Search Results for: portfolio management

Corgentum Consulting Launches Cryptocurrency Compliance, Operations And Risk Management Solution Suite
Cryptocurrency Fintech News Risk Management

Corgentum Consulting Launches Cryptocurrency Compliance, Operations And Risk Management Solution Suite

Fintech News Desk
by Fintech News Desk0
Services allow investors and crypto asset managers to implement institutional best practices Corgentum Consulting, a leading provider of operational due diligence reviews and background investigations, announced today the launch of a new suite of compliance, operations and risk products to support cryptocurrency investors and asset managers in digital currency investment......
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Wealth Management Apps that are Making a Difference in the Financial Management Market

Fintech News Desk
by Fintech News Desk0
Wealth or money managements apps are applications built with software that helps users track spending, stay updated and view their bank balance and analyse spending habits. These apps also help users make difficult banking decisions based on the data gathered from bank accounts. Users can use these apps remotely from......
Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors
Business Fintech Fintech Funding News Risk Management

Altruist Launches Portfolio Marketplace Featuring Vanguard and Dimensional Fund Advisors Models

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform, announced the release of a new marketplace for financial advisors to use turnkey portfolios from leading asset managers. Advisors can build custom model portfolios on Altruist or assign models from providers in this new marketplace, initially featuring Vanguard and Dimensional Fund Advisors. Read More: Curioinvest......
AdvisorPeak Introduces New Model Portfolios on Trading Platform
Fintech Investment Services News Risk Management Trading

AdvisorPeak Introduces New Model Portfolios on Trading Platform

Fintech News Desk
by Fintech News Desk0
AdvisorPeak announced the addition of multiple investment model portfolios to its tax-efficient, risk-based trading and rebalancing platform today. Over 900 advisors and wealth management professionals now have access to THOR Financial Technologies’ ESG, Global, Individual Stock, and U.S. Models. THOR provides a technology-driven, proactive investment management engine along with model portfolios that are time and......
SESAMm Closes Series B Round with NewAlpha Asset Management and The Carlyle Group
Artificial Intelligence Fintech Investment Services News Risk Management

SESAMm Closes Series B Round with NewAlpha Asset Management and The Carlyle Group

Fintech News Desk
by Fintech News Desk0
SESAMm, one of the leading providers of analytics and artificial intelligence solutions for investment professionals and enterprises, has concluded a Series B funding round for over €7.5M led by the Fintech VC fund of NewAlpha Asset Management and global investment firm The Carlyle Group (NASDAQ: CG). The investment is intended......
FactSet Brings Enhanced Portfolio Reporting to Japanese Market
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FactSet Brings Enhanced Portfolio Reporting to Japanese Market

Fintech News Desk
by Fintech News Desk0
Asset Management One selects new offering for Japan due to more efficient and automated reporting process FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, announced that it has launched Vermilion, its flagship portfolio reporting solution, in Japan. Asset Management One Co., Ltd., (AM-One), is the first Japanese......
SimCorp and Colmore Partner on Data Service for Private Markets Asset Management
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SimCorp and Colmore Partner on Data Service for Private Markets Asset Management

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces a new partnership with Colmore, a leading, technology-driven private markets specialist, to deliver a holistic data service for private markets asset management. Monitoring over $100 billion in assets, Colmore......
SimCorp and Colmore Partner to Deliver Holistic Private Markets Asset Management Service
Business Capital Markets Fintech Investment Services News

SimCorp and Colmore Partner to Deliver Holistic Private Markets Asset Management Service

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces a new partnership with Colmore, a leading, technology-driven private markets specialist, to deliver a holistic data service for private markets asset management. Monitoring over $100 billion in assets, Colmore has revolutionized......
OneSource Virtual Launches New Invoice Payment and Supplier Management Services
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OneSource Virtual Launches New Invoice Payment and Supplier Management Services

Fintech News Desk
by Fintech News Desk0
Powered by J.P. Morgan’s virtual cards, new Accounts Payable solution now available for OSV’s Workday customers Leading Business Process as a Service provider, OneSource Virtual (OSV), today announced the launch of Invoice Pay, a new payment optimization solution that provides its Workday customers with the ability to seamlessly pay and manage......
Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals
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Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Cetera, a leading financial advice firm, today announced a new enterprise agreement aimed at standardizing risk management across Cetera’s network of firms to set a new bar for measuring risk and engaging clients.......
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