Search Results for: Portfolio Management

TNS Deploys Purpose-Built Dedicated Server Solution for the Capital Markets
Capital Markets News Trading

TNS Deploys Purpose-Built Dedicated Server Solution for the Capital Markets

Fintech News Desk
by Fintech News Desk0
The TNS Dedicated Server solution helps standardize performance, improve time to market and optimize costs while providing low-latency network access, troubleshooting and support Transaction Network Services (TNS) announced the launch of its standardized Dedicated Server offering, which is the first phase in the deployment of its new Cloud platform for......
B2B Business Finance News

Merchant Business Spinned Off By FIS

Fintech Staff Writer
by Fintech Staff Writer0
The review of FIS’ business assets was conducted after hedge funds D.E. Shaw and Jana Partners pushed for ways to lift the company’s valuation after seeing its shares tank by more than a third over the past year. FIS has confirmed plans to pursue a tax-free spin-off of its Merchant......
HeightZero and CoinDesk Indices Partner to Bring Index-Based Digital Asset Exposure to Financial Advisors
Digital Asset Management News

HeightZero and CoinDesk Indices Partner to Bring Index-Based Digital Asset Exposure to Financial Advisors

Fintech News Desk
by Fintech News Desk0
Launch of large-cap offering provides efficient, simplified access to the crypto ecosystem HeightZero, a cutting-edge turnkey digital asset management platform (TDAMP), announced the availability of the CoinDesk Large Cap Select Index (DLCS) within their offering. The DLCS index will allow investment advisors, an industry with over $128T in managed assets......
AdvicePay Launches Executive Search for a New CEO to Lead the Platform in its Next Phase of Growth
Digital Payments News

AdvicePay Launches Executive Search for a New CEO to Lead the Platform in its Next Phase of Growth

Fintech News Desk
by Fintech News Desk0
After building out a strong management team, current CEO and co-founder Alan Moore will serve as Executive Chairman of the Board alongside co-founder Michael Kitces and independent Board member Yves-Marc Courtines AdvicePay, the leading platform for processing payments and overseeing compliance of fee-for-service financial planning, announced that the firm has......
Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution
Investment Services News

Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution

Fintech News Desk
by Fintech News Desk0
Opto’s next-generation private investment platform will empower RIAs to build customized private markets portfolios using funds from distinguished investment managers Opto Investments, the technology-enabled solution that empowers independent investment advisors to confidently access private markets, announced its strategic relationship with Merchant. The engagement offers Merchant’s partner registered investment advisors (RIAs) access......
Open Lending Announces Extension Of Agreement With AmTrust
Lending News

Open Lending Extends Program to Older Vehicles to Support Today’s Car Buyer

Fintech News Desk
by Fintech News Desk0
With the average age of vehicles financed jumping from 5.4 to 6.4 years for FICO scores below 640, vehicle age expansion enables auto loan growth in an uncertain market Open Lending Corporation, an industry trailblazer in auto lending enablement and risk analytics solutions for financial institutions, announced it has increased......
InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket
Investment Services News

InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket

Fintech News Desk
by Fintech News Desk0
55ip’s integration onto the InvestCloud Financial Supermarket™ furthers InvestCloud’s mission to transform the industry, through scalable technology aimed to deliver better financial outcomes InvestCloud, the global leader in digital transformation for the financial industry, and 55ip, the tax-smart investment platform, announce a breakthrough partnership to integrate 55ip’s tax-smart investment technology......
Featured Finance Fintech Primers

Why Is Financial Planning Important?  

Pooja Choudhary
by Pooja Choudhary0
What Is Financial Planning?   Financial planning is a model whereby planning for the future is done, specifically around how one will manage the finances and prepare for all of the potential expenses that may arise. The process involves analyzing the current financial situation and thereby identifying the goals and then......
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