Search Results for: investment portfolios

Confluence’s Risk API Solution Chosen by Leading Global Fund Administrator
Investment Services Investments News

Confluence’s Risk API Solution Chosen by Leading Global Fund Administrator

Fintech News Desk
by Fintech News Desk0
Under a long-term contract, the new global fund administrator client will employ Confluence’s cloud-based Risk API solution Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced it has secured a long-term contract with a leading global fund administrator that......
Voya Launches Advisor Managed Accounts Program
Finance Fintech Investment Services Investments News

Voya Launches Advisor Managed Accounts Program

Fintech News Desk
by Fintech News Desk0
New service introduced as Voya data finds 76% of working Americans want access to a financial professional for savings and investment advice Voya Financial, Inc., announced the launch of its new advisor managed accounts advisory program in collaboration with Morningstar Investment Management LLC. As one of the latest services within......
iShares Takes Steps to Lead Industry in Style Investing
Investment Services Investments News

iShares Takes Steps to Lead Industry in Style Investing

Fintech News Desk
by Fintech News Desk0
Creates Lowest-Price Style Box Offering in the Industry with iShares Morningstar U.S. Equity Style Box ETFs $7.5bn suite overhauled with lower fees, new tickers, indices, fund names, investment objectives, and share splits Two decades ago, iShares set out to spearhead the industry in style investing by providing investors with simple......
BlockFi Completes $350 Million Series D
Cryptocurrency Finance Fintech News

BlockFi Completes $350 Million Series D

Fintech News Desk
by Fintech News Desk0
BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, announced the completion of its Series D fundraising round, which was led by new investors including Bain Capital Ventures, partners of DST Global, Pomp Investments and Tiger Global. The $350 million......
Gemini Launches Full-Suite of Crypto Fund Services for Fund Managers
Cryptocurrency Currency Exchange Fintech News

Gemini Launches Full-Suite of Crypto Fund Services for Fund Managers

Fintech News Desk
by Fintech News Desk0
Gemini Fund Solutions will provide fund managers the ability to manage crypto custody, clearing, and trade execution on a unified platform Gemini, a crypto exchange and custodian, announced the launch of a new global offering — Gemini Fund Solutions™ — to provide fund managers with custody, clearing, trade execution, and......
Highly Successful Year for Diginex's Crypto Asset Management Business, 'Bletchley Park'
Cryptocurrency Fintech News

Highly Successful Year for Diginex’s Crypto Asset Management Business, ‘Bletchley Park’

Fintech News Desk
by Fintech News Desk0
Diginex Limited, the digital assets financial services company, announces that its flagship liquid alpha centric fund of crypto hedge funds, Bletchley Park Multi Strategy Fund (BPMSF), generated an estimated net 35% return for the last twelve months, as of January 31. BPMSF primarily invests in alpha strategies that generate returns......
Finix Exceeds $100M in Funding and Adds Execs from Google, Tesla, and Uber to its C-Suite
Capital Markets Fintech Fintech Funding Fintech Startups News

Finix Exceeds $100M in Funding and Adds Execs from Google, Tesla, and Uber to its C-Suite

Fintech News Desk
by Fintech News Desk0
Capital threshold surpassed with funds from a special purpose vehicle dedicated to Black and Latinx investors Finix, the payments infrastructure company helping vertical SaaS companies transform their businesses through payments, surpassed $100M in total funding, allocating 10% of its most recent funding round for Black and Latinx investors. Matching its financial growth,......
Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Business Digital Fintech Investment Services News

Altruist Names Pete Dorsey as Chief Strategy & Revenue Officer

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform for RIAs, appoints Pete Dorsey, former National Managing Director at TD Ameritrade Institutional, to its executive team as Chief Strategy and Revenue Officer. Mr. Dorsey joins the Altruist team with over two decades of experience in the RIA business, working with the country’s largest......
Broadridge Launches Wealth Lending Network Marketplace
Banking Fintech Fintech Funding Investment Services News Risk Management

Broadridge Launches Wealth Lending Network Marketplace

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc. , a global Fintech leader, has launched a Wealth Lending Network marketplace to connect wealth managers to banks and other financial services institutions. The marketplace will enable wealth managers of all sizes to offer Securities-Based Lending (SBL) services to their clients using Broadridge’s end-to-end SBL technology......
iCapital Network® and CAIA Association Partner To Launch AltsEdgeTM – An Alternative Investing Education Program For Financial Advisors
B2B Digital Fintech InsurTech News

iCapital Network® and CAIA Association Partner To Launch AltsEdgeTM – An Alternative Investing Education Program For Financial Advisors

Fintech News Desk
by Fintech News Desk0
Innovative education initiative offers research-based, CE-accredited modules to prepare advisors to optimize the use of alternatives in client portfolios iCapital Network1, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Chartered Alternative Investment Analyst (CAIA) Association, the professional body......
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