Category : Investment Services

Fintech Investment Services News

Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go

PR Newswire
by PR Newswire0
Altoo AG, a fintech that empowers investment professionals, family offices, and individual wealthy clients to conveniently oversee their wealth, has announced a significant upgrade to its mobile app. This enhancement empowers users to make informed financial decisions with greater confidence, while also allowing financial advisors to focus more on client......
Investment Services News Technology Trading

TradingBlock Unveils Executing Broker-Neutral Platform for Professional Traders, Active Traders and Asset Managers

PR Newswire
by PR Newswire0
Traders can now design a custom execution environment while reducing the limitations of being tied to a single executing broker platform TradingBlock, a provider of custom trading technology solutions for institutions, individuals and Registered Investment Advisors (RIAs), unveiled it has added an executing broker-neutral platform for professional traders, active traders......
Artificial Intelligence Investment Services News

Tetrix Announces $5 Million Seed Round to Transform Private Market Technology Infrastructure with AI

Business Wire
by Business Wire0
New funding from Innovation Endeavors will support expansion of proprietary data collection, extraction, and analysis platform Tetrix, whose mission is to empower capital allocators with AI-driven insights to navigate alternative investments, announced it has raised a $5 million seed round led by Innovation Endeavors with participation from prominent angels from......
Investment Services News Trading

Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life

PR Newswire
by PR Newswire0
Addepar Elevates RIA Efficiency and Client Service with Powerful Platform Upgrades Addepar, a leading global technology and data platform for investment professionals, announced the launch of Addepar Trading, Dashboards, and other design enhancements to streamline advisor workflows and deliver deeper insights for clients. In today’s evolving market, these tools empower......
Fintech Investment Services News

Pagaya Closes New $500 Million Consumer Loan ABS Deal, Reflecting Continued Strong Investor Demand

Business Wire
by Business Wire0
Second AAA-Rated Asset Backed Securitization of 2024, with $4.4bn raised across all transactions in 2024 Pagaya remains the #1 ABS issuer of personal loans in the U.S. Pagaya Technologies LTD. a global technology company delivering AI-driven product solutions for the financial ecosystem, announced the closing of PAID 2024-9. A total......
Artificial Intelligence Investment Services News

BlueFlame AI Launches Nexus to Transform Unstructured Data for Alternative Investment Managers

Business Wire
by Business Wire0
New feature allows investment management teams to convert information overload into actionable intelligence BlueFlame AI, a leading provider of generative artificial intelligence (Gen AI) solutions for the alternative investment management industry, announced the launch of Nexus. The innovative AI-powered solution is designed to transform the way firms find, analyze, and......
Fintech Investment Services News Technology

1-ClickTrade Launches Phase 2, Expanding Platform to Support SMAs and Model Portfolios

PR Newswire
by PR Newswire0
1-ClickTrade, the innovative fintech company that has transformed investment management with its streamlined trading process, announced the launch of Phase 2 of its technology release . The company now supports model portfolios and separately managed accounts (SMAs) and, with orders capable of routing to major model marketplaces that support connectivity......
Fintech Investment Services News

Broadridge Re-defines Global Asset Servicing, Introduces Financial Industry’s First Modular Platform to Unify Multiple Functions

PR Newswire
by PR Newswire0
Transforming risk management and improving operational efficiency, Broadridge is integrating several complex asset servicing functions into a single, streamlined solution To redefine the financial industry’s conventional approach to asset servicing (the range of administrative and operational functions that support the management and maintenance of investment assets), global Fintech leader Broadridge Financial......
Digital Payments E-commerce Investment Services News

Kort Payments Announces Acquisition of Barnet Technologies

PR Newswire
by PR Newswire0
Acquisition adds payment processing functionality to Barnet’s best-in-class software, leading to streamlined operations, accelerated growth and economies of scale KORT Payments (KORT), a leader in specialized omnichannel payments, has taken a major step in expanding its technological capabilities with the acquisition of Barnet Technologies (Barnet), a renowned Canadian software company......
Artificial Intelligence Fintech Investment Services News

Catchlight Releases Beta of ‘Lead Routing’, a Revolutionary AI-Enabled Model to Connect a Prospect to the Right Advisor & Help Increase Likelihood of Conversion

GlobeNewswire
by GlobeNewswire0
Leading fintech company adds offering to increase pipeline generation efficiency through hyper-segmentation. Catchlight, an organic growth platform with award-winning AI technology to enrich, analyze, and score leads for wealth management firms, announced the invitation-only beta of its new Lead Routing decision support model. The first-of-its-kind model can help firms funnel......
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