Search Results for: strategies

RobustWealth-Enhances-Online-Financial-Planning-Experience
Business Fintech News Risk Management

RobustWealth Enhances Online Financial Planning Experience

Fintech News Desk
by Fintech News Desk0
RobustWealth today announced the release of its updated client portal featuring an improved user experience that better guides individuals toward their investment goals. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies The most notable enhancement to the RobustWealth client portal is the......
BlackRock-Completes-Acquisition-of-Aperio
Business Fintech News

BlackRock Completes Acquisition of Aperio

Fintech News Desk
by Fintech News Desk0
BlackRock, Inc. has completed the acquisition of Aperio, a pioneer in customizing tax-optimized index equity separately managed accounts (SMAs), from Golden Gate Capital and Aperio employees. The combination expands the breadth of BlackRock’s personalization capabilities via tax-managed strategies across factors, broad market indexing, and investor ESG preferences. Read More:  Tuvalu......
AdvisorPeak Introduces New Model Portfolios on Trading Platform
Fintech Investment Services News Risk Management Trading

AdvisorPeak Introduces New Model Portfolios on Trading Platform

Fintech News Desk
by Fintech News Desk0
AdvisorPeak announced the addition of multiple investment model portfolios to its tax-efficient, risk-based trading and rebalancing platform today. Over 900 advisors and wealth management professionals now have access to THOR Financial Technologies’ ESG, Global, Individual Stock, and U.S. Models. THOR provides a technology-driven, proactive investment management engine along with model portfolios that are time and......
SESAMm Closes Series B Round with NewAlpha Asset Management and The Carlyle Group
Artificial Intelligence Fintech Investment Services News Risk Management

SESAMm Closes Series B Round with NewAlpha Asset Management and The Carlyle Group

Fintech News Desk
by Fintech News Desk0
SESAMm, one of the leading providers of analytics and artificial intelligence solutions for investment professionals and enterprises, has concluded a Series B funding round for over €7.5M led by the Fintech VC fund of NewAlpha Asset Management and global investment firm The Carlyle Group (NASDAQ: CG). The investment is intended......
Sushant Trivedi Joins BlocPal as Chief Marketing Officer
Blockchain Fintech News

Sushant Trivedi Joins BlocPal as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Sushant Trivedi brings over a decade of brand management and global strategy to BlocPal. BlocPal International, a leading global fintech and blockchain technology company, is proud to announce and welcome Sushant Trivedi as the company’s new Chief Marketing Officer. Sushant brings over a decade of extensive global strategy, brand management, advertising, go-to-market......
Avalara Announces 10 Newly Certified Integrations into Business Applications and 22 New Marketplace Customers
Business Fintech News

Avalara CRUSH Returns with Virtual Global Tax Compliance Event

Fintech News Desk
by Fintech News Desk0
Avalara (NYSE: AVLR), a leading provider of tax compliance automation software for businesses of all sizes, today announced Avalara CRUSH Virtual, its fifth annual tax conference and industry gathering. The completely virtual conference will take place on May 27, 2021. Bringing together experts and practitioners at the forefront of the......
Broadridge Launches ESG Advisory Services
Business Fintech News

Broadridge Launches ESG Advisory Services

Fintech News Desk
by Fintech News Desk0
New offering with Third Economy rapidly accelerates corporate and institutional ESG strategies To better help companies and investors enhance their Environmental, Social and Governance (ESG) programs, Broadridge Financial Solutions, Inc., a global Fintech leader, and Third Economy, a leader in sustainable investment research and advisory services, have launched an ESG Advisory Service.......
Capco and Envizage Announce Strategic Partnership
Business Fintech Fintech Funding News

Capco and Envizage Announce Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Partners will work together to bring benefits of Envizage advice engine to financial services firms and their customers globally Capco, the global management and technology consultancy, and Envizage, the London-based analytics software provider, announced a new partnership that will see the two companies working together to deliver the benefits of......
Capco and Envizage Join Forces
Banking Business Fintech InsurTech News

Capco and Envizage Join Forces

Fintech News Desk
by Fintech News Desk0
Capco, the global management and technology consultancy, and Envizage, the London-based analytics software provider, today announced a new partnership that will see the two companies working together to deliver the benefits of Envizage’s simulation-based holistic advice engine for financial services. Established by three former Morgan Stanley partners, Envizage supports banks,......
Raisin U.S. Receives Patent for Tech That Creates on-Demand User-Customized Time Deposits
Banking Fintech News

Raisin U.S. Receives Patent for Tech That Creates on-Demand User-Customized Time Deposits

Fintech News Desk
by Fintech News Desk0
Patented system simplifies and accelerates creation of unique new deposit products Banks using Raisin software offer a private banking service at retail cost European wealth management fintech Raisin has been granted a second patent for key features of its Savings as a Service (SaaS) technology by the United States Patent......
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