Search Results for: portfolio management

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......
Franklin-Templeton_-Apex-Clearing-and-Bambu-Introduce-Tango-–-A-Scalable-Goals-Based-Wealth-Management-Tool-for-Advisors
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Franklin Templeton, Apex Clearing and Bambu Introduce Tango – A Scalable Goals-Based Wealth Management Tool for Advisors

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the introduction of Tango, a turnkey robo-advisor designed to empower advisors to provide personalized, goals-based wealth management at scale. The all-in-one solution is a collaboration between three industry leaders—Franklin Templeton, Bambu, and Apex Clearing. Franklin Templeton provides the personalized, goals-based portfolio management advice to advisors through......
Ondot-Systems-Announces-Its-Reseller-Agreement-with-Worldwide-Interactive-Services-To-Provide-Digital-Credit-and-Debit-Card-Management-Capabilities
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Ondot Systems Announces Its Reseller Agreement with Worldwide Interactive Services To Provide Digital Credit and Debit Card Management Capabilities

Fintech News Desk
by Fintech News Desk0
Ondot Systems, the digital card services platform for credit and debit issuers, announces it has partnered with Worldwide Interactive Services (Orlando, Fla.) to help financial institutions modernize their card portfolios with the Ondot Card App platform. Read More: Treasury Intelligence Solutions: Miltenyi Biotec Standardizes Corporate Payments and Bank Management With New......
Entrust to Provide High-Assurance Digital Signature Workflow with Sysmosoft Partnership
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Entrust Ranks Best for IoT Identity And Access Management In New Quadrant Knowledge Solutions 2020 SPARK Matrix Report

Fintech News Desk
by Fintech News Desk0
Entrust, a leading provider of trusted identities, payments and data protection, today announced it has been named the clear technology winner in the Quadrant Knowledge Solutions 2020 SPARK Matrix: IoT Identity & Access Management report. In the report, Entrust scored the highest in ratings across the various performance parameters and......
Chase-Mobile-App-Named-_1-in-J.D.-Power-Wealth-Management-Mobile-App-Satisfaction-Study
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Chase Mobile App Named #1 in J.D. Power Wealth Management Mobile App Satisfaction Study

Fintech News Desk
by Fintech News Desk0
The Chase Mobile app was named the #1 wealth management app in overall customer satisfaction, according to the J.D. Power 2020 U.S. Wealth Management Mobile App Satisfaction Study. The Chase Mobile app seamlessly integrates Chase banking and J.P. Morgan wealth management into one easy-to-use experience. Customers who invest with an......
Legrand-Innovates-with-Anaqua’s-AQX-IP-Management-Platform
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Legrand Innovates With Anaqua’s AQX IP Management Platform

Fintech News Desk
by Fintech News Desk0
French industrial group selects Anaqua software and services to streamline patent and trademark management processes Anaqua, the leading provider of innovation and intellectual property management solutions, today announced that France’s Legrand, a global specialist in electrical and digital building infrastructures, will enhance its overall IP management by moving to Anaqua’s......
Qontigo Named Category Winner for Portfolio and Factor Modeling by Chartis Research for Second Year Running
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Qontigo Named Category Winner for Portfolio and Factor Modeling by Chartis Research for Second Year Running

Fintech News Desk
by Fintech News Desk0
Qontigo, an investment intelligence leader and provider of best-of-breed analytics and world-class indices, has been named as the category winner for portfolio and factor modeling by Chartis Research in their RiskTech100 rankings for the second consecutive year. Qontigo also placed 18th in the overall analysis of the “world’s major players in......
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