Search Results for: Portfolio Management
Spiff Announces $50 Million Series C Funding Round to Accelerate Sales and Finance Automation
Led by Salesforce Ventures, Spiff will further expand on its offerings and address other complex financial processes Spiff, the leading sales commission software for forward-thinking revenue and sales organizations, announced the closing of a $50M Series C fundraise led by Salesforce Ventures with participation from Lightspeed, Norwest, Kickstart Fund, Album......
YCharts and Orion Release Integration Enhancement
This Integration enhancement by two wealthtech powerhouses, YCharts and Orion, creates a seamless workflow for advisors to enable smarter investment decisions and better client communications YCharts, an investment research, analytics and client communication software platform, and Orion Advisor Tech, the premier provider of transformative wealthtech solutions, announced the release of......
BrickMark Group Announces Strategic Partnership with PreIPO.com to Expand Access to Tokenized Real Estate
BrickMark Group AG, a global pioneer in the tokenization of real estate assets, announced a strategic partnership with PreIPO Corporation, a leading platform for investing in private companies before they go public. This collaboration aims to provide expanded access to tokenized real estate investments for accredited investors worldwide. The partnership......
SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group
New Solutions to Help Maximize Tax-Efficiency and Drive Investment Flexibility SEI announced the addition of two tax-managed strategies to its suite of models featuring Capital Group. The SEI Tax-Managed Strategies and SEI U.S. Focused Tax-Managed Strategies—both with the American Funds—deliver the ability to actively tax-loss harvest and offer flexible investment solutions......
Stratiphy Levels Investment Playing Field with New App Launch
Investment strategy platform, Stratiphy, has announced the launch of its new investment application on the Apple App Store and Google Play. The solution provides users with bespoke investment strategies and insights, democratising access to the approach of professional investors In bringing its solution to market, Stratiphy is breaking new ground......
OrBit Markets Executes Trades on New Option DEX Aevo
OrBit Markets, the leading institutional liquidity provider in digital asset options and structured products, has executed its first trades on the newly-launched option decentralised exchange (DEX) Aevo OTC, run by Ribbon Finance. One of the trades was an option on popular alternative token Aptos with DeFi-focused hedge fund Re7. The......
FarEye Launches Grow – A Game-changing Self-Serve Merchant Portal for Logistics Companies
Grow is a cutting-edge self-serve merchant portal designed to revolutionize the way logistics companies manage their operations and accelerate customer acquisition FarEye announced Grow, a solution for logistic companies to provide a modern-age experience to its customers. With a user-friendly interface, frictionless onboarding, automated booking, and seamless payments integration, Grow is......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Array Launches Subscription Manager to Track and Manage Recurring Payments
New Embeddable App Helps Financial Service Companies Create Stronger Consumer Engagement and Generate Non-Interest Income Array announced the launch of Subscription Manager, an embeddable, private-label app that helps financial institutions, fintechs, and digital brands attract new consumers and retain existing customers by giving them insight into and control over recurring......