Search Results for: asset managers

Itiviti Recognized for Best Trading and Execution Platform at Asian Private Banker Technology Awards
Fintech News Trading

Itiviti Recognized for Best Trading and Execution Platform at Asian Private Banker Technology Awards

Fintech News Desk
by Fintech News Desk0
Itiviti, a leading technology and service provider to financial institutions worldwide, announced that its multi-asset trading and execution solution has won  Best Trading and Execution Platform at the 5th Asian Private Banker Technology Awards. The Technology Awards are judged by members of Asian Private Banker’s team. A growing number of Asian......
Mitratech Acquires Leading Immigration Case Management Provider INSZoom
Business Fintech News

Mitratech Adds ClusterSeven MRM to its Data Privacy and Information Governance Solutions Portfolio

Fintech News Desk
by Fintech News Desk0
Provides GRC Professionals With a Powerful Model Risk Management Solution for Businesses That Rely on Models for Core Business Processes. Mitratech, a leading provider of legal and compliance software, announced the addition of ClusterSeven MRM to its industry-leading Enterprise Compliance Suite of data privacy and information governance solutions. The Model......
Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference
Business Fintech InsurTech

Timeline’s Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference

Fintech News Desk
by Fintech News Desk0
CEO Abraham Okusanya shares new features of the Timeline platform during mainstage presentation  Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, announced Livetrack – your Co-pilot for retirement journeys – at the 2020 T3 Technology Tools for Today Advisor Conference in San Diego. Livetrack is the......
Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management
Business Fintech News

Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management

Fintech News Desk
by Fintech News Desk0
Solution will integrate PCR’s data aggregation capabilities with GRMA’s comprehensive and cost effective SaaS-driven data enrichment and outsourced reporting Private Client Resources (PCR), the leading provider of total wealth data aggregation services to Ultra High Net Worth (UHNW) families, trust companies, private banks, and investment advisors, announced a partnership with......
Aiera Raises $7M to Further Event Intelligence and Insights Platform
Banking Fintech News

Aiera Raises $7M to Further Event Intelligence and Insights Platform

Fintech News Desk
by Fintech News Desk0
Aiera is announcing that it has raised $7 million through the sale of its Series A Preferred Stock to investors led by Fin Venture Capital and including Macquarie Group, Citi Markets FinTech Investments, and Franklin Templeton. An event intelligence and insights platform founded by former Internet equity research analyst, Ken......
Largest Cryptocurrency Liquidity Provider Taps Fireblocks To Secure OTC Trades
Cryptocurrency News

Largest Cryptocurrency Liquidity Provider Taps Fireblocks To Secure OTC Trades

Mohit Manoharan
by Mohit Manoharan0
B2C2 growing trading volume with Fireblocks Fireblocks , an institutional platform for storing, transferring, and issuing digital assets, announced saidthat B2C2, the largest cryptocurrency liquidity provider and leader in electronic OTC trading, is employing Fireblocks to protect billions of dollars in digital asset value and provide security for more than......
AllocateRite Announces a New Version of its Mobile App, with Significant Updates
Banking Business News

AllocateRite Announces a New Version of its Mobile App, with Significant Updates

Fintech News Desk
by Fintech News Desk1
AllocateRite, the New York FinTech and data science company that provides wealth managers and individual investors with ETF-based dynamic asset allocation strategies and risk analytics, is excited to announce the release of a newly updated version of our mobile app. The update includes stock market momentum indicators which use AI......
AllocateRite's AI-Powered Autonomous Wealth Management Strategies Are Now Available Via iOS and Android Mobile Apps
Banking News

AllocateRite’s AI-Powered Autonomous Wealth Management Strategies Are Now Available Via iOS and Android Mobile Apps

Fintech News Desk
by Fintech News Desk0
AllocateRite, the New York FinTech and data science company that provides wealth managers with ETF-based dynamic asset allocation strategies and risk analytics, is excited to announce that its proprietary portfolio management and asset allocation strategies are now available to iOS and Android mobile devices via our mobile app. AllocateRite’s AI-powered......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech News

Envestnet and Invesco Introduce Model Portfolios that Blend Active and Passive Management

Fintech News Desk
by Fintech News Desk0
Envestnet | PMC and Invesco introduced seven new model portfolios — now available on the Envestnet platform — that optimize the advantages of both active and passive fund management. By pairing high-performing mutual funds from Invesco with portfolio construction and asset allocation led by experts at Envestnet | PMC, the......
Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions
Banking Mobile Banking News

Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions

Fintech News Desk
by Fintech News Desk0
Combination Provides Automated Data Aggregation Across Hundreds of Financial Institutions and Fund Managers Directly to an End-To-End Accounting Platform Datafaction, a leader in financial accounting and secure bill pay solutions designed specifically for firms that service Ultra High Net Worth (UHNW) families and individuals, announces a collaboration with Private Client Resources (PCR), the leading......
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