Search Results for: investment portfolios

DIFX Says Hola Mzansi by Joining Hands with Digital Banking Platform eZaga to Launch DoshFX
Banking Cryptocurrency News

DIFX Says Hola Mzansi by Joining Hands with Digital Banking Platform eZaga to Launch DoshFX

Fintech News Desk
by Fintech News Desk0
Fully secured centralized exchange, DIFX has officially partnered with eZaga, South Africa’s premier digital banking platform, to set up a new regional crypto platform, DoshFX. Digital Financial Exchange known as DIFX is an EU-regulated CEX, disrupting the financial industry by bridging digital and traditional assets. With DIFX, users can create diverse portfolios in......
DEFYCA Raises $1.3 Million in Seed Funding to Build the Next Generation of Decentralized Capital Markets
Blockchain Capital Markets News

DEFYCA Raises $1.3 Million in Seed Funding to Build the Next Generation of Decentralized Capital Markets

Fintech News Desk
by Fintech News Desk0
Company’s technology bridges decentralized finance and traditional finance to make investments accessible and cost-effective DEFYCA, a Luxembourg-based digital securities platform has completed a seed funding round of $1.3 million USD led by QBN Capital and Blizzard Fund. The company makes private credit investment more accessible and more cost-effective. DEFYCA has developed a blockchain......
B2B News Technology

Altruist’s Model Marketplace Launches Cornerstone Partnership With ESG Pioneer HIP Investor

Fintech News Desk
by Fintech News Desk0
Following Altruist’s recent expansion of its Model Marketplace and release of unified managed accounts (UMA) capabilities, the RIA fintech firm announces its partnership with ESG pioneer and long-time innovator HIP Investor, providing advisors with access to its Fossil Fuel Free Portfolio models focused on ESG and climate action for their clients.......
Goal Solutions Announces Borrower Engagement Score
Finance Fintech News

Goal Solutions Announces Borrower Engagement Score

Fintech News Desk
by Fintech News Desk0
A proprietary scoring model built to predict borrower engagement that will help increase cures and decrease defaults. Goal Solutions, an innovative, award-winning financial services company has unveiled its Borrower Engagement Score, part of its industry leading Goal Portfolio Analytics (GPA) suite of machine learning and AI scoring models developed to......
UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting
Finance Fintech News

UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting

Fintech News Desk
by Fintech News Desk0
UBS launched a new offering, in collaboration with Addepar and Mirador, that will provide UBS’s ultra high net worth clients in the US with a consolidated, real-time view of their entire portfolio across assets and liabilities, including traditional, non-traditional and illiquid assets. UBS’s financial advisors will now have access to......
Fintech News Technology

WBI Announces Strategic Partnership With Pacer ETFs

Fintech News Desk
by Fintech News Desk0
WBI, an invest-tech and fintech company, and Pacer a 9-time award winning exchange traded fund provider, today announced a strategic partnership to transform how financial advisors interact with clients to personalize and implement model portfolios. “WBI is excited to work with Pacer. Their rules-based ETF offerings seek to produce strong risk-adjusted returns......
DPL Partners With Corebridge Financial to Bring Advisory Annuity Solutions to the RIA Community
InsurTech News

DPL Partners With Corebridge Financial to Bring Advisory Annuity Solutions to the RIA Community

Fintech News Desk
by Fintech News Desk0
DPL Financial Partners, the leading insurance platform for registered investment advisors (RIAs),  announced the addition of Corebridge Financial to its carrier lineup with two commission-free Corebridge annuity products geared to fee-only advisors. Corebridge, formerly AIG Life & Retirement, is one of the largest providers of retirement solutions and insurance products......
B2B News Technology

Eaglebrook Advisors Announces Strategic Digital Asset Education Partnership with DACFP

Fintech News Desk
by Fintech News Desk0
Eaglebrook Advisors, a leading digital asset investment technology platform for independent financial advisors, announced today it is partnering with the Digital Assets Council of Financial Professionals to launch a series of educational videos for financial advisors on digital asset fundamentals. DACFP is the premier crypto education company established by Ric Edelman, founder of the nation’s......
SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield
Finance News

SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield

Fintech News Desk
by Fintech News Desk0
New Service Helps Wealth Managers Address Investors’ Increasing Portfolio Complexity SEI announced enhanced unified managed household (UMH) capabilities within the SEI Wealth Platform (SWP) through a strategic partnership with LifeYield, a leading API-based Software-as-a-Service provider. The new service provides wealth managers in the U.K. and private banks and trust companies in......
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