Search Results for: asset managers

Bitwave Closes $15 Million Series A Funding Round Led by Hack VC and Blockchain Capital
Cryptocurrency Digital Asset Management News

Bitwave Closes $15 Million Series A Funding Round Led by Hack VC and Blockchain Capital

Fintech News Desk
by Fintech News Desk0
The Funds Will Contribute to the Launch of Bitwave Institutional, an Accounting and Compliance Platform for Financial Services Firms Using Digital Assets Bitwave, the first enterprise-focused digital asset finance platform designed to manage the intersection of cryptocurrency tax, accounting, and compliance, announced that it has closed a $15 million Series......
Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution
Investment Services News

Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution

Fintech News Desk
by Fintech News Desk0
Solution will utilize Exos’ genetic algorithm based portfolio optimizer to better identify and execute trade opportunities for loan managers on Allvue’s portfolio management product suite Allvue Systems, a leading alternative investment technology solutions provider, announced that they have formed a partnership with Exos Financial, a next-gen platform for B2B institutional finance,......
PIMCO Launches New Interval Fund, the PIMCO Flexible Real Estate Income Fund
Investment Services News

PIMCO Launches New Interval Fund, the PIMCO Flexible Real Estate Income Fund

Fintech News Desk
by Fintech News Desk0
The Fund will invest in public and private commercial real estate markets, seeking to harness the expertise and resources of PIMCO’s $190 billion CRE platform PIMCO, one of the world’s premier fixed income investment managers, has announced the launch of the PIMCO Flexible Real Estate Income Fund (REFLX), the firm’s......
Allvue Systems Announces Strategic Partnership with Coefficient Markets
Investment Services News

Allvue Systems Announces Strategic Partnership with Coefficient Markets

Fintech News Desk
by Fintech News Desk0
Partnership will provide delivery of real time market data, liquidity, and execution to private debt and CLO managers integrated directly into Allvue’s portfolio management product suite Allvue Systems, a leading alternative investment technology solutions provider, announced that they have formed a strategic alliance with Coefficient Markets to provide liquid credit......
Huntington National Bank Launches InvestCloud’s New Find My Advisor Experience
Finance Investment Services News

Huntington National Bank Launches InvestCloud’s New Find My Advisor Experience

Fintech News Desk
by Fintech News Desk0
New capability personally matches clients with the right financial advisor InvestCloud, the global leader in financial digital transformation, announced that Huntington National Bank has launched Advisor Connect, a branded, digital experience built on InvestCloud’s Find My Advisor technology. Huntington is a subsidiary of Huntington Bancshares Incorporated (Nasdaq: HBAN), a $179......
Bitget Launches BitGator - Indian Ambassador Program For Crypto Enthusiasts
Blockchain News

Bitget Launches BitGator – Indian Ambassador Program For Crypto Enthusiasts

Fintech News Desk
by Fintech News Desk0
Leading crypto trading exchange Bitget has launched BitGator Program – an initiative to fetch support from its community to develop the ever-growing ecosystem of Ce-Defi in India. With over 20,000 blockchain developers and over 25 million financial investors, the country marks as a hotbed for blockchain and crypto. The BitGator......
Modera Wealth Management Expands to Virginia
Finance News Technology

Modera Wealth Management Expands to Virginia

Fintech News Desk
by Fintech News Desk0
Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm, is pleased to announce it has expanded to Virginia in November 2022 through a transaction with Bernhardt Wealth Management. The entire Bernhardt team has joined Modera. Gordon Bernhardt, CFP®, Tim Koehl, AAMS®, CFP®, and Solon Vlasto, CFP® have joined Modera as Principals and Wealth Managers......
BTG Pactual Launches Its First Investment Platform Outside Brazil
Investment Services News

BTG Pactual Launches Its First Investment Platform Outside Brazil

Fintech News Desk
by Fintech News Desk0
BTG Pactual, the largest investment bank in Latin America, is expanding its international operations, and launched its first investment platform outside Brazil – in Chile. The bank has adapted Mercados en Línea – a recognized monitor of the local market – into an open digital platform, which enables the bank’s customers in the country......
Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology
Finance Fintech News

Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology

Fintech News Desk
by Fintech News Desk0
73 Percent of Advisors Say Millennials & Gen Z Require Different Engagement than Boomers & Gen X While the right technology may give financial advisors an edge, the wrong technology can cost them real dollars and real clients. A new report by Advisor360°, a leading provider of integrated technology for broker-dealers......
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