Search Results for: investment portfolios

SitusAMC Expands CRE Technology Offerings with Acquisition of rSquared
Business Fintech News

SitusAMC Expands CRE Technology Offerings with Acquisition of rSquared

Fintech News Desk
by Fintech News Desk0
Deal brings commercial real estate valuation, underwriting and asset management software, rDCF, and budgeting and reforecasting software, rBudget, to SitusAMC’s growing solution portfolio. – Company’s existing commercial real estate technologies include loan lifecycle management system, CLOSER, and valuation management system, VMS, among others – SitusAMC Holdings Corp. (“SitusAMC”), a prominent provider......
SMArtX
Business Fintech News

SMArtX Advisory Solutions Adds More Top Asset Management Names to Managed Accounts Platform as AUM Reaches $8.9 billion

Fintech News Desk
by Fintech News Desk0
Assets Quadruple in 2020 as Capital Research and Management Company, Dana Investment Advisors, Franklin Advisers, Invesco Advisers, and T. Rowe Price Join the Platform to Meet Growing Demand SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform......
Planswell Fills C-Suite with Eye Towards Global Expansion
Fintech Investment Services News

55ip Brings on Three New Managing Directors

Fintech News Desk
by Fintech News Desk0
Addition of key personnel will support its mission of empowering advisor growth through intelligent, tax-smart investment strategies 55ip has added three managing directors to meet increasing advisor demand for its tax-smart investment strategy engine. The firm has appointed Silvio DeVincentis as Managing Director and Head of Quantitative Research and Development, Michael Camp, CFA, as......
Credit Suisse and Salt Financial announce a collaboration on quantitative index solutions
Business Fintech News

Credit Suisse Advances Institutional Sustainability Initiative Through Partnership with Equilibrium

Fintech News Desk
by Fintech News Desk0
Credit Suisse is pleased to announce that it has achieved another milestone in fulfilling its institutional commitment to sustainability. Credit Suisse Asset Management will partner with sustainability infrastructure and resource management leader Equilibrium to expand the resources through which each of them is able to make capital available to industries......
eToro Chooses Nasdaq to Expand U.S. Market Insight for Global Investors
Fintech Investment Services News

eToro Chooses Nasdaq to Expand U.S. Market Insight for Global Investors

Fintech News Desk
by Fintech News Desk0
15 million registered users can access a greater U.S. market view through Nasdaq Basic Nasdaq announced that it is providing real-time market data to eToro, a global multi-asset investment platform empowering its more than 15 million registered users to trade and invest in a simple and transparent way. Read More: Ping An......
Cloverleaf
Business Fintech News

Clearwater Analytics Announces Strategic Alliance with J.P. Morgan to Offer Comprehensive Solutions for Insurance Companies

Fintech News Desk
by Fintech News Desk0
Clearwater Analytics announced a strategic alliance with J.P. Morgan’s Securities Services to provide global insurance clients with the ability to bundle multi-basis investment accounting and regulatory reporting with custody and comprehensive fund services. This solution leverages best-in-class technology to automate investment accounting and regulatory reporting for both insurance separate account......
Bloomberg Supports Technological Transformation at Bankia Asset Management
Banking Business Fintech News

Bloomberg Supports Technological Transformation at Bankia Asset Management

Fintech News Desk
by Fintech News Desk0
AIM helps streamline order management and automate processes Bloomberg announced today that Bankia Asset Management (Bankia AM), the asset management arm of Bankia, the fourth largest financial firm in Spain, has adopted Bloomberg’s Asset & Investment Manager (AIM), a leading order management solution across all of its portfolios. Read More: Castle......
Ledgex Unveils All-in-One Platform to Streamline Preliminary and Official Book of Record Reporting for Asset Management
Business Fintech Investment Services News

Ledgex Unveils All-in-One Platform to Streamline Preliminary and Official Book of Record Reporting for Asset Management

Fintech News Desk
by Fintech News Desk0
Industry-first solution delivers greater data control, integrity and value for asset and portfolio management using innovative patent-pending Data Confidence index Ledgex today announced a groundbreaking new platform called Ledgex Pro, a multi-asset class portfolio accounting solution that handles accounting and investment books of records (ABOR and IBOR) in a single solution,......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Fintech Investment Services News

Oranj Adds Reporting Feature to Its Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Investment reports that allow advisors to quickly and easily generate detailed client communications Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced the launch of its new Investment Reporting feature on the Oranj platform. The Oranj Investment Reporting feature is designed to be straightforward,......
KPMG To Offer New Climate Accounting Capability To Help Clients Measure Greenhouse Gas Emissions
Blockchain Business Fintech News

KPMG To Offer New Climate Accounting Capability To Help Clients Measure Greenhouse Gas Emissions

Fintech News Desk
by Fintech News Desk0
The blockchain-based method also analyzes climate risk impact on asset portfolios as part of organizations’ long-term financial planning KPMG LLP (KPMG) announced a new patent-pending blockchain-based capability, Climate Accounting Infrastructure (CAI), which is intended to help organizations more accurately measure, mitigate, report and offset their greenhouse gas emissions. Read More:......
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