Search Results for: asset managers

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MaxMyInterest Announces Morningstar Integration

Fintech News Desk
by Fintech News Desk0
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Morningstar® ByAllAccounts®, the award-winning data aggregation service, to meet the needs of advisors seeking better ways to deliver a higher yield on client cash. Max lets financial advisors offer an industry-leading solution......
Anne Yang, Former Managing Director & Member of the Executive Office at Goldman Sachs, Joins Star Mountain as a Partner & Strategic Portfolio Manager
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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......
Abel Noser Solutions and Glue42 Integrate Platforms to Create NextGen Pre-Trade Scenario Builder for Fidessa Users
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Glue42 and LodeStar Ecosystems Team up to Help Sales Teams and Traders Deliver Superior Client Service

Fintech News Desk
by Fintech News Desk0
Glue42, the company that delivers integrated desktop experiences to financial institutions globally, and LodeStar Ecosystems, the FinTech startup behind LodeBot, an AI-powered, personal digital assistant for brokers, traders and asset managers, today announced a formal partnership to further improve the productivity and workflow for buy and sell side teams. Read More:......
Abel Noser Solutions Ranked as the Top Global Fixed Income TCA Provider by Greenwich Associates
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Abel Noser Solutions Ranked as the Top Global Fixed Income TCA Provider by Greenwich Associates

Fintech News Desk
by Fintech News Desk0
Abel Noser Solutions was ranked as the leading global fixed income TCA provider by Greenwich Associates in their 2020 market survey that included firms such as Tradeweb, Sungard and Instinet. Greenwich Associates, a top provider of data, analytics and insights to the financial services industry, serves many of the top banks, asset......
smartTrade Awarded for the Second Consecutive Year Best Buy-Side EMS at TradingTech Insight USA Awards 2020
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smartTrade Awarded for the Second Consecutive Year Best Buy-Side EMS at TradingTech Insight USA Awards 2020

Fintech News Desk
by Fintech News Desk0
smartTrade Technologies, a pioneer in multi-asset electronic trading solutions, announces today that its EMS was awarded Best Buy-Side Execution Management System (EMS) during Virtual TradingTech Insight North America Awards. Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities .@smarttrade_tech announces today that it has been......
Merchants Capital Launches Clik.ai to Automate Loan Servicing Operations
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Merchants Capital Launches Clik.ai to Automate Loan Servicing Operations

Fintech News Desk
by Fintech News Desk0
Clik.ai, a fastest growing automated underwriting platform that helps brokers and lenders underwrite faster, announced it has entered an agreement with Merchants Capital, a top nationwide mortgage banking company with expertise in multifamily, affordable, senior and student housing finance, to implement Clik.ai’s AI-driven workflow automation engine into Merchants’ loan servicing......
Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors
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Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Wilshire Associates joins the growing list of asset managers on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that Wilshire Associates has joined the growing list of best-in-class asset managers who have made their mutual funds and model portfolios available......
Optima Partners Successfully Expands into Hong Kong
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Optima Partners Successfully Expands into Hong Kong

Fintech News Desk
by Fintech News Desk0
Optima Partners is delighted to announce that it continues to further its position as a leading global financial regulatory compliance advisory firm with its expansion into Hong Kong.  Katrina Banh, the lead Partner in its Hong Kong office stated, “from a compliance perspective, global connectivity and awareness is paramount. Our capabilities and the......
Pagaya Announces $102 Million Series D Funding Round
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Pagaya Announces $102 Million Series D Funding Round

Fintech News Desk
by Fintech News Desk0
Forever-changing asset management, Pagaya sets a new standard with its technology Pagaya, a global financial technology company using artificial intelligence (AI) to reshape asset management and institutional investment,  announced a $102 million Series D funding round led by a prominent strategic financial institution. Aflac Global Ventures (the venture capital holding......
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