Search Results for: Portfolio Managers

Alto Adds Several Prominent Crypto Fund Managers to its Platform, Continues to Expand Access to Alternative Asset Investing Via IRA
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Alto Adds Several Prominent Crypto Fund Managers to its Platform, Continues to Expand Access to Alternative Asset Investing Via IRA

Fintech News Desk
by Fintech News Desk0
Alto, an innovative technology company that simplifies the process of investing in alternative assets online using an IRA, announces three new additions to its platform with leading crypto fund managers: Bitwise, Grayscale, and SkyBridge Capital. The additions mark a significant period of growth for Alto, quickly solidifying its place as......
Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors
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Altruist Launches Portfolio Marketplace Featuring Vanguard and Dimensional Fund Advisors Models

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform, announced the release of a new marketplace for financial advisors to use turnkey portfolios from leading asset managers. Advisors can build custom model portfolios on Altruist or assign models from providers in this new marketplace, initially featuring Vanguard and Dimensional Fund Advisors. Read More: Curioinvest......
AdvisorPeak Introduces New Model Portfolios on Trading Platform
Fintech Investment Services News Risk Management Trading

AdvisorPeak Introduces New Model Portfolios on Trading Platform

Fintech News Desk
by Fintech News Desk0
AdvisorPeak announced the addition of multiple investment model portfolios to its tax-efficient, risk-based trading and rebalancing platform today. Over 900 advisors and wealth management professionals now have access to THOR Financial Technologies’ ESG, Global, Individual Stock, and U.S. Models. THOR provides a technology-driven, proactive investment management engine along with model portfolios that are time and......
Allvue Launches New Portfolio Management Solution for Limited Partners
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Allvue Launches New Portfolio Management Solution for Limited Partners

Fintech News Desk
by Fintech News Desk0
Technology tool provides fully integrated, multi-asset class solution to enhance investment decision capabilities of LPs and builds upon extensive GP experience Allvue Systems (“Allvue”), a leading alternative investment technology solutions provider, today announced the launch of its Limited Partner (“LP”) Portfolio Management solution (“the LP solution”), a fully integrated, multi-manager,......
Investment Metrics Acquires Style Analytics to Expand its Portfolio Analytics, Reporting, and Data Solutions
Fintech Investment Services News

Investment Metrics Acquires Style Analytics to Expand its Portfolio Analytics, Reporting, and Data Solutions

Fintech News Desk
by Fintech News Desk0
The combined company will offer powerful portfolio analytics, Factor and ESG exposure metrics for the global institutional investment community Investment Metrics, a leading provider of analytics, reporting, data, and benchmarking solutions for the institutional investment market, today announced its acquisition of London and Boston-based Style Analytics, a leading cloud-based SaaS......
KBC-Securities-Services-selects-Objectway-for-smart-digital-client-onboarding-for-independent-wealth-managers
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KBC Securities Services Selects Objectway For Smart Digital Client Onboarding For Independent Wealth Managers

Fintech News Desk
by Fintech News Desk0
KBC Securities Services has chosen the leading Digital Wealth & Asset Management software provider Objectway to implement Digital Client Onboarding for independent, Benelux-based wealth managers who rely on KBC Securities Services to safeguard their clients’ investment portfolios. A member of the Belgian KBC group, KBC Securities Services is a global......
J.P. Morgan Asset Management agrees to acquire 55ip - a pioneer in delivering tax-smart investment strategies through model portfolios
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J.P. Morgan Asset Management Agrees to Acquire 55ip – a Pioneer in Delivering Tax-Smart Investment Strategies Through Model Portfolios

Fintech News Desk
by Fintech News Desk0
55ip’s tax-smart investment strategy engine provides financial advisors with scalable solutions for tax transition and management Acquisition signifies accelerating investment in and development of advanced technology for financial advisors J.P. Morgan Asset Management today announced that it has entered into a definitive agreement to acquire 55ip, a financial technology company......
Morningstar Formally Integrates ESG into Its Analysis of Stocks, Funds, and Asset Managers
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Morningstar Formally Integrates ESG into Its Analysis of Stocks, Funds, and Asset Managers

Fintech News Desk
by Fintech News Desk0
As assets and interest in sustainable investing continue to grow, Morningstar unpacks ESG risks to meet investor demand for in-depth qualitative and quantitative research to curate ESG investment choices Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced it has begun formally integrating environmental, social, and governance (ESG)......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
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New ‘Playbook Portfolios’ Will Revolutionize How Financial Advisors Do Business

Fintech News Desk
by Fintech News Desk0
First-of-kind solution, available exclusively on the Oranj platform, brings portfolios built by independent fiduciary strategists — with no overlay fees — to advisors focused on meeting client needs in challenging times Oranj, a software platform that helps financial advisors streamline portfolio management and client service, today announced that Playbook Portfolios......
Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū
Fintech News

Portfolio BI Wins Best Trading Technology at the AltCredit Fund Intelligence US Awards

Fintech News Desk
by Fintech News Desk0
Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, today announced that it was named as the Best Trading Technology by AltCredit in its AltCredit US Services Awards. “Portfolio BI OMS enables Portfolio Managers, Traders, Compliance, and Operations to......
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