Search Results for: portfolio analytics

Greg Fink Joins Bellwether Asset Management To Lead New Business Development
Investments News

Greg Fink Joins Bellwether Asset Management To Lead New Business Development

Fintech News Desk
by Fintech News Desk0
Bellwether Asset Management, Inc. (“Bellwether”) announced that it has hired Greg Fink as Managing Director and Head of Business Development. In his new role, Mr. Fink will be responsible for expanding the Bellwether client base throughout the real estate industry and beyond as the company continues to evolve its customizable and......
ZenLedger and eToro Announce Strategic Partnership to Simplify Taxes for Crypto Traders
Blockchain Cryptocurrency Fintech News

ZenLedger and eToro Announce Strategic Partnership to Simplify Taxes for Crypto Traders

Fintech News Desk
by Fintech News Desk0
ZenLedger and eToro have partnered on a tax plan promotion for current and new US-based eToro users for their cryptoasset accounting and tax preparation. This partnership helps eToro users easily access tax assistance and accurately complete their cryptoasset tax reporting ZenLedger, a crypto tax software and blockchain analytics startup, is......
Zoonova.com Announces the Integration of the Plaid Investment API into the Zoonova Web Application
Fintech News

Zoonova.com Announces the Integration of the Plaid Investment API into the Zoonova Web Application

Fintech News Desk
by Fintech News Desk0
Link a Brokerage Account to Zoonova.com using the Plaid Investment API We are pleased to announce the integration of the Plaid API into the Zoonova.com financial web application. The Zoonova platform is the most sophisticated analytical Fintech web application in the market with Cross Asset coverage of asset classes including......
Ribbon Communications Announces Amended Credit Facility
Banking Cloud News

Ribbon Communications Announces Amended Credit Facility

Fintech News Desk
by Fintech News Desk0
Ribbon Communications Inc., a global provider of real time communications software and IP optical transport solutions to service providers, enterprises, and critical infrastructure sectors, announced that it has executed an amendment (“Third Amendment”) to its credit agreement. The Company’s total debt outstanding remains the same.  The amendment increased Ribbon’s existing......
Qontigo to Expand Sustainable Offering through Partnership with Chinese ESG Data Provider IIGF
Investment Services News Risk Management

Qontigo to Expand Sustainable Offering through Partnership with Chinese ESG Data Provider IIGF

Fintech News Desk
by Fintech News Desk0
Qontigo, an investment intelligence leader and provider of best-of-breed analytics and world-class indices, has announced an exclusive agreement with the International Institute of Green Finance (IIGF), a provider focused on ESG ratings for Chinese companies – across both fixed income and equities. The partnership will enable Qontigo to develop indices......
SWBC Investment Company Partners with AlphaCentric Funds
Investment Services News

SWBC Investment Company Partners with AlphaCentric Funds

Fintech News Desk
by Fintech News Desk0
SWBC Investment Company and AlphaCentric Advisors LLC announced that SWBC Investment Company has assumed responsibility as investment sub-advisor of the AlphaCentric Municipal Opportunities Fund (MUNAX|MUNCX|MUNIX) (the “Fund”). The Fund seeks to produce above average tax-exempt income while attempting to protect investors in periods of volatile interest rate environments and widening......
SIMON and Cetera Launch Innovative Access To Annuity Solutions
Fintech InsurTech News Risk Management

SIMON and Cetera Launch Innovative Access To Annuity Solutions

Fintech News Desk
by Fintech News Desk0
Cetera enlists SIMON to deliver streamlined annuities education, marketplace, and analytics to its national network of financial professionals. SIMON Annuities and Insurance Services LLC (“SIMON”) and Cetera have announced a new collaboration that delivers SIMON’s award-winning insurtech platform for annuities to all Cetera financial professionals. The SIMON annuities platform streamlines product education, namely......
Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum
Business Fintech News

Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum

Fintech News Desk
by Fintech News Desk0
Schwab Advisor Services kicked off its first virtual Technology Forum this week for technology providers who work with Schwab and TD Ameritrade Institutional. Held over two days, more than 150 of the independent advisor industry’s top technology professionals gathered online to share ideas and hear updates from executives at Schwab......
Microsoft Debuts Financial Services Cloud
Banking Business Fintech Investment Services Mobile Banking News Risk Management

Microsoft Debuts Financial Services Cloud

Fintech News Desk
by Fintech News Desk0
Amid the relentless challenges of 2020, the wheels of the financial industry kept turning. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies At the root of it all is the historic acceleration of digital technology in the pandemic. It’s what enabled the......
FINCAD Launches Accounting CVA Services for Japanese Financial Institutions
Banking Fintech News

FINCAD Launches Accounting CVA Services for Japanese Financial Institutions

Fintech News Desk
by Fintech News Desk0
Cloud-based Services Allow Japanese Banks to Prepare and Report New IFRS Requirements FINCAD, a pioneer in providing pricing, modeling, and risk analytics, today announced it has launched a new cloud-based service, enabling Japanese financial institutions to evaluate, account for and report credit valuation adjustments (CVA) and debit value adjustments (DVA)......
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