......
Envestnet & Investment Advisor Select Finalists for Annual Asset Manager & Strategist Awards
Fintech Investment Services News

Envestnet & Investment Advisor Select Finalists for Annual Asset Manager & Strategist Awards

Fintech News Desk
Envestnet, and Investment Advisor magazine have announced their list of finalists for the 2020 Asset Manager and Strategist of the Year Awards. Now in its 16th year, the awards program recognizes high-conviction portfolio managers that exemplify investment management best practices. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as......
Zinobe Announces New $30 Million Credit Facility Provided by Monachil Capital Partners
Capital Markets Fintech Investment Services News

Zinobe Announces New $30 Million Credit Facility Provided by Monachil Capital Partners

Zinobe, a leading online financial services company in the Colombian market, announced the closing of its USD $10 million secured line of credit, expandable up to USD $30 million, provided by Monachil Capital Partners, a global investment management firm founded by former Goldman Sachs partner Ali Meli. Read More: Bank of Montreal, Motley Fool,......
Cloud-based Hedge Funds Report Gains in Efficiency and Data Security but Struggle with Data Unification
Fintech Investment Services News

Enfusion Accelerates Growth Trajectory With 132 New Global Client Signings

Enfusion, the leading provider of cloud-based investment management software, managed middle & back-office services and data analytics, shares the expansion of its global client base with its 132 new clients. The new signings arrived during the firm’s record breaking last 12 months, with key leadership hires, two new office openings......
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