Search Results for: investment portfolios

First Rate Selects FinMason to Deliver Third-Party ESG Data
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First Rate Selects FinMason to Deliver Third-Party ESG Data

Fintech News Desk
by Fintech News Desk0
FinMason will Redistribute OWL Analytics’ ESG data via Proprietary API FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has been selected by First Rate, a leading provider of financial service solutions to the wealth management industry, to deliver ESG data from OWL......
S3 Partners Offers Market Leading Financial Data on Snowflake Platform
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S3 Partners Offers Market Leading Financial Data on Snowflake Platform

Fintech News Desk
by Fintech News Desk0
S3 Partners, a leading fintech innovator and data analytics firm, announced that it is now offering its market leading data and analytics solutions on the Snowflake Data Marketplace.  This new offering is part of the firm’s ongoing initiative to reach its clients everywhere they work and will provide access to......
Franklin-Templeton_-Apex-Clearing-and-Bambu-Introduce-Tango-–-A-Scalable-Goals-Based-Wealth-Management-Tool-for-Advisors
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Franklin Templeton, Apex Clearing and Bambu Introduce Tango – A Scalable Goals-Based Wealth Management Tool for Advisors

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the introduction of Tango, a turnkey robo-advisor designed to empower advisors to provide personalized, goals-based wealth management at scale. The all-in-one solution is a collaboration between three industry leaders—Franklin Templeton, Bambu, and Apex Clearing. Franklin Templeton provides the personalized, goals-based portfolio management advice to advisors through......
Fidelity Digital Assets℠ Adds Collateral Agent Capabilities, Will Custody Bitcoin Pledged on Loans Financed by BlockFi
Blockchain Business Cryptocurrency Fintech News

Fidelity Digital Assets℠ Adds Collateral Agent Capabilities, Will Custody Bitcoin Pledged on Loans Financed by BlockFi

Fintech News Desk
by Fintech News Desk0
 New capability brings capital efficiency to institutional clients who can now access risk-managed cash borrowing while maintaining unparalleled asset security Fidelity Digital Assets℠ today announced a new offering that enables clients on Fidelity’s institutional-grade digital assets custody platform to pledge bitcoin as collateral in a transaction. The new capability marks......
CLARUS Merchant Services Appoints Bryan Pham Vice President of Investor Relations
Business Fintech Investment Services

CLARUS Merchant Services Appoints Bryan Pham Vice President of Investor Relations

Fintech News Desk
by Fintech News Desk0
CLARUS Merchant Services, a leading payment service provider, announced the appointment of Bryan Pham as Vice President of Investor Relations. Pham will be based out of the company’s national headquarters in Gaithersburg, MD. CLARUS Merchant Services, a leading payment service provider, announced the appointment of Bryan Pham as Vice President......
Qontigo-Launches-a-Global-Equity-Linked-Factor-Risk-Model
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Qontigo Launches A Global Equity Linked Factor Risk Model

Fintech News Desk
by Fintech News Desk0
Qontigo, an investment intelligence leader and provider of best-of-breed analytics and world-class indices, launched its first Worldwide Equity Linked Factor Risk Model, providing targeted factor exposures through a combination of the Axioma US, Developed Markets ex-US and Emerging Market Equity Factor Risk Models. Read More: Mazooma Partners with Plaid for igaming......
GlobalFintechSeries Interview with Joshua Levin, Co-founder at OpenInvest
Economy Fintech Interviews Investment Services

Global Fintech Interview with Joshua Levin, Co-founder at OpenInvest

Paroma Sen
by Paroma Sen0
Catch how these experts from leading tech companies like TeamViewer, JotForm, Xactly and more are boosting their B2B sales and marketing experience while focusing on a balanced employee culture:...
AssetMark-Brings-CIBC-Private-Wealth-High-Net-Worth-Solution-to-AssetMark-Platform
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AssetMark Brings CIBC Private Wealth High-Net-Worth Solution To AssetMark Platform

Fintech News Desk
by Fintech News Desk0
AssetMark (NYSE: AMK) today announced it will offer CIBC Private Wealth investment management services and wealth planning expertise on the AssetMark platform to support financial advisors in serving the complex needs of high-net-worth and ultra-high-net worth clients. Read More:  insightsoftware Announces Intent to Acquire IDL Group CIBC Custom Portfolios offer tailored......
Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry
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Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry

Fintech News Desk
by Fintech News Desk0
Key hire cements company commitment to supporting growth of education savings programs across the country Pursuing an enormous opportunity to guide investors to achieve better outcomes, Orion Advisor Solutions, an established service provider in the 529 industry, signals its redoubled expansion into this space by welcoming Rob Percival, a veteran Ascensus College......
Changebridge Capital Launches Two Actively Managed ESG ETFs
Fintech News

Changebridge Capital Launches Two Actively Managed ESG ETFs

Fintech News Desk
by Fintech News Desk0
 Changebridge Capital, a Boston-based asset manager specializing in active management powered by quantitative and fundamental analysis, recently announced the launch of its first two ETFs, CBLS and CBSE. Read More: New Union Bank Survey Finds U.S. Consumers Willing To Spend More To Support Small Businesses This Holiday Season The Changebridge Capital......
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