Search Results for: investment solutions

iCapital to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions
Fintech News

iCapital to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions

Fintech News Desk
by Fintech News Desk0
Combination creates a comprehensive global advisor marketplace for alternatives access, education, and servicing iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and SIMON Markets,2 the award-winning3 fintech company offering a digital platform designed to help financial advisors understand and manage......
Esker Intensifies Its Commitment to the Development of Supply Chain Finance Solutions By Making Equity Investment
Fintech News

Esker Intensifies Its Commitment to the Development of Supply Chain Finance Solutions By Making Equity Investment

Fintech News Desk
by Fintech News Desk0
Esker, a global cloud platform and leader in AI-driven process automation solutions for finance and customer service functions, announced it has made a strategic investment in its partner LSQ, a leading provider of technology-driven working capital finance and payments solutions. As a first step, the investment is made through a USD 5 million convertible......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
InvestorLink Formally Launches, Bringing Workflow Technology Solutions to Optimize Connectivity Between Investment Banks and Retail Liquidity
Banking Investment Services News

InvestorLink Formally Launches, Bringing Workflow Technology Solutions to Optimize Connectivity Between Investment Banks and Retail Liquidity

Fintech News Desk
by Fintech News Desk0
InvestorLink, having provided more than $2 billion of retail liquidity support to nearly 800 IPOs and follow-on offerings, unveils its new broker-neutral, product-neutral workflow technology platform InvestorLink, a leading retail liquidity venue and workflow technology solution for sell-side investment banks, announces the launch and roll out of its platform delivering......
Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions
Fintech Investment Services News

Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions

Fintech News Desk
by Fintech News Desk0
Ms. Hong, a veteran of Vanguard and Charles Schwab Investment Management, will be responsible for managing the development and growth of new Vestmark offerings related to direct indexing, ESG preferences and other client customizations, and tax transition. Vestmark, Inc., a leading provider of portfolio management tools and trading software, announced......
Personetics Secures Over $160 Million in 2021 and Accelerates the Global Expansion of Its AI-Driven Personalization and Engagement Solutions for Financial Institutions With $85 Million Investment From Thoma Bravo
Banking Finance Fintech News

Personetics Secures Over $160 Million in 2021 and Accelerates the Global Expansion of Its AI-Driven Personalization and Engagement Solutions for Financial Institutions With $85 Million Investment From Thoma Bravo

Fintech News Desk
by Fintech News Desk0
Over 120 million bank customers are now ‘self-driving’ their finances with Personetics’ Engagement Platform and improving their financial well-being Personetics’ Engagement Platform has generated over 6.5bn insights and saved for customers utilizing its business solutions over $500m Personetics partners with over 80 financial institutions in 30 global markets Personetics’ growth......
Iraqi Middle East Investment Bank IMEIB Goes Live with CapitalDigital from Capital Banking Solutions
Banking News

Iraqi Middle East Investment Bank IMEIB Goes Live with CapitalDigital from Capital Banking Solutions

Fintech News Desk
by Fintech News Desk0
Capital Banking Solutions is proud to announce the successful go-live of IMEIB on its new digital banking platform, CapitalDigital. This successful implementation for IMEIB will offer their clients a unique e-banking and mobile banking experience. The bank will enable its customers to save time allowing them to benefit from IMEIB......
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management

Fintech News Desk
by Fintech News Desk0
SMArtX’s unified managed account technology to power Morningstar’s turnkey asset management platform SMArtX Advisory Solutions , a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced a strategic and commercial relationship with Morningstar Investment Management, LLC a subsidiary of leading......
Envestnet and YieldX Announce Strategic Partnership, Expanding Access to Solutions for Simplifying Investment in Income and Protection Products
Fintech Investments News

Envestnet and YieldX Announce Strategic Partnership, Expanding Access to Solutions for Simplifying Investment in Income and Protection Products

Fintech News Desk
by Fintech News Desk0
Through Investment in YieldX’s Tools, Envestnet Empowers More Advisors to Help Clients Meet Income Needs Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a FinTech company reimagining fixed income, announced they are entering into a strategic relationship. Envestnet will distribute YieldX technology......
Itiviti Successfully Integrates NYFIX Matching Post-trade Solution with Broadridge Investment Management Solutions
Fintech Investments News

Itiviti Successfully Integrates NYFIX Matching Post-trade Solution with Broadridge Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
Itiviti, Broadridge Financial Solutions, Inc.’s provider of flexible, cross-asset trading solutions covering the full trade lifecycle, announced the integration of its NYFIX Matching solution with the portfolio, order and investment management system from Broadridge. “The post-trade space has historically been defined by manual processes, but given shrinking technology budgets, many firms......
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