Search Results for: asset offering
AdvisorPeak Bundles Rebalancing Solution for Panoramix Users
AdvisorPeak announced a partnership today with Panoramix, an innovative advisor technology platform. The integration combines AdvisorPeak’s tax-efficient, risk-based trading and rebalancing system with Panoramix innovative performance reporting and billing technology platform into one unified offering for the wealth management industry. “We pride ourselves on integrating with other best-of-breed technology platforms. As a......
Realio Partners With $250M+ Valentus Fund to Tokenize Institutional-grade Investment Opportunities
Realio, the technology ecosystem for institutional-grade digital assets, announces a partnership with Valentus Capital Management. The partnership enables the digitization of an array of private equity opportunities, as well as the issuance of a Valentus Digital platform token. Valentus offerings in the pipeline include a $250M+ investment fund focused on opportunistic......
Financial Services Association Adds New Member Benefit – Advisor Controls
The International Association of Registered Financial Consultants (IARFC®) announces a Strategic Partnership with Advisor Controls for its Retirement Plan Simulator (RPS) – an easy to use solution for understanding and advancing clients’ retirement income stories. Members will receive a benefit offering of $20 off per month of their subscription fees......
HashCash Partners with African Enterprise to Help Them with Crypto Development
HashCash Consultants has partnered with an African enterprise to help them with cryptocurrency development, which will focus on retail and e-commerce utility. Leading blockchain and crypto development company HashCash Consultants, is working with an African enterprise on a crypto venture. They will help the partner company in developing and launching a brand......
PayBito Offers Transaction Fees Reduction on HCX Trading in India
Global cryptocurrency exchange PayBito is offering a reduction in transaction fees in India, cutting it down from 0.1% to 0.075% when traded with HCX base pairs. PayBito, the leading cryptocurrency exchange in India, bears great news for traders in the region. The global digital assets trading platform is offering a......
iPipeline Acquires IFS
iPipeline – a leading provider of cloud-based software solutions for the life insurance and financial services industry – announced it has acquired IFS™ (Impact Financial Systems), a leading provider of service request automation solutions for client onboarding, asset movement, maintenance and advisor transitions. The company’s low code/no code solutions are......
Addepar Introduces Investor Sentiment Index
First-of-its-kind financial index leverages aggregated and anonymized data to provide a reliable measure of risk sentiment among sophisticated investors Addepar, a technology platform for wealth management, introduced the Addepar Investor Sentiment IndexSM. An index of high- and ultra-high-net-worth (U/HNW) investor sentiment derived from U.S. equity transactions captured on the Addepar......
LayerOne Financial Named “Best Post-trade Technology” By HFM Global
LayerOne Financial L.P., an independent, global provider of agile financial technology for the institutional investment management community, announced it was named “Best Post-trade Technology” at the 2020 HFM European Technology Awards. Read More: KyckGlobal and Cambridge Global Payments Partner to Improve Cross-Border Payments for U.S.-Based Firms The annual HFM European Technology......
Avalara Announces 16 Newly Certified Integrations into Business Applications
Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the release of 16 newly certified integrations with accounting, ERP, ecommerce, point-of-sale, mobile commerce, and CRM software applications. Avalara has been a partner-centric company since its founding in 2004, with a concerted focus on integrating......