Search Results for: Portfolio Management

OneVest Raises CAD $5 Million and Launches Canada’s First Embedded Wealth Management Platform
Finance News

OneVest Raises $17 Million and Launches Wealth-as-a-Service Platform

Business Wire
by Business Wire0
OneVest enables banks, wealth managers, asset managers, and other financial institutions to deploy digital capabilities across the enterprise Wealth-as-a-Service platform, OneVest, announced CAD$17M in Series A funding as it aims to dramatically improve the wealth management experience for both financial institutions and their customers. The round, which is led by......
MetaMask Institutional and Fireblocks Integrate to Offer Unrivaled DeFi and Web3 Access to Institutional Investors and Builders
Blockchain DeFi News

MetaMask Institutional and Fireblocks Integrate to Offer Unrivaled DeFi and Web3 Access to Institutional Investors and Builders

Business Wire
by Business Wire0
The integration brings together two prominent web3 powerhouses to provide the most complete enterprise-grade wallet security and portfolio management solution for institutional investors and builders. ConsenSys and Fireblocks announced the integration of MetaMask Institutional (MMI), the web3 wallet for organizations and the first multi-custodial institutional web3 offering on the market, with Fireblocks, an easy-to-use......
MarketAxess Joins Investortools’ Dealer Network Expanding Electronic Muni Trading
News Trading

MarketAxess Joins Investortools’ Dealer Network Expanding Electronic Muni Trading

Business Wire
by Business Wire0
MarketAxess Holdings Inc, the operator of a leading electronic trading platform for fixed-income securities,  announced that it will expand its municipal bond integration with the Investortools’ platform and display its offerings within the Investortools Dealer Network (IDN). This partnership represents the next phase of integration within the FIX connectivity and......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
BingX Partners with CoinTracking to Simplify Tax Reporting
Cryptocurrency News

BingX Partners with CoinTracking to Simplify Tax Reporting

PR Newswire
by PR Newswire0
BingX, a leading global cryptocurrency exchange, is pleased to announce its integration with CoinTracking, a comprehensive cryptocurrency portfolio management and tax reporting platform. This strategic partnership aims to provide BingX users with a streamlined solution for tracking their crypto investments and generating accurate tax reports. CoinTracking is a leading crypto portfolio tracker and tax software in the market. CoinTracking......
Masttro Unveils Doc AI: Revolutionizing Alternative Investment Data Processing
Investment Services News

Masttro Unveils Doc AI: Revolutionizing Alternative Investment Data Processing

Business Wire
by Business Wire0
Masttro, a leading wealth tech platform for wealth managers and advisors, announced the launch of its newest product, Document AI. Doc AI is a revolutionary new module that automates the data handling of capital calls, distributions, and capital statements, bringing speed and accuracy to the process of managing alternative investments.......
tru Independence Launches truView, Part of Its New EAS Platform
Fintech Investment Services News

tru Independence Launches truView, Part of Its New EAS Platform

Fintech News Desk
by Fintech News Desk0
In a crowded advisory platform landscape, tru understands that advisors crave a partner who cares for them as passionately as they care for and protect their own clients tru Independence, a $9 billion national independent advisory community, announces the launch of truView, which will power a new Experience As a......
Build Hyper-Personalized Fintech Experiences with Velmie
Banking Fintech News

Build Hyper-Personalized Fintech Experiences with Velmie

Fintech News Desk
by Fintech News Desk0
Velmie, a banking technology provider, released its brand new front end technology framework to enable hyper-personalized experiences for banks and fintechs. Recent studies, including one conducted by Epsilon, reveal that 80% of consumers are more likely to purchase from brands that provide personalized experiences. Additionally, a staggering 90% of consumers......
ApeX Pro Drives Industry-First Partnership With AstraBit to Bring Decentralization to Automated Trading
News Trading

ApeX Pro Drives Industry-First Partnership With AstraBit to Bring Decentralization to Automated Trading

GlobeNewswire
by GlobeNewswire0
Non-custodial and permissionless decentralized exchange (DEX) ApeX Pro has partnered with AstraBit, a leading provider of automated trading and portfolio management software, to merge the worlds of decentralization and automated trading on a single, one-stop platform. The industry-first partnership will see the fresh integration of a DEX with a full-service suite......
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