Search Results for: Portfolio Management

Fintech InsurTech News

Blockchange and Gemini Partner in Industry First to Bring Digital Assets to Registered Investment Advisors.

Fintech News Desk
by Fintech News Desk0
Solution is a secure one stop shop for RIAs who want to participate in digital assets. Quantum Capital Management has signed on, with client assets already under management. Blockchange Inc, the digital asset investing platform for professional wealth managers, and Gemini Trust Co. LLC, a cryptocurrency exchange and custodian, today announced......
Investment Services News

Great Point Capital Expands Access to Alternative Investment Solutions with Proteus Partnership

Fintech News Desk
by Fintech News Desk0
Proteus’ technology will enable Great Point Capital advisors, broker-dealers and insurance agents to better construct alternative investment portfolios for accredited investors Proteus, an RIA, alternative investments and private funds platform, today announced it has partnered with national financial services firm Great Point Capital to provide the practice’s independent investment advisors, broker-dealers......
TeamMate+ global expert solution from Wolters Kluwer named finalist in 2020 SaaS Awards
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Wolters Kluwer’s ELM Solutions Wins Top Stevie Award for Employer of the Year

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer ELM Solutions, the market-leading provider of enterprise legal spend and matter management, contract lifecycle management, and legal analytics solutions won the 2020 Gold Stevie® Award for Employer of the Year, Computer Software, 100-2,500 employees, in the fifth annual Stevie Awards for Great Employers. Read More: Four Benefits of Buy......
Automated Financial Systems, Inc. Announces Santander Bank’s Selection of AFSVision®, the Next Generation Commercial Lending System
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Automated Financial Systems, Inc. Announces Santander Bank’s Selection of AFSVision®, the Next Generation Commercial Lending System

Fintech News Desk
by Fintech News Desk0
Automated Financial Systems (AFS) announced that Santander Bank, N.A., the U.S. affiliate of Banco Santander, S.A., has signed on to convert to AFSVision, the state-of-the-art next-generation commercial lending system from AFS. Read More: Curb Debuts Taxi PaaS Solution with City of Chicago to Enable E-hailing and Mobile Payments for Wheelchair......
Wolters Kluwer Lien Solutions Hosts Webinar on Lender Best Practices to Manage Looming Auto Repossessions
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Wolters Kluwer Lien Solutions Hosts Webinar on Lender Best Practices to Manage Looming Auto Repossessions

Fintech News Desk
by Fintech News Desk0
August 19 event offers lenders insights into best practices given new economic environment(Wolters Kluwer ) Wolters Kluwer Lien Solutions business is hosting an informational webinar, “Auto Repossessions Avalanche is Coming: Are You Ready?” to share insights with lenders on managing their motor vehicle liens in preparation for higher loan defaults and......
Barclays Launches Systematic Study of ESG-Focussed US Equity Funds
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Barclays Launches Systematic Study of ESG-Focussed US Equity Funds

Fintech News Desk
by Fintech News Desk0
ESG-focussed mutual funds are attracting large inflows, but fundamental challenges remain in defining what constitutes an ESG-labelled equity fund. In a systematic study of US equity funds, Barclays Quantitative Portfolio Strategy (“QPS”) team finds that ESG-labelled funds do not necessarily provide more ESG exposure than conventional funds. Read More: Curb Debuts......
DeskTrading's New Mobile Trading Platform Set to Make Its Debut
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DeskTrading’s New Mobile Trading Platform Set to Make Its Debut

Fintech News Desk
by Fintech News Desk0
DeskTrading announces the final development stages of the new XMarkets mobile trading platform to support investors and dealers with preference for using Android and iOS mobile devices. The Apps will become available in the Apple App Store and Google Play in September 2020 and the trading instruments will include major Forex currency pairs,......
Artificial Intelligence Fintech News

SimCorp completes next phase in cloud transformation, offering SimCorp Dimension as a Service on Microsoft Azure

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces a new integration of its front-to-back investment management platform, with Microsoft Azure. The move significantly benefits SimCorp clients with a highly scalable, secure and cost efficient public cloud solution. The integration......
CAIS Announces New Integration with Orion for Seamless Transaction Reporting
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CAIS Announces Rapid Advisor Adoption for New Learning Platform

Fintech News Desk
by Fintech News Desk0
CAIS IQ is driving education of alternative investments, CE credits for Financial Advisors Everywhere CAIS, the industry-leading alternative investment platform, today announced growth and momentum for CAIS IQ, the company’s modern learning system for financial advisors, that helps them learn faster, remember longer and enhance client outcomes. CAIS IQ combines......
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