Tag : portfolio management

TPG and TA Associates to Acquire Planview from Thoma Bravo for $1.6 Billion
Fintech News

TPG and TA Associates to Acquire Planview from Thoma Bravo for $1.6 Billion

Fintech News Desk
by Fintech News Desk0
Investment from leading technology investors will accelerate company’s vision as a global leader in Agile and PPM for enterprises TPG Capital, the private equity platform of global alternative asset firm TPG, and TA Associates, a leading global growth private equity firm, today announced that they have signed a definitive agreement......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Business Fintech News

New ‘Playbook Portfolios’ Will Revolutionize How Financial Advisors Do Business

Fintech News Desk
by Fintech News Desk0
First-of-kind solution, available exclusively on the Oranj platform, brings portfolios built by independent fiduciary strategists — with no overlay fees — to advisors focused on meeting client needs in challenging times Oranj, a software platform that helps financial advisors streamline portfolio management and client service, today announced that Playbook Portfolios......
Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū
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Portfolio BI Wins Best Trading Technology at the AltCredit Fund Intelligence US Awards

Fintech News Desk
by Fintech News Desk0
Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, today announced that it was named as the Best Trading Technology by AltCredit in its AltCredit US Services Awards. “Portfolio BI OMS enables Portfolio Managers, Traders, Compliance, and Operations to......
Broadridge Names Edmund Reese Chief Financial Officer
Fintech News

PAG Chooses Broadridge to Modernize Portfolio Management Technology, Bolster Private Debt Operations

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, announced that PAG, one of the world’s largest Asia-focused investment groups, has chosen Broadridge as a cloud-based portfolio management technology provider. The enhancement will support PAG’s capabilities for its private debt operations. Read More: Game on: Ally Leans Into Gamification to Combat Falling Financial Literacy......
xQuant Named to 2020 IDC FinTech 100 Rankings
Fintech Investment Services News Risk Management

xQuant Named to 2020 IDC FinTech 100 Rankings

Fintech News Desk
by Fintech News Desk0
xQuant, a leading multiple-asset trade processing, portfolio management and risk analytics system and services provider for capital markets and investment management communities in China, announced that it has ranked No. 94 on the 2020 IDC FinTech 100 Rankings, one of the most comprehensive rankings in the financial services industry.  It is the first......
Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū
Business Fintech News

Portfolio BI Awarded Best Data Management Solution 2020

Fintech News Desk
by Fintech News Desk0
Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, today announced that it has been named as the best data management solution by HFM Week in the HFM US Services Awards 2020. Read More: AppZen Launches Mastermind Analytics to......
Solovis Virtual Client Conference Attracts Record Turnout from Top Asset Owners and Allocators and Showcases Expanded Value with Nasdaq
Fintech Investment Services News

Solovis Virtual Client Conference Attracts Record Turnout from Top Asset Owners and Allocators and Showcases Expanded Value with Nasdaq

Fintech News Desk
by Fintech News Desk0
Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, announced record turnout for its annual client conference, kicking off August 25, 2020 and running all week in a virtual environment. Representatives from some of the country’s largest, most innovative endowments, foundations, pension funds,......
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TPT Retirement Solutions Selects Charles River for Portfolio Management and Risk

Fintech News Desk
by Fintech News Desk0
TPT Retirement Solutions, a leading £12 billion workplace pension scheme in the UK, has selected the Charles River Investment Management Solution (Charles River IMS) to manage their multi-asset pension portfolios on one platform. The investment team will use Charles River IMS and Charles River Investment Book of Record (IBOR) for......
Investment Services News

Owl Rock Appoints Alexis Maged As Head of Credit and Jeff Walwyn As Head of Non-Tech Underwriting

Fintech News Desk
by Fintech News Desk0
Owl Rock Capital Partners (“Owl Rock”), a leading alternative asset manager, announced today the appointments of Alexis Maged,­­­ as Head of Credit, and Jeff Walwyn, as Head of Non-Tech Underwriting. Maged and Walwyn will assume their new roles effective immediately. Douglas Ostrover, Marc Lipschultz and Craig Packer, Co-Founders of Owl Rock Capital Partners, said:......
Pinnacle Bank Adds Teslar Software to Improve Lending Relationships with Service and Insights
Business Fintech News

Armor Bank Selects Teslar Software to Support Significant Growth

Fintech News Desk
by Fintech News Desk0
Bank Chooses Advanced Platform to Streamline and Improve Commercial Lending Process Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced that Armor Bank has selected their platform to improve processes, boost efficiencies and better scale. Forrest City, Ark.-based Armor Bank......
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