Search Results for: portfolio managers

Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families
Fintech News

Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families

PR Newswire
by PR Newswire0
Partnership leverages iCapital’s innovative technology platform and comprehensive educational resources to enhance Keebeck’s tailored solutions and investment opportunities. Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced its partnership with iCapital1, the global fintech platform driving the world’s alternative......
Powder’s AI-Powered Co-Analyst for Financial Advisors Steps into the Spotlight at T3 FinTech Conference
Artificial Intelligence Finance Fintech

Powder Finance, Inc. Announced Gen AI Tool – Powder

Business Wire
by Business Wire0
Powder accelerates sales and client engagement process, onboarding, and service workflows to streamline and grow wealth management firms Powder Finance, Inc. (Powder), a fintech innovator in developing next generation tools that help financial advisors streamline and grow their businesses, today announced that Powder, a generative artificial intelligence powered tool designed......
Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights
Investment Services News

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

PR Newswire
by PR Newswire0
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, a leading provider of independent investment insights, and iCapital,1 the global fintech platform empowering the asset and wealth management industry with an industry-leading alternative investment experience, announced......
Proteus Announces Partnership with 1834, a Division of Old National Bank, to Elevate Alternative Investment Offerings
Investment Services News

Proteus Announces Partnership with 1834, a Division of Old National Bank, to Elevate Alternative Investment Offerings

PR Newswire
by PR Newswire0
This collaboration marks a significant milestone as Proteus tailors a custom made alternative investing platform to cater to the evolving needs of 1834’s expanding client base. Proteus, a leading alternative investment platform for investment managers, proudly announces its recent selection by 1834, a division of Old National Bank This collaboration......
Empowering Alternatives - The Coterie and Vector Unveil Strategic Partnership for Seamless Investor Insights
Fintech News

Empowering Alternatives – The Coterie and Vector Unveil Strategic Partnership for Seamless Investor Insights

PR Newswire
by PR Newswire0
The Coterie and Vector announce partnership to revolutionize performance reporting and fund administration experience for LPs in alternative investment funds. By digitizing marketing materials, KYC, PCAPs, and more, LPs and GPs will have greater visibility into their investments Vector’s exceptional fund services will provide fund managers with a seamless experience, further......
Capitolis Novations Platform Gains Strong Momentum within FX Options Market
Finance Fintech News

Capitolis Novations Platform Gains Strong Momentum within FX Options Market

Business Wire
by Business Wire0
Meaningful PB’s, EB’s, and Clients have recently joined the platform and significant reductions in response times have been achieved Capitolis, the technology company creating safer and more vibrant capital markets, has onboarded most major buy-side and sell-side market participants to its FX novations platform. The company is working to improve......
Star Mountain Closes Lending Fund IV Above Target
Fintech Investments News

Star Mountain Closes Lending Fund IV Above Target

Business Wire
by Business Wire0
Star Mountain Capital, a private credit and secondaries specialist investment firm focused on delivering systematic alpha and uncorrelated market returns from the harder to access U.S. lower middle-market, announced it closed its direct lending Fund IV above its $750 million LP capital target at approximately $1.2 billion (committed capital including......
Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs
Investment Services News

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs

PR Newswire
by PR Newswire0
New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX The retirement groups within Morningstar Investment Management LLC (“Morningstar Retirement”), a subsidiary of investing insights firm Morningstar, and Envestnet, a leading......
Women We Admire Announces Top 50 Women Leaders in Investment Management of 2023
Fintech News

Women We Admire Announces Top 50 Women Leaders in Investment Management of 2023

PR Newswire
by PR Newswire0
Please join us in celebrating the accomplishments of The Top 50 Women Leaders in Investment Management of 2023 Please join us in celebrating the accomplishments of The Top 50 Women Leaders in Investment Management of 2023. Put simply, investment management refers to the supervision of financial assets and investments, extending......
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