Tag : portfolio management systems

Percent Unveils PCTX, the Private Credit Electronic Trading Venue Built to Unlock Liquidity
Finance News Trading

Percent Unveils PCTX, the Private Credit Electronic Trading Venue Built to Unlock Liquidity

PR Newswire
The standalone institutional venue brings liquidity discovery, standardized loan-level data and privacy-preserving workflows to a private credit market projected to reach $3.4 trillion by 2030 Percent, the platform powering modern private credit markets through access, liquidity and data, unveiled PCTX, a standalone electronic trading venue purpose-built for institutional private credit.......
AppCrown Announces Turnkey Multi-Custodial Integration Capability for Salesforce Financial Services Cloud
Finance Fintech News

AppCrown Announces Turnkey Multi-Custodial Integration Capability for Salesforce Financial Services Cloud

Fintech News Desk
Turnkey Integrations between CRM with All Major Custodians AppCrown, the pioneer and a leading turnkey integration provider for wealth management systems and Salesforce CRM, has launched multi-custodial integrations for Salesforce Financial Services Cloud (“FSC”). Now, wealth management firms will be able to integrate custodial data (financial accounts, holdings, positions etc.,)......
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