Search Results for: Portfolio Management

LifeYield Expands Management Ranks with Promotions; Adopts AWS for Scalability
Investment Services News

LifeYield Expands Management Ranks with Promotions; Adopts AWS for Scalability

Business Wire
by Business Wire0
LifeYield, the fintech leader in tax-efficient investing and income optimization, announced the promotions of two product leaders to its senior management team and its adoption of Amazon Web Services for cloud computing. “LifeYield APIs for tax efficiency and income optimization are central to our customers’ business plans and their ability to......
Chase and Amazon Announce New Benefits and Features on the Amazon Visa Card Portfolio
B2B E-commerce News

Chase and Amazon Announce New Benefits and Features on the Amazon Visa Card Portfolio

Business Wire
by Business Wire0
New cardmembers are eligible for a limited time offer to earn 5% back (Prime members) and 3% back (non-Prime members) on all purchases for three months Chase and Amazon announced new benefits and features on the Amazon Visa card portfolio, providing cardmembers with increased opportunity to earn cash back on......
Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose
Finance News

Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose

Fintech News Desk
by Fintech News Desk0
Firm Offers Financial Plans That Empower Clients To Live Their Lives With Purpose Partridge Wealth, a wealth management firm dedicated to helping values-driven clients pursue their life’s purpose, announced its launch. Prospective clients are invited to learn how they can work to achieve their financial goals while staying true to......
First Rate Acquires Wealth Management Platform and Partners for Compliance
Compliance management News

First Rate Acquires Wealth Management Platform and Partners for Compliance

Fintech News Desk
by Fintech News Desk0
As part of First Rate’s ongoing strategy to expand its WealthTech footprint, First Rate acquires performance reporting and portfolio management assets from InvestEdge, and announces a strategic partnership with InvestEdge for Compliance Solutions First Rate, a leading wealthtech services provider to the wealth management industry, announced the acquisition of certain......
Purpose Investments Unveils New US Dollar Cash Management Fund to Expand Industry-Leading Cash Solutions Lineup
Investment Services News Trading

Purpose Investments Unveils New US Dollar Cash Management Fund to Expand Industry-Leading Cash Solutions Lineup

GlobeNewswire
by GlobeNewswire0
New cash management solution from Purpose enables investors to use high US interest rates to their advantage Purpose Investments Inc. is excited to announce further expansion of its industry-leading cash solutions lineup with the launch of the Purpose USD Cash Management Fund, which begins trading on the Toronto Stock Exchange......
Fusion Risk Management Announces Strategic Growth Investment from Great Hill Partners
News Risk Management

Fusion Risk Management Announces Strategic Growth Investment from Great Hill Partners

Business Wire
by Business Wire0
Fusion Risk Management, Inc., a leading provider of cloud-based operational resilience, business continuity, and risk management software and services, announced a strategic growth investment from Great Hill Partners, a leading growth-oriented private equity firm. The majority investment will allow Fusion to enhance its go-to-market and product innovation capabilities, while continuing......
Boosted.ai Announces Partnership with SS&C to Add AI Insights to Institutional Investors' Portfolios
Artificial Intelligence News

Boosted.ai Announces Partnership with SS&C to Add AI Insights to Institutional Investors’ Portfolios

Business Wire
by Business Wire0
Boosted Insights available immediately through Eze Eclipse and Eze OMS Boosted.ai, a leading artificial intelligence platform for investment professionals, announced a new strategic partnership with SS&C Technologies, an industry-leading investment management technology provider. This partnership will give SS&C clients using Eze Eclipse and Eze OMS direct access to Boosted Insights,......
Western Wealth Communities' Partnership with Pay Ready has Streamlined their Property Management Operations
Digital Payments News

Western Wealth Communities’ Partnership with Pay Ready has Streamlined their Property Management Operations

PR Newswire
by PR Newswire0
Pay Ready, multifamily’s leading post-resident payment technology, announces their software has streamlined property management operations and enhanced resident experiences for Western Wealth Communities, Phoenix, Arizona. Western Wealth Communities (WWC) has always focused on excellence in every aspect of its operations, and with the addition of Pay Ready’s predictive analytics and automated......
Sterling Trading Tech Launches Calculation Service for FINRA Member Firms to Comply with Enhanced Portfolio Margin Reporting Requirements
News Trading

Sterling Trading Tech Launches Calculation Service for FINRA Member Firms to Comply with Enhanced Portfolio Margin Reporting Requirements

Business Wire
by Business Wire0
Sterling Trading Tech (STT), a leading provider of order management systems, risk and margin solutions and trading platforms to the capital markets worldwide, announced the launch of a calculation service for FINRA member firms in response to the recently announced enhancements to the regulator’s portfolio margining requirements. These new requirements......
GoLogiq to Acquire Boutique Investment Manager, Bateau Asset Management, Providing Entry to Southeast Asian Fund Management Market
Fintech News

GoLogiq to Acquire Boutique Investment Manager, Bateau Asset Management, Providing Entry to Southeast Asian Fund Management Market

GlobeNewswire
by GlobeNewswire0
GoLogiq, a U.S.-based global provider of fintech and consumer data analytics, has entered into a non-binding letter of intent to acquire a controlling interest in Australia-based Bateau Asset Management, a boutique global investment manager. Latest Fintech Interview: Global Fintech Interview with Jyotirmoy Chakravorty, Founder at Ubona Technologies The acquisition would......
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