Search Results for: investment portfolios

Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go
Fintech Investment Services News

Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go

PR Newswire
by PR Newswire0
Altoo AG, a fintech that empowers investment professionals, family offices, and individual wealthy clients to conveniently oversee their wealth, has announced a significant upgrade to its mobile app. This enhancement empowers users to make informed financial decisions with greater confidence, while also allowing financial advisors to focus more on client......
SS&C Bolsters Alternatives Data Aggregation for Wealth Managers
Artificial Intelligence Finance

SS&C Bolsters Alternatives Data Aggregation for Wealth Managers

PR Newswire
by PR Newswire0
SS&C Technologies Holdings, Inc. today announced the broad rollout of SS&C Accord, an AI-enabled service to help wealth managers aggregate and validate their customers’ alternative investment data. Powered by proprietary technology, SS&C Accord leverages SS&C’s wealth management and alternative investment fund administration expertise to help advisors aggregate and process siloed data across......
Bloks.app Secures US$1.5M in Seed Funding Led by Storytime Capital and Mistral Venture Partners
Artificial Intelligence Finance Fintech News

Bloks.app Secures US$1.5M in Seed Funding Led by Storytime Capital and Mistral Venture Partners

PR Newswire
by PR Newswire0
Bloks.app Launches AI-Driven Agent to Free Investment Teams from Busywork, Letting Them Focus on What Really Matters Bloks.app, the transformative AI-powered platform designed to eliminate tedious busywork for investment teams, today announced the successful closing of a US$1.5 million seed funding round. Led by Storytime Capital and Mistral Ventures, the round also......
Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life
Investment Services News Trading

Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life

PR Newswire
by PR Newswire0
Addepar Elevates RIA Efficiency and Client Service with Powerful Platform Upgrades Addepar, a leading global technology and data platform for investment professionals, announced the launch of Addepar Trading, Dashboards, and other design enhancements to streamline advisor workflows and deliver deeper insights for clients. In today’s evolving market, these tools empower......
Clearwater Analytics Launches New Standard in Corporate Treasury Benchmarking
Finance Fintech News

Clearwater Analytics Launches New Standard in Corporate Treasury Benchmarking

PR Newswire
by PR Newswire0
Clearwater Insights Empowers Financial Leaders with Comprehensive Investment Data for Strategic Peer Benchmarking Clearwater Analytics, a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, has launched Clearwater Insights, a powerful peer benchmarking solution. This new product provides Chief Financial Officers (CFOs) and treasury teams with powerful......
Ai For Alpha Introduces Its New CTA "Risk Off" Strategy
Artificial Intelligence Finance Fintech News

Ai For Alpha Introduces Its New CTA “Risk Off” Strategy

Business Wire
by Business Wire0
Ai For Alpha, a pioneering fintech specialized in AI investment strategies, announces the launch of its latest innovation: the “Risk Off” CTA strategy. Ai For Alpha has developed a cutting-edge technology called Decoding, which enables the creation of replication portfolios for both traditional and alternative strategies, including CTAs, Global Macro, and hedge......
AnoVault by Anodos: A New Era of Effortless Crypto Investing with Decentralized, Multi-Chain Solutions
Cryptocurrency Finance Fintech News

AnoVault by Anodos: A New Era of Effortless Crypto Investing with Decentralized, Multi-Chain Solutions

GlobeNewswire
by GlobeNewswire0
Revolutionizing Crypto Investments for Beginners and Busy Investors Anodos is proud to announce the launch of AnoVault, a groundbreaking platform designed to simplify crypto investing for everyone, especially newcomers and those with limited time to manage their portfolios. AnoVault allows users to effortlessly follow expert investment decisions, while ensuring they......
PowerPatent Empowers Fintech Innovators to Secure Their Intellectual Property
Fintech News

PowerPatent Empowers Fintech Innovators to Secure Their Intellectual Property

EIN Presswire
by EIN Presswire0
PowerPatent Empowers Fintech Innovators to Secure Their Intellectual Property In today’s rapidly evolving financial technology landscape, protecting intellectual property is crucial for fintech companies looking to maintain their competitive edge. PowerPatent, a leader in AI-driven patent drafting and management software, offers fintech innovators a powerful solution to safeguard their innovations......
Artificial Intelligence Banking Digital Payments Featured Finance Fintech

How Are Modern-Day Software Companies Shaping the Future of FinTech and Payment Systems?

Prajakta Ayade
by Prajakta Ayade0
The financial technology (FinTech) sector has witnessed explosive growth in recent years, driven by rapid advancements in digital technologies and a shift towards a more connected, cashless economy. At the heart of this transformation are payment systems, the mechanisms by which money is transferred between parties, whether consumers, businesses, or......
Setpoint Secures $31M Series B From Wells Fargo, Citi, 645 Ventures, Andreessen Horowitz and Others to Revolutionize Credit Infrastructure
Finance Fintech Investments News

Setpoint Secures $31M Series B From Wells Fargo, Citi, 645 Ventures, Andreessen Horowitz and Others to Revolutionize Credit Infrastructure

Business Wire
by Business Wire0
Setpoint, the leading infrastructure provider for the credit industry, today announced the successful completion of its $31 million Series B funding round. 645 Ventures led the round, with significant strategic investments from Citi and Wells Fargo, alongside Andreessen Horowitz, NextView Ventures, Floating Point, Henry Kravis, Zillow founder’s 75 & Sunny,......
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