Search Results for: Investment Management

iolite-Capital-Announces-Strategic-Investment-in-Dynacor-Group
Fintech Investments News

iolite Capital Announces Strategic Investment in Dynacor Group

Business Wire
by Business Wire0
iolite Capital announces strategic investment in Dynacor Group iolite Capital Management Ltd. (“iolite”), a selective investment management firm serving private and institutional clients, is pleased to announce a significant holding in Dynacor Group (TSX: DNG, “Dynacor”), representing 10% of the company’s outstanding common shares. Fintech Insights: Hyper-personalization in Banking: The Tech......
iCapital®-and-Bain-Capital-Credit-Partner-to-Expand-Wealth-Managers’-Access-to-Alternative-Investments
Finance Fintech News

iCapital and Bain Capital Credit Partner to Expand Wealth Managers’ Access to Alternative Investments

Fintech News Desk
by Fintech News Desk0
Through this partnership, advisors gain increased operational efficiency by accessing select Bain Capital Credit products via the customized Bain Capital-branded platform powered by iCapital and on iCapital Marketplace. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announced a partnership with Bain Capital......
Banxso Introduces New Financial Options with Flexible Interest Rates and Combined Investment Opportunities
News Trading

Banxso Introduces New Financial Options with Flexible Interest Rates and Combined Investment Opportunities

PR Newswire
by PR Newswire0
This initiative is poised to change the financial management landscape for South Africans, providing fluid interest rates on deposits and access to a wide range of investment options. Banxso, a leading online trading platform, has unveiled its latest financial innovation, offering unmatched investment flexibility to consumers. This groundbreaking initiative is......
BNY Mellon and Kyriba Announce Collaboration to Combine Short-Term Investment LiquidityDirect Platform with Kyriba's Scalable SaaS Solution
Investment Services News

BNY Mellon and Kyriba Announce Collaboration to Combine Short-Term Investment LiquidityDirect Platform with Kyriba’s Scalable SaaS Solution

PR Newswire
by PR Newswire0
This development combines Kyriba’s secure, scalable SaaS solution to BNY Mellon’s LiquidityDirect platform to enhance liquidity performance and unlock greater cash visibility. BNY Mellon, the global financial services company, announced a new collaboration of its short-term investment platform, LiquidityDirect, with Kyriba, a global leader in cloud treasury and finance solutions.......
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......
Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC
Fintech News

Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC

PR Newswire
by PR Newswire0
Tax and accounting industry veteran David Gearhart, J.D., CPA, will lead the new sister organization as it works in conjunction with Graham Capital to provide investors with a truly holistic suite of financial and tax planning services. Graham Capital Wealth Management, LLC, (Graham Capital) an independent Registered Investment Advisor with......
Manifold Secures $15 Million in Investment and Launches AI-Powered Platform to Accelerate Clinical Research
Investment Services News

Manifold Secures $15 Million in Investment and Launches AI-Powered Platform to Accelerate Clinical Research

PR Newswire
by PR Newswire0
The funding will be utilized to accelerate clinical research. Manifold, an AI-powered clinical research platform, announced a $15 million Series A. Led by TQ Ventures, the funding round also includes new investors Calibrate Ventures and SK Ventures, notable founders and CEOs including healthcare leader Dr. Sachin H. Jain and existing investors including......
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......
QRAFT-Technologies-Forms-a-Transformative-AI-Driven-Financial-Technology-Partnership-with-First-Securities-Investment-Trust-Co.,-LTD-(FSITC)
Artificial Intelligence Finance Fintech News

QRAFT Technologies Forms a Transformative AI-Driven Financial Technology Partnership with First Securities Investment Trust Co., LTD (FSITC)

Business Wire
by Business Wire0
The partnership’s goals will be to develop new tools for investment management through the joint development of sophisticated AI and deep learning algorithms. Qraft Technologies, a leading invest-tech company developing artificial intelligence solutions, proudly announces a strategic technical collaboration with First Securities Investment Trust Co., LTD (FSITC), a distinguished asset......
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......
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