Search Results for: investment portfolios

Banking Business Featured Fintech

Robo Advisors – Changing the Face of Investments

Tanika Mehrotra
Robo Advisors are robotic financial advisors that use algorithms to automatically select investments for the customer, and also advise them on other relevant financial decisions. Robo-Advisors are not new to fintech; they have been around for over a decade. A standard robo-advisor collects financial information from the customers, like their......
everyoneINVESTED_-The-Wealth-Tech-Spin-off-Of-KBC-Asset-Management_-To-Partner-Objectway-In-Providing-Innovative-Digital-Investment-Applications
Business Economy Fintech Investment Services News

everyoneINVESTED, The Wealth Tech Spin-off Of KBC Asset Management, To Partner Objectway In Providing Innovative Digital Investment Applications

Fintech News Desk
 everyoneINVESTED and Objectway – a leading international player in Digital Wealth & Asset Management software – have entered into a partnership agreement that will enable them to leverage their ambition of providing professional asset managers and financial institutions with access to everyoneINVESTED’s innovative digital investment technology. The first solution that......
Envestnet and RiskPro Announce Enablement of Enterprises to Mitigate Regulatory Risk from Advisor-Directed Portfolios
Fintech Investment Services News Risk Management

Envestnet and RiskPro Announce Enablement of Enterprises to Mitigate Regulatory Risk from Advisor-Directed Portfolios

Fintech News Desk
RiskPro and Envestnet, announce an integration which will enable investment advisors to build and manage client portfolios with less regulatory risk. The strategic relationship between the two companies will allow RiskPro’s proposal generation, portfolio construction, and automated risk surveillance software to function within existing enterprise workflows on the Envestnet unified advice platform.......
Voya Investment Management Hires Founding Partners and Acquires the Technology of G Squared Capital
Fintech Investment Services News

Voya Investment Management Hires Founding Partners and Acquires the Technology of G Squared Capital

Fintech News Desk
Voya Investment Management (IM), the asset management business of Voya Financial, Inc. (NYSE: VOYA), announced today that it has acquired the technology and hired the founding team of G Squared Capital LLP (“G2”), a London-based investment manager that serves institutions and other sophisticated investors. Terms of the transaction were not......
Blooma Announces Investment From Fintech VC Firm, Nyca Partners
Artificial Intelligence Fintech Investment Services News

Blooma Announces Investment From Fintech VC Firm, Nyca Partners

Fintech News Desk
Blooma uses AI and machine learning to enable commercial real estate lenders to reduce loan origination time and cost while improving deal analysis Blooma, the leading digital underwriting solution for commercial real estate lending, announced that the venture capital firm Nyca Partners has invested in the Company’s latest round of funding. Since......
Skan Secures $14 Million Series A to Expand AI-Driven Process Discovery to Enable the Digital Transformation of the Enterprise
Fintech Investment Services News

Clarity AI Raises $15m to Fuel Expansion of Platform That Empowers Investors to Manage the Societal Impact of Their Portfolios

Fintech News Desk
Clarity AI announced today that it has closed a USD $15 million funding round led by Deutsche Börse AG and co-investor Mundi Ventures. Clarity AI empowers investors to manage the impact of their portfolios through a proprietary technology platform that leverages big data and machine learning to assess sustainability for......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Business Fintech News

New ‘Playbook Portfolios’ Will Revolutionize How Financial Advisors Do Business

Fintech News Desk
First-of-kind solution, available exclusively on the Oranj platform, brings portfolios built by independent fiduciary strategists — with no overlay fees — to advisors focused on meeting client needs in challenging times Oranj, a software platform that helps financial advisors streamline portfolio management and client service, today announced that Playbook Portfolios......
Northern Trust Front Office Solutions Delivers Advanced Research Management and Investment Analysis Features for Asset Owners
Investment Services News

Northern Trust Front Office Solutions Delivers Advanced Research Management and Investment Analysis Features for Asset Owners

Fintech News Desk
New modules arm complex asset allocators with centralized investment research and analytics capabilities. Northern Trust (Nasdaq: NTRS) has launched Research Management and Investment Analysis modules in its Front Office Solutions tool for institutional investors managing sophisticated portfolios, including alternative investments. The web-based tool addresses complex asset owners’ needs for a......
Betterment Unveils New Socially Responsible Investment Offerings
Fintech Investment Services News

Betterment Unveils New Socially Responsible Investment Offerings

Fintech News Desk
Betterment, a smart money manager, announced new Socially Responsible Investment (SRI) portfolio offerings that will allow customers to invest for environmental and social impact, without sacrificing the portfolio diversification, tax-optimization or performance that Betterment strives to deliver. The existing SRI offering, first made available in 2017, is receiving a number......
Access Softek’s EasyVest Provides Socially Responsible Investing Portfolios
Fintech Investment Services Mobile Banking News

Access Softek’s EasyVest Provides Socially Responsible Investing Portfolios

Fintech News Desk
Access Softek, Inc., an omnichannel digital banking platform provider, announced that its EasyVest robo-advisor solution will now allow users to choose portfolios that promote environmental sustainability, social/corporate accountability and responsible governance (ESG), to align their investment strategy with personal beliefs. Read More: SBLI Increases Coverage to $750K for All Risk......
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