Search Results for: investment portfolios

ErisX and Midland Trust Enable IRA Crypto Investments
Cryptocurrency News

ErisX and Midland Trust Enable IRA Crypto Investments

Fintech News Desk
by Fintech News Desk0
ErisX is pleased to announce that customers of Midland Trust are now able to utilize their self-directed Individual Retirement Accounts (IRAs) to invest in crypto assets. In concert with ErisX, Midland has expanded IRA holders’ investment options to include cryptocurrency products available on ErisX’s (Bitcoin, Ether, Litecoin, and Bitcoin Cash) to help......
Kingswood US Launches Digital Alternative Investments Platform
Fintech Investment Services Investments News

Kingswood US Launches Digital Alternative Investments Platform, Powered by WealthForge and Altigo

Fintech News Desk
by Fintech News Desk0
All-Digital Platform for Fast-Growing Independent Wealth Management Firm Reduces Paperwork, Allows Seamless Document Delivery and Signature Collection Elevates Financial Advisor Support While Empowering the Delivery of Widest Possible Spectrum of Institutional Quality Investment Solutions to Address Fast-Changing Client Needs Kingswood U.S., a network of wealth management firms that oversees more......
SEI's Collective Investment Trust Business Experiences Significant Growth
Fintech Primers Investments News

SEI’s Collective Investment Trust Business Experiences Significant Growth

Fintech News Desk
by Fintech News Desk0
Target-Date Fund CITs Gaining Momentum, SEI’s CIT Business Benefits from U.S. Retirement Market Trends SEI, a leading global provider of investment processing, investment management, and investment operations solutions, announced today that its collective investment trust (CIT) business has surpassed $100 billion in assets under administration   (AUA) as of Dec. 31, 2020, representing a......
Zoonova.com Announces the Integration of the Plaid Investment API into the Zoonova Web Application
Fintech News

Zoonova.com Announces the Integration of the Plaid Investment API into the Zoonova Web Application

Fintech News Desk
by Fintech News Desk0
Link a Brokerage Account to Zoonova.com using the Plaid Investment API We are pleased to announce the integration of the Plaid API into the Zoonova.com financial web application. The Zoonova platform is the most sophisticated analytical Fintech web application in the market with Cross Asset coverage of asset classes including......
Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management
Finance InsurTech Investment Services Investments News

Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management

Fintech News Desk
by Fintech News Desk0
Retiree, Inc. is announcing the launch of the first retirement income “decumulation” model portfolio marketplace. The new resource for financial advisors combines the award-winning Income Solver platform with a marketplace of solutions including model portfolios, annuities, bonds, and cash alternatives. Financial advisor adoption of model portfolios has been significant. Envestnet, Orion,......
Net Purpose Joins Investment Association’s FinTech Accelerator
Fintech Investment Services News

Net Purpose Joins Investment Association’s FinTech Accelerator

Fintech News Desk
by Fintech News Desk0
Net Purpose, a global impact data provider for responsible, sustainable and impact investors, has been chosen to take part in the Investment Association’s FinTech hub, IA Engine. The six-month accelerator programme aims to connect innovative FinTech companies with forward-looking investment managers and to spur industry transformation. The programme was established......
SWBC Investment Company Partners with AlphaCentric Funds
Investment Services News

SWBC Investment Company Partners with AlphaCentric Funds

Fintech News Desk
by Fintech News Desk0
SWBC Investment Company and AlphaCentric Advisors LLC announced that SWBC Investment Company has assumed responsibility as investment sub-advisor of the AlphaCentric Municipal Opportunities Fund (MUNAX|MUNCX|MUNIX) (the “Fund”). The Fund seeks to produce above average tax-exempt income while attempting to protect investors in periods of volatile interest rate environments and widening......
Early Warning Services and The Clearing House Now Enable Zelle Payments on the RTP Network
Artificial Intelligence Business Fintech News Risk Management

Neuravest Research Launches to Meet Growing Institutional Demand for Performance-Boosting AI-Driven Portfolios

Fintech News Desk
by Fintech News Desk0
Neuravest Research, a provider of AI-driven investment solutions for institutional investors, today announced the public launch of its portfolio construction and management platform, designed to help asset managers deliver superior fund performance through algorithmic portfolios using best-in-class alternative data and AI technology. Neuravest Research is a successor company to Lucena......
MSCI To Launch Investment Solutions As A Service In Collaboration With Microsoft
Banking Business Fintech Investment Services News Risk Management

MSCI To Launch Investment Solutions As A Service In Collaboration With Microsoft

Fintech News Desk
by Fintech News Desk0
MSCI Investment Solutions as a Service will leverage Microsoft’s cloud and AI to enable investors to build better portfolios for a better world MSCI Inc, a leading provider of investment decision support tools and services, today announced the development of Investment Solutions as a Service for the global investment industry......
Wayra-joins-Zone2Boost-startup-investment-coalition
Banking Fintech Investment Services News Risk Management

Wayra Joins Zone2Boost Startup Investment Coalition

Fintech News Desk
by Fintech News Desk0
Wayra, Telefónica’s open innovation hub, and Zone2boost, the international initiative from CaixaBank, Global Payments, Worldline and Visa, are joining forces to strengthen their commitment to innovation and collaboration with start-ups. The agreement establishes that Zone2boost and Wayra will jointly select start-ups for investment, thus accelerating the innovation at CaixaBank, Global......
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