Search Results for: portfolio management

Broadridge Extends Capital Markets Franchise with Acquisition of Itiviti
Fintech News

Broadridge Extends Capital Markets Franchise with Acquisition of Itiviti

Fintech News Desk
– Significantly expands Broadridge’s Capital Markets franchise by extending into the front office and strengthening multi-asset capabilities – Drives additional global scale and enhances its ability to serve global clients – Expected to generate strong returns and be accretive to recurring revenue growth, margins, and Adjusted EPS growth – Positions......
Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform
Fintech News Trading

Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform

Fintech News Desk
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Hightower Advisors, a registered investment advisor with $80 billion assets under management and 115 advisory businesses across the U.S., today announced the deepening of their enterprise relationship providing all Hightower-affiliated advisors, who have......
Confluence’s Risk API Solution Chosen by Leading Global Fund Administrator
Investment Services Investments News

Confluence’s Risk API Solution Chosen by Leading Global Fund Administrator

Fintech News Desk
Under a long-term contract, the new global fund administrator client will employ Confluence’s cloud-based Risk API solution Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced it has secured a long-term contract with a leading global fund administrator that......
Voya Launches Advisor Managed Accounts Program
Finance Fintech Investment Services Investments News

Voya Launches Advisor Managed Accounts Program

Fintech News Desk
New service introduced as Voya data finds 76% of working Americans want access to a financial professional for savings and investment advice Voya Financial, Inc., announced the launch of its new advisor managed accounts advisory program in collaboration with Morningstar Investment Management LLC. As one of the latest services within......
Hollard Goes Live in Australia with New Core Systems in Just Six Months
Business InsurTech News

Hollard Goes Live in Australia with New Core Systems in Just Six Months

Fintech News Desk
Insurer opens up new books of business fully integrated into a broker platform with modern, low-code tools from Duck Creek Technologies and expert implementation by Xceedance Duck Creek Technologies and Xceedance announced that global insurer Hollard has gone live in Australia with a new platform to administer personal motor, landlord, and......
Fulcrum Equity Partners Closes Oversubscribed Growth Fund IV at $275 Million
B2B Investment Services Investments News

Fulcrum Equity Partners Closes Oversubscribed Growth Fund IV at $275 Million

Fintech News Desk
Fund IV was oversubscribed and will expand growth equity investments in the healthcare services, HCIT, B2B SaaS, and tech-enabled services sectors Fulcrum Equity Partners, a growth equity firm investing in healthcare services, HCIT, B2B SaaS, and tech-enabled services, announced it has closed its fourth and largest fund to date, Fulcrum......
Kingswood US Launches Digital Alternative Investments Platform
Fintech Investment Services Investments News

Kingswood US Launches Digital Alternative Investments Platform, Powered by WealthForge and Altigo

Fintech News Desk
All-Digital Platform for Fast-Growing Independent Wealth Management Firm Reduces Paperwork, Allows Seamless Document Delivery and Signature Collection Elevates Financial Advisor Support While Empowering the Delivery of Widest Possible Spectrum of Institutional Quality Investment Solutions to Address Fast-Changing Client Needs Kingswood U.S., a network of wealth management firms that oversees more......
Matt Zames Steps Down as President of Cerberus
Fintech News

Matt Zames Steps Down as President of Cerberus

Fintech News Desk
Cerberus Capital Management, L.P. announced that Matt Zames is stepping down as President of Cerberus and Chairman of Cerberus Technology Solutions. Mr. Zames joined Cerberus three years ago. During his tenure, he led a number of investments in the financial services and technology industries, among other responsibilities, including overseeing the......
Thoma Bravo to Acquire Calypso Technology from Bridgepoint and Summit Partners
Capital Markets Investments News

Thoma Bravo to Acquire Calypso Technology from Bridgepoint and Summit Partners

Fintech News Desk
Leading software investor to partner with Calypso to drive further growth and innovation in capital markets technology Thoma Bravo, a leading private equity investment firm focused on the software and technology-enabled services sectors, announced that it has reached an agreement to acquire Calypso Technology, Inc. from international private equity group......
Solactive Financial Index firm selects QUODD to Fuel Market Data for ETFs and Indices
Fintech Investment Services Investments News

Solactive Financial Index firm selects QUODD to Fuel Market Data for ETFs and Indices

Fintech News Desk
QUODD Financial Information Services, a business unit of Financeware, a NewSpring Holdings platform company, has entered into a commercial agreement with Solactive, a German index engineering company. Solactive is using QUODD’s high quality and timely US Options and futures data to accurately develop and maintain their industry leading indices. This......
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