Search Results for: Asset Management

ChainGPT Pad launches Wisdomise AI IDO to bring inclusive, AI-powered wealth management tools to Web3
Artificial Intelligence Finance Fintech News

ChainGPT Pad launches Wisdomise AI IDO to bring inclusive, AI-powered wealth management tools to Web3

EIN Presswire
by EIN Presswire0
ChainGPT, the AI-powered Web3 infrastructure providing a diverse suite of tools and services, announces the exclusive IDO launch of its latest launchpad project: Wisdomise AI, an all-in-one AI-powered crypto advisor and investment assistant. With the support of ChainGPT Pad’s IDO launch pad, Wisdomise AI is set to launch its $WSDM token......
Options and oneZero Announce Strategic Partnership to Boost Multi-Asset Enterprise Trading Technology Solutions
Finance Fintech News Trading

Options and oneZero Announce Strategic Partnership to Boost Multi-Asset Enterprise Trading Technology Solutions

Business Wire
by Business Wire0
Options Technology, a trailblazer in capital markets infrastructure, today announced an expanded strategic partnership with oneZero, the leading multi-asset class enterprise trading technology provider for banks and financial institutions. The partnership is set to build upon the existing, proven integration between oneZero and Options Activ’s consolidated data service, streamlining the experience......
Talos Accelerates Expansion of its Portfolio Management System with Acquisition of Cloudwall
News Risk Management

Talos Accelerates Expansion of its Portfolio Management System with Acquisition of Cloudwall

PR Newswire
by PR Newswire0
Acquisition Bolsters Talos’s Capabilities with Sophisticated Risk Management Technology Critical for Institutional Adoption of Digital Assets Talos, the premier provider of institutional technology for trading digital assets, announced its acquisition of Cloudwall, a developer of sophisticated digital asset risk technology. The technology and expertise of Cloudwall will enhance Talos’s existing......
C3 Rules and HyperRisk Solutions Forge Strategic Alliance to Transform Cryptoasset Compliance
Cryptocurrency Fintech News

C3 Rules and HyperRisk Solutions Forge Strategic Alliance to Transform Cryptoasset Compliance

Business Wire
by Business Wire0
In a dynamic shift within the finance sector, traditional banking institutions are increasingly investing in a variety of cryptoasset exposures, including stablecoins, tokenized assets, ETF products, and cryptocurrencies. However, the Basel III framework tempers this forward thrust, requiring substantial capital reserves against investments that fail to meet exacting standards, alongside......
YCharts-and-Savant-Wealth-Management-Enhance-Partnership-To-Elevate-Client-Engagement-With-Streamlined-Proposal-Generation
Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
by Business Wire0
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
Financial-Advisor-Thomas-Mains-Joins-UBS-Private-Wealth-Management-in-Atlanta,-GA
Finance Fintech News

Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA

Fintech News Desk
by Fintech News Desk0
Mains joined the UBS Southeast Market, managed by Lane Strumlauf, and will be located in the firm’s Atlanta, Georgia Private Wealth Management office. UBS Private Wealth Management today announced that Thomas (Tom) Mains has joined the firm as a Financial Advisor. He joins the UBS Southeast Market, managed by Lane......
Creative Planning Acquires ML&R Wealth Management
Investment Services News

Creative Planning Acquires ML&R Wealth Management

PR Newswire
by PR Newswire0
ML&R expands Creative Planning’s presence in Texas and furthers the firm’s mission to have local advisors in every major metropolitan market. Creative Planning, one of the nation’s leading Registered Investment Advisors (RIA), announced the acquisition of ML&R Wealth Management (Maxwell Locke & Ritter). With offices in Austin and Round Rock, Texas, ML&R Wealth Management......
AdvisorEngine-and-Franklin-Templeton-Unveil-Wealth-Management’s-Next-Evolution-of-Goals-based-Planning
Finance Fintech News

AdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning

Business Wire
by Business Wire0
For the first time, advisors can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple systems or enduring repetitive steps. AdvisorEngine, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors......
Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform
Blockchain News

Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform

PR Newswire
by PR Newswire0
Lockchain.ai’s SaaS platform provides always-on due diligence and risk monitoring for asset managers and traders seeking real-time security status of the assets they trade. Lockchain.ai, the AI-powered Blockchain Risk Management platform, has announced its official launch from stealth to bring automated risk management solutions to traders, investors, and fund managers......
Kasikorn Securities Selects ICE for Enhanced Portfolio Analytics and Risk Management for Derivatives
Finance Fintech News

Kasikorn Securities Selects ICE for Enhanced Portfolio Analytics and Risk Management for Derivatives

Business Wire
by Business Wire0
With access to ICE’s portfolio analytics application for derivatives, Kasikorn Securities can analyze holdings at both a single security and portfolio level, with data and analytics covering multiple asset classes. Intercontinental Exchange, Inc., a leading global provider of technology and data, today announced that Kasikorn Securities, part of the Kasikorn......
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