Search Results for: investment portfolios

TOGGLE AI Introduces Direct Trading Integration in Partnership With Interactive Brokers
News Trading

TOGGLE AI Introduces Direct Trading Integration in Partnership With Interactive Brokers

Fintech News Desk
by Fintech News Desk0
As a part of TOGGLE’s expanding suite of financial tools and services, TOGGLE AI announced users are now able to execute Interactive Brokers trades directly on the TOGGLE platform TOGGLE AI, the intelligent investing dashboard, introduced its first direct trading integration in partnership with Interactive Brokers. “Interactive Brokers is always eager......
Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program
Investment Services News

Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program

Fintech News Desk
by Fintech News Desk0
Angeles provides the playbook for families to come together around their values to meet financial, tax, family, and philanthropic goals Angeles Wealth Management, announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of families’ investment and philanthropic activities and deliver bespoke solutions that......
New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today
Finance Investment Services News

New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today

Fintech News Desk
by Fintech News Desk0
To better understand how Americans perceive wealth in relation to the world around them, Edelman Financial Engines (EFE) the nation’s top independent wealth planning and investment advisory firm,  released findings from a new report titled Everyday Wealth in America. The research explores critical areas at the intersection of life and money and......
Digital Asset Management News

Tetra Trust announces partnership with MeetAmi Innovations To Deliver Turnkey Solution For Digital Asset Investing To Wealth Managers

Fintech News Desk
by Fintech News Desk0
Tetra Trust Company (“Tetra Trust”) and MeetAmi Innovations Inc. (“MeetAmi”) announced a partnership to offer a turnkey solution to Canada’s wealth management market, offering the ability to invest in Digital Assets and hold the asset base with a qualified Canadian custodian. The collaboration delivers Canada’s only regulated and compliant Digital......
Baillie Gifford Goes Live With SureVu for CSDR Compliance
Compliance management Investment Services News

Baillie Gifford Goes Live With SureVu for CSDR Compliance

Fintech News Desk
by Fintech News Desk0
corfinancial, a leading provider of specialist software and services to the financial services sector, announces the implementation of its SDR (Settlement Discipline Regime) management software SureVu at Edinburgh-based investment manager Baillie Gifford. “Additionally, the shift towards a reduced settlement period is certainly driving operational process efficiencies across the investment management......
Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution
Investment Services News

Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution

Fintech News Desk
by Fintech News Desk0
Solution will utilize Exos’ genetic algorithm based portfolio optimizer to better identify and execute trade opportunities for loan managers on Allvue’s portfolio management product suite Allvue Systems, a leading alternative investment technology solutions provider, announced that they have formed a partnership with Exos Financial, a next-gen platform for B2B institutional finance,......
Nordic Banks Accelerate Changes Amid Market Shake-up
Banking Finance News

Nordic Banks Accelerate Changes Amid Market Shake-up

Fintech News Desk
by Fintech News Desk0
Traditional banks are modernizing internal and customer-facing technologies to compete with new payment, investment and lending alternatives, ISG Provider Lens report says Banks in the Nordics are going through significant technology and business transitions, moving from legacy systems to new cloud-based platforms and products in response to new competition and......
Marlette Holdings Acquires Flexible Rent Platform Till, Expanding the Best Egg Suite of Financial Products
Fintech News

Marlette Holdings Acquires Flexible Rent Platform Till, Expanding the Best Egg Suite of Financial Products

Fintech News Desk
by Fintech News Desk0
The acquisition will enhance the company’s rapidly growing Best Egg product portfolio, offering customers personalized rent payment solutions Marlette Holdings, Inc., a leading financial technology company that operates the Best Egg platform, announced the acquisition of Till, Inc., a leading flexible rent platform. Till will be rebranded as Best Egg......
Allvue Systems Announces Strategic Partnership with Coefficient Markets
Investment Services News

Allvue Systems Announces Strategic Partnership with Coefficient Markets

Fintech News Desk
by Fintech News Desk0
Partnership will provide delivery of real time market data, liquidity, and execution to private debt and CLO managers integrated directly into Allvue’s portfolio management product suite Allvue Systems, a leading alternative investment technology solutions provider, announced that they have formed a strategic alliance with Coefficient Markets to provide liquid credit......
Regions Bank Launches Multi-Assets Solutions Group
Banking News

Regions Bank Launches Multi-Assets Solutions Group

Fintech News Desk
by Fintech News Desk0
United team further differentiates Regions’ investment professionals through macroeconomic and market research, investment strategy, and more Regions Bank on Monday announced the launch of its Multi-Assets Solutions Group, the result of combining the bank’s Investment Research Group with the research team from Regions subsidiary Highland Associates. Communication. Collaboration. Results. This latest development in @RegionsBank’s......
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