The updated interface allows for automation, and streamlines insurance accounting and reporting processes
The system aims to deliver advanced analytics as a RaaS solution
Josh Monroe will oversee global sales, account management, marketing, customer success, solution engineering, and partnerships
In her work, Emily Gordy handles a wide range of compliance and enforcement issues affecting broker-dealers, fintech companies, investment advisers and investment companies
The service involves the curation of fund holdings data including regulated fund disclosures
Peter Tenggren will join forces with Lisa Shea as part of the firm’s solution management leadership team
The move aims to enhance the speed of trade processing ahead of the US markets shifting to a T+1 settlement cycle
Based in New York, he will report to Hazeltree CEO Stephanie Miller
