Search Results for: portfolio analytics

Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals
Investment Services News

Lincoln Investment Selects Riskalyze to Offer Firm-Wide Access to Technology

Fintech News Desk
by Fintech News Desk0
Riskalyze will help more than one thousand Lincoln advisors stay efficient and compliant with Regulation Best Interest Riskalyze today announced its enterprise agreement with Lincoln Investment (Lincoln), a full-service broker-dealer and registered investment adviser serving nearly 360,000 investors who represent more than $41 billion in assets. The agreement will provide more than 1,000 Lincoln advisors with access......
Fintech News

Fir Tree Partners Joins Arcesium Technology and Services Platform

Fintech News Desk
by Fintech News Desk0
Private Investment Firm Partners with Arcesium to Implement Flagship Suite of Fully Integrated Technology & Services Arcesium LLC, a leading global financial technology and professional services firm, announced today that Fir Tree Partners, a private investment firm, selected Arcesium’s fully integrated technology platform and services solution to support their operational......
Riskalyze Delivers a Holiday Gift to Every Financial Advisor in the United States: Free End-of-Year Rebalancing for All of Their Clients
Fintech News Risk Management

Riskalyze Delivers Breakthrough Tax Intelligence Capabilities and Launches the Era of “Risk Alpha + Tax Alpha” for Advisors

Fintech News Desk
by Fintech News Desk0
Keynote presentation at Fearless Week showcases Intelligent Tax Optimization, Automated Tax Loss Harvesting, all-new portfolio analytics, and expanded coverage of structured notes(Riskalyze) At the company’s Fearless Week keynote, Riskalyze announced powerful new tax intelligence capabilities for its advisor trading platform, leapfrogging the status quo of legacy rebalancing tools, and showcased groundbreaking......
REPAY Announces Partnership with CU*Answers to Integrate Card Processing for Credit Unions
Business Fintech News

REPAY Announces Partnership with Inovatec Systems Corp

Fintech News Desk
by Fintech News Desk0
Partnership will enhance payment capabilities for lenders and finance companies across the Inovatec system Repay Holdings Corporation, a leading provider of vertically-integrated payment solutions, announced its partnership with Inovatec Systems Corp, a provider of industry-leading, cloud-based lending solutions for all financial institutions. Read More: smartTrade’s Solution Awarded Best Multi-Asset EMS......
InterWork Alliance Launches to Standardize Token-Powered Ecosystems Worldwide
Fintech Investment Services News

Dealpath Momentum Builds With Record q1; Executive Team Expands With New Marketing Leader

Fintech News Desk
by Fintech News Desk0
Deal value surges 170% year over year; Elizabeth Eberle joins as VP of Marketing Dealpath, the leading software solution for real estate investment and portfolio management, announced a record first quarter with a 170% increase in deal value supported on the platform year over year, surpassing $5 trillion of equity......
Hedge Fund Investors May Access Liquidity - Despite Redemption Suspensions or Gates
Fintech Investment Services News

Hedge Fund Investors May Access Liquidity – Despite Redemption Suspensions or Gates

Fintech News Desk
by Fintech News Desk0
Bridgeport Financial Technology is working with various counterparties to provide hedge fund investors with immediate liquidity through loan facilities collateralized by their fund investments.  The company is poised to leverage key features of its private fund transaction and marketplace lending platform, BridgePort, in the wake of an anticipated surge in hedge......
Nasdaq to Acquire Verafin, Creating a Global Leader in the Fight Against Financial Crime
Capital Markets Fintech Investment Services News

Nasdaq Acquires Institutional Investment Fintech Firm Solovis

Fintech News Desk
by Fintech News Desk0
Solovis will pair with eVestment to deliver investment data, portfolio analytics and monitoring across public and private markets Nasdaq, Inc. announced the acquisition of Solovis, a privately-held financial technology company offering multi-asset class portfolio management, analytics and reporting tools across public and private markets. Solovis solutions will be available through......
Institutional FinTech Leader Solovis Achieves Record Revenue Growth in 2019
Banking Fintech Radar News

Institutional FinTech Leader Solovis Achieves Record Revenue Growth in 2019

Fintech News Desk
by Fintech News Desk0
Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, announced it delivered record revenue in 2019. The company increased annual recurring revenues by 55% and set new annual and fourth quarter total revenue records. The company’s continuous growth has been propelled by......
Solovis Launches New Risk Analytics Platform Designed for Asset Owners and Allocators
Fintech Investment Services News

Solovis Wins 2019 CIO Innovation Award for Data and Technology Innovation in Institutional Investing Industry

Fintech News Desk
by Fintech News Desk0
Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, announced it is the recipient of the 2019 CIO Innovation Award for Data and Technology. The CIO Innovation Awards program, sponsored by Chief Investment Officer magazine, recognized the CIOs and firms “to learn......
Velera Partners with Kinective to Accelerate Innovation and Time-to-Market for Financial Software Products
Finance Fintech News

Velera Partners with Kinective to Accelerate Innovation and Time-to-Market for Financial Software Products

Business Wire
by Business Wire0
~Kinective’s Gateway delivers breakthrough core system integration, empowering Velera to bring new products to market faster~ Velera, a leading credit union service organization (CUSO) and an integrated financial technology solutions provider, has entered into a strategic partnership with Kinective, a trailblazer in digital connectivity, document workflow and branch automation for......
1