Search Results for: portfolio managers

Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Fintech Fintech Funding News

Oranj Adds Income-Focused Mutual Funds to Its Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Pacific Funds join the growing list of asset managers on Oranj’s custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that Pacific Funds has joined the expanding list of best-in-class asset managers who have made their mutual funds available on the free to......
Envestnet & Investment Advisor Select Finalists for Annual Asset Manager & Strategist Awards
Fintech Investment Services News

Envestnet & Investment Advisor Select Finalists for Annual Asset Manager & Strategist Awards

Fintech News Desk
by Fintech News Desk0
Envestnet, and Investment Advisor magazine have announced their list of finalists for the 2020 Asset Manager and Strategist of the Year Awards. Now in its 16th year, the awards program recognizes high-conviction portfolio managers that exemplify investment management best practices. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as......
Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management
Business Capital Markets Fintech News

Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Canaccord Genuity Wealth Management, one of Canada’s preeminent wealth management firms and a division of Canaccord Genuity Group, will provide its advisors and internal portfolio managers with access to Envestnet’s unified advice platform. Canaccord Genuity Wealth Management’s advisors will be among the first in Canada to fully harness the seamless,......
Boosted.ai Raises $8 Million in Series A Funding to Bring Artificial Intelligence in Investment Management to the Mainstream
Artificial Intelligence Fintech Fintech Funding Investment Services News

Boosted.ai Raises $8 Million in Series A Funding to Bring Artificial Intelligence in Investment Management to the Mainstream

Fintech News Desk
by Fintech News Desk0
AI Platform Offers Machine Learning Techniques to Global Financial Industry Boosted.ai, the leading distributed machine learning platform for global investment professionals, announced the closing of an $8 million USD Series A financing round, led by Portag3 Ventures. Dunamu & Partners and Polar Equity Partners also participated in the round. Inclusive......
Neudata Introduces MetaHub, A Metadata Storage and Management Tool
Fintech Investment Services News

Neudata Introduces MetaHub, A Metadata Storage and Management Tool

Fintech News Desk
by Fintech News Desk0
Neudata has announced the launch of MetaHub, a metadata storage tool that allows clients to manage their entire library of traditional, market and alternative data sources in one, easy-to-access place. “This Software-as-a-Service tool solves several problems related to data storage and management within large firms, including the generation of investment ideas for......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Business Fintech News

BMLL Builds Derived Data Desktop Application on OpenFin

Fintech News Desk
by Fintech News Desk0
Buyside to benefit from derived data and analytics visualisation to review portfolio performance BMLL Technologies, the data engineering and analytics firm, today announced a collaboration with OpenFin, the operating system (OS) for finance, to build their Derived Data desktop application on OpenFin’s OS. The Derived Data application will provide buy-side......
Tier1 Acquires Compliance and Financial Crime Prevention Software Solution, Alessa
Banking Fintech News

Tier1 Financial Solutions Expands Buy-Side Product Suite With Conference Management Capabilities

Fintech News Desk
by Fintech News Desk0
New events management system addresses evolving corporate access needs of the buy side Tier1 Financial Solutions, a leading global relationship management technology provider for capital markets and banking, has expanded its buy-side product line with the release of conference management capabilities. The Tier1 corporate access events management system provides buy-side......
Carver Edison Expands Senior Leadership Team
Fintech Investment Services News

Magnifi Announces Former Charles Schwab CEO David Pottruck as Executive Co-Chairman

Fintech News Desk
by Fintech News Desk0
Enters Next Phase of Strategic Growth with a Focus on Enterprise Partnerships  Magnifi, an investment search platform using natural language and data science to simplify the vetting and selection process of mutual funds, ETFs and model portfolios, announced David Pottruck, former Chairman of HighTower Advisors and former CEO of Charles Schwab,......
Investcorp Absolute Return Investments and HC Technologies Partner to Launch HC Capital Advisors
Business Fintech News

Investcorp Absolute Return Investments and HC Technologies Partner to Launch HC Capital Advisors

Fintech News Desk
by Fintech News Desk0
HC Capital Advisors Platform Takes Multi-Manager Approach to Quantitative Investing Investcorp, a leading global provider and manager of alternative investment products, and HC Technologies, LLC (“HC Tech”), a global technology-driven quantitative and algorithmic trading firm, jointly announced that they are partnering together to launch HC Capital Advisors. Founded in 2007,......
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......
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