Search Results for: portfolio managers

Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers
Business Fintech News Risk Management

Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers

Fintech News Desk
by Fintech News Desk0
Products address Code of Ethics and personal account monitoring, best execution, education and training, advertising reviews, and cybersecurity Foreside Financial Group, a global provider of regulatory and compliance service and technology offerings for firms in the global asset and wealth management industry, is introducing a robust collection of technology-based compliance......
Online Tool Released for Building Cryptocurrency Portfolios and Testing Portfolio Performance
Cryptocurrency Fintech Investment Services News

Online Tool Released for Building Cryptocurrency Portfolios and Testing Portfolio Performance

Fintech News Desk
by Fintech News Desk0
CryptoWeighter, LLC announced today that it has merged its cryptocurrency portfolio building software with its contest framework to create a live-testing platform for investors and portfolio managers. During the contest, portfolios are ranked, and respective performance results are generated. Here is a live cryptocurrency portfolio contest in progress: Live-Testing Portfolio Contest......
Economy Fintech Fintech Funding InsurTech Investment Services News

FinMason Reaches “20 Million Portfolios Analyzed” Milestone

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced it has analyzed over 20 million portfolios for clients since launching its analytics API service in 2017. In the past 12 months, FinMason has doubled the number of portfolios analyzed by......
AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age
Business Fintech News

AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age

Fintech News Desk
by Fintech News Desk0
Interactive, Zoom-Ready Advice Delivery and Client Review Tools Deepen Advisor-Investor Interactions and Trust  AssetMark (NYSE: AMK) today announced two new digital capabilities, its enhanced Client Proposal and new PortfolioReview tools, to help financial advisors drive deeper advisor-client interactions in their digital journey. With the new ability to present client proposals and......
Northern Trust: Outsourcing Accelerates Through Pandemic as Investment Managers Seek to Improve Margins, Enhance Business Resilience, and Future-Proof Operations
Fintech Investment Services News Trading

Northern Trust: Outsourcing Accelerates Through Pandemic as Investment Managers Seek to Improve Margins, Enhance Business Resilience, and Future-Proof Operations

Fintech News Desk
by Fintech News Desk0
According to a white paper (‘From Niche to Norm’) published today by Northern Trust, investment managers of all sizes and strategies have been prompted to undertake a comprehensive review of their operating models as a result of the Covid-19 pandemic which has accelerated existing trends that are compounding cost pressures. This has......
RealPage Announces Integrated, Front-to-Back Solution for Real Estate Investment Managers
Fintech Investment Services News

RealPage Announces Integrated, Front-to-Back Solution for Real Estate Investment Managers

Fintech News Desk
by Fintech News Desk0
RealPage, a leading global provider of software and data analytics to the real estate industry, has introduced a fully-integrated decision support platform for real estate investment managers and executives. Read More: GlobalFintechSeries Interview with Christian Spaltenstein, Managing Director – Americas at AFEX “Armed with the right information assembled at warp......
Fintech Investment Services News

HSBC Launches ESG Portfolio Reporting Service

Fintech News Desk
by Fintech News Desk0
HSBC today launched a reporting service that provides asset owners and managers with independent measurement of how focused their listed asset investments are on environmental, social and corporate governance (ESG) issues. Read More: GlobalFintechSeries Interview with Chuck Klein, Chief Executive Officer & Founder at IMM The new service will allow asset......
Lee A. Spirer, President and CEO of CIBT Global, Named to Ryan’s Board of Managers
Business Fintech News

Lee A. Spirer, President and CEO of CIBT Global, Named to Ryan’s Board of Managers

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced that Lee A. Spirer has been named to the Ryan Board of Managers. Mr. Spirer brings additional strategic perspective to the board, with extensive experience driving change, digitizing businesses, and creating superior return on investment. He has worked with a wide range......
Anne Yang, Former Managing Director & Member of the Executive Office at Goldman Sachs, Joins Star Mountain as a Partner & Strategic Portfolio Manager
Business Capital Markets Fintech News

Anne Yang, Former Managing Director & Member of the Executive Office at Goldman Sachs, Joins Star Mountain as a Partner & Strategic Portfolio Manager

Fintech News Desk
by Fintech News Desk0
Star Mountain Capital, LLC (“Star Mountain”), an investment manager focused exclusively on the large and underserved U.S. lower middle-market, is pleased to announce that Anne Yang has expanded her role from Senior Advisor to Partner & Strategic Portfolio Manager. With decades of strategic advisory experience to leading corporations and asset......
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