Search Results for: investment portfolios
SoFi Invest Midyear Investing Report: Optimistic Investors Face Down a Pessimistic Economic Environment
SoFi Invest surveyed over 3,400 Americans on their investing sentiment and habits in the first half of 2023; investor concern about “falling behind” is high, particularly among Gen X SoFi Technologies, Inc., the digital personal finance company, released their first SoFi Invest¹ Midyear Investor Report, showing that most investors feel......
iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals
iCapital Architect can help advisors set their practice apart from the competition by providing a robust toolkit for designing tailored client portfolios that incorporate alternatives and structured investments. iCapital,1 the global fintech platform driving access to alternative investments for the wealth management industry, unveiled iCapital Architect, an innovative portfolio construction tool......
OKX and Heybit Partner to Offer Leading Auto-Trading Strategy ‘Alpha on OKX’
OKX, a leading Web3 technology company, has partnered with liquidity provider Heybit to offer the ‘Alpha on OKX’ automated trading service to global users. Heybit’s proprietary auto-trading strategy, Alpha, constantly monitors the market and seeks profits based on short-term price fluctuations, allowing the strategy to deliver consistent returns even during volatile market......
Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors
New platform includes a proprietary CRM system, client portal, marketing automation, and compliance and back-office support to provide advisors with unprecedented efficiency Savvy Wealth, a digital-first platform designed for financial advisors to modernize human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a national registered investment advisor......
B2Broker: B2BinPay Joins Forces with Ledger to Offer Customized Limited Edition Hardware Wallets
The collaboration between B2BinPay and Ledger, two leading companies in their industries, marks a significant achievement. Through this innovative partnership, customers can now access an exclusive offering: a branded Ledger Nano X hardware wallet. This limited edition wallet showcases a distinctive crypto-processing design and prominently displays the B2BinPay logo. The joint effort......
34% of Professional Investors Are Interested in Building Biodiversity-themed Financial Products
Clarity AI and GIST Impact Host Successful Virtual Event on Investing and Biodiversity Global sustainability tech platform, Clarity AI and impact data and analytics provider GIST Impact recently convened over 180 asset managers, wealth managers, and asset owners for a highly engaging virtual event, to discuss the crucial role of biodiversity......
Tenor Digital Announces Strategic Partnership with Essential Fund Services International
The new partnership will provide EFSI’s client base access to Tenor Digital’s private debt scenario analysis and forecasting software platform Tenor Digital, a prominent technology-driven analytics firm specializing in private debt loan monitoring, scenario analysis, and forecasting, announces its strategic partnership with Essential Fund Services International (EFSI), a leading provider......
Investing Platform Public Launches in the United Kingdom
Public aims to offer UK investors a best-in-class experience for investing in US markets, with over 5,000 US-listed equities, advanced portfolio tools and data, with a transparent, low fee structure Public, a US-based multi-asset investing platform, launches in the United Kingdom, entering its first market outside the United States. With the......
BSI Financial Extends Sagent Software Partnership 7 Years to Speed Growth to 1 Million Loans
Deal enables BSI Financial to grow fast in current market cycle with operational precision and cost control Sagent, a Warburg Pincus-backed fintech software company modernizing mortgage servicing for banks and lenders, announced a seven-year partnership extension with BSI Financial Services to continue powering its enterprise mortgage servicing ecosystem. As BSI Financial......