Strategic Financial Solutions NY

WEALTH MANAGEMENT

Bambu | September 21, 2022

Bambu, a global wealth technology provider, today announced the launch of their Wealth Management Predictive Planning solution for Microsoft Cloud for Financial Services and Microsoft Dynamics 365 Sales. The service will enable Relationship Managers (RMs), Financial Advisors, Agents and firms in the financial sector to identify and prioritize their clients' needs through predictive analytics, empowering them to make informed financial decisions for the future. To build and sol...

INVESTMENTS

PineBridge Investments | June 07, 2022

Global asset manager, PineBridge Investments Ireland Ltd., has announced that it has been appointed as the investment manager for the Parentum PineBridge Latin America Corporate Bond, a UCITS fund domiciled in Luxembourg. PineBridge has also partnered with Administradora General de Fondos Security S.A. (AGF Security) to manage the day-to-day portfolio of over $4 billion. Pine Bridge specializes in active, high-conviction investing. The UCITS fund was established on July 5th, 2016 ...

Wall Street | February 27, 2020

Wall Street’s main indexes tumbled nearly 2% on Thursday and confirmed a correction that began last week, as the rapid spread of the coronavirus outside China intensified fears about the hit to economic growth and corporate earnings. At session lows, the S&P 500 and Nasdaq were down more than 10% from their intraday record highs hit on Feb. 19, while the Dow Jones Industrials was 10% off its Feb. 12 peak. The indexes were set for their steepest weekly pullback since the global financia...

FINTECH

Sensibill | September 28, 2021

Sensibill, the only customer data platform designed specifically for the financial services industry, today announced the launch of its Invoice Extraction API. Sensibill has expanded its industry-leading extraction services beyond its Receipt Extraction API to include invoices, offering another source of customer data for financial services companies. Sensibill’s advanced invoice extraction solution enables small businesses to upload paper and digital invoices seamlessly and...