Search Results for: Investment Management

VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management
Investment Services News

VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management

Business Wire
by Business Wire0
VRGL, a Client Acquisition and Investment Proposal Management solution, announced the launch of its new Risk Tolerance capabilities integrated within the existing VRGL workflow. VRGL’s Risk Tolerance capabilities allow advisors to leverage a turnkey, industry-researched Risk Tolerance Questionnaire, or to craft fully bespoke risk assessments aligned with advisor and organizational......
AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors
Finance Fintech News

AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors

Business Wire
by Business Wire0
Wealth & Asset Management Firms Can Go Beyond the Website and Reach More Relationships AppCrown, a privately held technology company based in New York, is pleased to announce the leading Digital Advisor Messaging Service for asset management firms, solving the critical hurdle of reaching more relationships and investment advisors through......
Fullerton Fund Management in Partnership With UNDP Launches Its Sustainability Management Framework for Private Equity Climate Investments
Investment Services News

Fullerton Fund Management in Partnership With UNDP Launches Its Sustainability Management Framework for Private Equity Climate Investments

PR Newswire
by PR Newswire0
It guides private equity investors on how to align their strategy, management, transparency and governance practices, to achieve their decarbonisation goals. Fullerton Fund Management (Fullerton) has partnered with the United Nations Development Programme (UNDP) to develop a Sustainability Management Framework to guide private equity climate investing in Asia, using UNDP’s SDG......
Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families
Fintech News

Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families

PR Newswire
by PR Newswire0
Partnership leverages iCapital’s innovative technology platform and comprehensive educational resources to enhance Keebeck’s tailored solutions and investment opportunities. Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced its partnership with iCapital1, the global fintech platform driving the world’s alternative......
CI Global Asset Management Funds Recognized for Consistent, Outstanding Investment Performance
Finance Fintech News

CI Global Asset Management Funds Recognized for Consistent, Outstanding Investment Performance

Business Wire
by Business Wire0
The winning CI GAM funds include eight mutual funds, six exchange-traded funds and 21 segregated funds. CI Global Asset Management (“CI GAM”) announces it has received 35 FundGrade A+® Awards for 2023. The winning CI GAM funds include eight mutual funds, six exchange-traded funds and 21 segregated funds. The FundGrade......
Juniper Research: Smart Traffic Management to Generate Revenue of $18.5 Billion Globally by 2028; Accelerated by Smart Cities’ Investment | Business Wire
Finance Fintech News

Juniper Research: Smart Traffic Management to Generate Revenue of $18.5 Billion Globally by 2028; Accelerated by Smart Cities’ Investment

Business Wire
by Business Wire0
A new study by Juniper Research, the foremost experts in technology markets, found by 2028, smart traffic management spend will be up 75% from a 2023 figure of $10.6 billion. This significant growth will be due to increasing government funding for smart cities’ initiatives, with transport being at the centre of......
SVB Financial Group Completes Sale of Investment Banking Business to Management Team Group
Investment Services News

SVB Financial Group Completes Sale of Investment Banking Business to Management Team Group

PR Newswire
by PR Newswire0
SVB Financial Group announced that it has completed the sale of its investment banking business, SVB Securities LLC (now named Leerink Partners LLC), to the management team bidder group led by Jeff Leerink, Leerink Partners’ Chief Executive Officer and Founder, and backed by funds managed by The Baupost Group L.L.C.......
SoFi Selects Asurity Technologies' RiskExec SaaS Platform For Community Reinvestment Act Data Management and Analysis
Compliance management Lending Mortgage News

SoFi Selects Asurity Technologies’ RiskExec SaaS Platform For Community Reinvestment Act Data Management and Analysis

PR Newswire
by PR Newswire0
RiskExec, Inc. a subsidiary of Asurity Technologies, LLC, announced that SoFi – the digital personal finance company – will rely on RiskExec’s software for compliance and reporting purposes. RiskExec is a leading SaaS compliance and reporting platform designed for managing regulatory compliance for banks, mortgage lenders, credit unions, auto lenders,......
TapestryHealth Announces $25 Million Credit Investment from Catalio Capital Management to Fund Continued Growth
Investment Services News

TapestryHealth Announces $25 Million Credit Investment from Catalio Capital Management to Fund Continued Growth

Business Wire
by Business Wire0
TapestryHealth, a multi-specialty healthcare company that utilizes advanced radar technology and AI to evaluate and effectively treat patients in skilled nursing facilities and other post-acute environments, announced that it completed a credit financing for up to $25 million from Catalio Capital Management, a leading multi-strategy investment firm focused on healthcare......
FundFront Unveils White Label Platform Empowering the Wealth Management Industry with Alternative Investment Solutions
Investment Services News

FundFront Unveils White Label Platform Empowering the Wealth Management Industry with Alternative Investment Solutions

PR Newswire
by PR Newswire0
Turnkey technology and infrastructure to bring alternative investment opportunities to banks and wealth advisors FundFront, a leading provider of alternative investment technology and solutions, has announced the launch of its white label alternative investment platform tailored for the wealth management industry. This turnkey wealth tech solution enables advisors to seamlessly offer alternative......
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