Moody’s Analytics is named the Data Provider of the Year category by the 2019 Regulation Asia Awards for Excellence. FinancialForce was named a Leader in G2’s latest reports for Professional Services Automation.
Artivest’s open-architecture digital platform will bring its alternative solutions to MacKay’s financial advisors and qualified high-net-worth investors. Totum Risk™ integrates its risk scoring technology within the Client Portal of Orion Advisor Technology. LifeYield integrates with Orion Advisor Tech to help advisors minimize their clients’ taxes and maximize their after-tax returns. OpenFin raised $5m in Series C funding.
Hearsay Systems released an automated compliance supervision solution specifically for text messaging to proactively protect firms from financial service and telecommunication industry requirements. Advicent has launched NaviPlan 19.3, to help advisers deliver more accurate health care projections. Castle Hall launched the DiligenceExpress service enabling investors, asset managers and industry service providers to review and monitor diligence information.
Moody’s Analytics has won the Data Provider of the Year category at the 2019 Regulation Asia Awards for Excellence. They earned this recognition for the Moody’s Analytics Data Alliance and for Orbis, from Bureau van Dijk, a Moody’s Analytics company.
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MacKay Municipal Managers™, the municipal bond team of MacKay Shields LLC, will harness Artivest’s open-architecture digital platform to bring its alternative solutions to financial advisors and qualified high-net-worth investors. MacKay seeks to capitalize on opportunities in the municipal bond market, including the mispricing of securities, in order to provide income-oriented investors with attractive after-tax total returns.
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Hearsay Systems, a digital communications and workflow solutions for the financial services industry, has released an automated compliance supervision solution specifically for text messaging to proactively protect firms from financial service and telecommunication industry requirements. This solution leverages industry-specific keyword lexicons powered by Hearsay’s compliance platform with an artificial intelligence-powered risk meter.
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OpenFin, a NYC-based provider of an operating system (OS) of finance, raised additional $5m in funding.
HSBC has joined Bain Capital Ventures, Barclays, CME Ventures, DRW Venture Capital, J.P. Morgan, NYCA Partners, Pivot Investment Partners, and Wells Fargo in Series C financing, bringing the total amount raised in this round to $22m and total funding to date to $45m.
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FinancialForce, an Enterprise Professional Services Automation (PSA) and the only customer-centric ERP (CCERP) cloud solution, has been named a Leader in G2’s latest Main (overall market) Grid, Enterprise Grid, Mid-Market Grid, Small Business Grid and Momentum Grid reports for Professional Services Automation. G2 recognized FinancialForce for its extremely high customer satisfaction scores and its large market presence.
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Advicent has launched NaviPlan 19.3, to help advisers deliver more accurate health care projections.
These forecasts can be delivered in two ways. The first is through the new NaviPlan Guided Retirement tool. This is a two-minute guided workflow that is designed to demonstrate the adviser’s value. The second is the comprehensive planning experience of the NaviPlan financial planning platform. Both approaches provide insight into how health care expenses impact an investor’s retirement spending.
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Totum Risk™, an Investment Life Scoring Tool that focuses on facts over feelings, announced the integration of its risk scoring technology within the Client Portal of Orion Advisor Technology, LLC, a division of Orion Advisor Solutions and the premier provider of financial advisor technology and investment solutions.
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Castle Hall, the Due Diligence Company, launched DiligenceExpress, a completely free of charge service enabling investors, asset managers and industry service providers to review and monitor diligence information on more than 19,000 registered investment advisors and 62,000 private funds.
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LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced a new integration with Orion Advisor Tech, a division of Orion Advisor Solutions and the premier provider of financial advisor technology and investment solutions, helping advisors minimize their clients’ taxes and maximize their after-tax returns. LifeYield’s integration draws on Orion’s client data to generate financial analytics highlighting opportunities to reposition assets for greater household tax efficiency.
Find details here.
