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eToro helps retail investors access cloud computing with new portfolio

Fintech News Desk
Multi-asset investment platform eToro has today launched a new cloud computing portfolio to give retail investors access to some of the most exciting tech companies in the world. Cloud computing underpins many of the technologies we use daily, including email, video streaming and social media. As the world retreated into......
Wealthtech Platforms Will Help Reshape Wealth Management : A Few Examples of Top Innovators in Wealthtech
Featured Fintech Investment Services

Wealthtech Platforms Will Help Reshape Wealth Management: A Few Examples of Top Innovators in Wealthtech

Tanika Mehrotra
Wealthtech (Wealth Technology) is a subset of fintech. Wealthtech companies offer digital solutions to enhance personal and professional wealth management. Wealthtech uses pioneering technologies such as artificial intelligence and big data to provide improved customer services through Robo Advisors, digital brokerage systems, portfolio management and more to manage risk and......
CAIS Announces New Integration with Orion for Seamless Transaction Reporting
Fintech News

CAIS Announces Rapid Advisor Adoption for New Learning Platform

Fintech News Desk
CAIS IQ is driving education of alternative investments, CE credits for Financial Advisors Everywhere CAIS, the industry-leading alternative investment platform, today announced growth and momentum for CAIS IQ, the company’s modern learning system for financial advisors, that helps them learn faster, remember longer and enhance client outcomes. CAIS IQ combines......
MRI Software Enters Into Definitive Agreement to Acquire RentPaymentâ„¢ Business From Priority Technology Holdings, Inc.
Business News

MRI Software Acquires MacMunnis to Expand Offering For Corporate Occupiers

Fintech News Desk
MRI Software, a global leader in real estate software solutions, has acquired MacMunnis, Inc., an established provider of lease administration solutions to enterprise businesses managing complex lease portfolios. MacMunnis’ services and software expand the MRI @Work suite, broadening and deepening MRI’s ability to serve the end-to-end requirements of commercial real estate occupiers and......
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Caissa Announces New, Pan-Asset Class Dashboards

Fintech News Desk
BNY Mellon among organizations leveraging Caissa to offer clients this unique dashboard customization capability, to be demonstrated on Caissa’s upcoming webinar. Caissa, LLC, the leading data and investment technology provider for endowments, foundations, pension funds, family offices, and outsourced CIOs, has released new customizable dashboards. The new feature allows clients......
News Trading

Flyer Adds Brian Bleasdell as Chief Product Officer

Fintech News Desk
Flyer, a leading provider of trading tools, connectivity and infrastructure for the wealth management industry, announced today that Brian Bleasdell has joined the firm’s executive team as Chief Product Officer. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection As Flyer extends its offering for wealth managers, Bleasdell......
Addepar Raises $117M in Series E Funding
Fintech News

Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group

Fintech News Desk
The Addepar platform is recognized for its unique ability to serve a full range of client firms and its continuous investment in innovation Addepar, a technology platform for wealth management, announced it was named a leader in the 2020 Aite Matrix for RIA Portfolio Management and Reporting Systems. The report......
News Risk Management

TPT Retirement Solutions Selects Charles River for Portfolio Management and Risk

Fintech News Desk
TPT Retirement Solutions, a leading £12 billion workplace pension scheme in the UK, has selected the Charles River Investment Management Solution (Charles River IMS) to manage their multi-asset pension portfolios on one platform. The investment team will use Charles River IMS and Charles River Investment Book of Record (IBOR) for......
Fintech Investment Services News

True Link raises $35 million Series B led by Khosla Ventures and Centana Growth Partners

Fintech News Desk
Specialized fintech startup ramps up growth of its services for older adults, people with disabilities, and people recovering from addiction True Link Financial, a mission-driven financial technology company, announced today that it has raised a total of $35 million in two Series B tranches, the first led by Khosla Ventures and......
CitiDirect BE® Earns Top Ranking in Greenwich Associates Study
Fintech News

Citi Announces New Five-Year Sustainable Progress Strategy to Finance Climate Solutions and Reduce Climate Risk

Fintech News Desk
Citi today announced its new five-year 2025 Sustainable Progress Strategy to help accelerate the transition to a low-carbon economy. This new strategy includes a $250 Billion Environmental Finance Goal to finance and facilitate climate solutions globally. This builds on Citi’s previous $100 billion goal announced in 2015 and completed last year, more......
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