Search Results for: wealth manager

Zephyr Releases Portfolio Performance, Comprehensive Investment Performance Reporting
Investment Services Investments News

Zephyr Releases Portfolio Performance, Comprehensive Investment Performance Reporting

Fintech News Desk
by Fintech News Desk0
Advisors can review client portfolio returns across multiple class levels and compare performance with market indices, blended or static benchmarks Zephyr, a subsidiary of Informa plc , and a recognized leader in providing data, insight, and analysis to investment professionals via its financial services platform, announced the release of Portfolio......
Swan Bitcoin Raises $6 Million in Series A Funding Round
Cryptocurrency Fintech News

Swan Bitcoin Raises $6 Million in Series A Funding Round

Fintech News Desk
by Fintech News Desk0
Bitcoin-only investment company accelerates growth plans; investment analyst Lyn Alden joins board of directors Swan Bitcoin, a company that makes buying Bitcoin safe, fast and easy, announced the closing of $6 million in Series A financing on a $90 million pre-money valuation. To date, the company has raised $8.5 million.......
Financial Industry Veteran John Pileggi Joins Disruptive Fintech Platform as Chief Executive Officer
Fintech News

Financial Industry Veteran John Pileggi Joins Disruptive Fintech Platform as Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
Pileggi to lead Givvor as a Fintech force in democratizing donor-advised funds and revolutionizing charitable giving for the donee and the donor Givvor , a disruptive fintech platform shaping the future of philanthropy, announced that financial industry veteran John Pileggi has joined as Chief Executive Officer, where he will lead......
Broadridge Announces Go-Live of Global Proxy Sub-Custody Services in Switzerland
Finance News

Broadridge Announces Go-Live of Global Proxy Sub-Custody Services in Switzerland

Fintech News Desk
by Fintech News Desk0
As part of the ongoing worldwide rollout of its innovation program to promote and enable the highest standards of corporate governance in local and global markets, Broadridge Financial Solutions, Inc. announced the live operational availability of its “golden copy” event sourcing and proxy vote execution service for custodians and local agents......
Envestnet and YieldX Announce Strategic Partnership, Expanding Access to Solutions for Simplifying Investment in Income and Protection Products
Fintech Investments News

Envestnet and YieldX Announce Strategic Partnership, Expanding Access to Solutions for Simplifying Investment in Income and Protection Products

Fintech News Desk
by Fintech News Desk0
Through Investment in YieldX’s Tools, Envestnet Empowers More Advisors to Help Clients Meet Income Needs Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a FinTech company reimagining fixed income, announced they are entering into a strategic relationship. Envestnet will distribute YieldX technology......
Olive Group Limited and Next Stage Partners Join Forces to Deliver Financial Empowerment as a Service in the US
Fintech News

Olive Group Limited and Next Stage Partners Join Forces to Deliver Financial Empowerment as a Service in the US

Fintech News Desk
by Fintech News Desk0
Olive Group Ltd. (Olive) and Next Stage Partners (NSP) have announced that they are partnering to open the United States market for Olive, the only payments-driven technology aggregating round ups, cashback rewards and sponsor-matched contributions towards shared and individual goals. “With our experience in helping fintechs rapidly generate scale we recognize lots of......
Residential Real Estate & Unsecured Consumer Loan Services from Envestnet Credit Exchange Now Available Through MML Investors Services
Finance Investments News

Residential Real Estate & Unsecured Consumer Loan Services from Envestnet Credit Exchange Now Available Through MML Investors Services

Fintech News Desk
by Fintech News Desk0
Access to Credit Solutions can Help Clients Manage Both Sides of Their Balance Sheets Envestnet announces that investment advisor (IA) reps affiliated with MML Investors Services, LLC (MMLIS) can now offer Envestnet Credit Exchange services to access residential real estate and unsecured consumer loan opportunities. “The Envestnet Credit Exchange can help ease......
RedBlack, an intelliflo Solution, Launches Cloud-Based Rebalancing and Trading Platform
Investment Services News

RedBlack, an intelliflo Solution, Launches Cloud-Based Rebalancing and Trading Platform

Fintech News Desk
by Fintech News Desk0
Many financial advisory firms have a strong preference toward easier-to-use cloud solutions, whether due to internal IT staff constraints or the desire to focus more resources on core competencies. Aligned with this trend, RedBlack, an intelliflo solution, has released the cloud edition of its market-leading portfolio rebalancing and trading platform, which is......
InvestX,
Investments News

Alternative Investment Exchange (AIX) Partners with InvestX

Fintech News Desk
by Fintech News Desk0
Partnership reflects a commitment to innovative alliances that help push access to alternative investments to more broker-dealers  Alternative Investment Exchange (AIX), an alternative investment technology firm that makes it easier for wealth managers and fund sponsors to do business in alternatives, announced it has partnered with InvestX, a fund sponsor and marketplace that empowers......
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