Search Results for: portfolio managers

Allvue Launches New Portfolio Management Solution for Limited Partners
Fintech Investment Services News

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
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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......
Tora strikes deal with Japan's Revolution Co Ltd
Fintech News Trading

TORA Launches New Generation Portfolio Management System

Fintech News Desk
by Fintech News Desk0
TORA, the provider of industry leading trading technology, has today announced the launch of their new Portfolio Management System (PMS). TORA, the provider of industry leading trading technology, has today announced the launch of their new Portfolio Management System (PMS). The revitalized system is fully integrated with their OEMS platform......
Broadridge Names Edmund Reese Chief Financial Officer
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PAG Chooses Broadridge to Modernize Portfolio Management Technology, Bolster Private Debt Operations

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, announced that PAG, one of the world’s largest Asia-focused investment groups, has chosen Broadridge as a cloud-based portfolio management technology provider. The enhancement will support PAG’s capabilities for its private debt operations. Read More: Game on: Ally Leans Into Gamification to Combat Falling Financial Literacy......
Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform
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Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform

Fintech News Desk
by Fintech News Desk0
Next-gen data engine expands platform benefits, increases efficiency, accuracy and speed of advisors’ operations, coincides with new FinTech industry partnerships Bridge Financial Technology (“Bridge”), provider of an automation-driven portfolio management platform that simplifies and streamlines back-office functions for advisors and wealth managers, launched the next generation of its powerful core......
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