Donor managed investment account

Clearwater Analytics Announces the Winners of its Customer Awards Program

Retrieved on:

Mercredi, septembre 20, 2023

Clearwater Analytics, Software as a service, Service provider, Accounting, Arch Capital Group, AUM, Risk, Growth, Donor managed investment account, Principal, NYSE, Sales

BOISE, Idaho, Sept. 20, 2023 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the winners of its Client Awards at Clearwater Connect 2023. Clearwater's Client Awards highlight individuals, teams, and firms that have achieved growth, operational excellence, transformations and more with Clearwater's award-winning investment accounting platform.

Key Points:

BOISE, Idaho, Sept. 20, 2023 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the winners of its Client Awards at Clearwater Connect 2023.
Clearwater's Client Awards highlight individuals, teams, and firms that have achieved growth, operational excellence, transformations and more with Clearwater's award-winning investment accounting platform.
The winners of this year's Clearwater Connect 2023 Client Awards are:
Clearwater is recognizing these individuals for their expert-level knowledge using Clearwater's technology.
Clearwater is honoring these firms for driving successful solutions to market while enabling clients to scale and grow quickly.

HarbourVest Partners Appoints Javier Rodriguez as a Managing Director

Retrieved on:

Jeudi, mai 11, 2023

HarbourVest Partners, the global private markets investment specialist, today announced the appointment of Javier Rodriguez as a managing director and Head of Client Operations.

Key Points:

HarbourVest Partners, the global private markets investment specialist, today announced the appointment of Javier Rodriguez as a managing director and Head of Client Operations.
In this newly created role, Rodriguez will oversee the cross-functional integration of the Firm’s Client Experience, Investment Accounting, Treasury, Portfolio Analytics, and Performance Measurement teams.
“We are excited to welcome Javier to HarbourVest,” said John Toomey, Managing Director at HarbourVest Partners.
Most recently he was a Managing Director, and head of RIA Custody Operations and Client Experience.

GiveSmart Honored by Annual TrustRadius Top Rated Awards

Retrieved on:

Mercredi, mai 10, 2023

Human, Blog, Donor managed investment account, Organization, School, Star Awards for Top Rated Drama Serial, Research, Bias, Management

OAKBROOK TERRACE, Ill., May 10, 2023 /PRNewswire/ -- GiveSmart by Community Brands, the leading fundraising and donor management system for nonprofits and schools today announced it has been recognized by the 2023 TrustRadius Awards as a Top Rated product in the Nonprofit Fundraising, Donor Management, and Nonprofit CRM categories.

Key Points:

Now in its eighth year, the TrustRadius Top Rated Awards is a leading award program spotlighting the best in B2B technology products.
"We are thrilled that our customers once again have shared how much GiveSmart positively impacts their missions," said Steve Greanias, General Manager at GiveSmart.
"GiveSmart has won Top Rated Awards in Nonprofit Fundraising, Donor Management, and Nonprofit CRM," said Megan Headley, VP of Research at TrustRadius.
Every user and review is verified with stringent fraud protection, allowing the TrustRadius Top Rated awards to reflect the true voice of the market.

TeraWulf Announces Beneficial Debt Modifications and Approximately $32 Million of New Equity Proceeds

Retrieved on:

Jeudi, février 2, 2023

Public Equity Offering: today, the Company announced the pricing of an underwritten follow-on offering of common stock (the “Offering”) for gross proceeds of $25 million, before deducting underwriter discounts and commissions and offering expenses.

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Public Equity Offering: today, the Company announced the pricing of an underwritten follow-on offering of common stock (the “Offering”) for gross proceeds of $25 million, before deducting underwriter discounts and commissions and offering expenses.
The Offering is expected to close on or about February 6, 2023, subject to the satisfaction of customary closing conditions.
Other Equity Proceeds: the Company announced it has received approximately $4.25 million in proceeds from the exercise of certain private placement warrants issued in December 2022 and a non-brokered private placement of equity securities on terms substantially similar to the Offering.
The net equity proceeds, together with the expected proceeds from the exercise of the underwriters’ option to purchase additional shares, are expected to fulfill requirements of the beneficial debt restructuring.

WeLab Bank Launches GoWealth and Becomes Asia's 1st Purely-digital Bank to Launch Digital Wealth Advisory Solution

Retrieved on:

Jeudi, juillet 7, 2022

HONG KONG, July 7, 2022 /PRNewswire/ -- WeLab Bank (or "the Bank"), the virtual bank dedicated to curating intelligent banking experience, announced that it had become Asia's 1st purely-digital bank independent of traditional banking groups in major Asian markets to launch digital wealth advisory solution1as its GoWealth Digital Wealth Advisory (GoWealth) rolled out to market today. Over the two-month trial period, the innovative solution achieved a satisfactory result in the goal-setting flow for over 65,000 visitors. 70% of reviewers expressed that they were looking forward to the official product launch. GoWealth combines the fintech strength of WeLab Bank with the investment expertise of Allianz Global Investors (AllianzGI), one of the world's leading asset management firms, empowering customers to reach their financial goals on "autopilot" with an end-to-end approach.

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Understanding these pain points, WeLab Bank is determined to digitalize and democratize wealth advisory through GoWealth.
On this occasion, by launching GoWealth, we are proud to become Asia's 1st purely-digital bank to launch a digital wealth advisory solution1.
WeLab Bank trail-blazes digital wealth management services through GoWealth, backed by its fintech experience and AllianzGI's investment management expertise.
Welab Bank Limited ("WeLab Bank" or the "Bank"), is a homegrown virtual bank licensed by the Hong Kong Monetary Authority ("HKMA").

GiveSmart Report Provides Insight into the State of Fundraising and Technology

Retrieved on:

Mercredi, juin 8, 2022

K-12, Goal, CRM, Research, School, LinkedIn, Donor managed investment account, Organization, Solution, Multimedia, Technology, Adoption, Foundation, Twitter, Virtual event, Efficiency, View, Management

KNOXVILLE, Tenn., June 8, 2022 /PRNewswire/ -- GiveSmart by Community Brands, the industry's leading fundraising software for nonprofits and schools, recently released insights into the state of technology and fundraising based on its recently concluded research study. Results showed immense opportunities for nonprofits to improve donor experience and better support their staff with technology adoption.

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According to 95% of respondents, technology will play an integral part in meeting their 2022 fundraising goals.
Nine out of ten respondents working for organizations and schools that adopt technology early report better knowledge of their donors.
"Our research shows a correlation between modern technology, successful fundraising, and organizational efficiency," said Steve Greanias, GiveSmart General Manager.
During the spring, Community Brands announced a consolidation of GiveSmart, MobileCause and SimplyFundraising CRM into one powerful fundraising management platform.

Community Brands Collects 7 TrustRadius Top Rated Awards

Retrieved on:

Jeudi, mai 12, 2022

KNOXVILLE, Tenn., May 12, 2022 /PRNewswire/ -- Community Brands, the leading provider of cloud-based software and payment solutions for associations, nonprofits, and K-12 schools, earned seven 2022 Top Rated Awards from TrustRadius with multiple accolades for both its GiveSmart® and MIP Fund Accounting® brands.

Key Points:

KNOXVILLE, Tenn., May 12, 2022 /PRNewswire/ -- Community Brands, the leading provider of cloud-based software and payment solutions for associations, nonprofits, and K-12 schools, earned seven 2022 Top Rated Awards from TrustRadius with multiple accolades for both its GiveSmart and MIP Fund Accounting brands.
"These awards are based directly on feedback from their customers," said Megan Headley, VP of Research at TrustRadius.
MIP Fund Accounting, the nation's leading nonprofit cloud-based, SaaS fund accounting software, took a trio of Top Rated Awards for Nonprofit Accounting, Accounts Payable, and Expense Management.
Since 2016, the TrustRadius Top Rated Awards have become the B2B's industry standard for unbiased recognition of technology products.

Standish Management Enhances Client Service with Yardi Investment Manager

Retrieved on:

Lundi, mars 28, 2022

Donor managed investment account, Real estate, Element, Investment, Efficiency, Accounting, Financial services, Yardie

SANTA BARBARA, Calif., March 28, 2022 Real estate investment fund administrator Standish Real Estate (a division of Standish Management) will make it easier for its general partner clients to obtain timely investment information by adopting Yardi Investment Manager , a single connected platform that centralizes data and automates the management of capital calls and distributions.

Key Points:

SANTA BARBARA, Calif., March 28, 2022 Real estate investment fund administrator Standish Real Estate (a division of Standish Management) will make it easier for its general partner clients to obtain timely investment information by adopting Yardi Investment Manager , a single connected platform that centralizes data and automates the management of capital calls and distributions.
Yardi Investment Manager will complement Standish Real Estate's pre-existing use of Yardi Voyager and Investment Accounting, providing clients the efficiency of a fully integrated comprehensive real estate solution.
Yardi Investment Manager allows Standish Real Estate to provide their clients a branded portal for their investors that allows for secure, around-the-clock access to key investment metrics, capital activity and reports.
Learn how Yardi Investment Manager can help improve collaboration among real estate investment stakeholders.

Network for Good Receives G2 Annual “Best Software” Award

Retrieved on:

Vendredi, mars 18, 2022

Washington, DC, March 18, 2022 (GLOBE NEWSWIRE) -- Network for Good, a leading provider of fundraising software for small and mid-sized nonprofits , has been ranked amongst g2.coms Annual Best Software Award winners.

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Washington, DC, March 18, 2022 (GLOBE NEWSWIRE) -- Network for Good, a leading provider of fundraising software for small and mid-sized nonprofits , has been ranked amongst g2.coms Annual Best Software Award winners.
Network for Good, which was singled out as a G2 Best Small Business product, has previously been recognized as a Leader across several categories and is the Winter 2022 industry leader in the Fundraising Software category.
Recognition by the passionate fundraisers who use our software is the most important kind, said Network for Good Chief Product & Technology Officer Sean Zito.
Network For Good has recently joined Social Solutions, EveryAction, and CyberGrants to create the second-largest and fastest-growing social good software company in the world.

Colmore Makes Senior Hires in Sales, Accounting, and Data Solutions

Retrieved on:

Jeudi, janvier 20, 2022

Colmore, which was formerly a middle and back-office technology function of a global asset manager, strives to source talent from within the industry.

Key Points:

Colmore, which was formerly a middle and back-office technology function of a global asset manager, strives to source talent from within the industry.
Jordan Heetlandhas joined Colmore as a Senior Vice President and Head of North American Sales.
Henry Tranhas joined Colmore as a Senior Solution Architect to support Colmore's continued innovations with data and analytics, bringing over 20 years of experience in application development and data platform solutions.
The new hires are part of Colmore's and Preqin's endeavour to offer clients the best solutions across the private markets lifecycle.