Search Results for: investment portfolios

Yinon's Stock Portfolio: An App for Novice and Experienced Investors to Build a Successful Value Investment Stock Portfolio
Capital Markets Fintech Investment Services News

Yinon’s Stock Portfolio: An App for Novice and Experienced Investors to Build a Successful Value Investment Stock Portfolio

Fintech News Desk
by Fintech News Desk0
Leveraging market wisdom and foresight from one of the world’s leading value investors, App Central’s new app provides tips, insights and ideas on exceptional investment opportunities Dr. Yinon Arieli, an experienced value investor, has launched a new mobile App that helps stock market investors discover winning stock ideas on Wall Street.......
Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite
Fintech Investment Services News

Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite

Fintech News Desk
by Fintech News Desk0
Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for ultra/high net worth clients and their investment portfolios, today announced it has partnered with V3Limited LLC, a boutique advisory firm providing private investment monitoring and active management services for family offices. Read More: Strider Announces......
Ultimate Risk Solutions (URS) Offers a Powerful Suite of Technologies that Allows Asset Portfolios to be Modelled Quickly, Consistently, and Accurately
Fintech News Risk Management

Ultimate Risk Solutions (URS) Offers a Powerful Suite of Technologies that Allows Asset Portfolios to be Modelled Quickly, Consistently, and Accurately

Fintech News Desk
by Fintech News Desk0
Asset Portfolios of insurers are subject to risks that can often exceed the risk of losses from natural catastrophes. Asset Risk can arise from economic recessions and crises that can unexpectedly reduce the market value of securities and cause counterparties to default on their obligations. While many companies focus their......
New York Life Investments Partners with m+ funds to Add Defined Outcome Strategies
Fintech Investment Services News

New York Life Investments Partners with m+ funds to Add Defined Outcome Strategies

Fintech News Desk
by Fintech News Desk0
New York Life Investments announced the launch of a strategic partnership with m+ funds, an innovative provider of defined outcome solutions. Through the partnership, New York Life Investments will become the exclusive distributor of m+ funds’ growing suite of defined outcome solutions to the U.S. retail market. Read More: Kreditech Rebrands......
SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities
Fintech InsurTech News

SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) announced a new partnership with Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries. At a time when accessible technology is paramount for remote workforces, this encouraging development expands the......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Fintech Investment Services News

Demand Wealth Launches the Nation’s First Investment Platform Designed to Align Financial Goals and Personal Values

Fintech News Desk
by Fintech News Desk0
Demand Wealth received an undisclosed seven figure investment from FinTech Private Equity firm Niche Investment Partners LLC. providing investors with an alternative to broad or often misleading investment portfolios, the Demand Wealth platform promotes transparency and respect for every American’s voice; allowing clients to invest according to their political, religious, and ethical......
TurboTax to Help Millions of Americans Get Their Stimulus Payments With Launch of Free Stimulus Registration Product
Banking Fintech News

Corporate and Investment Banks Must Reinvent Themselves

Fintech News Desk
by Fintech News Desk0
As Competitive Pressure Intensifies and Profitability Erodes, Small and Midsize CIBs Must Overhaul Business and Operating Models in Order to Remain Viable Corporate and investment banks (CIBs), facing rising challenges that the COVID-19 crisis has made even more pressing, must fundamentally transform themselves—targeting high-value clients, shedding subscale business lines, and......
Nasdaq to Acquire Verafin, Creating a Global Leader in the Fight Against Financial Crime
Capital Markets Fintech Investment Services News

Nasdaq Acquires Institutional Investment Fintech Firm Solovis

Fintech News Desk
by Fintech News Desk0
Solovis will pair with eVestment to deliver investment data, portfolio analytics and monitoring across public and private markets Nasdaq, Inc. announced the acquisition of Solovis, a privately-held financial technology company offering multi-asset class portfolio management, analytics and reporting tools across public and private markets. Solovis solutions will be available through......
iTrustCapital Releases New Revolutionary Physical Gold Product on IRA Platform Utilizing Kitco Metals
Cryptocurrency Investment Services News

iTrustCapital Survey: Millennials Are More Likely to Choose Bitcoin as the Best Investment During a Coronavirus Pandemic

Fintech News Desk
by Fintech News Desk0
iTrustCapital, a trading platform for cryptocurrencies and physical gold in retirement accounts, conducted a survey asking respondents what asset they felt was the best investment during a pandemic outbreak of the coronavirus. Respondents aged 30 to 44 were twice as likely to prefer Bitcoin or other cryptocurrencies than any other......
Robertson Stephens and StratiFi Technologies Announce New Partnership
Fintech Radar Investment Services News Risk Management Trading

StratiFi & AdvisorPeak Partner to Help Advisors Easily Manage Entire Investment Lifecycle

Fintech News Desk
by Fintech News Desk0
StratiFi Technologies is pleased to announce a new data integration and partnership with AdvisorPeak. The seamless integration simplifies the advisor experience by embedding StratiFi’s institutional-quality risk analysis technology within AdvisorPeak’s leading-edge trading and rebalancing platform to optimize advisors’ time and user experience. Read More: Usio Announces Record Full Year 2019 Transaction......
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