Search Results for: portfolio managers

Gordian Capital Chooses SS&C to Support Leading Alternatives Platform
Fintech Funding News Risk Management

Gordian Capital Chooses SS&C to Support Leading Alternatives Platform

Fintech News Desk
by Fintech News Desk0
SS&C’s integrated solution powers operations in Singapore and Japan SS&C Technologies Holdings, Inc announced Gordian Capital, Asia’s leading institutional fund management platform, with AUM USD7bn, has expanded its relationship with SS&C in Singapore and Japan. The platform, which leverages SS&C GlobeOp for fund administration, has added the Eze Investment Suite to its stack to support trading, portfolio......
RedBlack, an intelliflo Solution, Launches Cloud-Based Rebalancing and Trading Platform
Investment Services News

RedBlack, an intelliflo Solution, Launches Cloud-Based Rebalancing and Trading Platform

Fintech News Desk
by Fintech News Desk0
Many financial advisory firms have a strong preference toward easier-to-use cloud solutions, whether due to internal IT staff constraints or the desire to focus more resources on core competencies. Aligned with this trend, RedBlack, an intelliflo solution, has released the cloud edition of its market-leading portfolio rebalancing and trading platform, which is......
Global Private Wealth Platform Kristal Hits 500 Million Dollars AUM Landmark
Investment Services Investments News

Global Private Wealth Platform Kristal Hits 500 Million Dollars AUM Landmark

Fintech News Desk
by Fintech News Desk0
* #1 wealth manager in the mass affluent & emerging HNI segment. * Partnered with 50+ family offices and wealth managers * UAE is the fourth country of expansion after Singapore, Hong Kong & India * Building a comprehensive wealth management suite for banks & wealth managers * Top investor profiles......
Morningstar Investment Management and PAi Announce First ESG Pooled Employer Plan
Investments News

Morningstar Investment Management and PAi Announce First ESG Pooled Employer Plan

Fintech News Desk
by Fintech News Desk0
Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., and Plan Administrators, Inc. (PAi), a retirement plan administrator and recordkeeper, announced plans to offer the industry’s first Pooled Employer Plan (PEP) intentionally designed to limit exposure to material environmental, social, and governance (ESG) risks. The Morningstar ESG Pooled Employer Plan is......
Gainfully joins White Glove to Accelerate Growth in Enterprise Financial Services
Fintech News

Gainfully joins White Glove to Accelerate Growth in Enterprise Financial Services

Fintech News Desk
by Fintech News Desk0
Acquisition of Gainfully accelerates transition to full spectrum marketing White Glove, a portfolio company of Rockbridge Growth Equity and fintech marketing company specializing in client acquisition services for financial advisors, announced the acquisition of Gainfully Inc., an industry leader in compliance-enabled content marketing technology for enterprise insurance and financial services......
RadiantESG Selects STP Investment Services as End-to-End Operational Services Provider
Fintech News

RadiantESG Selects STP Investment Services as End-to-End Operational Services Provider

Fintech News Desk
by Fintech News Desk0
STP Investment Services, a global financial technology company offering front, middle and back-office support, as well as investment operations outsourcing servicing more than $340 billion in total assets, has been selected by RadiantESG Global Investors to act as its all-inclusive operational services and platform solution. “As an asset manager focused on next......
Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026
Fintech Investments News

Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026

Fintech News Desk
by Fintech News Desk0
JP Morgan Identified as Leading Champion in Wealth Management Market Total fees generated from digital assets under management will reach $12.6 billion by 2025, a more than threefold increase on the 2020 figure of $4 billion, according to fintech and payments research specialists Kaleido Intelligence. “There is a far greater......
Wilshire Announces Blythe Masters as Chair of New Digital Assets Advisory Group
Fintech News

Wilshire Partners with FinTech Firm GoalBased Investors to Fuel New Retail Mobile App with Institutional-Quality Manager Research

Fintech News Desk
by Fintech News Desk0
App helps democratize access to goal-based financial planning and advice for individual investors, backed by the same research used to advise large institutions Wilshire, a leading global financial services firm, announced a partnership with GoalBased Investors (GBI), a new fintech company that connects investors and advisors with a community-driven mobile......
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