Search Results for: investment portfolios

Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Fintech News

Oranj Adds KraneShares China-Focused ETFs to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Full suite of KraneShares ETFs and model portfolios now available on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that China-focused global asset management firm KraneShares has been added as a best-in-class manager to the Oranj free to low-cost platform.......
Finitive Facilitates Credit Facility for Buyer of Distressed Small Business Loans
Fintech Investment Services News

Finitive Facilitates Credit Facility for Buyer of Distressed Small Business Loans

Fintech News Desk
by Fintech News Desk0
Finitive, a private credit platform providing institutional investors with direct access to alternative lending investments, announced that it has facilitated a credit facility for a specialty finance company that buys distressed small business loans and merchant cash advance (MCA) portfolios. Read More: The Influence of Mobile Apps WeChat Pay and......
JPMorgan Chase Collaborates With Reonomy To Deliver Data And Insights To Power The Commercial Real Estate Industry
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J.P. Morgan Asset Management Launches New Core Menu Evaluator

Fintech News Desk
by Fintech News Desk0
One of the first tools dedicated to analysis and selection of core menu investments for defined contribution plans  J.P. Morgan Asset Management announced the launch of the Core Menu EvaluatorSM, enabling financial professionals to analyze, compare and select defined contribution core menu investments quickly, thoroughly and objectively. The importance of......
ETFLogic Expands the LOGICLY Platform with Deeper Portfolio Integrations and Workflows for Financial Advisors
Fintech News

ETFLogic Expands the LOGICLY Platform with Deeper Portfolio Integrations and Workflows for Financial Advisors

Fintech News Desk
by Fintech News Desk0
ETFLogic, the leading ETF portfolio analytics provider, has announced new additions to their Logicly platform, which include deeper integrations with wealth management partners, mutual fund support, and advanced charting capabilities. Read More: The Influence of Mobile Apps WeChat Pay and Alipay Extends Far Beyond China’s Borders Since its launch in January......
XP Inc. Announces Wealth Management Partnership
Banking Business Fintech News

XP Inc. Announces Wealth Management Partnership

Fintech News Desk
by Fintech News Desk0
XP inc , a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announced that the company has formed a partnership in the Wealth Management segment with a group of experienced private bankers that are former executives of Credit Suisse Hedging-Griffo. XP......
HKD Group Hires New Head of M&A
Banking Fintech Investment Services News

HKD Group Hires New Head of M&A

Fintech News Desk
by Fintech News Desk0
HKD Group, have announced today that Jarrod Aldridge has joined the firm as Head of M&A, replacing Ian McMahon who steps down after leading the firm’s M&A division over the last decade. Jarrod will focus on leading HKD Group’s rapidly growing investment banking practice in the Asia Pacific region. He......
Fvndit Closes $30M In Financing For eLoan And Seeks To Advance Its Market-Leading Position In Vietnam
Capital Markets Fintech Investment Services News

Fvndit Closes $30M In Financing For eLoan And Seeks To Advance Its Market-Leading Position In Vietnam

Fintech News Desk
by Fintech News Desk0
 Fvndit, a California- and Vietnam-based fintech company, announced an investment of thirty-million dollars ($30M USD) for debt financing led by Accial Capital, a private debt investor in tech-enabled loan portfolios in emerging markets, and Variant Investments, an innovator in alternative income investing. Read More: BillingPlatform Increases Standing in MGI 360......
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Pandemic’s Impact on the Market and Economy Has Rattled Retirement Confidence

Fintech News Desk
by Fintech News Desk0
Joint poll by Kiplinger and Alliance for Lifetime Income reveals decreased confidence, especially among women, pre-retirees, and those with lower household net worth Americans are less optimistic about their ability to enjoy a comfortable retirement due to the coronavirus pandemic, according to a new nationwide retirement survey released today by Kiplinger’s......
Black Knight: Surge in Refinance Lending Driven by Record-Low Rates Leads to Largest Quarterly Volume on Record; Just 18% of All Refinancing Borrowers Retained by Servicers
Fintech News

Black Knight: Surge in Refinance Lending Driven by Record-Low Rates Leads to Largest Quarterly Volume on Record; Just 18% of All Refinancing Borrowers Retained by Servicers

Fintech News Desk
by Fintech News Desk0
– Q2 2020 saw the largest quarterly origination volume on record with nearly $1.1 trillion in first lien mortgages originated in the quarter – Refinance lending was up more than 60% from Q1 2020 and more than 200% from the same time last year, accounting for nearly 70% of all......
Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success
Business Fintech News

Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success

Fintech News Desk
by Fintech News Desk0
Integrated marketing tools, expanded relationships with Schwab and Fidelity Institutional, and all-new risk rubric elevate Orion’s platform experience Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today is announcing a flurry of......
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