Search Results for: Portfolio Management

Agora Data and Harvey Mudd College Partner to Develop an AI-Powered Application for the BHPH Industry
Business Fintech News

Agora Data Integrates With ABCoA Dealer Management System, Increases Reach of Services for BHPH Dealer Community

Fintech News Desk
by Fintech News Desk0
Agora Data, Inc., a finance solution provider of predictive loan technology, announced today its integration with Advanced Business Computers of America, Inc. (“ABCoA”) Deal Pack. ABCoA’s Deal Pack is a leading provider of dealer management software solutions (“DMS”) to automotive dealers, helping to manage all facets of their operation in one system. The......
Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication
Fintech Funding News

Vanguard Consolidates Taxable Money Market Fund Management on Charles River IMS

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street company, today announced that Vanguard Group Inc. has consolidated management of taxable money market funds on the cloud-based Charles River Investment Management Solution (Charles River IMS). Read More: Vitesse, a Fintech Providing Real-Time Cross-Border Payments for Businesses, Scores £6.6m Series A Vanguard is live on......
Fintech News

Liberty One Investment Management – Now Available on Orion

Fintech News Desk
by Fintech News Desk0
Liberty One Investment Management, a third-party asset manager based in Libertyville, IL, was recently added to Orion’s growing list of managers available to advisors on their platform. Liberty One will be offering four of their flagship allocations on Orion’s new Communities platform. This platform integrates into both Orion Portfolio Solutions as well as......
Wealthtech Platforms Will Help Reshape Wealth Management : A Few Examples of Top Innovators in Wealthtech
Featured Fintech Investment Services

Wealthtech Platforms Will Help Reshape Wealth Management: A Few Examples of Top Innovators in Wealthtech

Tanika Mehrotra
by Tanika Mehrotra0
Wealthtech (Wealth Technology) is a subset of fintech. Wealthtech companies offer digital solutions to enhance personal and professional wealth management. Wealthtech uses pioneering technologies such as artificial intelligence and big data to provide improved customer services through Robo Advisors, digital brokerage systems, portfolio management and more to manage risk and......
Sberbank Asset Management achieves highest pension savings yield
Banking Fintech News

Sberbank Asset Management achieves highest pension savings yield

Fintech News Desk
by Fintech News Desk0
According to the Pension Fund of the Russian Federation, the yield of the pension savings portfolio managed by Sberbank Asset Management in 1H20 has amounted to 11.24% per annum, which is the best result both among private asset management companies and compared to the public asset management company. At the......
Business News

VanEck Model Portfolios Added to Envestnet Wealth Platform

Fintech News Desk
by Fintech News Desk0
VanEck’s Wide Moat Strategy and Municipal Allocation Strategy now available to advisors using Envestnet’s platform; first time Wide Moat Strategy has been made available as a model VanEck today announced that two of its model portfolios are now available on the Envestnet Wealth platform, which is used by tens of thousands......
AssetBook Enhances Portfolio Reporting for Financial Advisors
Fintech News Robotic Process Automation

AssetBook Enhances Portfolio Reporting for Financial Advisors

Fintech News Desk
by Fintech News Desk0
AssetBook announced the release of Pulse by AssetBook, containing enhanced features for portfolio monitoring and reporting. AssetBook continues to develop innovative portfolio management solutions for wealth advisors, leveraging years of experience in building powerful, secure and scalable applications. Built on an open API, Pulse seamlessly integrates as an additional technology......
QEBR Management Discusses Authorization by Major Crypto Trading Exchanges to Offer Filecoin
Blockchain Cryptocurrency Fintech News Trading

QEBR Management Discusses Authorization by Major Crypto Trading Exchanges to Offer Filecoin

Fintech News Desk
by Fintech News Desk0
QEBR announced that several global crypto-trading platforms have announced their respective abilities to trade and store Filecoin.  This gives strong third-party validation of Filecoin (FIL) as the cryptocurrency moves toward mainnet launch in the second half of 2020.  QEBR previously announced that its internal software engineering team has made strong......
BlueCrest Capital Management Transitions to SS&C for Multi-Asset Execution Management
Fintech News Trading

BlueCrest Capital Management Transitions to SS&C for Multi-Asset Execution Management

Fintech News Desk
by Fintech News Desk0
Alternatives manager chooses SS&C Eze for reliability and support(BlueCrest ) SS&C Technologies Holdings, announced BlueCrest Capital Management has selected SS&C Eze to power its trading. SS&C Eze’s EMS stood out with its advanced trading features and flexibility for traders and portfolio managers on a single platform. The private alternatives manager transitioned......
Wolters Kluwer Named a Leader in Spend and Matter Management in IDC MarketScape Reports
Fintech News

Wolters Kluwer Named a Leader in Spend and Matter Management in IDC MarketScape Reports

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer’s ELM Solutions recognized for providing value with AI-powered solutions and customer centric design Wolters Kluwer ELM Solutions, the market-leading provider of enterprise legal spend and matter management, contract lifecycle management, and legal analytics solutions, today announced that it was named a leader in both the IDC MarketScape: Worldwide......
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