Search Results for: Portfolio Management

Confluence Partners With Sweden’s Limina To Offer Reporting And Investment Management Solutions To $1B Wealth Manager
Business Fintech Investment Services News

Confluence Partners With Sweden’s Limina To Offer Reporting And Investment Management Solutions To $1B Wealth Manager

Fintech News Desk
by Fintech News Desk0
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider delivering innovative products to the worldwide money management industry, in partnership with Limina AB (“Limina”), a provider of SaaS solutions to asset managers globally, has secured a three-year contract with a $1B wealth manager headquartered in Stockholm, Sweden. Read More: GlobalFintechSeries Interview with Veenerick Vos......
Ledgex Unveils All-in-One Platform to Streamline Preliminary and Official Book of Record Reporting for Asset Management
Business Fintech Investment Services News

Ledgex Unveils All-in-One Platform to Streamline Preliminary and Official Book of Record Reporting for Asset Management

Fintech News Desk
by Fintech News Desk0
Industry-first solution delivers greater data control, integrity and value for asset and portfolio management using innovative patent-pending Data Confidence index Ledgex today announced a groundbreaking new platform called Ledgex Pro, a multi-asset class portfolio accounting solution that handles accounting and investment books of records (ABOR and IBOR) in a single solution,......
MackeyRMS Introduces ESG Scorecards to Streamline Investment Selection, Monitoring and Reporting for ESG-Focused Portfolios
Fintech Fintech Funding Investment Services News

MackeyRMS Introduces ESG Scorecards to Streamline Investment Selection, Monitoring and Reporting for ESG-Focused Portfolios

Fintech News Desk
by Fintech News Desk0
The Release of ESG Scorecards Comes as Funds Applying ESG Investment Criteria Topped $1 Trillion AUM in Q2 2020 MackeyRMS, a provider of SaaS-based research management software built to give fundamental investment teams an easier way to create and share investment research in real time, today announced the release of......
SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs
Capital Markets Fintech Fintech Funding News Risk Management

SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC (“SIMON”) announced it has expanded its digital platform to deliver financial professionals access to exchange traded funds (“ETFs”), launching its ETF Marketplace with the Buffer ETFs from Innovator Capital Management (“Innovator”). Innovator’s Buffer ETFs are part of their Defined Outcome ETFs family and are the first ETFs......
Allianz Life Introduces Expanded Suite of Risk Management Services for Advisors
Fintech InsurTech News

Allianz Life Introduces Expanded Suite of Risk Management Services for Advisors

Fintech News Desk
by Fintech News Desk0
Allianz Advisory Solutions is designed to help advisors address risk in today’s challenging market Allianz Life Insurance Company of North America (Allianz Life®), announces the expansion of its advisory channel services with the formal launch of Allianz Advisory Solutions, an expanded suite of products and services built specifically for Registered Investment Advisors (RIAs)......
J.P. Morgan and 55ip Partner to Deliver Tax-Efficient Access to Model Portfolios
Business Fintech News Trading

J.P. Morgan and 55ip Partner to Deliver Tax-Efficient Access to Model Portfolios

Fintech News Desk
by Fintech News Desk0
Solution combines J.P. Morgan’s diversified model portfolios with 55ip’s automated tax technology J.P. Morgan Asset Management and 55ip are pleased to announce a new partnership providing advisors with the ability to easily and efficiently transition clients into J.P. Morgan model portfolios using 55ip’s automated tax technology. The new co-branded solution also will......
IDEMIA Launches GREENPAY, a Sustainable End-to-end Offer Portfolio for Financial Institutions
Fintech News

IDEMIA Launches GREENPAY, a Sustainable End-to-end Offer Portfolio for Financial Institutions

Fintech News Desk
by Fintech News Desk0
IDEMIA, the global leader in Augmented Identity, today announces its GREENPAY launch, an eco-friendly global offer for financial institutions, in line with its CSR* and sustainability strategy. Read More: Seacoast Commerce Bank Outsources IT Infrastructure with Jack Henry, Strengthening Security and Boosting Efficiencies Environmental concerns underpin IDEMIA’s business practices. Through......
Online Tool Released for Building Cryptocurrency Portfolios and Testing Portfolio Performance
Cryptocurrency Fintech Investment Services News

Online Tool Released for Building Cryptocurrency Portfolios and Testing Portfolio Performance

Fintech News Desk
by Fintech News Desk0
CryptoWeighter, LLC announced today that it has merged its cryptocurrency portfolio building software with its contest framework to create a live-testing platform for investors and portfolio managers. During the contest, portfolios are ranked, and respective performance results are generated. Here is a live cryptocurrency portfolio contest in progress: Live-Testing Portfolio Contest......
Kount Announces Near Real-Time Chargeback Prevention Solution and Integrates with Verifi, a Visa Solution, for Dispute Management Solutions That Stop Chargebacks Before They Happen
Business Fintech News

Kount Announces Near Real-Time Chargeback Prevention Solution and Integrates with Verifi, a Visa Solution, for Dispute Management Solutions That Stop Chargebacks Before They Happen

Fintech News Desk
by Fintech News Desk0
Industry veteran Scott Adams joins Kount as VP of Friendly Fraud Solutions Kount, a leader in digital fraud prevention and identity trust, is partnering with Verifi, a Visa Solution, to extend its dispute management solutions to Kount’s platform with the Near Real-Time Chargeback Prevention Solution. Verifi’s PREVENT and RESOLVE solutions......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Fintech News

iCapital Network Divests Right to Acquire Private Client Group to AlphaCore and Takes Ownership of Portfolio and Risk Analytics Tool

Fintech News Desk
by Fintech News Desk0
Tool to further enhance iCapital’s alts technology toolkit to help financial advisors assist their clients in analyzing and managing alternative investments iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced today that as part of the......
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