Search Results for: Portfolio Management

Morningstar Investment Management and PAi Announce First ESG Pooled Employer Plan
Investments News

Morningstar Investment Management and PAi Announce First ESG Pooled Employer Plan

Fintech News Desk
Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., and Plan Administrators, Inc. (PAi), a retirement plan administrator and recordkeeper, announced plans to offer the industry’s first Pooled Employer Plan (PEP) intentionally designed to limit exposure to material environmental, social, and governance (ESG) risks. The Morningstar ESG Pooled Employer Plan is......
Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026
Fintech Investments News

Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026

Fintech News Desk
JP Morgan Identified as Leading Champion in Wealth Management Market Total fees generated from digital assets under management will reach $12.6 billion by 2025, a more than threefold increase on the 2020 figure of $4 billion, according to fintech and payments research specialists Kaleido Intelligence. “There is a far greater......
DeFi Technologies Inc. Featured in Syndicated Broadcast Covering Expansion of Management Team to Support Growth in European and Global Markets
DeFi

DeFi Technologies Inc. Featured in Syndicated Broadcast Covering Expansion of Management Team to Support Growth in European and Global Markets

Fintech News Desk
DeFi Technologies Inc., a digital asset investment firm bridging the gap between traditional capital markets and decentralized finance, announces that it has been featured in a broadcast via NetworkNewsAudio (“NNA”), a solution that delivers additional visibility, recognition and brand awareness in the investment community via distribution to thousands of syndication......
Itiviti Successfully Integrates NYFIX Matching Post-trade Solution with Broadridge Investment Management Solutions
Fintech Investments News

Itiviti Successfully Integrates NYFIX Matching Post-trade Solution with Broadridge Investment Management Solutions

Fintech News Desk
Itiviti, Broadridge Financial Solutions, Inc.’s provider of flexible, cross-asset trading solutions covering the full trade lifecycle, announced the integration of its NYFIX Matching solution with the portfolio, order and investment management system from Broadridge. “The post-trade space has historically been defined by manual processes, but given shrinking technology budgets, many firms......
KW Specialty Expands its Relationship with Sapiens, Choosing to Automate and Move its Reinsurance Management to the Cloud
Fintech InsurTech News

KW Specialty Expands its Relationship with Sapiens, Choosing to Automate and Move its Reinsurance Management to the Cloud

Fintech News Desk
Sapiens ReinsurancePro will improve reinsurance management efficiency, expand capabilities for complex structures’ management and better serve its wholesale partners Sapiens International Corporation, a leading global provider of software solutions for the financial services industry, announced that KW Specialty (KWS), a leading surplus lines insurer based in Scottsdale, Arizona, has selected Sapiens ReinsurancePro to......
Centrinex Expands LMS Platform Portfolio Through LoanPro Partnership
Banking Digital Payments Finance News

Centrinex Expands LMS Platform Portfolio Through LoanPro Partnership

Fintech News Desk
Midwest-based call center, Centrinex, announces a partnership with LoanPro, a leading API-based, mid-market and enterprise Loan Management Software (LMS) Midwest-based call center, Centrinex, announces a partnership with LoanPro, a leading API-based, mid-market and enterprise Loan Management Software. The addition of LoanPro to Centrinex’s LMS portfolio brings yet another platform option......
Unanet and OpenAsset Announce Partnership for Digital Asset Management
Digital Asset Management News

Unanet and OpenAsset Announce Partnership for Digital Asset Management

Fintech News Desk
 Unanet, the leading SaaS project-based Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) provider purpose-built for the architecture, engineering, and construction (AEC) industries, announced it has partnered with OpenAsset, the only project-based digital asset management solution for AEC, to provide further integration on its industry-leading Unanet Connect platform. The latest partnership......
One River Digital Asset Management Completes Strategic Investment Round
Digital Asset Management Fintech News

One River Digital Asset Management Completes Strategic Investment Round

Fintech News Desk
Series A financing with Coinbase Ventures, Goldman Sachs, Liberty Mutual Insurance, a global alternative asset manager, and Infinity Investment Partners, deepens ties with financial and digital industry leaders, and provides capital to further accelerate One River Digital’s rapid development One River Digital Asset Management, a leading digital asset manager for......
Connecting ag Lenders, Investors and Farm Credits to Climate Risks Impacting Portfolios:
Fintech News Risk Management

Connecting ag Lenders, Investors and Farm Credits to Climate Risks Impacting Portfolios: AQUAOSO Launches Groundbreaking Data Acclimation Tool

Fintech News Desk
A powerful suite of analytics and data management tools, GIS Connect is an opportunity for the agricultural finance sector to create long-term resilience for water and climate risk AQUAOSO Technologies, a public benefit corporation focused on water risk technology that reduces financial risk for lenders and investors, announced the launch......
Tesselate Becomes Official Distributor Of Finastra's Fusion Invest Software For The Moroccan Asset Management Market
Banking Fintech News Risk Management

Tesselate Becomes Official Distributor Of Finastra’s Fusion Invest Software For The Moroccan Asset Management Market

Fintech News Desk
Tesselate Africa, a subsidiary of Tesselate Group, and Finastra, the largest pure-play software vendor that serves the entire financial services industry, announced their partnership. Tesselate Africa is now certified as a distributor of Finastra’s Fusion Invest solution, bringing a comprehensive front-to-back experience for asset managers to Morocco. “With Finastra’s global presence and proven technology, combined with......
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