Search Results for: investment portfolios

GROUNDFLOOR Stimulus Program Launches to Keep Real Estate Development Capital Flowing During COVID-19
Banking Business Fintech InsurTech Investment Services News

GROUNDFLOOR Lowers Fees And Announces New Lending Initiatives

Fintech News Desk
by Fintech News Desk0
New initiatives offer more capital to qualified borrowers, stimulating the economy and offering more options for retail investors to diversify through real estate GROUNDFLOOR, the award-winning wealthtech platform that allows everyone to build wealth through real estate, is rolling out a series of initiatives to meet the growing demand for......
Ryan Announces Exclusive Partnership with Incentify, the Leading Tax Credits and Incentives Technology Company
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Ryan Announces Exclusive Partnership with Incentify, the Leading Tax Credits and Incentives Technology Company

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, is excited to announce an investment in and exclusive partnership with Incentify, the leader in tax credits and incentives (C&I) software. The cutting-edge Incentify platform will now be accessible to a number of Ryan’s current C&I clients and will soon be......
Applied Business Software Completes Private Equity Transaction with Lometa Capital Partners
Business Fintech News

Applied Business Software Completes Private Equity Transaction with Lometa Capital Partners

Fintech News Desk
by Fintech News Desk0
Applied Business Software, Inc. (“ABS”), the leading provider of loan servicing software to the private lending industry, today announced the closing of a strategic growth investment from Lometa Capital Partners (“Lometa”).  Lometa’s investment, made alongside a significant investment from existing management and ownership, will allow ABS to accelerate the development of......
Visual Lease Appoints Martin Murtland as VP, Product Management
Fintech News

Visual Lease Appoints Martin Murtland as VP, Product Management

Fintech News Desk
by Fintech News Desk0
Visual Lease, the leader in lease accounting and management software, announced the appointment of Martin Murtland as Vice President, Product Management. In his role, Murtland will drive the expansion of Visual Lease’s product strategy and oversee the delivery of solutions that will enhance customer value and increase the company’s market......
Intercontinental Exchange Launches Clearing For CDS Index Options
Business Currency Exchange Fintech InsurTech News Risk Management Trading

Intercontinental Exchange Launches Clearing For CDS Index Options

Fintech News Desk
by Fintech News Desk0
Intercontinental Exchange, Inc. (NYSE:ICE), a leading operator of global exchanges and clearing houses and provider of mortgage technology, data and listings services, today announced it has launched clearing for Credit Default Swap (CDS) Index Options, bringing greater capital efficiencies, price discovery and risk management to the CDS market. Beginning today,......
Magnifi Announces Inclusion of Preeminent Fiduciary Scoring Data From Broadridge | Fi360
Fintech Investment Services News

Magnifi Announces Inclusion of Preeminent Fiduciary Scoring Data From Broadridge | Fi360

Fintech News Desk
by Fintech News Desk0
Combination of fund fiduciary scores and Magnifi’s natural language investment search simplifies due diligence, client and retirement plan line-up management. Magnifi, a TIFIN Group company and the world’s first natural-language powered investment platform and Fi360, a Broadridge company specializing in fiduciary education and technology, announced the inclusion of the Fi360 Fiduciary......
Moody’s Acquires Minority Stake in MioTech, a Provider of Alternative Data and Analytical Tools for ESG and KYC Markets in Greater China
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Moody’s Acquires Minority Stake in MioTech, a Provider of Alternative Data and Analytical Tools for ESG and KYC Markets in Greater China

Fintech News Desk
by Fintech News Desk0
Moody’s Corporation announced that it has acquired a minority stake in MioTech, a leading provider of alternative data and insights serving the environmental, social, and governance (ESG) and know your customer (KYC) markets in Greater China. The investment reflects Moody’s commitment to providing China’s evolving financial markets with innovative ESG......
SitusAMC Expands CRE Technology Offerings with Acquisition of rSquared
Business Fintech News

SitusAMC Expands CRE Technology Offerings with Acquisition of rSquared

Fintech News Desk
by Fintech News Desk0
Deal brings commercial real estate valuation, underwriting and asset management software, rDCF, and budgeting and reforecasting software, rBudget, to SitusAMC’s growing solution portfolio. – Company’s existing commercial real estate technologies include loan lifecycle management system, CLOSER, and valuation management system, VMS, among others – SitusAMC Holdings Corp. (“SitusAMC”), a prominent provider......
SMArtX
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SMArtX Advisory Solutions Adds More Top Asset Management Names to Managed Accounts Platform as AUM Reaches $8.9 billion

Fintech News Desk
by Fintech News Desk0
Assets Quadruple in 2020 as Capital Research and Management Company, Dana Investment Advisors, Franklin Advisers, Invesco Advisers, and T. Rowe Price Join the Platform to Meet Growing Demand SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform......
Planswell Fills C-Suite with Eye Towards Global Expansion
Fintech Investment Services News

55ip Brings on Three New Managing Directors

Fintech News Desk
by Fintech News Desk0
Addition of key personnel will support its mission of empowering advisor growth through intelligent, tax-smart investment strategies 55ip has added three managing directors to meet increasing advisor demand for its tax-smart investment strategy engine. The firm has appointed Silvio DeVincentis as Managing Director and Head of Quantitative Research and Development, Michael Camp, CFA, as......
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