Search Results for: Portfolio Management

Sai Uppuluri Joins Jetty as Chief Risk Officer
Fintech News Risk Management

Sai Uppuluri Joins Jetty as Chief Risk Officer

Fintech News Desk
by Fintech News Desk0
Uppuluri brings more than 15 years of experience in risk management Jetty, the financial services company on a mission to make renting a home more affordable and effortless, announced the hiring of Sai Uppuluri as Chief Risk Officer. In this role, Uppuluri will lead the company’s risk teams and oversee underwriting, risk management, and......
Venerable Names Senior Vice President and Vice President within Investment and Finance Organizations
Investment Services Investments News Risk Management

Venerable Names Senior Vice President and Vice President within Investment and Finance Organizations

Fintech News Desk
by Fintech News Desk0
Venerable announced the promotions of two West Chester, PA based Investment and Finance leaders, Tim Henry and Karthik Gadiraju. As Senior Vice President, Tim Henry, will lead a team of highly skilled investment professionals and will be tasked with adding a second asset manager to Venerable’s business model at the close of the previously communicated transaction with......
LendingUSA Appoints Michael Brown as Its New Vice President of Credit Risk & Pricing
Finance Fintech News

LendingUSA Appoints Michael Brown as Its New Vice President of Credit Risk & Pricing

Fintech News Desk
by Fintech News Desk0
Michael Brown joins LendingUSA as its Vice President of Credit Risk & Pricing LendingUSA, a leading point-of-sale (POS) fintech company, announced the new hire of Michael Brown as Vice President of Credit Risk & Pricing. Mike will report to Chief Risk Officer Jon Barhorst and will be responsible for the company’s pricing, portfolio optimization,......
EBS Collaborates with TORA to Provide Improved FX Liquidity for Multi-Asset Hedge Fund and Buy-Side Community
Fintech Markets Trading

EBS Collaborates with TORA to Provide Improved FX Liquidity for Multi-Asset Hedge Fund and Buy-Side Community

Fintech News Desk
by Fintech News Desk0
EBS, the leading global provider of electronic trading platforms and technology services in foreign exchange markets, announced a collaboration with TORA, provider of the industry’s most advanced cloud-based, multi-asset order and execution management system (OEMS), to link EBS Market and EBS Direct’s FX liquidity with TORA’s multi-asset platform. Market participants......
Financial Investment Activities Industry | BizVibe Adds New Financial Investment Companies Which Can Be Discovered and Tracked
B2B Finance Fintech News

Financial Investment Activities Industry | BizVibe Adds New Financial Investment Companies Which Can Be Discovered and Tracked

Fintech News Desk
by Fintech News Desk0
BizVibe has expanded the number of companies which can now be discovered and tracked for their financial investment activities industry group. Companies listed under the NAICS category for financial investment activities are defined as being primarily engaged in miscellaneous intermediation (such as investment clubs, venture capital companies, etc.); portfolio management;......
AppCrown Announces Turnkey Multi-Custodial Integration Capability for Salesforce Financial Services Cloud
Finance Fintech News

AppCrown Announces Turnkey Multi-Custodial Integration Capability for Salesforce Financial Services Cloud

Fintech News Desk
by Fintech News Desk0
Turnkey Integrations between CRM with All Major Custodians AppCrown, the pioneer and a leading turnkey integration provider for wealth management systems and Salesforce CRM, has launched multi-custodial integrations for Salesforce Financial Services Cloud (“FSC”). Now, wealth management firms will be able to integrate custodial data (financial accounts, holdings, positions etc.,)......
Riskalyze Launches "Build My Tech Stack" Tool: Industry’s First Step-by-Step Guide for Advisors to Design Their FinTech Integrations
Finance Fintech Investments News

Riskalyze Launches “Build My Tech Stack” Tool: Industry’s First Step-by-Step Guide for Advisors to Design Their FinTech Integrations

Fintech News Desk
by Fintech News Desk0
“Integrations” has been loosely bandied about as a buzz-word for far too long, offering a lot of “what” but scarcely any “how” Using Riskalyze’s new proprietary tool, advisors can quickly assemble their ideal tech solutions, saving countless hours of frustration Riskalyze, the company that serves tens of thousands of financial......
SWBC Investment Company Partners with AlphaCentric Funds
Investment Services News

SWBC Investment Company Partners with AlphaCentric Funds

Fintech News Desk
by Fintech News Desk0
SWBC Investment Company and AlphaCentric Advisors LLC announced that SWBC Investment Company has assumed responsibility as investment sub-advisor of the AlphaCentric Municipal Opportunities Fund (MUNAX|MUNCX|MUNIX) (the “Fund”). The Fund seeks to produce above average tax-exempt income while attempting to protect investors in periods of volatile interest rate environments and widening......
SIMON and Cetera Launch Innovative Access To Annuity Solutions
Fintech InsurTech News Risk Management

SIMON and Cetera Launch Innovative Access To Annuity Solutions

Fintech News Desk
by Fintech News Desk0
Cetera enlists SIMON to deliver streamlined annuities education, marketplace, and analytics to its national network of financial professionals. SIMON Annuities and Insurance Services LLC (“SIMON”) and Cetera have announced a new collaboration that delivers SIMON’s award-winning insurtech platform for annuities to all Cetera financial professionals. The SIMON annuities platform streamlines product education, namely......
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