Search Results for: investment portfolios

Onyx by J.P. Morgan and Apollo Explore Tokenization in Investment Portfolios Across Blockchains as Part of Project Guardian
Blockchain Fintech News

Onyx by J.P. Morgan and Apollo Explore Tokenization in Investment Portfolios Across Blockchains as Part of Project Guardian

Business Wire
by Business Wire0
J.P. Morgan’s Onyx Digital Assets, Apollo, Axelar, Oasis Pro and Provenance Blockchain Zones work together on interoperability proof-of-concept Axelar Inc., Oasis Pro and Provenance Blockchain have collaborated with Onyx by J.P. Morgan and Apollo under the Monetary Authority of Singapore’s Project Guardian,1 to demonstrate how blockchain technology could be used to......
NFP and MoneyLion Expand Partnership, Fully Integrate NFP’s WellCents Financial Wellness Solution and Investment Portfolios with MoneyLion’s Financial Platform
Finance Investment Services Investments News

NFP and MoneyLion Expand Partnership, Fully Integrate NFP’s WellCents Financial Wellness Solution and Investment Portfolios with MoneyLion’s Financial Platform

Fintech News Desk
by Fintech News Desk0
NFP’s employer clients can now offer their employees access to more financial tools and investment offerings through the MoneyLion platform NFP, a leading insurance broker and consultant that provides property and casualty, corporate benefits, retirement and individual solutions, and MoneyLion (NYSE:ML), an award-winning, data-driven, digital financial platform, announced an expansion......
Concinnus-Financial-Partners-with-Noonum-to-Provide-Custom-Build-Investment-Portfolios-Using-AI
Artificial Intelligence Business Fintech Investment Services News

Concinnus Financial Partners with Noonum to Provide Custom-Build Investment Portfolios Using AI

Fintech News Desk
by Fintech News Desk0
Concinnus Financial, a fee-only investment advisor based in the Northwest, is addressing the rapidly changing investment world by leveraging artificial intelligence technology to provide custom portfolios to their clients.  The AI technology is provided by the Seattle-based startup Noonum. Read More: Opportunity Fund Partners with Lendio and Funding Circle, Increasing Small Businesses’ Access......
Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance
Fintech News Risk Management

Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance

Fintech News Desk
by Fintech News Desk0
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the availability of a series of Schwab Model Portfolios to advisors on the Riskalyze platform. Read More: Introducing Varo Advance: Instant Cash Access up to $100 “Years of research and expertise went into the......
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......
BlackRock Introduces Model Portfolios Designed to Help Investment Outcomes for Women
Investments News

BlackRock Introduces Model Portfolios Designed to Help Investment Outcomes for Women

Fintech News Desk
by Fintech News Desk0
Solution considers differences in life expectancy, income, and employment Most long-term investment products don’t consider three factors unique to women life expectancy, income gaps, and employment gaps — missing important inputs that could impact women’s long-term investing success. To address this, BlackRock created its first Model Portfolios for Women, leveraging......
J.P. Morgan Asset Management agrees to acquire 55ip - a pioneer in delivering tax-smart investment strategies through model portfolios
Business Fintech News

J.P. Morgan Asset Management Agrees to Acquire 55ip – a Pioneer in Delivering Tax-Smart Investment Strategies Through Model Portfolios

Fintech News Desk
by Fintech News Desk0
55ip’s tax-smart investment strategy engine provides financial advisors with scalable solutions for tax transition and management Acquisition signifies accelerating investment in and development of advanced technology for financial advisors J.P. Morgan Asset Management today announced that it has entered into a definitive agreement to acquire 55ip, a financial technology company......
MackeyRMS Introduces ESG Scorecards to Streamline Investment Selection, Monitoring and Reporting for ESG-Focused Portfolios
Fintech Fintech Funding Investment Services News

MackeyRMS Introduces ESG Scorecards to Streamline Investment Selection, Monitoring and Reporting for ESG-Focused Portfolios

Fintech News Desk
by Fintech News Desk0
The Release of ESG Scorecards Comes as Funds Applying ESG Investment Criteria Topped $1 Trillion AUM in Q2 2020 MackeyRMS, a provider of SaaS-based research management software built to give fundamental investment teams an easier way to create and share investment research in real time, today announced the release of......
Melius Investment's 'Next Generation' EAM Portfolios to Join Smartleaf's Model Hub
Artificial Intelligence Business Fintech Investment Services News

Melius Investment’s ‘Next Generation’ EAM Portfolios to Join Smartleaf’s Model Hub

Fintech News Desk
by Fintech News Desk0
Smartleaf, one of the industry’s leading Overlay Management platforms, and MIGMIR LLC, dba Melius Investments, an RIA built upon the power and promise of Ensemble Active Management, are pleased to announce that Melius’s EAM Portfolios are being added to Smartleaf’s model hub. Read More: Bank of Montreal, Motley Fool, Pernod......
Brighty App Launches AI-Powered Investment Platform Reinventing How People Trade
Artificial Intelligence Fintech Investment Services News

Brighty App Launches AI-Powered Investment Platform Reinventing How People Trade

GlobeNewswire
by GlobeNewswire0
With tailored portfolios, data-driven strategies, and continuous monitoring, Brighty App is reinventing how people trade in the digital age. Brighty App has recently presented its AI-powered investment platform to the trading community. The announcement marks yet another step forward in the way artificial intelligence is transforming the asset management sector. With tailored portfolios,......
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