Search Results for: Portfolio Management

Treasury Management Services Outsourcing helps with Data to Optimize Business Performance, Says IBN Technologies
Finance News

Treasury Management Services Outsourcing Helps with Data to Optimize Business Performance, Says IBN Technologies

Fintech News Desk
by Fintech News Desk0
IBN Technologies is the go-to outsourcing partner for treasury management services for multiple clients that rely on the team’s expertise around cash management risk management, finance and treasury control The post pandemic times and a looming recession have pushed growing businesses to optimize their cash management efficiency while they focus......
Pinterest Announces Partnership with Elliott Investment Management
Investment Services News

Pinterest Announces Partnership with Elliott Investment Management

Fintech News Desk
by Fintech News Desk0
Marc Steinberg Joins Board as Independent Director Pinterest, Inc. announced it has entered into a long-term cooperation agreement with Elliott Investment Management L.P. (together with certain affiliates, “Elliott”), including the appointment of Marc Steinberg, Senior Portfolio Manager at Elliott, to the Board of Directors effective December 16, 2022. “We’d like......
Greystone Provides $25.4 Million Loan for New Haven, CT Multifamily Portfolio Acquisition
Finance News

Greystone Provides $25.4 Million Loan for New Haven, CT Multifamily Portfolio Acquisition

Fintech News Desk
by Fintech News Desk0
Greystone, a leading national commercial real estate finance company, has provided a $25,449,000 loan for acquisition of a 145-unit multifamily portfolio in New Haven, Connecticut. The financing was originated by Rob Meehan, Managing Director at Greystone and Avrom Forman, Director at Greystone, on behalf of Broadway Elm LLC. The Greystone......
Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution
Investment Services News

Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution

Fintech News Desk
by Fintech News Desk0
Solution will utilize Exos’ genetic algorithm based portfolio optimizer to better identify and execute trade opportunities for loan managers on Allvue’s portfolio management product suite Allvue Systems, a leading alternative investment technology solutions provider, announced that they have formed a partnership with Exos Financial, a next-gen platform for B2B institutional finance,......
RBC Wealth Management's U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce
Finance News

RBC Wealth Management’s U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce

Fintech News Desk
by Fintech News Desk0
Using Salesforce, RBC Wealth Management is driving success and reducing maintenance costs Salesforce, the global leader in CRM, announced that RBC Wealth Management, a division of RBC Capital Markets, LLC, is using Salesforce to drive success with significant cost savings and efficiency across multiple areas of its business, while continuing......
Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors
Fintech Investment Services News

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors

Fintech News Desk
by Fintech News Desk0
Data from 55ip’s tax-smart technology reveals a silver lining among the clouds of a down market as advisors leverage solutions and fuel record growth on the platform 55ip, the financial technology platform designed to deliver personalized, tax-smart investment management at scale, announced that data from its platform this year reveals......
Jupiter Asset Management Extends Relationship with SS&C
Investment Services News

Jupiter Asset Management Extends Relationship with SS&C

Fintech News Desk
by Fintech News Desk0
SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio  SS&C Technologies Holdings, Inc. announced that Jupiter Asset Management, an investment management group, has extended its transfer agency contract with SS&C. SS&C provides services to Jupiter’s unit trusts and has now taken on Jupiter’s OEIC......
Leading Digital Asset Index Provider Announces Partnership with Portfolio-as-a-Service Provider
Artificial Intelligence Digital Asset Management News

Leading Digital Asset Index Provider Announces Partnership with Portfolio-as-a-Service Provider

Fintech News Desk
by Fintech News Desk0
MarketVector Indexes and DemaTrading.ai to help investors buy and hold digital assets in leading managed portfolios MarketVector Indexes announces an integrative partnership with Amsterdam-based DemaTrading.ai, an AI-driven platform with a mission to make crypto accessible for everyone via automated crypto portfolios. “At DemaTrading.ai, we believe that indexes provide a solution to......
Truist Wealth Enhances Portfolio of Digital Investing Solutions With Truist Trade
Investment Services News

Truist Wealth Enhances Portfolio of Digital Investing Solutions With Truist Trade

Fintech News Desk
by Fintech News Desk0
Self-directed investing solution empowers clients with simple account opening, zero-commission trades Truist Wealth has enhanced its digital investing capabilities with Truist Trade, a new self-directed investing solution that allows clients to open select investment accounts and conduct online trading on their own. “Our digital investing solutions are designed to meet......
Bitwise Asset Management Selects SS&C
Investment Services News Trading

Bitwise Asset Management Selects SS&C

Fintech News Desk
by Fintech News Desk0
Leading crypto asset manager will leverage Eze Investment Suite for operations SS&C Technologies Holdings, Inc. announced that Bitwise Asset Management, the world’s largest crypto index fund manager, has selected SS&C’s Eze Investment Suite to support its trading operations. Bitwise will streamline front-to-back operations for managing $1.3 billion* in assets across 15 strategies, including crypto ETFs and NFT funds.......
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