Search Results for: investment strategies

Fintech News

Liberty One Investment Management – Now Available on Orion

Fintech News Desk
Liberty One Investment Management, a third-party asset manager based in Libertyville, IL, was recently added to Orion’s growing list of managers available to advisors on their platform. Liberty One will be offering four of their flagship allocations on Orion’s new Communities platform. This platform integrates into both Orion Portfolio Solutions as well as......
Russell Investments Selects Vestmark to Power Personalized Managed Accounts With Innovative Tax-managed Overlays
Fintech Investment Services News Trading

Russell Investments Selects Vestmark to Power Personalized Managed Accounts With Innovative Tax-managed Overlays

Fintech News Desk
Partnership aims to propel Russell Investments as the industry’s leading provider of customized tax-managed solutions Russell Investments has selected Vestmark, a leading provider of portfolio management and trading software and outsourced services, to power the design, construction and management of an array of inventive Personalized Managed Accounts (PMA) that can......
SPiCE Becomes First Digital Security to List on Fusang Exchange
Fintech News

hey, Leading Payments and e-Commerce Player in Japan, Secures Growth Investment Led by Bain Capital Tech Opportunities

Fintech News Desk
Funding to Accelerate Development of Efficient and Frictionless Shopping Experience and Acquisition of Coubic, Reservation Software Business hey, a leading payments and e-commerce platform in Japan that helps businesses easily create bespoke online stores and process in-store cashless payments, today announced it secured a Series E investment led by Bain Capital Tech Opportunities with participation......
Capital Markets Fintech Investment Services News

Gemspring Capital Makes Strategic Investment in Cforia Software

Fintech News Desk
Gemspring Capital, a middle-market private equity firm, is pleased to announce its acquisition of Cforia Software, LLC (“Cforia”), a leading provider of order-to-cash (OTC) automation software. Read More: GlobalFintechSeries Interview with Michael Higgins, Chief Executive Officer at Velox Clearing Based in Westlake Village, CA, Cforia’s OTC automation software platform improves collections......
Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
Artificial Intelligence

Blockchange Launches Industry’s First Digital Asset Management Platform for Registered Investment Advisors

Fintech News Desk
Blockchange Inc., today announced the availability of BITRIA™ – the industry’s first turnkey digital asset management platform for registered investment advisors. The platform allows RIAs to diversify their clients’ portfolios into digital assets for improved returns and risk mitigation, using similar processes to those used for traditional assets today. Request......
17a-4’s Compliance Suite for Microsoft’s Azure Blob Storage now available
Artificial Intelligence Fintech Investment Services News

MSCI Announces Strategic Alliance With Microsoft to Accelerate Innovation in the Global Investment Industry

Fintech News Desk
MSCI and Microsoft Corp. have formed a strategic alliance to accelerate innovation among the global investment industry. By bringing together the power of Microsoft’s cloud and AI technologies with MSCI’s global reach through its portfolio of investment decision support tools, the companies will unlock new innovations for the industry and......
Business Investment Services News

Yeahka Increases Investments in Payment Service Industry and Empowers Business Services through Continued Development in SaaS Technology

Fintech News Desk
YEAHKA LIMITED (“Yeahka” or the “Company”, stock code: 9923.HK), a leading technology platform in China, was listed on the Main Board of The Stock Exchange of Hong Kong Limited in June 2020. The shares of the Company initially offered under the Hong Kong Public Offering and International Offering were significantly over-subscribed and......
BNY Mellon to Deliver Real-Time Account Validation Services to Corporate and Bank Clients in the U.S.
Business Fintech Fintech Funding Investment Services News

BNY Mellon Investment Management and Wilshire Associates Launch Transformative Advisor-Focused Custom Target Date Platform

Fintech News Desk
BNY Mellon Investment Management announced a new partnership with Wilshire Associates to launch the BNY Mellon Investment Management Custom Target Date Builder, a transformative advisor platform, which will provide more choice to the Target Date Fund business dominated by large fund providers. Retirement Plan Advisors will now be able to......
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