Search Results for: investment management platform

Fintech News

Fixed Income Leaders Launch YieldX, A Revolutionary Investment and Portfolio Management Platform

Fintech News Desk
by Fintech News Desk0
Built on a flexible, scalable API-driven technology to fit every business model, platform is powered by artificial intelligence and analytics Today marks the launch of YieldX, a new digital, end-to-end platform for fixed income investing. Founded by startup veterans in both the fintech and fixed income space, the platform enables users......
Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
Artificial Intelligence

Blockchange Launches Industry’s First Digital Asset Management Platform for Registered Investment Advisors

Fintech News Desk
by Fintech News Desk0
Blockchange Inc., today announced the availability of BITRIA™ – the industry’s first turnkey digital asset management platform for registered investment advisors. The platform allows RIAs to diversify their clients’ portfolios into digital assets for improved returns and risk mitigation, using similar processes to those used for traditional assets today. Request......
BNY Mellon to Deliver Real-Time Account Validation Services to Corporate and Bank Clients in the U.S.
Business Fintech Fintech Funding Investment Services News

BNY Mellon Investment Management and Wilshire Associates Launch Transformative Advisor-Focused Custom Target Date Platform

Fintech News Desk
by Fintech News Desk0
BNY Mellon Investment Management announced a new partnership with Wilshire Associates to launch the BNY Mellon Investment Management Custom Target Date Builder, a transformative advisor platform, which will provide more choice to the Target Date Fund business dominated by large fund providers. Retirement Plan Advisors will now be able to......
Featured Fintech Investment Services Investments Technology

Unified Managed Accounts (UMAs) and Their Role in Modern Portfolio Management

Fintech Staff Writer
by Fintech Staff Writer0
Unified Managed Accounts (UMAs) have emerged as a pivotal innovation, revolutionizing the way advisors and investors approach portfolio management. The evolution of UMAs reflects a broader trend towards consolidation, efficiency, and customization in the wealth management industry, meeting the increasing demands for personalized financial solutions. The Origins of Unified Managed......
GSCF Launches Connected Capital with Next-Gen Working Capital Management Solution
Banking Finance News

GSCF Launches Connected Capital with Next-Gen Working Capital Management Solution

PR Newswire
by PR Newswire0
Integrating Alternative and Bank Capital on One Powerful Servicing Platform GSCF, a leading global provider of working capital solutions, announced the launch of its enhanced cloud-enabled liquidity management platform and the creation of the Connected Capital ecosystem. Developed on a fully modernized technology stack, this innovative platform is designed to......
Osyte Raises $4 Million to Drive AI-Powered Investment Automation and Optimization for Multi-Asset Portfolios
Fintech Investment Services News

Osyte Raises $4 Million to Drive AI-Powered Investment Automation and Optimization for Multi-Asset Portfolios

PR Newswire
by PR Newswire0
Funding led by Moneta Ventures, and includes participation from Fintech investors SixThirty Ventures, Altari Ventures, Tacoma Venture Fund, and Sigmas Group Family Office. Osyte (pronounced O-Sight), developers of an AI-powered multi-asset portfolio management technology, announced the closing of its $4 million seed round. This additional capital will enable Osyte to expand......
Justpaid Announces Investment and Seamless Integration With Dropbox
Fintech Investment Services News

Justpaid Announces Investment and Seamless Integration With Dropbox

PR Newswire
by PR Newswire0
JustPaid, the Y Combinator-backed leading financial management platform for startups, announced a new product integration with Dropbox, further strengthened by a recent investment from the brand. This partnership is designed to transform how businesses handle their billing and invoicing workflows, providing a streamlined solution from contract signing to payment collection. JustPaid’s......
Arc Launches First AI Platform For $2 Trillion Private Credit Industry
Artificial Intelligence Finance Fintech News

Arc Launches First AI Platform For $2 Trillion Private Credit Industry

PR Newswire
by PR Newswire0
Designed by private credit veterans, Arc Intelligence equips credit investors with modern decision-making tools powered by AI Built on a proprietary $4bn private credit marketplace, Arc’s AI platform helps lenders automate processes that would typically take deal teams several weeks in a matter of minutes Arc, the leading capital markets and cash......
Luma Financial Technologies Expands into Life Insurance, Offering the First Integrated Technology Platform Solution for Life Insurance and Annuities
Fintech InsurTech News

Luma Financial Technologies Expands into Life Insurance, Offering the First Integrated Technology Platform Solution for Life Insurance and Annuities

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, is excited to announce its expansion into the life insurance sector. As the first platform to offer an end-to-end solution that integrates life insurance and annuities, Luma enables advisors to manage both products seamlessly through a single,......
Majority of banks and insurers struggle to maximize the value from their cloud investments
Cloud Finance Fintech Investments News

Majority of banks and insurers struggle to maximize the value from their cloud investments

GlobeNewswire
by GlobeNewswire0
Majority of banks and insurers struggle to maximize the value from their cloud investments Less than 40% of financial services executives say they are highly satisfied with their cloud outcomes Most banks and insurers adopt cloud solutions with the primary objective to drive operational efficiency (84%) Protecting customer data and......
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