Search Results for: Portfolio Management

Mitratech Announces the Launch of Expert Legal Invoice Review Services at 2020 CLOC Global Institute
Business News

Mitratech acquires Tracker Corp, adding leading I-9 and Immigration Management solutions to its legal and compliance technology portfolio

Fintech News Desk
by Fintech News Desk0
Tracker Provides HR and legal teams with intuitive solutions for standardizing employee processes and minimizing staffing-related risk Mitratech, a leading global provider of legal and compliance software, today announced its acquisition of Tracker Corp, the foremost provider of SaaS I-9, E-Verify, and immigration management solutions. This will uniquely equip Mitratech......
Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards
Fintech News

Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards

Fintech News Desk
by Fintech News Desk0
As part of Aite Group’s recently announced 2020 Digital Wealth Management Impact Innovation Awards, Schwab Intelligent Portfolios Premium has been named the winner in the Hybrid Advice Offering category. Schwab Intelligent Portfolios Premium is a subscription-based digital advisory service that combines automated investing with unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional.......
CEPRES Develops COVID-19 Portfolio Risk Management Assessment
Fintech News Risk Management

CEPRES Develops COVID-19 Portfolio Risk Management Assessment

Fintech News Desk
by Fintech News Desk0
CEPRES offers a Risk Analysis & Rating Dashboard on the CEPRES Platform to support LPs during the Covid-19 crisis in understanding the impact on their portfolio. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor CEPRES Portfolio Health Check CEPRES’ Health Check Rating System......
AI-Powered Trading Platform Tickeron Releases New Swing Trading AI Robots
Artificial Intelligence Fintech News Risk Management Trading

Tickeron Introduces Diversification Score To Revolutionize Portfolio Analysis And Risk Management

Fintech News Desk
by Fintech News Desk0
Tickeron, an artificial and human intelligence platform delivering unparalleled trading insights and analysis, announces its Diversification Score tool, providing investors with valuable portfolio diversification insight generated by artificial intelligence analysis. Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms Founded by Sergey Savastiouk, the company’s......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech News

Envestnet and Invesco Introduce Model Portfolios that Blend Active and Passive Management

Fintech News Desk
by Fintech News Desk0
Envestnet | PMC and Invesco introduced seven new model portfolios — now available on the Envestnet platform — that optimize the advantages of both active and passive fund management. By pairing high-performing mutual funds from Invesco with portfolio construction and asset allocation led by experts at Envestnet | PMC, the......
Rentec Direct Announces Full Accounting Feature Update for Property Management Software
Finance Fintech News

Rentec Direct Announces Full Accounting Feature Update for Property Management Software

PR Newswire
by PR Newswire0
New accounting features in Rentec Direct’s property management software streamline accounting tasks and eliminate the need for external platforms. Rentec Direct, the award-winning property management software, is proud to introduce new full accounting features designed to simplify financial management for landlords and property managers. These updates include enhanced tools for......
d1g1t Unveils Wealth Management Billing Solution
Analytics Finance Fintech News Risk Management

d1g1t Unveils Wealth Management Billing Solution

PR Newswire
by PR Newswire0
Flexible, scalable revenue management solution drives operational excellence d1g1t, a leading wealth management technology company announced the launch of its revenue management and billing solution which is fully integrated into the company’s flagship enterprise wealth management platform. Meeting the needs of different types of wealth management firms, d1g1t’s billing solution......
1-ClickTrade Launches Phase 2, Expanding Platform to Support SMAs and Model Portfolios
Fintech Investment Services News Technology

1-ClickTrade Launches Phase 2, Expanding Platform to Support SMAs and Model Portfolios

PR Newswire
by PR Newswire0
1-ClickTrade, the innovative fintech company that has transformed investment management with its streamlined trading process, announced the launch of Phase 2 of its technology release . The company now supports model portfolios and separately managed accounts (SMAs) and, with orders capable of routing to major model marketplaces that support connectivity......
WeFIRE Introduces AI-Powered Financial Assistant to Transform Financial Management
Artificial Intelligence Fintech News

WeFIRE Introduces AI-Powered Financial Assistant to Transform Financial Management

GlobeNewswire
by GlobeNewswire0
WeFIRE, a leading app dedicated to financial independence and early retirement planning, has announced significant enhancements to its financial management platform. These updates introduce advanced features aimed at equipping users with more robust tools and insights to achieve their financial goals more efficiently. AskCopilot: A Personal Finance Assistant A standout......
Cync Software Launches a Highly Flexible, Automated Solution for Simplifying Syndicated Loan Management
Finance Fintech Lending News

Cync Software Launches a Highly Flexible, Automated Solution for Simplifying Syndicated Loan Management

PR Newswire
by PR Newswire0
Cync Syndicated Lending expertly manages syndicated and participation loans, overcoming complex loan arrangements with exceptional precision to deliver unmatched operational efficiency. Cync Software, a leading provider of cutting-edge lending solutions to banks, credit unions, and other financial institutions, today announced the launch of Cync Syndicated Lending – a cloud-native solution......
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