Search Results for: asset managers

J.P. Morgan Asset Management agrees to acquire 55ip - a pioneer in delivering tax-smart investment strategies through model portfolios
Business Fintech News

J.P. Morgan Asset Management Agrees to Acquire 55ip – a Pioneer in Delivering Tax-Smart Investment Strategies Through Model Portfolios

Fintech News Desk
by Fintech News Desk0
55ip’s tax-smart investment strategy engine provides financial advisors with scalable solutions for tax transition and management Acquisition signifies accelerating investment in and development of advanced technology for financial advisors J.P. Morgan Asset Management today announced that it has entered into a definitive agreement to acquire 55ip, a financial technology company......
AssetMark-Brings-CIBC-Private-Wealth-High-Net-Worth-Solution-to-AssetMark-Platform
Business Fintech News

AssetMark Brings CIBC Private Wealth High-Net-Worth Solution To AssetMark Platform

Fintech News Desk
by Fintech News Desk0
AssetMark (NYSE: AMK) today announced it will offer CIBC Private Wealth investment management services and wealth planning expertise on the AssetMark platform to support financial advisors in serving the complex needs of high-net-worth and ultra-high-net worth clients. Read More:  insightsoftware Announces Intent to Acquire IDL Group CIBC Custom Portfolios offer tailored......
Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds
Artificial Intelligence Fintech News

Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds

Fintech News Desk
by Fintech News Desk0
Most believe AI will transform their industry but are underestimating the long-term value it can create by helping to reimagine the client experience While six in seven North American wealth managers (84%) believe that artificial intelligence (AI) will transform their industry in the next five years, less than one-third (28%)......
Sands Capital Management Selects Northern Trust as Asset Servicing Provider for US$6 Billion Ireland-Domiciled UCITS Fund
Business Fintech Fintech Funding News

Sands Capital Management Selects Northern Trust as Asset Servicing Provider for US$6 Billion Ireland-Domiciled UCITS Fund

Fintech News Desk
by Fintech News Desk0
Appointment Extends Relationship and Supports Delivery of Premium-level Service to Investors Northern Trust (Nasdaq: NTRS) today announced it has been selected by Sands Capital Management to provide fund administration, transfer agency, depositary and global custody services to its Ireland-domiciled Undertakings for Collective Investment in Transferable Securities (UCITS) umbrella fund. Read More: Smart......
Credit-Fund-Managers-Pause-Implementation-of-New-Investment-Strategies-Due-to-COVID-19_-According-to-Ropes-_-Gray-Research
Business Fintech News

Credit Fund Managers Pause Implementation Of New Investment Strategies Due To COVID-19, According to Ropes & Gray Research

Fintech News Desk
by Fintech News Desk0
COVID-19 has stalled the emergence of new credit fund investment strategies and has pushed managers to focus on their existing credit platform products, according to a new report from global law firm Ropes & Gray. The report, “Challenges and Opportunities in Post-COVID-19 Credit Fund Platforms 2020” analyzes the responses of......
everyoneINVESTED_-The-Wealth-Tech-Spin-off-Of-KBC-Asset-Management_-To-Partner-Objectway-In-Providing-Innovative-Digital-Investment-Applications
Business Economy Fintech Investment Services News

everyoneINVESTED, The Wealth Tech Spin-off Of KBC Asset Management, To Partner Objectway In Providing Innovative Digital Investment Applications

Fintech News Desk
by Fintech News Desk0
 everyoneINVESTED and Objectway – a leading international player in Digital Wealth & Asset Management software – have entered into a partnership agreement that will enable them to leverage their ambition of providing professional asset managers and financial institutions with access to everyoneINVESTED’s innovative digital investment technology. The first solution that......
SMArtX
Business Fintech News

SMArtX Advisory Solutions Adds More Top Asset Management Names to Managed Accounts Platform as AUM Reaches $8.9 billion

Fintech News Desk
by Fintech News Desk0
Assets Quadruple in 2020 as Capital Research and Management Company, Dana Investment Advisors, Franklin Advisers, Invesco Advisers, and T. Rowe Price Join the Platform to Meet Growing Demand SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform......
Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
Banking Fintech News

Blockchange Adds DeFi Support and New Assets to Its Digital Asset Management Platform for RIAs

Fintech News Desk
by Fintech News Desk0
Blockchange Inc. today announced the addition of fourteen new digital assets to its BITRIA™ Digital Turnkey Asset Management platform for registered investment advisors. The additions, which include ten Decentralized Finance (DeFi) tokens, will allow wealth managers to offer a much broader base of digital assets in response to growing interest from investors.......
Bloomberg FXGO adds Supplementary Cost Analysis Tool
Fintech News Risk Management

Vega Investment Managers Selects Bloomberg for Integrated Portfolio Analytics and Risk Management

Fintech News Desk
by Fintech News Desk0
VEGA Investment Managers, the wealth management specialist of Natixis and Groupe BPCE, the second largest banking group in France, has adopted Bloomberg PORT Enterprise, Bloomberg’s advanced Portfolio and Risk Analytics solution, which delivers market-leading risk and attribution models, and detailed portfolio analytics. Read More: Gateway Promotes Kelly Stewart to Vice President,......
Linedata Unveils Asset Management Platform - AMP
Business Fintech News

Linedata Unveils Asset Management Platform – AMP

Fintech News Desk
by Fintech News Desk0
The cloud-based suite of tools delivers smart, trouble-free access to software, data and services Linedata (Paris:LIN) (LIN:FP), a global provider of credit and asset management technology, data and services, unveiled its latest innovation, Asset Management Platform – Linedata AMP. The dynamic suite of tools provides asset managers with an always-on......
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