Search Results for: portfolio management applications

Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners
Fintech News

Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners

Fintech News Desk
by Fintech News Desk0265
New Jersey-based RIA Company’s Association With National Firm Will Increase Services & Product Offerings Through A True Team Approach Third Tier Wealth Management, offering financial planning & investment management, announced that they have entered into an agreement to work with Buckingham Strategic Partners (BSP), a national financial services firm with their......
Jacobi Inc Partnering With Principal Asset Management to Digitize and Scale Fintech-Enabled Model Portfolio Offering
Fintech Investment Services News

Jacobi Inc Partnering With Principal Asset Management to Digitize and Scale Fintech-Enabled Model Portfolio Offering

Fintech News Desk
by Fintech News Desk0324
Principal Asset Management has partnered with Jacobi Inc., a global investment technology provider, to scale its fintech-enabled model portfolio offering powered by multi-asset risk analytics and market leading client engagement technology. With a strong focus on digital transformation, Principal® is empowering advisors with analytics and tools enabling them to ultimately......
Introducing an Ethical Decision Framework to Guide Responsible AI in Investment Management
Artificial Intelligence Investment Services News

Introducing an Ethical Decision Framework to Guide Responsible AI in Investment Management

Fintech News Desk
by Fintech News Desk0406
CFA Institute, the global association of investment professionals, has released new research and an accompanying ethical decision framework to motivate the evolution of ethical practices in the development of artificial intelligence (AI) technologies in investment management. The new research, Ethics and Artificial Intelligence in Investment Management, a Framework for Professionals, recognizes the......
Saguaro Capital Management Launches Next-Generation Value Investment Firm
Investment Services News

Saguaro Capital Management Launches Next-Generation Value Investment Firm

Fintech News Desk
by Fintech News Desk0356
Investment approach fuses classic fundamental research with modern data science and machine learning to improve long-term investment results Saguaro Capital Management, a value investment firm with extensive experience and expertise combining classic fundamental analysis with modern data science tools and proprietary machine learning models to produce attractive long-term returns, announced......
DeFi E-commerce News

M31 Capital Management, LLC Launches Web3 Opportunity Fund

Fintech News Desk
by Fintech News Desk0307
M31 Capital Management, LLC, a global investment firm focused on cryptoassets and blockchain technology, is pleased to announce the launch of the M31 Capital Web3 Opportunity Fund to support token projects building the future of the internet. Investors can read more on the M31 Capital website. “Decentralized, blockchain-based protocols create an......
Macquarie Asset Management’s Green Investment Group Completes Investment in Galehead Development
Investment Services News

Macquarie Asset Management’s Green Investment Group Completes Investment in Galehead Development

Fintech News Desk
by Fintech News Desk0418
Macquarie Asset Management’s Green Investment Group (GIG) and Galehead Development (Galehead) announced the close of an investment by GIG in Galehead, a leading US-based renewable energy development platform and trusted partner to global utilities, independent power producers and large US corporates for planning, managing and delivering renewable energy projects. Latest......
Apptio Improves Technology Investment Decision-Making for Digital-First Businesses with New Portfolio Enhancements
Investments News

Apptio Improves Technology Investment Decision-Making for Digital-First Businesses with New Portfolio Enhancements

Fintech News Desk
by Fintech News Desk0409
Portfolio-wide enhancements to Business Intelligence reports, cloud optimization capabilities and agile planning enable better technology investment decisions Apptio, the leading provider of technology business management (TBM) applications, announced several enhancements to its product portfolio that support organizations adopting a digital-first strategy and improving technology investment decision-making. New features provide key......
SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform
Investments News

SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform

Fintech News Desk
by Fintech News Desk0325
The expansion comes as SMArtX continues to see support from asset management firms including Goldman Sachs Asset Management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of 43 new investment strategies to......
Fyle Launches Real-Time Spend Management on Visa Credit Cards
Fintech News

Fyle Launches Real-Time Spend Management on Visa Credit Cards

Fintech News Desk
by Fintech News Desk0394
Fyle Inc announced the launch of a real-time spend management solution for customers using corporate and small business cards in the US, starting with Visa. Fyle will be one of the first spend management platforms to offer direct, and real-time transaction feeds to users of any Visa-powered credit card, with......
Digital Prime Technologies Expands its Talented Management Team with Appointment of Glen Garofalo
Digital Asset Management News

Digital Prime Technologies Expands its Talented Management Team with Appointment of Glen Garofalo

Fintech News Desk
by Fintech News Desk0390
Digital Prime Technologies, an innovative provider of prime brokerage technology solutions for financial institutions entering the crypto and digital asset space, announced the addition of Glen Garofalo as Head of Margin and Risk Solutions. Mr. Garofalo is a subject matter expert in the areas of margin lending, risk management and operational......
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