FORT
LAUDERDALE, Fla., July 16,
2024 /PRNewswire/ -- Fintova Partners, a leading
technology and operations consultancy to investment management
organizations, today announced a partnership with
Cogendi, a renowned Fintech solution provider headquartered in
Paris, France that caters to
Family Office and Ultra High Net Worth Individual (UHNWI)
clients. Through this agreement, Fintova Partners becomes
the exclusive distributor of Cogendi's innovative portfolio
reporting platform in the Americas.
Addressing a Critical Need
"Family Offices, UHNWIs, and their wealth managers often
struggle with inflexible reporting tools when it comes to bringing
together liquid and illiquid investments. Cogendi provides the most
flexible dashboard and reporting solution for multi-asset class
portfolios," said Guillaume Velut, CEO of Cogendi. "The
partnership with Fintova Partners is a strategic move for Cogendi.
Our solution has empowered global investors for over two decades,
and we're excited to extend that reach to Family Offices across the
Americas. Fintova Partners' proven track record in investment
management technology, extensive network, and collaborative
approach make them the ideal partner to bring Cogendi's benefits to
this significant market."
"We're committed to empowering clients through the use of robust
data-driven capabilities and tools," said Thalius Hecksher,
Managing Partner of Fintova Partners. "Cogendi addresses a key
challenge for UHNWIs and their family offices, delivering a
user-friendly platform to better manage their entire investment
portfolio. Their application of generative AI is particularly
impressive, adding fresh contextual insights and rich commentary to
an already extensive portfolio dataset. This is a real game-changer
for the industry, and it's only the beginning."
Cogendi: Untangling Your Portfolio with the #1
Family Office Reporting Solution
Cogendi's platform offers a comprehensive suite of features,
including:
- Covers all asset classes and portfolio structures.
- Enables agile portfolio engineering, including aggregations and
carve-outs.
- Provides robust investment analytics, including modeling,
forecasting, and AI enhancements.
- Creates amazing dashboards and rich reporting, including for
fully branded client portals.
- Facilitates seamless data integration.
- Delivers a fully personalized web solution accessible from
anywhere.
About Fintova Partners
Fintova Partners is a leading consultancy providing strategic
advisory, technology, risk management, and operations
services to investment management firms, fintechs, and other
financial institutions. The firm's accomplished professionals
leverage their extensive industry experience to help clients
navigate the complexities of the financial services
landscape, optimize the investment management
lifecycle, and achieve their business goals.
About Cogendi
Cogendi is a renowned Fintech solution provider from
Paris, France, with over 25 years of
experience. Their user-friendly platform offers a unique
combination of flexibility, customization, and powerful
analytics designed to streamline wealth management for family
offices and UHNWIs.
Media Contact(s):
Fintova Partners
Thalius Hecksher
press@fintovapartners.com
+1 833 346 8682 x802
Cogendi
Cathy Hornby
ch@cogendi.com
+33 1 41 91 75 75
View original content to download
multimedia:https://www.prnewswire.com/news-releases/fintova-partners-and-cogendi-join-forces-to-empower-family-offices-across-the-americas-302198393.html
SOURCE Fintova Partners