Search Results for: portfolio management

Northern Trust’s Outsourced Trading Supports BondBloxx’s Growing Fixed Income ETF Business
News Trading

Northern Trust’s Outsourced Trading Supports BondBloxx’s Growing Fixed Income ETF Business

Business Wire
Northern Trust is a proud provider of outsourced trading services to BondBloxx, an issuer of precision fixed income ETFs who recently surpassed $1 billion in assets under management and was also awarded “New ETF Issuer of the Year for 2022” by etf.com. BondBloxx, the first ETF issuer that is solely......
i2c Partners with Access Finance AD to Expand Juzt Credit Program to the US
Banking News

i2c Partners with Access Finance AD to Expand Juzt Credit Program to the US

Business Wire
After a successful launch in Europe, the Access Finance White Card Mastercard brings accessible credit to people with little or no credit history in the United States under Juzt brand i2c Inc., a leading provider of digital banking and payment solutions, announced its partnership with Access Finance, a leading credit......
insightsoftware Introduces Comprehensive Cloud Platform
Analytics Cloud News

insightsoftware Introduces Comprehensive Cloud Platform

Fintech News Desk
New insightsoftware Platform connects financial analytics, reporting, and performance management solutions to share data across applications, solve business problems faster, and do more with less insightsoftware, a global provider of reporting, analytics, and performance management solutions, announced the launch of the insightsoftware Platform to ​​bring together the company’s applications in a......
Spiff Announces $50 Million Series C Funding Round to Accelerate Sales and Finance Automation
Finance News

Spiff Announces $50 Million Series C Funding Round to Accelerate Sales and Finance Automation

Business Wire
Led by Salesforce Ventures, Spiff will further expand on its offerings and address other complex financial processes Spiff, the leading sales commission software for forward-thinking revenue and sales organizations, announced the closing of a $50M Series C fundraise led by Salesforce Ventures with participation from Lightspeed, Norwest, Kickstart Fund, Album......
YCharts and Orion Release Integration Enhancement
Investment Services News

YCharts and Orion Release Integration Enhancement

Business Wire
This Integration enhancement by two wealthtech powerhouses, YCharts and Orion, creates a seamless workflow for advisors to enable smarter investment decisions and better client communications YCharts, an investment research, analytics and client communication software platform, and Orion Advisor Tech, the premier provider of transformative wealthtech solutions, announced the release of......
BrickMark Group Announces Strategic Partnership with PreIPO.com to Expand Access to Tokenized Real Estate
Investment Services News

BrickMark Group Announces Strategic Partnership with PreIPO.com to Expand Access to Tokenized Real Estate

Fintech News Desk
BrickMark Group AG, a global pioneer in the tokenization of real estate assets, announced a strategic partnership with PreIPO Corporation, a leading platform for investing in private companies before they go public. This collaboration aims to provide expanded access to tokenized real estate investments for accredited investors worldwide. The partnership......
SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group
Finance Investment Services News

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group

PR Newswire
New Solutions to Help Maximize Tax-Efficiency and Drive Investment Flexibility SEI announced the addition of two tax-managed strategies to its suite of models featuring Capital Group. The SEI Tax-Managed Strategies and SEI U.S. Focused Tax-Managed Strategies—both with the American Funds—deliver the ability to actively tax-loss harvest and offer flexible investment solutions......
Stratiphy Levels Investment Playing Field with New App Launch
Investment Services News

Stratiphy Levels Investment Playing Field with New App Launch

Fintech News Desk
Investment strategy platform, Stratiphy, has announced the launch of its new investment application on the Apple App Store and Google Play. The solution provides users with bespoke investment strategies and insights, democratising access to the approach of professional investors In bringing its solution to market, Stratiphy is breaking new ground......
OrBit Markets Executes Trades on New Option DEX Aevo
Digital Asset Management News

OrBit Markets Executes Trades on New Option DEX Aevo

Business Wire
OrBit Markets, the leading institutional liquidity provider in digital asset options and structured products, has executed its first trades on the newly-launched option decentralised exchange (DEX) Aevo OTC, run by Ribbon Finance. One of the trades was an option on popular alternative token Aptos with DeFi-focused hedge fund Re7. The......
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