Search Results for: investment portfolios

Fidelity Digital Assets℠ Adds Collateral Agent Capabilities, Will Custody Bitcoin Pledged on Loans Financed by BlockFi
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Fidelity Digital Assets℠ Adds Collateral Agent Capabilities, Will Custody Bitcoin Pledged on Loans Financed by BlockFi

Fintech News Desk
by Fintech News Desk0
 New capability brings capital efficiency to institutional clients who can now access risk-managed cash borrowing while maintaining unparalleled asset security Fidelity Digital Assets℠ today announced a new offering that enables clients on Fidelity’s institutional-grade digital assets custody platform to pledge bitcoin as collateral in a transaction. The new capability marks......
CLARUS Merchant Services Appoints Bryan Pham Vice President of Investor Relations
Business Fintech Investment Services

CLARUS Merchant Services Appoints Bryan Pham Vice President of Investor Relations

Fintech News Desk
by Fintech News Desk0
CLARUS Merchant Services, a leading payment service provider, announced the appointment of Bryan Pham as Vice President of Investor Relations. Pham will be based out of the company’s national headquarters in Gaithersburg, MD. CLARUS Merchant Services, a leading payment service provider, announced the appointment of Bryan Pham as Vice President......
Qontigo-Launches-a-Global-Equity-Linked-Factor-Risk-Model
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Qontigo Launches A Global Equity Linked Factor Risk Model

Fintech News Desk
by Fintech News Desk0
Qontigo, an investment intelligence leader and provider of best-of-breed analytics and world-class indices, launched its first Worldwide Equity Linked Factor Risk Model, providing targeted factor exposures through a combination of the Axioma US, Developed Markets ex-US and Emerging Market Equity Factor Risk Models. Read More: Mazooma Partners with Plaid for igaming......
GlobalFintechSeries Interview with Joshua Levin, Co-founder at OpenInvest
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Global Fintech Interview with Joshua Levin, Co-founder at OpenInvest

Paroma Sen
by Paroma Sen0
Catch how these experts from leading tech companies like TeamViewer, JotForm, Xactly and more are boosting their B2B sales and marketing experience while focusing on a balanced employee culture:...
AssetMark-Brings-CIBC-Private-Wealth-High-Net-Worth-Solution-to-AssetMark-Platform
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AssetMark Brings CIBC Private Wealth High-Net-Worth Solution To AssetMark Platform

Fintech News Desk
by Fintech News Desk0
AssetMark (NYSE: AMK) today announced it will offer CIBC Private Wealth investment management services and wealth planning expertise on the AssetMark platform to support financial advisors in serving the complex needs of high-net-worth and ultra-high-net worth clients. Read More:  insightsoftware Announces Intent to Acquire IDL Group CIBC Custom Portfolios offer tailored......
Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry
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Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry

Fintech News Desk
by Fintech News Desk0
Key hire cements company commitment to supporting growth of education savings programs across the country Pursuing an enormous opportunity to guide investors to achieve better outcomes, Orion Advisor Solutions, an established service provider in the 529 industry, signals its redoubled expansion into this space by welcoming Rob Percival, a veteran Ascensus College......
Changebridge Capital Launches Two Actively Managed ESG ETFs
Fintech News

Changebridge Capital Launches Two Actively Managed ESG ETFs

Fintech News Desk
by Fintech News Desk0
 Changebridge Capital, a Boston-based asset manager specializing in active management powered by quantitative and fundamental analysis, recently announced the launch of its first two ETFs, CBLS and CBSE. Read More: New Union Bank Survey Finds U.S. Consumers Willing To Spend More To Support Small Businesses This Holiday Season The Changebridge Capital......
BondIT and Scorable Merge to Boost Digital Transformation of Fixed-Income Investing
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BondIT and Scorable Merge to Boost Digital Transformation of Fixed-Income Investing

Fintech News Desk
by Fintech News Desk0
Creates innovative one-stop platform for asset & wealth managers to fully automate and optimize portfolio management and research process BondIT, an independent portfolio construction technology provider for fixed income, and Scorable, a provider of AI-driven credit analysis, announced the signing of a definitive merger agreement pursuant to which the companies......
First Affirmative Launches Pioneering "AffirmativESG" Advisor Workstation
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First Affirmative Launches Pioneering “AffirmativESG” Advisor Workstation

Fintech News Desk
by Fintech News Desk0
The Smart and Easy Way to Invest for Impact and Competitive Returns The right thing to do should be the easy thing to do. Now, with the launch of First Affirmative Financial Network’s AffirmativESG advisor workstation, it’s easier than ever for financial advisors to help their clients find stocks that bring......
Unifimoney and Quantel AI Partner to Launch AI-Based Robo-Investing
Artificial Intelligence Business Fintech Investment Services News Risk Management

Unifimoney and Quantel AI Partner to Launch AI-Based Robo-Investing

Fintech News Desk
by Fintech News Desk0
Unifimoney Inc. (Unifimoney), a San Francisco based full-service Digital Bank for young professionals, and Quantel AI Inc. (Quantel), a New York based InvestTech company, announced their partnership and launch of three new products as part of the Unifimoney investing platform. The products use Quantel’s AI and quantitative finance software to help mitigate risk......
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