Search Results for: Portfolio Managers

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Best Tools For Portfolio Managers

Pooja Choudhary
by Pooja Choudhary0
Product portfolio management tools provide a quick overview of all products, facilitating organization and analysis. This management software monitors a product’s growth prospects and operational risk, allowing you to determine which products to keep and which to eliminate. In this article, we will highlight the top eight portfolio management tools......
Broadridge Teams with OpenFin to Offer Enhanced Digital Workspace for Portfolio Managers and Traders
Fintech Investments News

Broadridge Teams with OpenFin to Offer Enhanced Digital Workspace for Portfolio Managers and Traders

Fintech News Desk
by Fintech News Desk0
Asset managers to benefit from flexible workspaces and intuitive workflows Enhancing the productivity and efficiency of its trading and portfolio management solution for its asset management clients globally, Broadridge Financial Solutions, Inc., a global Fintech leader, announced it will utilize OpenFin’s operating system for financial desktops. With this new digital workspace solution,......
BondIT Offers Remote Features to Support Portfolio Managers and Financial Advisors Working From Home
Fintech News

BondIT Offers Remote Features to Support Portfolio Managers and Financial Advisors Working From Home

Fintech News Desk
by Fintech News Desk0
BondIT, an independent portfolio construction technology provider for fixed income, announced the ramping up of its remote working features to support portfolio managers and financial advisors working from home. The BondIT team of 30 engineers are engaged and ready to consult and to support any financial institution or advisory firm......
Equity Analysts and Portfolio Managers Gain Unrivaled Access to Transactional Data Through ARM Insight’s New Research Tool – Enlightmint
Business Fintech News

Equity Analysts and Portfolio Managers Gain Unrivaled Access to Transactional Data Through ARM Insight’s New Research Tool – Enlightmint

Fintech News Desk
by Fintech News Desk0
Empirical Data from Millions of Card Transactions Illustrates Consumer Spending Trends Consumer Transaction Data is Directly Sourced, Safe and Statistically-Accurate – Ensuring Complete Compliance to Privacy Mandates Self Service-Portal Can Be Tailored to Specific Companies, Tickers or Industries ARM Insight, the leading provider of actionable insights from financial data, announced......
Enfusion Introduces the Next Phase of Portfolio Workbench, Empowering Asset Managers with Increased Efficiency and Flexibility
Investment Services News

Enfusion Introduces the Next Phase of Portfolio Workbench, Empowering Asset Managers with Increased Efficiency and Flexibility

Business Wire
by Business Wire0
New Portfolio Management Features Elevate Experiences for Asset Managers with Advanced Portfolio Construction, Rebalancing, and Integration with Third-party Optimizers Enfusion, a leading provider of software-as-a-service (SaaS) solutions for investment managers, announced the release of the next phase of Portfolio Workbench, bringing even more powerful portfolio rebalancing and construction features to......
Bloomberg FXGO adds Supplementary Cost Analysis Tool
Fintech News Risk Management

Vega Investment Managers Selects Bloomberg for Integrated Portfolio Analytics and Risk Management

Fintech News Desk
by Fintech News Desk0
VEGA Investment Managers, the wealth management specialist of Natixis and Groupe BPCE, the second largest banking group in France, has adopted Bloomberg PORT Enterprise, Bloomberg’s advanced Portfolio and Risk Analytics solution, which delivers market-leading risk and attribution models, and detailed portfolio analytics. Read More: Gateway Promotes Kelly Stewart to Vice President,......
Osyte Raises $4 Million to Drive AI-Powered Investment Automation and Optimization for Multi-Asset Portfolios
Fintech Investment Services News

Osyte Raises $4 Million to Drive AI-Powered Investment Automation and Optimization for Multi-Asset Portfolios

PR Newswire
by PR Newswire0
Funding led by Moneta Ventures, and includes participation from Fintech investors SixThirty Ventures, Altari Ventures, Tacoma Venture Fund, and Sigmas Group Family Office. Osyte (pronounced O-Sight), developers of an AI-powered multi-asset portfolio management technology, announced the closing of its $4 million seed round. This additional capital will enable Osyte to expand......
Clearwater Analytics Announces Integration with Snowflake to Enable Data Collaboration and AI Capabilities for Asset Managers
Artificial Intelligence Finance Fintech News

Clearwater Analytics Announces Integration with Snowflake to Enable Data Collaboration and AI Capabilities for Asset Managers

Business Wire
by Business Wire0
Integration with Snowflake Will Enable Clients to Access Investment Data at Speed and Scale Clearwater Analytics, a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced a new integration with Snowflake, the AI Data Cloud company, to radically simplify how institutional asset managers and asset......
Talos Unveils New Portfolio Management System for Digital Assets
Finance Fintech News Trading

Talos Unveils New Portfolio Management System for Digital Assets

PR Newswire
by PR Newswire0
Integration with OEMS Delivers Full Investment Lifecycle Platform Talos, the premier provider of institutional trading technology for digital assets, today announced the launch of its new Portfolio Management System (PMS), seamlessly integrating all of its portfolio management tools with its flagship order and execution management system (OEMS). This new offering......
SS&C Bolsters Alternatives Data Aggregation for Wealth Managers
Artificial Intelligence Finance

SS&C Bolsters Alternatives Data Aggregation for Wealth Managers

PR Newswire
by PR Newswire0
SS&C Technologies Holdings, Inc. today announced the broad rollout of SS&C Accord, an AI-enabled service to help wealth managers aggregate and validate their customers’ alternative investment data. Powered by proprietary technology, SS&C Accord leverages SS&C’s wealth management and alternative investment fund administration expertise to help advisors aggregate and process siloed data across......
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