Search Results for: strategies

Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication
Business Fintech News

Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, today announced the launch of Charles River Wealth Hub (Wealth Hub), a communications platform that connects managed account program sponsors and their asset manager distribution partners through a secure network environment. Wealth Hub is delivered as a cloud-based service using Microsoft® Azure. Read......
Qontigo Releases Developed Markets ex-US Equity Factor Risk Model
Fintech Investment Services News Risk Management

Qontigo Releases Developed Markets ex-US Equity Factor Risk Model

Fintech News Desk
by Fintech News Desk0
Qontigo, an investment intelligence leader and provider of best-of-breed analytics and world-class indices, has announced the release of the Axioma Developed Markets ex-US Equity Factor Risk Model as part of its Equity Factor Risk Model Suite. This newly launched model allows investors to capture factor exposures and risks in developed......
Blockchain Business Fintech Fintech Funding Fintech Startups News

Future FinTech Appointed Weicheng Pan as Chief Strategy Officer

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc. (NASDAQ: FTFT) (hereinafter referred to as “Future Fintech”, “FTFT” or “Company” ) a leading blockchain e-commerce company and a service provider for financial technology, today announced it has appointed Mr. Weicheng Pan as Chief Strategy Officer of the Company. Mr. Pan will be responsible for the Company’s strategic planning,......
FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo's Protective Investing Platform
Business Fintech Investment Services News

FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo’s Protective Investing Platform

Fintech News Desk
by Fintech News Desk0
The Integration Enables Halo Platform Users to Find a Range of Annuities to Meet Client Retirement Needs FIDx, a product-agnostic platform that seamlessly integrates insurance solutions with wealth management platforms, announced a strategic partnership with Halo Investing, a marketplace provider that connects investors to protective investment products. The integration will......
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
Fintech Investment Services News

SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform

Fintech News Desk
by Fintech News Desk0
Over 60 new Strategies from Fidelity Institutional Asset Management, Northern Trust Investments, and Vanguard Group  SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management platform (TAMP), continues to expand its roster of available investment strategies with the addition of industry stalwarts......
Half of Clients Say They Don’t Read Most Emails From Their Financial Advisor, Finds Study by Life Stage Insights
Fintech News

Half of Clients Say They Don’t Read Most Emails From Their Financial Advisor, Finds Study by Life Stage Insights

Fintech News Desk
by Fintech News Desk0
Half of clients (52%) don’t open or read the majority of emails from their financial advisor, according to a new survey¹ by Life Stage Insights, a marketing technology company that empowers financial advisors to automate deep connections with prospects and clients. The top reason clients say they don’t read their financial......
WINIFORD Launches Its New Cutting Edge Trading Platform
Cryptocurrency Fintech News Trading

WINIFORD Launches Its New Cutting Edge Trading Platform

Fintech News Desk
by Fintech News Desk0
WINIFORD provides traders with secure access to the crypto markets. With a user friendly and responsive trading platform for cryptocurrency. After much anticipation, WINFORD finally launched its trading platform, a combination of cutting edge technology and intuitive interface, which takes online trading into the next level. The software had been......
CLARA Analytics Unveils Its AI-Based Litigation Avoidance Solution for Commercial Auto
Artificial Intelligence Fintech News

CLARA analytics Expands Board of Directors With Veteran Executives Andrew Pinkes, Dave Hollander

Fintech News Desk
by Fintech News Desk0
CLARA analytics (“CLARA”), the leading provider of artificial intelligence (AI) technology in the commercial insurance industry, today announced it has appointed Andrew Pinkes and Dave Hollander to its board of directors. The additions are in response to accelerated demand for the company’s products over the past year, furthering its goal of......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech Investment Services News

Dana D’Auria, CFA, Joins Envestnet as Co-CIO

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Dana D’Auria has joined the organization as Co-Chief Investment Officer of Envestnet. In her new role, she will join Envestnet | PMC’s Investment Committee, and utilize her expertise to further grow and align PMC’s fiduciary solutions and other resources, including overlay services, research and portfolio management. Read......
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Alkami Technology Announces Financing Led by D1 Capital Partners

Fintech News Desk
by Fintech News Desk0
$140 Million capital raise comes as Alkami nears 10 million digital users Alkami Technology, Inc. (Alkami), a leading cloud-based digital banking solutions provider for banks and credit unions, announced the initial closing of a $140 million funding round. D1 Capital Partners was the lead investor in the financing, alongside Fidelity Management & Research......
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