Search Results for: portfolio management

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect® Surpasses 1,000 Platform Users
Fintech News

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect Surpasses 1,000 Platform Users

Fintech News Desk
by Fintech News Desk0
Milestone moves the proprietary solution into ranks of industry’s top portfolio management tools in less than two years Schwab Advisor Services™ announced Schwab Advisor Portfolio Connect, Schwab’s simplified, scalable portfolio management tool, has surpassed 1,000 independent advisor firm users, solidifying its position as a top portfolio management solution for independent......
BTSE.com Launches Brave New Coin’s DeFi Index - Perpetual Swap with Leverage Trading for DeFi Exposure
Cryptocurrency Fintech Investment Services News Trading

Brave New Coin Launches BNC Pro, A Digital Wealth Management Platform for Cryptocurrency Investors

Fintech News Desk
by Fintech News Desk0
Individual and institutional digital asset investors can use BNC Pro’s feature-rich platform to manage their portfolios, generate investment opportunities and more Digital asset data company Brave New Coin announced the launch of BNC Pro, a low-cost, feature-rich digital wealth management platform for cryptocurrency investors. BNC Pro uses Brave New Coin’s......
Apex and BITE Announce Partnership to Deliver New Solutions to Asian Asset Management Market
Capital Markets Fintech Fintech Funding Investment Services News

Apex and BITE Announce Partnership to Deliver New Solutions to Asian Asset Management Market

Fintech News Desk
by Fintech News Desk0
Apex Group Ltd. (“Apex” or “the Group”), a global financial services provider and BITE Investments (“BITE”), a fintech company providing high net worth investors (“HNWIs”) access to alternative investments, announce the launch of a partnership to deliver enhanced solutions to the Asian asset management market. Read More: Bank of Montreal,......
Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management
Business Capital Markets Fintech News

Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Canaccord Genuity Wealth Management, one of Canada’s preeminent wealth management firms and a division of Canaccord Genuity Group, will provide its advisors and internal portfolio managers with access to Envestnet’s unified advice platform. Canaccord Genuity Wealth Management’s advisors will be among the first in Canada to fully harness the seamless,......
Boosted.ai Raises $8 Million in Series A Funding to Bring Artificial Intelligence in Investment Management to the Mainstream
Artificial Intelligence Fintech Fintech Funding Investment Services News

Boosted.ai Raises $8 Million in Series A Funding to Bring Artificial Intelligence in Investment Management to the Mainstream

Fintech News Desk
by Fintech News Desk0
AI Platform Offers Machine Learning Techniques to Global Financial Industry Boosted.ai, the leading distributed machine learning platform for global investment professionals, announced the closing of an $8 million USD Series A financing round, led by Portag3 Ventures. Dunamu & Partners and Polar Equity Partners also participated in the round. Inclusive......
LeaseLock Deploys Zero Deposit™ Software Platform to Automate Deposits Out of Leasing
Fintech InsurTech News

Olive Tree Holdings Deploys LeaseLock Across Entire Portfolio

Fintech News Desk
by Fintech News Desk0
Apartment owner and operator makes renting more affordable by fully eliminating security deposits using LeaseLock Zero Deposit LeaseLock, the only provider of a nationwide A-rated lease insurance program that totally eliminates security deposits, surety bonds and guarantors in rental housing, announced Olive Tree Holdings (Olive Tree) is the newest company......
Neudata Introduces MetaHub, A Metadata Storage and Management Tool
Fintech Investment Services News

Neudata Introduces MetaHub, A Metadata Storage and Management Tool

Fintech News Desk
by Fintech News Desk0
Neudata has announced the launch of MetaHub, a metadata storage tool that allows clients to manage their entire library of traditional, market and alternative data sources in one, easy-to-access place. “This Software-as-a-Service tool solves several problems related to data storage and management within large firms, including the generation of investment ideas for......
LayerOne Financial Named "Best Post-trade Technology" By HFM Global
Fintech News Risk Management

LayerOne Financial Named “Best Risk Management Solution” By HFM Global

Fintech News Desk
by Fintech News Desk0
LayerOne Financial L.P., an independent, global provider of agile financial technology for the institutional investment management community, announced it was named “Best Risk Management Solution” at the 2020 HFM US Technology Awards. The annual HFM US Technology Awards recognize and reward IT and software providers serving the hedge fund sector......
Ultimate Risk Solutions (URS) Offers a Powerful Suite of Technologies that Allows Asset Portfolios to be Modelled Quickly, Consistently, and Accurately
Fintech News Risk Management

Ultimate Risk Solutions (URS) Offers a Powerful Suite of Technologies that Allows Asset Portfolios to be Modelled Quickly, Consistently, and Accurately

Fintech News Desk
by Fintech News Desk0
Asset Portfolios of insurers are subject to risks that can often exceed the risk of losses from natural catastrophes. Asset Risk can arise from economic recessions and crises that can unexpectedly reduce the market value of securities and cause counterparties to default on their obligations. While many companies focus their......
Charles River Appoints Dmitriy Ilyin to Lead SaaS Operations and Support
Fintech Investment Services News

Charles River Investment Management Solution (IMS) Now Client-Ready on Microsoft® Azure

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, announced that its strategic cloud solution, Charles River Investment Management Solution (Charles River IMS), has achieved platform and operational readiness on Microsoft Azure. The offering utilizes Microsoft’s scale and security capabilities to provide investment firms with a platform that enables innovation and helps......
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