Search Results for: portfolio management

LPL Acquires Fintech Firm Blaze Portfolio
Business Fintech News

LPL Acquires Fintech Firm Blaze Portfolio

Fintech News Desk
by Fintech News Desk0
Blaze Portfolio’s innovative trading and portfolio rebalancing software will be integrated into LPL’s core technology platform, delivering a sophisticated solution to help drive efficiency and scale in advisors’ practices LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent corporation of leading retail investment advisory firm and independent broker/dealer LPL Financial LLC,......
Fintech News

CompTrak Wins ‘Best Emerging Compensation Management Solution’ at 2020 FinTech Awards

Fintech News Desk
by Fintech News Desk0
CompTrak’s configurable, end-to-end management platform is awarded the title after providing an all-inclusive solution for compensation, equity, and total rewards for businesses of all sizes. CompTrak, a comprehensive compensation management software, has received the title of ‘Best Emerging Compensation Management Solution’ at the 2020 FinTech Awards. The title is a......
Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance
Fintech News Risk Management

Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance

Fintech News Desk
by Fintech News Desk0
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the availability of a series of Schwab Model Portfolios to advisors on the Riskalyze platform. Read More: Introducing Varo Advance: Instant Cash Access up to $100 “Years of research and expertise went into the......
Bloomberg Supports Technological Transformation at Bankia Asset Management
Banking Business Fintech News

Bloomberg Supports Technological Transformation at Bankia Asset Management

Fintech News Desk
by Fintech News Desk0
AIM helps streamline order management and automate processes Bloomberg announced today that Bankia Asset Management (Bankia AM), the asset management arm of Bankia, the fourth largest financial firm in Spain, has adopted Bloomberg’s Asset & Investment Manager (AIM), a leading order management solution across all of its portfolios. Read More: Castle......
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......
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