Search Results for: portfolio management

Financial Services CFOs Say Their Institutions Need to Gain Greater Insights into Who and What Drives Profitability, Kaufman Hall Survey Finds
Business Fintech News

Financial Services CFOs Say Their Institutions Need to Gain Greater Insights into Who and What Drives Profitability, Kaufman Hall Survey Finds

Fintech News Desk
Huge Gaps Exist Between What Finance Leaders Feel Is Important to Monitor, and What They Actually Measure and Track Pressure from an uncertain economy and unprecedented competition from an increasing number of sources has 92% of CFOs and financial executives feeling like their financial institutions should be doing more to......
Exchange Holding Company Cboe Acquires Hanweck and FT Providers
Capital Markets Fintech Startups Investment Services Risk Management

Exchange Holding Company Cboe Acquires Hanweck and FT Providers

Abhishek Upadhyay
A major global exchange holding company, Cboe Global Markets, Inc., recently announced the acquisition of Hanweck Associates, LLC, and the business of FT Providers, LLC. Hanweck Associates is a risk analytics firm based in New York, while FT Providers, also known as FT Options, is a Chicago-based portfolio management platform......
Institutional FinTech Leader Solovis Achieves Record Revenue Growth in 2019
Banking Fintech Radar News

Institutional FinTech Leader Solovis Achieves Record Revenue Growth in 2019

Fintech News Desk
Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, announced it delivered record revenue in 2019. The company increased annual recurring revenues by 55% and set new annual and fourth quarter total revenue records. The company’s continuous growth has been propelled by......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
Guotai Junan International Launches Trading Operations in Hong Kong with Finastra
News Trading

Guotai Junan International Launches Trading Operations in Hong Kong with Finastra

Fintech News Desk
Guotai Junan International Becomes a Full-Service Financial Institution Offering Over-The-Counter (OTC) and Exchange-Traded Derivatives and Securities Services Finastra announced that Guotai Junan International (GTJAI) has gone live with Finastra’s end-to-end equities derivatives trading and cross-asset risk solution, Fusion Sophis. The move has enabled GTJAI to launch trading operations in Hong Kong following......
MarketAxess Appoints Riad Chowdhury as the New Head of Asia Pacific
Investment Services News Trading

MarketAxess Moves to Support Clients’ Sustainable Investment Strategies

Fintech News Desk
Launch of “Trading for Trees” Incentive Program Backed by New Green Bond Trading Functionality MarketAxess Holdings Inc., the operator of a leading electronic trading platform for fixed-income securities, and the provider of market data and post-trade services for the global fixed-income markets, announced the launch of a “Trading for Trees”......
Baker Hill Leadership Receives Recognition Throughout 2020
Banking Fintech News

Baker Hill Announces New CRO Amidst Unprecedented Growth

Fintech News Desk
FinTech Leader Wraps 2019 With Robust Year End Market Activity, Expanded Partnerships, Multiple Award Recognitions, and Incoming Executive to Continue Growth Trajectory. Baker Hill, the leading financial technology provider in delivering solutions for common loan origination, risk and relationship management, CECL, and smart data analytics, announces the selection of Todd......
Bill Moretti, Industry Leader in Structured Finance and Fintech Joins RiskSpan to Lead Innovation Lab
Banking Capital Markets Fintech News

Bill Moretti, Industry Leader in Structured Finance and Fintech Joins RiskSpan to Lead Innovation Lab

Fintech News Desk
Bill Moretti, an industry leader at the intersection of structured finance, financial technology, and portfolio management, has joined RiskSpan as a Senior Managing Director and head of its SmartLink innovation lab. Over the course of his two-decade tenure as a senior investment executive with MetLife, Bill became recognized as an......
Solovis Launches New Risk Analytics Platform Designed for Asset Owners and Allocators
Fintech Investment Services News

Solovis Wins 2019 CIO Innovation Award for Data and Technology Innovation in Institutional Investing Industry

Fintech News Desk
Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, announced it is the recipient of the 2019 CIO Innovation Award for Data and Technology. The CIO Innovation Awards program, sponsored by Chief Investment Officer magazine, recognized the CIOs and firms “to learn......
Seekapa Makes A Debut In The Trading World
Fintech News Trading

Seekapa Makes A Debut In The Trading World

PR Newswire
Seekapa, a revolutionary new trading platform, is set to redefine the way individuals approach the global financial market. With a focus on accessibility, diversity, and user experience, the broker empowers traders to navigate the complex landscape of trading confidently. At the heart of the platform lies a vast array of......
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