Search Results for: client portfolio

PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios
Capital Markets News

PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios

PR Newswire
by PR Newswire0
Exclusive online loan marketplace, powered by Community Capital, will expand client loan market access and liquidity management PNC FIG Advisory, part of PNC Capital Markets LLC, announced an expansion to its client offerings through the introduction of PNC Asset Exchange, an online loan resource and marketplace for financial institutions. PNC Asset......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance
Fintech News Risk Management

Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance

Fintech News Desk
by Fintech News Desk0
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the availability of a series of Schwab Model Portfolios to advisors on the Riskalyze platform. Read More: Introducing Varo Advance: Instant Cash Access up to $100 “Years of research and expertise went into the......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Fintech News

iCapital Network Divests Right to Acquire Private Client Group to AlphaCore and Takes Ownership of Portfolio and Risk Analytics Tool

Fintech News Desk
by Fintech News Desk0
Tool to further enhance iCapital’s alts technology toolkit to help financial advisors assist their clients in analyzing and managing alternative investments iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced today that as part of the......
AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age
Business Fintech News

AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age

Fintech News Desk
by Fintech News Desk0
Interactive, Zoom-Ready Advice Delivery and Client Review Tools Deepen Advisor-Investor Interactions and Trust  AssetMark (NYSE: AMK) today announced two new digital capabilities, its enhanced Client Proposal and new PortfolioReview tools, to help financial advisors drive deeper advisor-client interactions in their digital journey. With the new ability to present client proposals and......
PortfolioAid and VigilantCS Form a Strategic Compliance Technology Partnership to Tackle Client-Focused Reforms (CFRs)f
Business Fintech News

PortfolioAid and VigilantCS Form a Strategic Compliance Technology Partnership to Tackle Client-Focused Reforms (CFRs)f

Fintech News Desk
by Fintech News Desk0
Canadian RegTech solution providers, PortfolioAid and VigilantCS, have formed a strategic partnership to help Canada’s wealth management industry tackle client-focused reforms (CFRs) with award-winning technology. Under CFR, firms must comply with new conflict of interest provisions by June 30, 2021, and new KYP/KYC suitability obligations by Dec. 31, 2021. Read......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Fintech Funding Investment Services News

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

Fintech News Desk
by Fintech News Desk0
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the launch of a series of model portfolios available to advisors through the Envestnet Fund Strategist Network (Envestnet). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes of Virtual Data......
New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios
Fintech InsurTech Investment Services News

New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios

Fintech News Desk
by Fintech News Desk0
Lincoln Financial Group announced that it will launch the next generation of its Lincoln AssetEdge Variable Universal Life (VUL) insurance offering on June 15. As many investors are faced with the dilemma of staying invested in the market during a time of elevated volatility, AssetEdge VUL (2020) features three new indexed accounts......
Featured Fintech Investment Services Investments Technology

Unified Managed Accounts (UMAs) and Their Role in Modern Portfolio Management

Fintech Staff Writer
by Fintech Staff Writer0
Unified Managed Accounts (UMAs) have emerged as a pivotal innovation, revolutionizing the way advisors and investors approach portfolio management. The evolution of UMAs reflects a broader trend towards consolidation, efficiency, and customization in the wealth management industry, meeting the increasing demands for personalized financial solutions. The Origins of Unified Managed......
FactSet-Unveils-Intelligent-Platform-Initiative-to-Supercharge-Client-Workflows
Finance Fintech News

FactSet Unveils Intelligent Platform Initiative to Supercharge Client Workflows

GlobeNewswire
by GlobeNewswire0
Introducing a Platform-Level GenAI Search Agent for Buy- and Sell-Side Clients FactSet, a global financial digital platform and enterprise solutions provider, announced its Intelligent Platform initiative, introducing the integration of conversational AI at the platform level. The Intelligent Platform will connect an enhanced FactSet Mercury, the company’s conversational knowledge engine,......
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