Search Results for: Portfolio Management

Goldman Sachs Announces New Digital Wealth Management Service Offering – ‘Marcus Invest’
Banking Fintech Investment Services News

Goldman Sachs Announces New Digital Wealth Management Service Offering – ‘Marcus Invest’

Fintech News Desk
by Fintech News Desk0
Goldman Sachs, an American multinational investment bank and financial services company headquartered in New York City, has begun internal testing of digital wealth management services for main street investors. Read More: Tuvalu Embarks On World’s First National Digital Ledger And Infrastructure Project On Bitcoin SV The service is called Marcus......
Simplify Asset Management to Announce Four New Exchange-Traded Funds: Fintech, Pop Culture, RoboCar and Cloud/Cybersecurity
Capital Markets Fintech News Risk Management Trading

Simplify Asset Management to Announce Four New Exchange-Traded Funds: Fintech, Pop Culture, RoboCar and Cloud/Cybersecurity

Fintech News Desk
by Fintech News Desk0
Paul Kim and David M. Berns, Ph.D, co-founders of Simplify Asset Management (“Simplify”) have announced the launch of four new bleeding-edge ETFs in the following areas: financial technology, pop culture and media, robotic cars and clean energy along with cloud and cybersecurity. Read More: Extend Reaches New Heights In 2020......
MyVest-Announces-Key-Enhancements-to-SPS-Wealth-Management-Enterprise-Platform
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MyVest Announces Key Enhancements to SPS Wealth Management Enterprise Platform

Fintech News Desk
by Fintech News Desk0
MyVest, a leading provider of unified wealth management technology, has announced major upgrades to its enterprise platform, the Strategic Portfolio System (SPS). Read More:  PPS Goes Green with Exceet to Power Sustainable Cards for the Fintech Industry These enhancements represent the culmination of a period of sustained investment and center......
Globant Acquires Bluecap to Strengthen its Portfolio of Consulting Services for the Financial Industry
Fintech News

Globant Acquires Bluecap to Strengthen its Portfolio of Consulting Services for the Financial Industry

Fintech News Desk
by Fintech News Desk0
Globant, a digitally native technology services company, announced the acquisition of Spain-based Bluecap, a specialized consultancy firm that leverages advanced analytics to develop new business models for financial institutions. Read More: ApexEdge Launches Partner Portal – an Extensive Customer Experience Design and API Integration Library With this acquisition, Globant reinforces its......
FICO Partners with Duck Creek Technologies
Blockchain Business Cryptocurrency Fintech News

FICO and Crystal Blockchain of Bitfury Group Announce Partnership To Deliver Real-Time Cryptocurrency Risk Management

Fintech News Desk
by Fintech News Desk0
FICO, a global analytics leader, and Crystal Blockchain of Bitfury Group (“Crystal“), a leading digital currency analytics company, announced a partnership to provide cryptocurrency risk management and monitoring services.  With an increasing number of financial service providers looking to expand services into the crypto market, the joint offering will help to protect......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech News

Tegra118 Selected by Challenger to Strengthen Revenue and Invoice Management

Fintech News Desk
by Fintech News Desk0
Advantage Fee™ will enhance fee billing and invoice efficiencies, eliminate manual processes and minimize risk Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – announced that Challenger is now a Tegra118 client for its comprehensive,......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
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Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
MeetAmi-Launches-Canada's-First-Ever-Digital-Asset-Management-Platform-With-AmiPRO
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MeetAmi Launches Canada’s First-Ever Digital Asset Management Platform With AmiPRO

Fintech News Desk
by Fintech News Desk0
MeetAmi Innovations Inc. (“MeetAmi”) announces the launch of AmiPRO, the first Digital Asset investing platform in Canada that takes investment firms and advisors from learning to liquidity. AmiPRO is a purpose-built technology solution for IIROC dealer members, exempt market dealers, private wealth advisors, portfolio managers, and family offices who want......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Fintech Investment Services News

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans
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Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans

Fintech News Desk
by Fintech News Desk0
Vestrata is a unique platform backed by significant investment from industry insiders Founding team comprises senior executives from world’s biggest firms including J.P. Morgan, UBS, Credit Suisse, Barclays, HSBC, and MSCI Addresses many of the key challenges facing the wealth management industry today by enhancing client engagement Vestrata, a fintech......
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