Search Results for: Portfolio Management

iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals
Fintech News

iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals

Business Wire
by Business Wire0
iCapital Architect can help advisors set their practice apart from the competition by providing a robust toolkit for designing tailored client portfolios that incorporate alternatives and structured investments. iCapital,1 the global fintech platform driving access to alternative investments for the wealth management industry, unveiled iCapital Architect, an innovative portfolio construction tool......
OCTO Crash & Claims: Video Damage Evaluation Opens up New Era of Claim Management
InsurTech News

OCTO Crash & Claims: Video Damage Evaluation Opens up New Era of Claim Management

Fintech News Desk
by Fintech News Desk0
OCTO Telematics is actively working to enhance its innovative telematic solutions and expand its portfolio of products and services. These advancements aim to streamline claim management, reduce costs for insurance companies, and improve the overall customer experience. OCTO Crash & Claims solution marks a shift in the traditional way of managing......
AI-Powered Asset Management: ATPBot Introduces Game-Changing Tools
Artificial Intelligence News Trading

AI-Powered Asset Management: ATPBot Introduces Game-Changing Tools

PR Newswire
by PR Newswire0
ATPBot announced a new set of tools to Reduce the Barrier to AI ATPBot, an automated trading robot that helps users automate their trading announced a new set of tools to help its users ease out the process of AI Crypto Asset Management providing investors with a more flexible and efficient asset......
WisdomTree Launches CORBU x WT PolyMacro Model Portfolios
Fintech Investment Services News

WisdomTree Launches CORBU x WT PolyMacro Model Portfolios

Business Wire
by Business Wire0
WisdomTree, a global financial innovator, announces the launch of the CORBU x WT PolyMacro Model Portfolios, a collaborative effort with CORBU, a research intelligence and advisory platform, designed for a rapidly changing global investment landscape. These model portfolios seek to capitalize on key policy pivots through a thematic view of......
Bancolombia Capital Partners with Marstone for Multilingual Digital Wealth Management Services in Latin America
Investment Services News

Bancolombia Capital Partners with Marstone for Multilingual Digital Wealth Management Services in Latin America

Business Wire
by Business Wire0
Marstone’s Digital Advice offering continues rapid expansion with latest partnership that provides digital wealth to international clients using BlackRock UCITS funds Marstone, Inc., a leading digital wealth technology firm, announced it has partnered with Grupo Bancolombia (CIB), the largest bank in Colombia by total assets, and the first Colombian financial......
Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models Now Available on LPL’s Model Wealth Portfolios Platform
Finance News

Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models Now Available on LPL’s Model Wealth Portfolios Platform

Business Wire
by Business Wire0
WisdomTree, a global financial innovator, announced that its Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models are now available on LPL Financial’s unified managed account platform Model Wealth Portfolios (MWP). Latest Fintech Interview: Global Fintech Interview with Paul Monk, Chief Executive Officer at Alpha Development Professor Jeremy Siegel, Senior Economist to......
Aktos Announces New Investment to Transform the $20B Accounts Receivable Management Industry
debt collection News

Aktos Announces New Investment to Transform the $20 Billion Accounts Receivable Management Industry

Business Wire
by Business Wire0
Crew Capital and 8VC co-lead $4.4M financing round for Aktos as company expands leading debt collections software platform Aktos, the leading system of record for modern debt collections agencies, announced that it has raised $4.4 million in Seed funding co-led by 8VC and Crew Capital. The new capital will be......
Finance News

First Citizens Bank Acquires $123 Million Maritime Portfolio for Greece Vessels

PR Newswire
by PR Newswire0
First Citizens Bank announced that its Maritime Finance group, part of the CIT division, has successfully completed the acquisition of $123 million of Greek shipping loans, sharply increasing the bank’s maritime financings for clients in Greece. The loan portfolio, which was acquired from HSBC Bank Plc, covers 11 financings involving 14 vessels and eight......
Green RWA and Finastra Unveil a New Platform for Climate Risk Management
Banking Finance News

Green RWA and Finastra Unveil a New Platform for Climate Risk Management

PR Newswire
by PR Newswire0
The CERM Sandbox enables banks to better understand and manage climate risks in lending portfolios Finastra, a global provider of financial software applications and marketplaces, and Green RWA, a pioneering association in climate transition, announced the launch of the Climate-Extended Risk Model (CERM) Sandbox. The new platform offers an interactive and......
Customers Bancorp Acquires $631 Million Loan Portfolio at Discount and Recruits Venture Banking Team
Banking Finance News

Customers Bancorp Acquires $631 Million Loan Portfolio at Discount and Recruits Venture Banking Team

Business Wire
by Business Wire0
Expands Premier National Business Serving Innovation and Technology Companies Customers Bancorp, through its principal subsidiary, Customers Bank, has acquired a $631 million venture banking loan portfolio from the FDIC at approximately 85% of book value. Separate from the loan pool purchase, Customers has successfully recruited 30 team members from the......
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