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Service Provider News

November 30, 2021

Alternative Investment Exchange (AIX) Announces Integration with UMB Fund Services’ Systems

Alternative Investment Exchange (AIX) Announces Integration with UMB Fund Services’ Systems November 30, 2021 | Alternative Investment Exchange (AIX) Alternative Investment Exchange (AIX), an alternative investment technology firm that makes it easier for wealth managers and fund sponsors to do business in alternatives, announced the development of a direct data connection with UMB Fund Services…

November 30, 2021

UMB issues industry report on U.S. private debt market

UMB issues industry report on U.S. private debt market November 30, 2021 | UMB Fund Services The private debt market has come into its own over the past decade. Once a small and obscure asset class, the market’s meteoric rise has benefited from a low interest rate environment, institutional capital backing and heightened EBITDA valuations…

November 17, 2021

CAIS appoints Head of Data

CAIS appoints Head of Data November 16, 2021 | Hedgeweek Alternative investment platform CAIS has appointed George Davies, PhD, as its new Head of Data. Based in the Company’s New York office, Davies will report to Shane Williams, Chief Technology Officer. “We are delighted to welcome George to this newly created position,” says Williams. “George’s…

November 8, 2021

Wealth Engineering Deepens Its Exclusive Partnership With AIX

Wealth Engineering Deepens Its Exclusive Partnership With AIX November 8, 2021 | Alternative Investment Exchange The Wealth Engineering Family of Companies (WE) and Alternative Investment Exchange (AIX) today announced that they have deepened their long term partnership with the renewal of AIX as the exclusive provider of its alternative investment ecosystem for the WE network…

November 4, 2021

Dynamic Balance Sheet Modeling for Business Planning

Dynamic Balance Sheet Modeling for Business Planning September 21, 2021 | Jordan Taylor | UMB The pandemic has caused an abundance of uncertain times. It’s becoming repetitive to talk about, but it’s of major importance for the banking industry. At one point, it looked like things were getting back normal, but then a new variant…

November 1, 2021

Why Compliance Automation is a Priority for Wealth Management: 5 Good Reasons

Why Compliance Automation is a Priority for Wealth Management: 5 Good Reasons November 1, 2021 | SS&C As the world of data continues to expand exponentially, so do the challenges around compliance. Playing catchup isn’t a linear pursuit. Every day you lag behind costs you more than a day to make up. Our short whitepaper…

October 27, 2021

Three key considerations for a successful turnaround

Three key considerations for a successful turnaround August 6, 2021 | Ginny Housum Ginny Housum, senior vice president and workout specialist at UMB Bank, was recently recognized by the Turnaround Management Association (TMA) Minnesota for her work as trustee on a successful turnaround that included the stabilization and asset sale of a 90-unit senior care…

October 11, 2021

UMB Fund Services Launches Automated OCR Subscription and Tender Processing for Registered Closed-End Funds

UMB Fund Services Launches Automated OCR Subscription and Tender Processing for Registered Closed-End Funds October 11, 2021 | UMB Fund Services UMB Fund Services (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), today announces the launch of its automated optical character recognition (OCR) processing program. The technology enables faster, more accurate processing of handwritten…

October 7, 2021

CAIS Expands Independent Broker Dealer Relationships with Alts Education

CAIS Expands Independent Broker Dealer Relationships with Alts Education September 28, 2021 | Business Wire CAIS Expands Independent Broker Dealer Relationships with Alts Education CAIS IQ empowers financial advisors and home offices with personalized alternative investment education, insights, and data analytics CAIS, the leading alternative investment platform, today announced CAIS IQ is supporting independent broker…