Search Results for: investment portfolios

1-ClickTrade Launches Phase 2, Expanding Platform to Support SMAs and Model Portfolios
Fintech Investment Services News Technology

1-ClickTrade Launches Phase 2, Expanding Platform to Support SMAs and Model Portfolios

PR Newswire
by PR Newswire0
1-ClickTrade, the innovative fintech company that has transformed investment management with its streamlined trading process, announced the launch of Phase 2 of its technology release . The company now supports model portfolios and separately managed accounts (SMAs) and, with orders capable of routing to major model marketplaces that support connectivity......
Truvius Launches To Provide Next Generation Institutional-Grade Crypto Investment Platform With $3.2M In Funding, Led by Galaxy
Cryptocurrency Investment Services News

Truvius Launches To Provide Next Generation Institutional-Grade Crypto Investment Platform With $3.2M In Funding, Led by Galaxy

PR Newswire
by PR Newswire0
Founded by Former AQR Quants, Truvius Brings Groundbreaking Quant Portfolio Construction and a Suite of Passive and Active Systematic Investment Products for Cutting-Edge Investors Truvius, the company powering systematic investing for digital assets, launched with $3.2M in funding led by Galaxy Ventures. Truvius’ digital asset investment platform and products deliver institutional......
Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment
Investment Services News

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment

Business Wire
by Business Wire0
Nitrogen, the company that is revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The products are available to solo advisors a la......
Magnifi now providing AI-powered investment intelligence on over $2B of linked self-directed assets
Artificial Intelligence Finance Fintech News

Magnifi now providing AI-powered investment intelligence on over $2B of linked self-directed assets

PR Newswire
by PR Newswire0
TIFIN’s AI Assistant has added several new capabilities for those who have linked their brokerage and other accounts, leading to strong growth in user adoption of this capability in its first year Magnifi by TIFIN, the AI-powered financial assistant for individual investors, has crossed a new milestone in providing individuals with real-time......
Clearwater Analytics Study Reveals 55% of Institutional Investors Set to Boost Their Alternative Investments
Finance Fintech Investments News

Clearwater Analytics Study Reveals 55% of Institutional Investors Set to Boost Their Alternative Investments

PR Newswire
by PR Newswire0
New Research Uncovers Key Trends, Opportunities and Challenges for Institutional Investors in Alternative Investments Clearwater Analytics, a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the release of its 2024 State of Alternatives study. The report, encompassing over 230 executive participants from sectors including insurance, wealth......
VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management
Investment Services News

VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management

Business Wire
by Business Wire0
VRGL, a Client Acquisition and Investment Proposal Management solution, announced the launch of its new Risk Tolerance capabilities integrated within the existing VRGL workflow. VRGL’s Risk Tolerance capabilities allow advisors to leverage a turnkey, industry-researched Risk Tolerance Questionnaire, or to craft fully bespoke risk assessments aligned with advisor and organizational......
Artificial Intelligence Risk, Inc. Launches RIA GPT, the First Generative-AI Platform Specifically for Registered Investment Advisors (RIAs)
Artificial Intelligence Fintech News

Artificial Intelligence Risk, Inc. Launches RIA GPT, the First Generative-AI Platform Specifically for Registered Investment Advisors (RIAs)

Business Wire
by Business Wire0
RIA GPT Provides Advisors with AI Efficiencies while Addressing Governance, Risk, Compliance and Cybersecurity Artificial Intelligence Risk, Inc. (AI Risk, Inc.), the leader in AI Governance, Risk, Compliance, and Cybersecurity (AI GRCC) software, announced today the launch of RIA GPT, a new software platform providing safe, secure, generative-AI for registered......
Oracle Cloud Service Enables Banks to Manage Climate Change Risk Across Portfolios
Analytics Cloud News

Oracle Cloud Service Enables Banks to Manage Climate Change Risk Across Portfolios

PR Newswire
by PR Newswire0
With new Oracle Climate Change Analytics Cloud Service banks can calculate and assess the impact of emissions in their operations and those of the businesses they finance Financial institutions are under increased pressure from regulatory bodies to understand their environmental footprint and that of the companies they finance or invest......
iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios
Finance Fintech Investments News

iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios

Fintech News Desk
by Fintech News Desk0
Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite  Intuitive portfolio construction tool on iCapital Marketplace empowers advisors to seamlessly incorporate alternative and structured investments into traditional public market portfolios. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management......
Burford Capital Releases New Study on Litigation Portfolios
Finance News

Burford Capital Releases New Study on Litigation Portfolios

Fintech News Desk
by Fintech News Desk0
To better understand how in-house lawyers and finance professionals expect dual issues of cost management and value generation to evolve in the years ahead, Burford commissioned independent research with 400 GCs, heads of litigation, senior in-house lawyers, CFOs and other leaders responsible for litigation decision-making in their companies. By Global......
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