Search Results for: investment portfolios

SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence
Capital Markets Fintech Fintech Funding News

SEI Launches the SEI American Funds Strategies for Independent Advisors

Fintech News Desk
by Fintech News Desk0
New Offering Brings Additional Flexibility to SEI’s Customizable Investment Platform SEI announced the launch of the SEI American Funds Strategies, built specifically for independent advisors leveraging the SEI Wealth Platform. Offered by Independent Advisor Solutions by SEI, these six strategies are built with American Funds by Capital Group to provide greater flexibility......
Informa Financial Intelligence's Zephyr and Aapryl Announce 5-Year Partnership Extension
Fintech News

Informa Financial Intelligence’s Zephyr Announces it is Newly Listed on the Schwab Advisor Services™ Website

Fintech News Desk
by Fintech News Desk0
Learn about Zephyr solutions on the Schwab Advisor Services™ website Informa Financial Intelligence’s Zephyr, a subsidiary of Informa plc and worldwide industry leader in providing data, research and insights to financial institutions, announced their solutions are now listed on the Schwab Advisor Services website. Read More: Kensho Collaborates with NVIDIA......
Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation
Fintech Investment Services News

Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation

Fintech News Desk
by Fintech News Desk0
Global FinTech firm will provide end-to-end digital transformation; automating back office operations and implementing intuitive front office functions Siebert, a leading national broker-dealer and provider of financial services, has appointed InvestCloud to design and implement its complete digital transformation. Siebert Financial Corp will implement InvestCloud’s full suite of applications, ranging from......
AST Revolutionizes Private Market Ownership Data Management with Launch of Astrella™ Platform
Artificial Intelligence Big Data Fintech News

AST Revolutionizes Private Market Ownership Data Management with Launch of Astrella™ Platform

Fintech News Desk
by Fintech News Desk0
Ownership data management leader AST introduces new cloud-based platform built on blockchain, leveraging AI and predictive analytics. AST, through its Private Company Solutions (AST PCS) business unit, launched its innovative software-as-a-service (SaaS)-based Astrella solution for privately-held companies, providing capitalization (cap) table and employee stock plan ownership data management tools for......
BTSE.com Launches Brave New Coin’s DeFi Index - Perpetual Swap with Leverage Trading for DeFi Exposure
Cryptocurrency Fintech Investment Services News Trading

Brave New Coin Launches BNC Pro, A Digital Wealth Management Platform for Cryptocurrency Investors

Fintech News Desk
by Fintech News Desk0
Individual and institutional digital asset investors can use BNC Pro’s feature-rich platform to manage their portfolios, generate investment opportunities and more Digital asset data company Brave New Coin announced the launch of BNC Pro, a low-cost, feature-rich digital wealth management platform for cryptocurrency investors. BNC Pro uses Brave New Coin’s......
FinMason Launches Accessible Municipal Bond Analytics
Fintech Investment Services News

FinMason Launches Accessible Fixed Income Analytics

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has launched the first phase of its fixed income analytics offering for the retail wealth management and asset management communities. The newly-launched suite of analytics will cover all publicly-traded sovereign,......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Big Data Fintech Investment Services News Risk Management

Private Client Resources (PCR) and FINARTIS team to deliver a complete Front-to-Back Experience to Private Banks, Asset Managers and Family Offices internationally

Fintech News Desk
by Fintech News Desk0
Global Solution integrates PCR’s data aggregation capabilities with FINARTIS’s comprehensive Investment Management platform Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high net worth (UHNW) families and institutions announced a partnership with FINARTIS SA, the leading Swiss-Based provider of investment management and risk reporting......
Singapore's Volopay raises $2.1m
Fintech Investment Services Mobile Banking News

Access Softek Launches First Robo-Advisor Designed to Seamlessly Integrate into Online and Mobile Banking Platforms

Fintech News Desk
by Fintech News Desk0
-EasyVest brings growth opportunities to financial institutions and affordable financial wellness to all consumers- Access Softek, Inc., an online and mobile banking software provider, has launched its EasyVest tool, a robo-advisor that provides the services of a personal investment advisor via automation. EasyVest is the first robo-advisor designed to seamlessly......
World Insurance Report 2020: Established Insurers Must Join Open Ecosystems and Draw Upon Partners to Retain Market Share From BigTech Entrants
Fintech InsurTech News

World Insurance Report 2020: Established Insurers Must Join Open Ecosystems and Draw Upon Partners to Retain Market Share From BigTech Entrants

Fintech News Desk
by Fintech News Desk0
Consumer behavior is shifting in favor of BigTech insurance providers as customers feel empowered to forego agents and brokers and work directly with new entrants Capgemini and Efma’s World Insurance Report 2020, published , reveals that consumers of all ages are adopting a ‘millennial mindset’, and increasingly trusting their own research through various......
Marketsi Brings Quant Investing to Retail Investors
Fintech Investment Services News Trading

Marketsi Brings Quant Investing to Retail Investors

Fintech News Desk
by Fintech News Desk0
Markets.com is proud to launch Marketsi, a new way for investors to tap into financial markets Marketsi marks a step-change in retail investing, introducing investors to quantitative investing technology with the Investment Strategy Builder. This enables investors to create and manage their own dynamic stock portfolios using the kind of data......
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