Search Results for: asset managers

Investment Services News

Investment Metrics Announces Plan Universe on Market Insights, a New Standard for Institutional Plan Performance Benchmarking, Research, and Analysis

Fintech News Desk
by Fintech News Desk0
The Next Generation of Plan Universe with Expanded Capabilities, Offering Exceptional Insights into Institutional Investment Performance Investment Metrics (IM), a leading provider of analytics, reporting, and benchmarking solutions for the institutional investment market, today announced the next generation of Plan Universe on its Market Insights platform. The new analysis and......
Fintech News

Liberty One Investment Management – Now Available on Orion

Fintech News Desk
by Fintech News Desk0
Liberty One Investment Management, a third-party asset manager based in Libertyville, IL, was recently added to Orion’s growing list of managers available to advisors on their platform. Liberty One will be offering four of their flagship allocations on Orion’s new Communities platform. This platform integrates into both Orion Portfolio Solutions as well as......
Blockchain Valley Ventures Appoints former Global Head of Investments at Credit Suisse Private Banking
Banking Blockchain Fintech Investment Services News

Blockchain Valley Ventures Appoints former Global Head of Investments at Credit Suisse Private Banking

Fintech News Desk
by Fintech News Desk0
Thomas Amstutz, will be appointed as BVV Asia-Pacific Chairman to capture the emerging fintech and blockchain opportunities between Switzerland and Singapore. Blockchain Valley Ventures (BVV), the Swiss-based venture capital firm and corporate finance advisor, announced today the appointment of Thomas Amstutz as the Asia-Pacific Chairman to bolster its private wealth......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News

Jefferies Announces Co-brand Partnership With Regis Partners in the Philippines

Fintech News Desk
by Fintech News Desk0
Jefferies Hong Kong Limited today announced that it has established a co-brand agreement with Regis Partners, Inc. for the cash equities business in the Philippines. Under the agreement, Jefferies will distribute equity research on companies in The Philippines on a co-branded basis to Jefferies’ global client base. Additionally, Regis Partners......
DeskTrading's New Mobile Trading Platform Set to Make Its Debut
Fintech Mobile Banking News Trading

DeskTrading’s New Mobile Trading Platform Set to Make Its Debut

Fintech News Desk
by Fintech News Desk0
DeskTrading announces the final development stages of the new XMarkets mobile trading platform to support investors and dealers with preference for using Android and iOS mobile devices. The Apps will become available in the Apple App Store and Google Play in September 2020 and the trading instruments will include major Forex currency pairs,......
CAIS Announces New Integration with Orion for Seamless Transaction Reporting
Fintech News

CAIS Announces Rapid Advisor Adoption for New Learning Platform

Fintech News Desk
by Fintech News Desk0
CAIS IQ is driving education of alternative investments, CE credits for Financial Advisors Everywhere CAIS, the industry-leading alternative investment platform, today announced growth and momentum for CAIS IQ, the company’s modern learning system for financial advisors, that helps them learn faster, remember longer and enhance client outcomes. CAIS IQ combines......
SIMON Expands Annuities Marketplace as Global Atlantic Joins Platform
Fintech InsurTech News

SIMON Expands Annuities Marketplace as Symetra Joins Platform

Fintech News Desk
by Fintech News Desk0
Symetra annuities are now available on SIMON’s insurtech platform, which offers powerful allocation and income analytics to wealth managers in one centralized location SIMON Annuities and Insurance Services LLC (“SIMON”) today announced a new partnership with Symetra Life Insurance Company (“Symetra”) in a move that expands SIMON’s annuities platform and......
CPMview Becomes the Latest Fluence Implementation Partner
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CPMview Becomes the Latest Fluence Implementation Partner

Fintech News Desk
by Fintech News Desk0
Fluence Technologies and CPMview partner up to provide the next evolution in financial consolidation solutions for the mid-sized enterprise in the EMEA region Fluence Technologies and CPMview announced a strategic partnership to optimize Corporate Performance Management (CPM) processes using Fluence’s powerful financial cloud solution. Fluence Technologies offers a next-generation cloud consolidation......
FortisPay and BLUEDOG Announce Merger
Business Fintech News

FortisPay and BLUEDOG Announce Merger

Fintech News Desk
by Fintech News Desk0
Fortis Payment Systems, LLC (FortisPay) and Blue Dog Business Services, LLC (BLUEDOG), leading providers of payments technology and merchant services, announced the merger of the two companies creating a North American integrated commerce leader. Read More: GlobalFintechSeries Interview with Curtis Webb, Vice President, Product Management – Emerging Payments at Meta......
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