financial management - FinTecBuzz

Former Fund Manager from Haitong International Asset Management Joins Singularity Financial Executive Team

PRNewswireJanuary 30, 20204 min

Singularity Financial Limited (“SFL”), Hong Kong’s leading financial and technology marketplace, announced today that Dr. Mark Chen, former fund manager and research head of alternative investment from Haitong International Asset Management Limited, joined the company as a co-founder and director to lead the company’s green finance and ESG efforts. Mark has over 20 years of experience in asset management, macro analysis, equity/bond research, and financial reporting. He has a PhD in Accounting and Finance from The Hong Kong Polytechnic University...

Investments

Phoenix American Financial Services Announces New Client Partnership with LaSalle Investment Management

FTB News DeskJanuary 13, 20204 min

Phoenix American Financial Services, Inc. (“Phoenix“) is pleased to announce its new client partnership with LaSalle Investment Management (“LaSalle”) to support their new 1031 platform of products. Phoenix will support LaSalle with its advanced proprietary transfer agent system, STAR-XMS, and industry leading investor services platform, which combines advanced technology, a focus on customer service and decades of experience with the unique operational requirements of real estate funds and 1031 exchange funds. With the growing variety and sophistication...

Asset Management

Oranj Launches Real-Time Notifications on Its Wealth Management Platform for Financial Advisors

PRNewswireSeptember 26, 20197 min

Summer interns supervised by tenured software engineers show how new, emerging talent can be applied to financial technology applications

Risk Management

HooYu Joins the Industry’s First Financial Crime Management Ecosystem

PRNewswireSeptember 9, 20194 min

Partnering with the X-Sight Marketplace, HooYu is a leader in customer on-boarding and identity confirmation using ID document verification, biometrics, and digital footprint analysis

P2P Lending

ClearStructure Financial Technology Named Best Portfolio Management System at the Alt Credit US Provider Awards

FTB News DeskFebruary 23, 20194 min

ClearStructure Financial Technology, a leading provider of award-winning portfolio-management solutions used by investment firms including hedge funds, traditional asset managers, private equity, private debt, administrators, and CLO managers, today announced that it has been recognized as the “Best Portfolio Management System.” This award was granted at the Alt Credit US Services Awards 2019 for the third year in a row. ClearStructure Financial Technology’s Sentry PM offers unsurpassed scope in web-based, front-to-back office, multi-asset, multi-currency solutions....

Banking

F2 Strategy appoints Jay Halbert as Chief Financial Officer

BusinessWireApril 17, 20245 min

Firm bolsters leadership team with the addition of Halbert and promotion of Martha Blenkush to chief of staff

Insurance

Hakkōda 2024 Financial Services & Insurance State of Data Report

PRNewswireApril 17, 20247 min

Hakkoda, a cloud data engineering consultancy specializing in Snowflake, released its 2024 Financial Services & Insurance State of Data Report, surveying 145 director to CEO level data leaders from large financial services and insurance (FSI) organizations. Artificial intelligence is poised to disrupt the financial services and insurance industry in a significant way in the next three years, with 97% of FSI organizations indicating that they believe generative AI will be important to their success within...

Insurance

LifeWallet FY & Q4 2023 Financial Results Released

GlobeNewswireApril 15, 202414 min

MSP Recovery, Inc. d/b/a LifeWallet (“LifeWallet,” or the “Company”), a Medicare, Medicaid, commercial, and secondary payer reimbursement recovery and technology leader, announced financial results for the fiscal year and fourth quarter ended December 31, 2023. Highlights The Company announced a comprehensive settlement with 28 affiliated property and casualty insurers (“P&C Insurers”) that, in addition to settling existing claims, establishes a going-forward process to collaboratively and timely resolve future claims. The Company furthered its litigation and...

Compliance & Scoring

Pineapple Financial Inc. introduces Doc Genius for PineappleONE

PRNewswireApril 12, 20245 min

Pineapple Financial Inc., a tech-focused mortgage brokerage with an integrated network of partner brokerages and agents across Canada, announced the launch of Doc Genius, an intuitive, end-to-end document management system that seamlessly connects the highly-secured client portal to the deal conditions in the PineappleONE mortgage application, thereby streamlining the entire process. “Doc Genius unlocks game-changing efficiency by automatically selecting the right conditions and lender requirements, saving time for Mortgage Brokers and clients,” said Kendall Marin, Pineapple...

Investments

Fortis Capital Advisors acquires ClearPath Financial, LLC

PRNewswireApril 10, 20243 min

Fortis Capital Advisors, a rapidly growing RIA based in the Kansas City area, announced that it continues to expand its national footprint with the acquisition of Chicago, Illinois based firm ClearPath Financial, LLC. As a native of the suburbs of Chicago, I couldn’t be more excited about the acquisition of ClearPath,” said Fortis Capital CEO, Rob Hagg. “Stan Nieminski built an amazing business that continues to grow with his daughter Jessica. The companies’ philosophies align with an emphasis on strong...

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