Search Results for: investment processes

Jacobi Inc Partnering With Principal Asset Management to Digitize and Scale Fintech-Enabled Model Portfolio Offering
Fintech Investment Services News

Jacobi Inc Partnering With Principal Asset Management to Digitize and Scale Fintech-Enabled Model Portfolio Offering

Fintech News Desk
by Fintech News Desk0
Principal Asset Management has partnered with Jacobi Inc., a global investment technology provider, to scale its fintech-enabled model portfolio offering powered by multi-asset risk analytics and market leading client engagement technology. With a strong focus on digital transformation, Principal® is empowering advisors with analytics and tools enabling them to ultimately......
Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution
Investment Services News

Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution

Fintech News Desk
by Fintech News Desk0
Solution will utilize Exos’ genetic algorithm based portfolio optimizer to better identify and execute trade opportunities for loan managers on Allvue’s portfolio management product suite Allvue Systems, a leading alternative investment technology solutions provider, announced that they have formed a partnership with Exos Financial, a next-gen platform for B2B institutional finance,......
Allvue Systems Announces Strategic Partnership with Coefficient Markets
Investment Services News

Allvue Systems Announces Strategic Partnership with Coefficient Markets

Fintech News Desk
by Fintech News Desk0
Partnership will provide delivery of real time market data, liquidity, and execution to private debt and CLO managers integrated directly into Allvue’s portfolio management product suite Allvue Systems, a leading alternative investment technology solutions provider, announced that they have formed a strategic alliance with Coefficient Markets to provide liquid credit......
Allvue Systems Announces Strategic Partnership with IQ-EQ
Investment Services News

Allvue Systems Announces Strategic Partnership with IQ-EQ

Fintech News Desk
by Fintech News Desk0
Partnership will provide private debt and CLO managers with a trusted advisor to effectively implement and integrate Allvue’s back-office product suite Allvue Systems (“Allvue”), a leading alternative investment technology solutions provider, announced that they have formed a strategic alliance with IQ-EQ to provide back office servicing to private debt and CLO......
Cary Street Partners Grows in Hampton Roads
Finance News

Cary Street Partners Grows in Hampton Roads

Fintech News Desk
by Fintech News Desk0
Adds to Leadership Depth with Regional Management Move Cary Street Partners is pleased to announce Ian A. Holder has joined its Virginia Beach wealth management team as a Financial Advisor, Managing Director and Branch Office Manager. Ian previously served wealth management clients at Merrill Lynch for over 14 years. He......
IMTC Raises Funding Led By Nyca Partners and Appoints Russell Feldman as CEO
Investment Services News

IMTC Raises Funding Led By Nyca Partners and Appoints Russell Feldman as CEO

Fintech News Desk
by Fintech News Desk0
IMTC secures funding in its first external investment round from Nyca Partners and other top venture firms in order to accelerate product development and growth IMTC, a leading provider of fixed income investment management technology, has secured its first external funding round, which was led by Nyca Partners. This investment......
Xalles Joint Venture GioBot to Create SaaS Cryptocurrency Trading Solution
Fintech News

Xalles Joint Venture GioBot to Create SaaS Cryptocurrency Trading Solution

Fintech News Desk
by Fintech News Desk0
Xalles Holdings Inc., a fintech holding company providing innovative technology and financial services solutions to capitalize on the growing cryptocurrency and digital asset market, announced a joint venture between Xalles Capital Inc. and Aktary Enterprises LLC (DBA AktaryTech) to establish GioBot Inc. Headquartered in Austin TX, GioBot’s Software-as-a-Service solution will......
MioTech Raises Additional Financing from J.P. Morgan Asset Management and HSBC Asset Management's Financial Technology Venture Capital Fund
Fintech News

MioTech Raises Additional Financing from J.P. Morgan Asset Management and HSBC Asset Management’s Financial Technology Venture Capital Fund

Fintech News Desk
by Fintech News Desk0
MioTech furthers its commitment to develop sustainability innovations that support a net-zero global economy MioTech announced that it has secured investments from J.P. Morgan Asset Management and HSBC Asset Management’s Financial Technology Venture Capital Fund. This is an extension to its latest series B+ funding round led by Guotai Junan......
Tesselate Becomes Official Distributor Of Finastra's Fusion Invest Software For The Moroccan Asset Management Market
Banking Fintech News Risk Management

Tesselate Becomes Official Distributor Of Finastra’s Fusion Invest Software For The Moroccan Asset Management Market

Fintech News Desk
by Fintech News Desk0
Tesselate Africa, a subsidiary of Tesselate Group, and Finastra, the largest pure-play software vendor that serves the entire financial services industry, announced their partnership. Tesselate Africa is now certified as a distributor of Finastra’s Fusion Invest solution, bringing a comprehensive front-to-back experience for asset managers to Morocco. “With Finastra’s global presence and proven technology, combined with......
Canoe Expands EMEA Presence with New Clients, New Office and New Senior Hire
Business Fintech News

Canoe Expands EMEA Presence with New Clients, New Office and New Senior Hire

Fintech News Desk
by Fintech News Desk0
Canoe Intelligence (“Canoe”), a financial technology company focused on reimagining data management processes for alternative investors, wealth managers, asset servicing firms and capital allocators, today announced it has expanded its EMEA presence with new clients, a new London office and the hire of Toby Bailey as Vice President of Sales,......
1