Search Results for: investment portfolios

J.P. Morgan and 55ip Partner to Deliver Tax-Efficient Access to Model Portfolios
Business Fintech News Trading

J.P. Morgan and 55ip Partner to Deliver Tax-Efficient Access to Model Portfolios

Fintech News Desk
Solution combines J.P. Morgan’s diversified model portfolios with 55ip’s automated tax technology J.P. Morgan Asset Management and 55ip are pleased to announce a new partnership providing advisors with the ability to easily and efficiently transition clients into J.P. Morgan model portfolios using 55ip’s automated tax technology. The new co-branded solution also will......
Investment Services News

SS&C Intralinks 2021 LP Survey Highlights Alternative Investments amid Pandemic

Fintech News Desk
 SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced its SS&C Intralinks 2021 LP Survey results. The survey found many investors are looking to increase their allocation to alternatives to protect portfolios from market volatility. Produced in partnership with Private Equity Wire, this fifth annual survey offers exclusive insights from 196 globally dispersed investors. “Overall,......
Online Tool Released for Building Cryptocurrency Portfolios and Testing Portfolio Performance
Cryptocurrency Fintech Investment Services News

Online Tool Released for Building Cryptocurrency Portfolios and Testing Portfolio Performance

Fintech News Desk
CryptoWeighter, LLC announced today that it has merged its cryptocurrency portfolio building software with its contest framework to create a live-testing platform for investors and portfolio managers. During the contest, portfolios are ranked, and respective performance results are generated. Here is a live cryptocurrency portfolio contest in progress: Live-Testing Portfolio Contest......
Economy Fintech Fintech Funding InsurTech Investment Services News

FinMason Reaches “20 Million Portfolios Analyzed” Milestone

Fintech News Desk
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced it has analyzed over 20 million portfolios for clients since launching its analytics API service in 2017. In the past 12 months, FinMason has doubled the number of portfolios analyzed by......
Andreesen Horowitz-Backed OpenInvest Introduces Portfolio Diagnosis: The First Way to Tangibly Measure the Social Impact of Investments
Fintech Investment Services News

Andreesen Horowitz-Backed OpenInvest Introduces Portfolio Diagnosis: The First Way to Tangibly Measure the Social Impact of Investments

Fintech News Desk
Using advanced data science and registered investment advisors, OpenInvest brings measurement and reporting to the $30 trillion global ESG investment market OpenInvest, the leading values-based financial services company, today unveils a new way for registered investment advisors (RIAs) to give investors unparalleled insight into the impact of their investments. OpenInvest’s......
Andreesen Horowitz-Backed OpenInvest Introduces Portfolio Diagnosis: The First Way to Tangibly Measure the Social Impact of Investments
Fintech Investment Services News

Andreesen Horowitz-Backed OpenInvest Introduces Portfolio Diagnosis: The First Way to Tangibly Measure the Social Impact of Investments

Fintech News Desk
Using advanced data science and registered investment advisors, OpenInvest brings measurement and reporting to the $30 trillion global ESG investment market OpenInvest, the leading values-based financial services company, unveils a new way for registered investment advisors (RIAs) to give investors unparalleled insight into the impact of their investments. OpenInvest’s Portfolio......
Fintech News

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

Fintech News Desk
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......
Banking Fintech News

Kroll Bond Rating Agency Affirms First Bank Investment Grade Rating

Fintech News Desk
First Bank (Nasdaq Global Market: FRBA) today announced that the Kroll Bond Rating Agency (KBRA), a Nationally Recognized Statistical Rating Organization (NRSRO) registered with the U.S. Securities and Exchange Commission (SEC), has affirmed the Bank’s credit ratings and stable outlook. The announcement was made by Patrick L. Ryan, President and......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Fintech News

LPL Financial Adds YCharts to Vendor Affinity Program To Strengthen Advisor Investment Research and Client Communication Toolset

Fintech News Desk
YCharts, investment research, analytics, and client communications platform, announced it has been selected for inclusion in LPL Financial (“LPL”) Vendor Affinity Program. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash “Today’s investors want more communication from their financial advisors and they want those engagements to be increasingly......
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