Search Results for: Portfolio Management

Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
Business Fintech News

Envestnet Welcomes WealthTech Veteran Dani Fava as Head of Strategic Development

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Dani Fava has joined the firm as Head of Strategic Development. In her newly created role, Ms. Fava will work closely with business, product, and client-facing teams to identify, analyze, and prioritize transformative opportunities to expand and deliver on Envestnet’s strategic roadmap. Read More: Equifax Launches Innovative New Solutions......
Business Investment Services News

RobustWealth Introduces New Iteration of Advisor Platform

Fintech News Desk
by Fintech News Desk0
RobustWealth, an innovative technology solutions provider for advisors, today released its Advisor 2.0 platform, accompanying its recently released Client 2.0 portal. The latest edition of RobustWealth’s intuitive portal is built on a new framework, providing a modern, next-generation design. The Platform expedites processes through automated rebalancing, advisor-driven onboarding or client self-directed......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News Trading

LiquidityBook Taps Cash Lafferty to Head Business Development on West Coast

Fintech News Desk
by Fintech News Desk0
LiquidityBook, a leading Software-as-a-Service (SaaS)-based provider of buy- and sell-side trading solutions, today announced the hire of Cash Lafferty as Head of Business Development – West Coast. Based in California, Mr. Lafferty will oversee all sales activities in major West Coast markets including San Francisco and Los Angeles. With 20......
Cryptocurrency Investment Services News

AltoIRA Names Tara Fung Chief Commercial Officer

Fintech News Desk
by Fintech News Desk0
Alternative investment IRA platform adds financial technology leader as growth rate jumps five times AltoIRA, a technology platform that simplifies and streamlines the process for investors to add alternative assets to their IRAs, announced today that Tara Fung has joined the company as Chief Commercial Officer. The appointment comes as AltoIRA expands......
News

Market Structure EDGE Gives Active Traders an Untapped Advantage

Fintech News Desk
by Fintech News Desk0
Longtime market-structure experts at ModernIR develop the first decision-support analytics platform for active traders predicated on the rules that govern how stocks trade. Market Structure EDGE LLC has launched www.marketstructureedge.com (“EDGE”), the first quantitative decision-support software platform for active traders to incorporate market-structure signals for portfolio-shaping. Developed by the founders of ModernIR,......
Business Mobile Banking News

NortonLifeLock Completes New Leadership Team With Two Seasoned Consumer Tech Leaders

Fintech News Desk
by Fintech News Desk0
NortonLifeLock (NASDAQ: NLOK), the global leader in consumer Cyber Safety, today announced the addition of Robert Clarkson, in the newly created role of chief commercial officer and Krista Todd to lead marketing, brand and communications. “I am excited to welcome Robert and Krista to NortonLifeLock as each have led highly......
Business News

European Private Equity Activity Drops Sharply in Q2 2020 Amid COVID-19 Uncertainty

Fintech News Desk
by Fintech News Desk0
PitchBook, the premier data provider for the private and public equity markets, today released its Q2 2020 European Private Equity Breakdown, which found European private equity (PE) deals and fundraising sharply declined through the first half of the year. As the COVID-19 crisis unfolded, lenders concentrated on existing loans, sellers tabled......
Qontigo Named Category Winner for Portfolio and Factor Modeling by Chartis Research for Second Year Running
Artificial Intelligence Fintech News

Qontigo Selected by NYSE to Power Actively Managed, Semi-Transparent ETF Offering

Fintech News Desk
by Fintech News Desk0
Two Actively Managed ETFs from American Century Launched Today on NYSE Arca Qontigo announced today that the New York Stock Exchange (NYSE) has deployed Qontigo’s best-in-class proxy portfolio solution to enable the launch of the first actively managed, semi-transparent ETFs on NYSE Arca. The NYSE’s Actively Managed Solution (NYSE AMS)......
Sarnova to Acquire and Simultaneously Combine Digitech and R1 EMS Businesses in Partnership with Pamlico Capital and Digitech Founder & CEO Mark Schiowitz
Business Fintech News

Sarnova to Acquire and Simultaneously Combine Digitech and R1 EMS Businesses in Partnership with Pamlico Capital and Digitech Founder & CEO Mark Schiowitz

Fintech News Desk
by Fintech News Desk0
Sarnova announced that it will acquire and simultaneously combine Digitech and the R1 RCM Inc. (“R1”) EMS business (formerly ADPI/Intermedix), in partnership with Pamlico Capital and Digitech Founder and CEO Mark Schiowitz, to create a leading provider of revenue cycle management (RCM) solutions for emergency medical services (EMS) professionals. The......
Phoenix American Releases White Paper on the Impacts of the COVID-19 Pandemic Crisis on Venture Capital and 2020 Outlook for the Industry
Fintech Fintech Funding Investment Services News

Phoenix American Releases White Paper on the Impacts of the COVID-19 Pandemic Crisis on Venture Capital and 2020 Outlook for the Industry

Fintech News Desk
by Fintech News Desk0
Report Provides Insights and Data on Fundraising, Investment Opportunities and Considerations for VCs and Startups Going Forward  Phoenix American, a full-service fund administration provider for alternative investment funds, has published a new white paper examining the initial impacts of the COVID-19 pandemic crisis on the venture capital industry. Venture Capital & COVID-19:......
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