Search Results for: asset managers

Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Big Data Fintech Investment Services News Risk Management

Private Client Resources (PCR) and FINARTIS team to deliver a complete Front-to-Back Experience to Private Banks, Asset Managers and Family Offices internationally

Fintech News Desk
by Fintech News Desk0
Global Solution integrates PCR’s data aggregation capabilities with FINARTIS’s comprehensive Investment Management platform Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high net worth (UHNW) families and institutions announced a partnership with FINARTIS SA, the leading Swiss-Based provider of investment management and risk reporting......
Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support From Asset Managers and Technology, According to New Broadridge Survey
Fintech News

Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support From Asset Managers and Technology, According to New Broadridge Survey

Fintech News Desk
by Fintech News Desk0
 Broadridge Financial Solutions, a global Fintech leader, released results from a survey of over 300 financial advisors, revealing that financial advisors are accelerating the transition of their business models to offer more holistic financial wellness services. Read More: Amidst COVID-19 Pandemic, QUID To Provide Cash To Illiquid & Laid Off Employees......
Delta Data Releases IntelliCaster: Macro-Economic Based Forecasting Tool for Asset Managers
Fintech Radar Fintech Startups News

Delta Data Releases IntelliCaster: Macro-Economic Based Forecasting Tool for Asset Managers

Fintech News Desk
by Fintech News Desk0
Delta Data, a fintech company providing infrastructure technology for the pooled investment community today, announces the release of a new institutional profit and expense forecasting tool: IntelliCaster. The tool tracks multiple economic models that enable asset manager distributors to forecast profits and expenses based on a variety of critical influencing......
FLX Networks Introduces Solution to Streamline the Due Diligence Process for Asset and Wealth Managers
Digital Asset Management Finance Fintech News

FLX Networks Introduces Solution to Streamline the Due Diligence Process for Asset and Wealth Managers

PR Newswire
by PR Newswire0
FLX Diligence Center saves time with streamlined data collection and comparison capabilities. FLX Networks announced that it has teamed up with Dasseti to launch FLX Diligence Center, a cloud-based tech solution that streamlines and revolutionizes the due diligence data management process for both asset and wealth managers. FLX Diligence Center, Powered......
Digital Asset Management News

Tetra Trust announces partnership with MeetAmi Innovations To Deliver Turnkey Solution For Digital Asset Investing To Wealth Managers

Fintech News Desk
by Fintech News Desk0
Tetra Trust Company (“Tetra Trust”) and MeetAmi Innovations Inc. (“MeetAmi”) announced a partnership to offer a turnkey solution to Canada’s wealth management market, offering the ability to invest in Digital Assets and hold the asset base with a qualified Canadian custodian. The collaboration delivers Canada’s only regulated and compliant Digital......
Alto Adds Several Prominent Crypto Fund Managers to its Platform, Continues to Expand Access to Alternative Asset Investing Via IRA
Business Cryptocurrency Fintech Fintech Funding Investment Services News

Alto Adds Several Prominent Crypto Fund Managers to its Platform, Continues to Expand Access to Alternative Asset Investing Via IRA

Fintech News Desk
by Fintech News Desk0
Alto, an innovative technology company that simplifies the process of investing in alternative assets online using an IRA, announces three new additions to its platform with leading crypto fund managers: Bitwise, Grayscale, and SkyBridge Capital. The additions mark a significant period of growth for Alto, quickly solidifying its place as......
Osyte Raises $4 Million to Drive AI-Powered Investment Automation and Optimization for Multi-Asset Portfolios
Fintech Investment Services News

Osyte Raises $4 Million to Drive AI-Powered Investment Automation and Optimization for Multi-Asset Portfolios

PR Newswire
by PR Newswire0
Funding led by Moneta Ventures, and includes participation from Fintech investors SixThirty Ventures, Altari Ventures, Tacoma Venture Fund, and Sigmas Group Family Office. Osyte (pronounced O-Sight), developers of an AI-powered multi-asset portfolio management technology, announced the closing of its $4 million seed round. This additional capital will enable Osyte to expand......
Broadridge Launches New Digital Asset Information Platform to Help Financial Intermediaries Comply with Regulatory Guidelines
Digital Asset Management Finance Fintech News

Broadridge Launches New Digital Asset Information Platform to Help Financial Intermediaries Comply with Regulatory Guidelines

PR Newswire
by PR Newswire0
The Broadridge ClearFi solution provides investors with user-friendly information on digital assets. Broadridge Financial Solutions, Inc. (NYSE: BR), today announced the launch of Broadridge® ClearFi (“ClearFi”), a new suite of products to help financial intermediaries operating within the Digital Asset space to get out ahead of current and emerging disclosure regulations.......
Elwood and Boerse Stuttgart Digital Launch New Partnership to Enhance Digital Asset Trading
Finance Fintech News Trading

Elwood and Boerse Stuttgart Digital Launch New Partnership to Enhance Digital Asset Trading

PR Newswire
by PR Newswire0
Elwood, a leading fintech that provides comprehensive digital asset trading and investing solutions to institutions, announced today that Boerse Stuttgart Digital will be using Elwood’s technology to enhance its digital asset offering. Boerse Stuttgart Digital is Europe’s leading infrastructure partner for digital and crypto solutions. Boerse Stuttgart Group has built the largest crypto and digital asset business amongst......
Talos Unveils New Portfolio Management System for Digital Assets
Finance Fintech News Trading

Talos Unveils New Portfolio Management System for Digital Assets

PR Newswire
by PR Newswire0
Integration with OEMS Delivers Full Investment Lifecycle Platform Talos, the premier provider of institutional trading technology for digital assets, today announced the launch of its new Portfolio Management System (PMS), seamlessly integrating all of its portfolio management tools with its flagship order and execution management system (OEMS). This new offering......
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