Search Results for: investment portfolios

Northern Trust’s Outsourced Trading Supports BondBloxx’s Growing Fixed Income ETF Business
News Trading

Northern Trust’s Outsourced Trading Supports BondBloxx’s Growing Fixed Income ETF Business

Business Wire
by Business Wire0
Northern Trust is a proud provider of outsourced trading services to BondBloxx, an issuer of precision fixed income ETFs who recently surpassed $1 billion in assets under management and was also awarded “New ETF Issuer of the Year for 2022” by etf.com. BondBloxx, the first ETF issuer that is solely......
YCharts and Orion Release Integration Enhancement
Investment Services News

YCharts and Orion Release Integration Enhancement

Business Wire
by Business Wire0
This Integration enhancement by two wealthtech powerhouses, YCharts and Orion, creates a seamless workflow for advisors to enable smarter investment decisions and better client communications YCharts, an investment research, analytics and client communication software platform, and Orion Advisor Tech, the premier provider of transformative wealthtech solutions, announced the release of......
BrickMark Group Announces Strategic Partnership with PreIPO.com to Expand Access to Tokenized Real Estate
Investment Services News

BrickMark Group Announces Strategic Partnership with PreIPO.com to Expand Access to Tokenized Real Estate

Fintech News Desk
by Fintech News Desk0
BrickMark Group AG, a global pioneer in the tokenization of real estate assets, announced a strategic partnership with PreIPO Corporation, a leading platform for investing in private companies before they go public. This collaboration aims to provide expanded access to tokenized real estate investments for accredited investors worldwide. The partnership......
SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group
Finance Investment Services News

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group

PR Newswire
by PR Newswire0
New Solutions to Help Maximize Tax-Efficiency and Drive Investment Flexibility SEI announced the addition of two tax-managed strategies to its suite of models featuring Capital Group. The SEI Tax-Managed Strategies and SEI U.S. Focused Tax-Managed Strategies—both with the American Funds—deliver the ability to actively tax-loss harvest and offer flexible investment solutions......
How Financial Technology is Shaping Trading and Asset Management ? - GITEX AFRICA 2023
Fintech News Trading

How Financial Technology is Shaping Trading and Asset Management ? – GITEX AFRICA 2023

Fintech News Desk
by Fintech News Desk0
Fintech has revolutionized the way financial institutions manage financial assets, helping them tackle major challenges that arise on a daily basis Under the High Patronage of His Majesty King Mohammed VI, GITEX AFRICA 2023, from May 31 to June 2, 2023 in Marrakech, the largest Tech & Startup event on......
Lending Enablement Solutions Drive ROA Attainment for Automotive Lenders, Open Lending Survey Finds
Lending News

Lending Enablement Solutions Drive ROA Attainment for Automotive Lenders, Open Lending Survey Finds

Business Wire
by Business Wire0
New data validates the role of automated decisioning and risk analytics in financial institutions’ performance, with 95% of Lending Enablement users meeting ROA targets Open Lending Corporation, an industry trailblazer in lending enablement and risk analytics solutions for financial institutions, released its Lending Enablement Benchmark report. The goal of the......
Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers
Investment Services News

Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers

Business Wire
by Business Wire0
Evooq, the Swiss-based wealth management software services company specialising in risk analytics, portfolio construction, and advisory platforms, and Titanbay, the private markets investment platform for sophisticated investors, have announced a partnership to provide a comprehensive private markets solution to private banks and wealth managers. “Joining forces with Titanbay enables our......
LifeYield Expands Management Ranks with Promotions; Adopts AWS for Scalability
Investment Services News

LifeYield Expands Management Ranks with Promotions; Adopts AWS for Scalability

Business Wire
by Business Wire0
LifeYield, the fintech leader in tax-efficient investing and income optimization, announced the promotions of two product leaders to its senior management team and its adoption of Amazon Web Services for cloud computing. “LifeYield APIs for tax efficiency and income optimization are central to our customers’ business plans and their ability to......
BajajCapital Introduces All-Encompassing App for Seamless Investing
Investment Services News

BajajCapital Introduces All-Encompassing App for Seamless Investing

Fintech News Desk
by Fintech News Desk0
BajajCapital aims to redefine Customer Experience with the launch of their new App BajajCapital, a pioneer in financial services is delighted to announce the launch of its new mobile application designed to revolutionize the way INDIA invests. The BajajCapital App provides a comprehensive investment experience by offering a complete 360......
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