Tag : Portfolio Management Solution

Advyzon Appoints Clark Richards, Seasoned Industry Executive, as Vice President of Client Success
Finance Fintech News

Advyzon Appoints Clark Richards, Seasoned Industry Executive, as Vice President of Client Success

Business Wire
by Business Wire0
Industry veteran to oversee client-facing teams and enhance service experience Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently introduced Clark Richards to the team as Vice President of Client Success. In this strategic leadership role, Richards will oversee Advyzon’s client-facing teams, including......
Oxane Signs Three Global Investment Banks For Its Illiquid Credit Portfolio Management Solution
Fintech Investment Services News

Oxane Signs Three Global Investment Banks For Its Illiquid Credit Portfolio Management Solution

Fintech News Desk
by Fintech News Desk0
Banks look to improve data transparency and portfolio management processes with digitalisation projects Oxane Partners, a leading technology-driven solutions provider to private markets, announced signing three bulge bracket investment banks across the US and Europe for its illiquid credit portfolio management solution – Oxane Panorama. With more than $200 billion......
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