Search Results for: investment portfolios

BondIT and Scorable Merge to Boost Digital Transformation of Fixed-Income Investing
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BondIT and Scorable Merge to Boost Digital Transformation of Fixed-Income Investing

Fintech News Desk
Creates innovative one-stop platform for asset & wealth managers to fully automate and optimize portfolio management and research process BondIT, an independent portfolio construction technology provider for fixed income, and Scorable, a provider of AI-driven credit analysis, announced the signing of a definitive merger agreement pursuant to which the companies......
First Affirmative Launches Pioneering "AffirmativESG" Advisor Workstation
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First Affirmative Launches Pioneering “AffirmativESG” Advisor Workstation

Fintech News Desk
The Smart and Easy Way to Invest for Impact and Competitive Returns The right thing to do should be the easy thing to do. Now, with the launch of First Affirmative Financial Network’s AffirmativESG advisor workstation, it’s easier than ever for financial advisors to help their clients find stocks that bring......
Unifimoney and Quantel AI Partner to Launch AI-Based Robo-Investing
Artificial Intelligence Business Fintech Investment Services News Risk Management

Unifimoney and Quantel AI Partner to Launch AI-Based Robo-Investing

Fintech News Desk
Unifimoney Inc. (Unifimoney), a San Francisco based full-service Digital Bank for young professionals, and Quantel AI Inc. (Quantel), a New York based InvestTech company, announced their partnership and launch of three new products as part of the Unifimoney investing platform. The products use Quantel’s AI and quantitative finance software to help mitigate risk......
GROUNDFLOOR Stimulus Program Launches to Keep Real Estate Development Capital Flowing During COVID-19
Banking Business Fintech InsurTech Investment Services News

GROUNDFLOOR Lowers Fees And Announces New Lending Initiatives

Fintech News Desk
New initiatives offer more capital to qualified borrowers, stimulating the economy and offering more options for retail investors to diversify through real estate GROUNDFLOOR, the award-winning wealthtech platform that allows everyone to build wealth through real estate, is rolling out a series of initiatives to meet the growing demand for......
Ryan Announces Exclusive Partnership with Incentify, the Leading Tax Credits and Incentives Technology Company
Business Fintech News

Ryan Announces Exclusive Partnership with Incentify, the Leading Tax Credits and Incentives Technology Company

Fintech News Desk
Ryan, a leading global tax services and software provider, is excited to announce an investment in and exclusive partnership with Incentify, the leader in tax credits and incentives (C&I) software. The cutting-edge Incentify platform will now be accessible to a number of Ryan’s current C&I clients and will soon be......
Applied Business Software Completes Private Equity Transaction with Lometa Capital Partners
Business Fintech News

Applied Business Software Completes Private Equity Transaction with Lometa Capital Partners

Fintech News Desk
Applied Business Software, Inc. (“ABS”), the leading provider of loan servicing software to the private lending industry, today announced the closing of a strategic growth investment from Lometa Capital Partners (“Lometa”).  Lometa’s investment, made alongside a significant investment from existing management and ownership, will allow ABS to accelerate the development of......
Visual Lease Appoints Martin Murtland as VP, Product Management
Fintech News

Visual Lease Appoints Martin Murtland as VP, Product Management

Fintech News Desk
Visual Lease, the leader in lease accounting and management software, announced the appointment of Martin Murtland as Vice President, Product Management. In his role, Murtland will drive the expansion of Visual Lease’s product strategy and oversee the delivery of solutions that will enhance customer value and increase the company’s market......
Intercontinental Exchange Launches Clearing For CDS Index Options
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Intercontinental Exchange Launches Clearing For CDS Index Options

Fintech News Desk
Intercontinental Exchange, Inc. (NYSE:ICE), a leading operator of global exchanges and clearing houses and provider of mortgage technology, data and listings services, today announced it has launched clearing for Credit Default Swap (CDS) Index Options, bringing greater capital efficiencies, price discovery and risk management to the CDS market. Beginning today,......
Magnifi Announces Inclusion of Preeminent Fiduciary Scoring Data From Broadridge | Fi360
Fintech Investment Services News

Magnifi Announces Inclusion of Preeminent Fiduciary Scoring Data From Broadridge | Fi360

Fintech News Desk
Combination of fund fiduciary scores and Magnifi’s natural language investment search simplifies due diligence, client and retirement plan line-up management. Magnifi, a TIFIN Group company and the world’s first natural-language powered investment platform and Fi360, a Broadridge company specializing in fiduciary education and technology, announced the inclusion of the Fi360 Fiduciary......
Moody’s Acquires Minority Stake in MioTech, a Provider of Alternative Data and Analytical Tools for ESG and KYC Markets in Greater China
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Moody’s Acquires Minority Stake in MioTech, a Provider of Alternative Data and Analytical Tools for ESG and KYC Markets in Greater China

Fintech News Desk
Moody’s Corporation announced that it has acquired a minority stake in MioTech, a leading provider of alternative data and insights serving the environmental, social, and governance (ESG) and know your customer (KYC) markets in Greater China. The investment reflects Moody’s commitment to providing China’s evolving financial markets with innovative ESG......
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