Search Results for: portfolio managers

HSBC Launches New Service with Biz2Credit to Streamline Banking for Small Businesses in the US
Banking Fintech News

HSBC Launches New Service with Biz2Credit to Streamline Banking for Small Businesses in the US

Fintech News Desk
by Fintech News Desk0
HSBC Bank’s launch of the Biz2X Platform gives customers faster access to loans and credit cards HSBC Bank USA, N.A., part of HSBC Group, today announced it is working with Biz2Credit to give small business owners quicker and easier access when applying for business financing. As part of the HSBC......
Qontigo Launches Comprehensive Library of Fixed Income Corporate Spread and Yield Curve Data
Fintech News Risk Management Trading

Qontigo Launches Comprehensive Library of Fixed Income Corporate Spread and Yield Curve Data

Fintech News Desk
by Fintech News Desk0
Qontigo, an investment intelligence leader and provider of best-of-breed analytics and world-class indices, has announced the availability of Axioma Fixed Income Spread CurvesTM providing sub-sovereign, corporate (investment grade and high yield), and emerging market spread and yield term structures in a standalone, flat file format. The data, derived from a proprietary......
Park Square Capital Implements Hazeltree to Manage Cash and Liquidity
Fintech Investment Services News

Park Square Capital Implements Hazeltree to Manage Cash and Liquidity

Fintech News Desk
by Fintech News Desk0
Hazeltree Cash Manager™ Provides Cash Aggregation and Transparency to Optimize Cash Across Counterparties and Streamline Operations Hazeltree, the leading provider of integrated treasury management and portfolio finance solutions for investment managers, today announced that Park Square Capital, a leading private debt manager with over $10 Billion in AUM, providing senior......
SIMON Expands Annuities Marketplace as Global Atlantic Joins Platform
Fintech InsurTech News

SIMON Expands Annuities Marketplace as Global Atlantic Joins Platform

Fintech News Desk
by Fintech News Desk0
Global Atlantic joins SIMON’s insurtech platform, which offers powerful allocation and income analytics to wealth managers in one centralized location SIMON Annuities and Insurance Services LLC (“SIMON”) today announced a new partnership with Global Atlantic Financial Group (“Global Atlantic”) in a move that expands SIMON’s annuities platform and digital marketplace......
SS&C Technologies Powers Mid Atlantic Capital's FINRA CAT Reporting
Business Fintech News

National Western Life Selects SS&C for Loan Servicing and Accounting Automation

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that National Western Life Insurance Company (“National Western Life”) will implement SS&C’s cloud-based Precision LM software to support its commercial loan servicing operations. Read More : Align Recognized As Best Cloud Services Provider For Fund Managers In Hedgeweek US Awards “SS&C has an exceptional team......
SMArtX
Business Fintech News

SMArtX Advisory Solutions Adds More Top Asset Management Names to Managed Accounts Platform as AUM Reaches $8.9 billion

Fintech News Desk
by Fintech News Desk0
Assets Quadruple in 2020 as Capital Research and Management Company, Dana Investment Advisors, Franklin Advisers, Invesco Advisers, and T. Rowe Price Join the Platform to Meet Growing Demand SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform......
Planswell Fills C-Suite with Eye Towards Global Expansion
Fintech Investment Services News

55ip Brings on Three New Managing Directors

Fintech News Desk
by Fintech News Desk0
Addition of key personnel will support its mission of empowering advisor growth through intelligent, tax-smart investment strategies 55ip has added three managing directors to meet increasing advisor demand for its tax-smart investment strategy engine. The firm has appointed Silvio DeVincentis as Managing Director and Head of Quantitative Research and Development, Michael Camp, CFA, as......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Artificial Intelligence Fintech News

ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership

Fintech News Desk
by Fintech News Desk0
Advisors can harness ForwardLane’s AI technology to deliver hyper-personalized service to clients and drive up to 50% more growth in AUM ForwardLane, the award-winning wealthtech provider of personalized client insights for wealth and asset managers, has entered into a strategic partnership with Bridge Financial Technology to provide access to artificial intelligence for......
SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence
Fintech Investment Services News

SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence

Fintech News Desk
by Fintech News Desk0
Automated Alternative Investment Data Collection and Delivery Increase Family Office Efficiency SEI (NASDAQ: SEIC) today announced enhancements to its Archway PlatformSM to automate alternative investment data workflows involving a strategic partnership with Canoe Intelligence (Canoe), a financial technology company focused on reimagining data management processes for alternative investors and capital allocators. SEI......
iConnections Announces Senior Leadership Team Members
Business Fintech Investment Services News

iConnections Announces Senior Leadership Team Members

Fintech News Desk
by Fintech News Desk0
Leading Virtual Platform Hires CMO and Director of Business Development to Continue Cultivating Transformative Ecosystem for the Investment Industry iConnections, the industry-leading platform and community that seamlessly connects investment managers and allocators for long-term investment relationships through a personalized, secure and information-rich platform, today announced the appointment of two investment......
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