Search Results for: Portfolio Management

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......
Teucrium Expands Service Offerings for ETF Issuers
Finance Fintech Funding News

Teucrium Expands Service Offerings for ETF Issuers

Fintech News Desk
by Fintech News Desk0
Teucrium Trading, LLC, the Sponsor of futures-based ETFs, announced that it has expanded service offerings for emerging and established ETF issuers, and will be known as Teucrium ETF Solutions. “Whether you are looking to bring your strategy to market, or you need assistance managing or marketing an existing fund, Teucrium’s......
B2B News Technology

Eaglebrook Advisors Announces Strategic Digital Asset Education Partnership with DACFP

Fintech News Desk
by Fintech News Desk0
Eaglebrook Advisors, a leading digital asset investment technology platform for independent financial advisors, announced today it is partnering with the Digital Assets Council of Financial Professionals to launch a series of educational videos for financial advisors on digital asset fundamentals. DACFP is the premier crypto education company established by Ric Edelman, founder of the nation’s......
What is FinTech
Featured Fintech Fintech Primers

What is FinTech?

Fintech Staff Writer
by Fintech Staff Writer0
What precisely is FinTech? Fintech is the combination of the terms “finance” and “technology.” When combined, FinTech becomes a multifaceted notion that describes any technology that provides financial services via software, such as smart banking services, mobile payment applications, and the most recent topic, bitcoin. It is a large category......
SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield
Finance News

SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield

Fintech News Desk
by Fintech News Desk0
New Service Helps Wealth Managers Address Investors’ Increasing Portfolio Complexity SEI announced enhanced unified managed household (UMH) capabilities within the SEI Wealth Platform (SWP) through a strategic partnership with LifeYield, a leading API-based Software-as-a-Service provider. The new service provides wealth managers in the U.K. and private banks and trust companies in......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Altruist to Launch UMA Capabilities, Enhancing Model Marketplace
Fintech News

Altruist to Launch UMA Capabilities, Enhancing Model Marketplace

Fintech News Desk
by Fintech News Desk0
RIA fintech firm adds portfolio construction customization to create best-of-breed portfolios with no fee minimum Altruist, a fintech company on a mission to make financial advice better, more affordable and more accessible to everyone, announced a new feature to portfolio management capabilities – unified managed accounts (UMA). “Introducing UMA capabilities......
Goldman Sachs, MSCI, and Coin Metrics Collaborate to Introduce Datonomy, a Taxonomy of Digital Assets
Digital Asset Management News

Goldman Sachs, MSCI, and Coin Metrics Collaborate to Introduce Datonomy, a Taxonomy of Digital Assets

Fintech News Desk
by Fintech News Desk0
The new framework for digital assets classification is designed to provide investors, service providers, developers, and researchers a way to help monitor market trends, analyze portfolio risk and returns, and help build new products Goldman Sachs, MSCI, and Coin Metrics announced the launch of datonomy, a new classification system for......
$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner
Finance News

$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner

Fintech News Desk
by Fintech News Desk0
tru Independence continues to attract growth minded advisors who see the value in the tenants of the tru partnership: growth services, human capital and innovative technology tru Independence, a $9 billion national independent advisory growth platform, announced the latest advisor partner to join — Channel Wealth. The firm is headquartered......
Cinchy Announces $14.5 Million Series B Funding Led by Forgepoint
Blockchain News

BTC and ETH Momentum and Trend Following Cellars Launch on Sommelier as Strategy Tokens

Fintech News Desk
by Fintech News Desk0
Sommelier, the pioneering automated DeFi portfolio management platform, today announces the launch of two new Cellars, or automated strategies, that are designed for ETH and BTC holders who are looking for improved, risk-adjusted performance of their assets. These strategies are provided by ClearGate, a firm with proven TradFi quant trading expertise, and are......
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