Search Results for: portfolio management

Schwab Introduces Online Financial Planning Action Center
Digital Finance News

Schwab Introduces Online Financial Planning Action Center

Fintech News Desk
by Fintech News Desk0
Digital Platform Combines Human Guidance and Technology to Modernize the Financial Planning Experience As part of its ongoing commitment to making financial planning easier and more accessible, Charles Schwab announced the launch of the proprietary Financial Planning Action Center, a digital platform that allows clients who work with a Schwab......
Delegate Advisors Names President and Chief Investment Officer
Investment Services News

Delegate Advisors Names President and Chief Investment Officer

Fintech News Desk
by Fintech News Desk0
Benjamin Thompson Joins Firm to Support Continued Innovation and Growth Delegate Advisors, a leading independent wealth management and family office services firm, is pleased to announce that Benjamin Thompson has joined the firm and will serve as president and chief investment officer. This newest addition to the growing team will further Delegate’s......
Sun Capital Partners Becomes Signatory to the United Nations-Supported PRI
Investment Services News

Sun Capital Partners Becomes Signatory to the United Nations-Supported PRI

Fintech News Desk
by Fintech News Desk0
Sun Capital Partners, Inc., a leading private investment firm focused on defensible businesses in growing markets with tangible performance improvement opportunities, announced that it has become a signatory to the United Nations-supported Principles for Responsible Investment (PRI). The PRI is a global network of investment firms, asset owners and other......
FlourishingAI Launches upLink, a Revolutionary New Onramp for Safe and Easy Access to DeFi Exchanges
DeFi News

FlourishingAI Launches upLink, a Revolutionary New Onramp for Safe and Easy Access to DeFi Exchanges

Fintech News Desk
by Fintech News Desk0
FlourishingAI has launched upLink, a revolutionary portal for safe and easy access to DeFi trading, eliminating complex barriers that have prevented new investors from participating in DeFi markets. Latest Fintech Insights : New Shelter Opening in New Orleans Helped by $750K from Fifth District Savings Bank and FHLB Dallas Flourishing upLink allows......
TMX Group Limited Makes Strategic Investment in ETFLogic
Fintech Investment Services News

TMX Group Limited Makes Strategic Investment in ETFLogic

Fintech News Desk
by Fintech News Desk0
LOGICLY, powered by ETFLogic, brings institutional caliber investment research, analytics, and portfolio management tools to global financial advisors and institutions ETFLogic, a U.S. fintech company and leading provider of analytics and portfolio tools to the wealth management industry and investment fund manufacturers, announced that it closed an equity investment, agreeing......
SIMON Announces Strategic Investment from Citi
Fintech Investment Services News

SIMON Announces Strategic Investment from Citi

Fintech News Desk
by Fintech News Desk0
Citi is the latest market participant to make a strategic investment in SIMON, deepening the partnership between the two firms SIMON Markets LLC, a fintech company that offers an end-to-end digital suite of tools to help financial professionals understand, manage, and analyze complex alternative investment products, announced Citi as its......
Skyline National Bank Launches Teslar Software’s Advanced Platform
Banking Lending News

Skyline National Bank Launches Teslar Software’s Advanced Platform

Fintech News Desk
by Fintech News Desk0
Bank leverages technology to enhance efficiencies across commercial lending and grow with ease Teslar Software, provider of portfolio management tools that aggregate and automate lending and deposit operations for community financial institutions, announced that Skyline National Bank is leveraging its platform to amplify commercial lending productivity and strengthen communication across departments.......
HSBC Integrates With Bloomberg AIM to Deliver Enhanced Post-Trade Efficiency
Investment Services News

HSBC Integrates With Bloomberg AIM To Deliver Enhanced Post-Trade Efficiency

Fintech News Desk
by Fintech News Desk0
HSBC and Bloomberg announced their collaboration to offer a seamless post-trade workflow through product and data integrations, delivering a more streamlined front-to-back user experience for mutual clients. Latest Fintech Insights: Allumia Closes Series A2 Financing To Advance Energy Efficiency-as-a-Service Technology Platform This integration brings together Bloomberg AIM, a leading investment and......
Moneyboxx Finance raises INR 20.77 Crore Equity to Fund AUM Growth and Branch expansion
Analytics Artificial Intelligence Fintech News

Moneyboxx Finance Appoints Vikas Bansal As Chief Risk Officer To Drive Tech-led Underwriting, Ai And Risk Analytics

Fintech News Desk
by Fintech News Desk0
· To lead tech-led underwriting, AI and risk analytics · He brings over two decades of experience, including over 15 years at leading NBFC, TATA Capital · CRO to drive tech-driven underwriting, AI and risk analytics initiatives at Moneyboxx Moneyboxx Finance Limited (Moneyboxx), a BSE-listed NBFC which provides small-ticket business loans to micro and small enterprises in Tier-III......
Forbes Recognizes Eight Northwestern Mutual Financial Advisors on 2022 Top Women Wealth Advisors Best-in-State List
Fintech News

Forbes Recognizes Eight Northwestern Mutual Financial Advisors on 2022 Top Women Wealth Advisors Best-in-State List

Fintech News Desk
by Fintech News Desk0
Northwestern Mutual announced that eight financial advisors affiliated with the Northwestern Mutual Wealth Management Company have been named to the 2022 Forbes Top Women Wealth Advisors Best-in-State list. Latest Fintech Insights: Invesco, A Global Investment Management Firm, Will List ETFs On The Tel Aviv Stock Exchange For The First Time “These talented......
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