Search Results for: Portfolio Management

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......
AllGen Financial Welcomes Growth to Investment Management Department
Finance Investment Services News

AllGen Financial Welcomes Growth to Investment Management Department

Fintech News Desk
by Fintech News Desk0
AllGen Financial Advisors is strengthening its investment management department with the hiring of a new Director of Fixed Income, Christina Shaffer, CFA, and promoting financial analyst Ryan Staton to Director of Trading and Portfolio Implementation AllGen Financial Advisors, Inc., a financial advisory firm in Orlando, Florida, is thrilled to expand its......
Roc360 Expands its Leading Portfolio of Brands with Acquisition of Finance of America Commercial Through Asset Sale
Investment Services News

Roc360 Expands its Leading Portfolio of Brands with Acquisition of Finance of America Commercial Through Asset Sale

PR Newswire
by PR Newswire0
Roc Capital Holdings LLC, a vertically integrated platform for residential real estate investors and a leading originator of business purpose loans nationwide, announced it has closed on the previously announced transaction for Finance of America Commercial (“FACo”) assets. Founded in 2014, Roc360 has funded in excess of $14 billion in......
Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI
Artificial Intelligence News

Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI

Business Wire
by Business Wire0
Wealth Management division developing internal-facing service that leverages OpenAI technology and Morgan Stanley’s vast intellectual capital to deliver relevant content and insights into the hands of Financial Advisors in seconds, helping drive efficiency and scale Morgan Stanley Wealth Management (MSWM) announced an important milestone in its innovation journey through the......
Lateral Investment Management Expands Distribution Team to Focus on Retail Channel
Investment Services News

Lateral Investment Management Expands Distribution Team to Focus on Retail Channel

Business Wire
by Business Wire0
Lateral Investment Management, a private investment firm focused on transformational growth at owner-operated middle market businesses in North America, announced the expansion of its sales team with the addition of Betsy Ward as Director of National Accounts, Angela Clakley as Vice President of Internal Sales, and Ken Johnson as Regional......
Modern Management Tools You Can't Miss
Digital Featured Fintech Primers Technology

Modern Management Tools You Can’t Miss

Pooja Choudhary
by Pooja Choudhary0
How do management tools work? A corporation can improve its operations and procedures by using management tools, which include software programs, applications, and strategies. Depending on their requirements, several businesses and industries can profit from using various tools. In this article, I have discussed the best of 10 management tools......
Apella Expands West Coast Presence with Addition of Clarity Wealth Management
Investment Services News

Apella Expands West Coast Presence with Addition of Clarity Wealth Management

Business Wire
by Business Wire0
Irvine, California-based wealth management firm brings $130 million in AUM Apella Capital, LLC, DBA Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced Clarity Wealth Management, a registered investment advisor (“RIA”), has joined the firm. The acquisition establishes Apella’s presence in Irvine, California and......
AssetCo and Westwood Partner with InvestCloud on Innovative Asset Management Distribution Solution
Investment Services News

AssetCo and Westwood Partner with InvestCloud on Innovative Asset Management Distribution Solution

Business Wire
by Business Wire0
AssetCo and Westwood Holdings Group become premier partners of the InvestCloud Financial Supermarket (FSM). The partnership brings international and boutique investment products to new markets, leveraging significant distribution opportunities InvestCloud, the global leader in digital transformation for the financial industry with over $6 trillion in assets, announced partnerships with leading......
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