Search Results for: wealth manager

Clearwater Analytics to Partner with Wilshire and Acquire Sophisticated Risk and Performance Models
Investment Services News

Clearwater Analytics to Partner with Wilshire and Acquire Sophisticated Risk and Performance Models

PR Newswire
by PR Newswire0
Specifically, Clearwater will acquire Wilshire AxiomSM, Wilshire AtlasSM, Wilshire Abacus, and Wilshire iQComposite, and will merge them with its own risk and performance analytics platform to create a compelling product for its customers. Clearwater Analytics, a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, announced that it has......
Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform
Blockchain News

Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform

PR Newswire
by PR Newswire0
Lockchain.ai’s SaaS platform provides always-on due diligence and risk monitoring for asset managers and traders seeking real-time security status of the assets they trade. Lockchain.ai, the AI-powered Blockchain Risk Management platform, has announced its official launch from stealth to bring automated risk management solutions to traders, investors, and fund managers......
IBI Investment House Selects ViewTrade's NextGen Platform to Fuel New Retail Trading Capabilities
News Trading

IBI Investment House Selects ViewTrade’s NextGen Platform to Fuel New Retail Trading Capabilities

PR Newswire
by PR Newswire0
By tapping into NextGen’s suite of front- and back-end capabilities, IBI’s trading and wealth management customers will benefit from a refreshed, modern user experience providing seamless functionality for trade execution. ViewTrade Holding Corporation (“ViewTrade”) and IBI Investment House (“IBI”) announced a strategic partnership to provide IBI clients with unprecedented access......
Xponance Alts Solutions Announces Strategic Investment in The Copia Group
Investment Services News

Xponance Alts Solutions Announces Strategic Investment in The Copia Group

PR Newswire
by PR Newswire0
This partnership provides Copia with the financial strength and resources of XAlts to further grow and diversify its investment platform, enhance its capabilities in private credit investing, and expand its team and industry relationships. Xponance Alts Solutions (“XAlts”), a subsidiary of Xponance Inc, announced that it has entered into a......
New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications--in Real-Time
Finance Fintech News

New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications–in Real-Time

Business Wire
by Business Wire0
Conference call and webcast on Tuesday, March 19 at 8:15 a.m. eastern time to discuss business update and 2023 financial results. iPipeline, a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industry, announces the launch of OneViewTM, a breakthrough solution* that seamlessly......
Oppenheimer Further Expands Public Finance Banking Team with Appointment of Frank Sanchez Reed As Head of the Southwest Region
Banking Finance News

Oppenheimer Further Expands Public Finance Banking Team with Appointment of Frank Sanchez Reed As Head of the Southwest Region

PR Newswire
by PR Newswire0
Texas-Based Senior Banker, Who Has Nearly 30 Years of Public Finance Experience, Builds on Oppenheimer’s Continued Momentum in the Space Reed’s Recruitment Follows the Hires of Northeast Region Head Kristin Stephens, Southeast Region Head David Moffett and Public Finance Head Elizabeth Coolidge Oppenheimer & Co. a leading financial services firm......
CoinDesk Unveils Consensus Hong Kong 2025
Cryptocurrency News

CoinDesk Unveils Consensus Hong Kong 2025

PR Newswire
by PR Newswire0
Consensus serves as a platform for the most critical conversations among industry leaders around the globe on digital assets, blockchain, and Web3. Set to occur from February 19 to February 20, 2025, at the Hong Kong Convention & Exhibition Centre, this marks the first time the Consensus will be held......
StratiFi Announces Strategic Partnership With iQUANT
News Risk Management

StratiFi Announces Strategic Partnership With iQUANT

PR Newswire
by PR Newswire0
Alliance Provides Added Value to Mutual Customers, Offering Access to Bespoke iQUANT Risk Management Strategies and Investment Models on StratiFi StratiFi to Add Model Marketplace for Advisors to Gain Access to More Signal and Investment Research Providers StratiFi – a fast-growing risk management platform that provides wealth management firms and industry......
Interim Budget 2024 in lines with the PM Modi's Vision of Viksit Bharat by 2047 Says Economists
Fintech News

Interim Budget 2024 in lines with the PM Modi’s Vision of Viksit Bharat by 2047 Says Economists

PR Newswire
by PR Newswire0
NID hosts Post-Budget discussion with the theme “Two Decades of ModiNomics: The Journey of Economic & Inclusive Development from Gujarat to Bharat” at Chandigarh University. Eminent economists, Industry Experts and Professionals hailed the 2024 Interim Budget presented by the Union Government on Wednesday and termed it as a forward-looking budget......
AssetLink Launches First AI-Powered Bidirectional Platform for Investment Discovery
Artificial Intelligence Fintech News

AssetLink Launches First AI-Powered Bidirectional Platform for Investment Discovery

Fintech News Desk
by Fintech News Desk0
Asset Link is connecting asset managers, advisors, and accredited investors to revolutionise capital introductions AssetLink, an AI-powered, bidirectional platform for asset managers and financial advisors, officially launches today. Led by Devon Drew, founder & CEO, the platform connects buyers and sellers, bringing efficiency and to investment discovery. “The future of......
1