Category : Investment Services

Fintech Investment Services News

Omnira Software Expands Its Industry-Leading Suite to Enhance Portfolio Analysis and Augmented Reserves Management Capabilities

PR Newswire
Omnira Software, one of the fastest-growing providers of planning, reserves management, and data insights solutions, is pleased to announce a strategic partnership with PDQ Decisions™, a portfolio optimization expert and reserves management solutions provider, to distribute the PDQportfolio™ and PDQreserves™ software globally. In line with its mission to help oil......
Fintech Investment Services News

Apex Fintech Solutions and Advyzon Expand Strategic Partnership With Advyzon Investment Management (AIM)

Business Wire
• Designed to provide an advisor-centric solution that reduces administrative tasks Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, and Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, are thrilled to announce the expansion of their strategic partnership focused......
Fintech Investment Services News

ACERA Taps Clearwater Analytics to Transform Data Validation and Simplify Total Plan Reporting

Business Wire
Clearwater Analytics, a leading worldwide provider of investment management, accounting, reporting, and analytics solutions, has been chosen by the Alameda County Employees’ Retirement Association (ACERA) to provide data validation, shadow book of record accounting, and total plan reporting across its entire investment portfolio, including its alternative assets. Public pension funds......
Fintech Investment Services News

CAIS Unveils Enhanced Trade Solution to Streamline Investment Experience, Accelerating Advisor Adoption of Alternatives

Business Wire
Enhanced trade solution to lay foundation for more streamlined investment experience, removing operational barriers CAIS, the leading alternative investment platform for independent financial advisors, unveiled a series of new trade capabilities that will be made available to the over 2,000 wealth management firms that utilize the CAIS alts operating platform.......
Fintech Investment Services News

Fintica AI and Legend Arb of Hong Kong Announce Strategic Investment and Partnership

PR Newswire
Fintica AI Ltd, a leading innovator in next-generation AI solutions for capital markets, and Legend Arb Trading Limited, a Hong Kong-based proprietary trading firm with a global footprint across major financial hubs such as Shanghai, Taiwan, and Singapore, have announced a strategic investment and partnership. Through this collaboration, Legend Arb has made a strategic......
Fintech Investment Services Investments News

Hedge Funds Harnessing Sell-Side Intelligence To Augment Their Own Internal Research Using Navatar, Built For Salesforce

GlobeNewswire
Traders talk to salespeople at banks and brokerages every day. They gather a lot of valuable information from these interactions, most of which is never saved. Savvy hedge fund managers are now beginning to capture all of this information to create intelligence that augments their own internal research in informing......
Investment Services News

amana Introduces amanainvest: A Zero-Fee Solution for Effortless, Automated Wealth Building

GlobeNewswire
amana, a leading neobroker in the MENA region, introduces amanainvest, an automated wealth-building product designed for all experience levels. It allows clients to invest effortlessly in line with individual financial goals and risk preferences in a true ‘set it and forget it’ model. With zero management or subscription fees, amanainvest sets a new......
Cloud Fintech Investment Services News

Anodot Partners with OpenOps to Add No-code Automation to FinOps Offering, Helping Organizations Create Custom Optimization Workflows with Ease

PR Newswire
Through this partnership, Anodot customers now gain access to OpenOps’s no-code automation capabilities, offering a reliable, batteries-included way to integrate Anodot with hundreds of other tools and systems, enabling better automation of FinOps best practices. Anodot, a cloud cost management platform, has strategically partnered with OpenOps, a no-code FinOps automation......
Fintech Investment Services News

Timestamp Launches Bitcoin-Focused Investment Platform

Business Wire
Democratizing investment in the Bitcoin industry Timestamp, a regulated investment platform for Bitcoin and open-source companies, officially announces its public launch. By connecting visionary founders with a global network of passionate investors, the platform leverages crowdfunding to make Bitcoin-focused investment opportunities more accessible than ever. “Today is a monumental day......
Artificial Intelligence Fintech Investment Services News

Boosted.ai Raises $15 Million to Transform Investment Management with Agentic and Generative AI

Business Wire
Boosted.ai, a cutting edge generative artificial intelligence company that works with some of the world’s leading investment managers to streamline and automate their financial analysis and workflows today announced the closing of a $15 million financing round. The financing included certain fund(s) managed by Fidelity Investments Canada ULC and all......
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