Search Results for: investment strategies

AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age
Business Fintech News

AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age

Fintech News Desk
by Fintech News Desk0
Interactive, Zoom-Ready Advice Delivery and Client Review Tools Deepen Advisor-Investor Interactions and Trust  AssetMark (NYSE: AMK) today announced two new digital capabilities, its enhanced Client Proposal and new PortfolioReview tools, to help financial advisors drive deeper advisor-client interactions in their digital journey. With the new ability to present client proposals and......
NYDIG Announces Senior Executive Appointments
Business Fintech Investment Services News

NYDIG Announces Senior Executive Appointments

Fintech News Desk
by Fintech News Desk0
 NYDIG, a leading provider of investment and technology solutions for bitcoin and other digital assets, has hired former Goldman Sachs Partners Ronnie Wexler and Tejas Shah and Managing Director Eric Kramer, and veteran Fintech analyst Greg Cipolaro, to join the firm in executive roles. Wexler has been appointed Global Head of Business Development, Shah......
Technology Company Deluxe's New Survey Shows That Pandemic Accelerates Move to Digital Accounts Payables and Accounts Receivables Solutions
Banking Fintech News

Technology Company Deluxe’s New Survey Shows That Pandemic Accelerates Move to Digital Accounts Payables and Accounts Receivables Solutions

Fintech News Desk
by Fintech News Desk0
Significant business continuity plan gaps have been revealed, and 48% are accelerating their move to digital processes Today, Strategic Treasurer and Deluxe release the results of the inaugural Modernizing Accounts Payable (AP) & Accounts Receivable (AR) Processing Survey. Results show the current status and trajectory of AP/AR automation, as well......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
by Fintech News Desk0
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
Haru
Cryptocurrency Fintech Fintech Funding Investment Services News

The Haru Asset Management Platform is a Smarter Alternative to Crypto Hedge Funds

Fintech News Desk
by Fintech News Desk0
Haru offers better returns, flexibility, and a more user-friendly experience to crypto hedge funds with its digital asset investment platform. Popular cryptocurrency depository service Haru launched its digital asset investment platform last month, capping off a 12 month period of successful expansion, including an 1000% increase in users, 10 new business partnerships,......
Stacked Closes Seed Round with Alameda Ventures, CoinFund, and others
Blockchain Fintech News Trading

Stacked Closes Seed Round with Alameda Ventures, CoinFund, and others

Fintech News Desk
by Fintech News Desk0
Co-Founder and CEO of Stacked, Joel Birch, announced today that the company has closed a $1 Million seed financing round after early success of their beta product launch in January. Read More: OTC Markets Group Introduces Blue Sky Data Product Along with their pre-seed investors at Mediatech LTD, which is increasing its investment after the......
Tradeweb to Acquire Nasdaq’s U.S. Fixed Income Electronic Trading Platform
Fintech News Trading

Tradeweb Announces Expansion of Mortgage Trading Platform

Fintech News Desk
by Fintech News Desk0
Tradeweb Markets Inc. (Nasdaq: TW), a leading, global operator of electronic marketplaces for rates, credit, equities and money markets, today announced it has expanded and enhanced its platform for trading specified pools of mortgages. The specified pool platform now enables mortgage originators to trade alongside other secondary market participants, expanding......
WireBarley - South Korean Fintech Startup in Global Remittance Raises $10m Series B
Fintech Fintech Funding Fintech Startups Investment Services News

WireBarley – South Korean Fintech Startup in Global Remittance Raises $10m Series B

Fintech News Desk
by Fintech News Desk0
WireBarley (CEO Joong-Won Yoo), a South Korean fintech startup specializing in global remittance services, is poised for strong growth. Read More: How Should Fintechs Choose Partner Strategies To Scale Their Business Amidst This Uncertain COVID-19 Environment? WireBarley has raised 10 billion won ($10 million) in Series B funding from Magna Investment, Shinsegae I&C and......
SimCorp hires Jakob Højland as Commercial Director for Cloud Services
Business Fintech News

SimCorp hires Jakob Højland as Commercial Director for Cloud Services

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces the appointment of Jakob Højland, as Commercial Director for SimCorp’s cloud services. Based in Copenhagen and reporting to SimCorp’s Chief Commercial Officer, Jochen Müller, the newly created role sees SimCorp forge......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Fintech News

Oranj Adds KraneShares China-Focused ETFs to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Full suite of KraneShares ETFs and model portfolios now available on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that China-focused global asset management firm KraneShares has been added as a best-in-class manager to the Oranj free to low-cost platform.......
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