Search Results for: investment strategies

Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management
Finance Fintech Investments News

Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management

Fintech News Desk
by Fintech News Desk0
Partnership Enhances Advisor Recruitment, Evolution of Wealth Planning Process Merchant Investment Management, LLC, announced its partnership with Axiom Financial Strategies Group, a boutique wealth planning firm focused on business owners, entrepreneurs and families—a move that will help propel Axiom’s growth initiatives. “This injection of durable capital will preserve Axiom’s independence......
New York Life Investments Partners with m+ funds to Add Defined Outcome Strategies
Fintech Investment Services News

New York Life Investments Partners with m+ funds to Add Defined Outcome Strategies

Fintech News Desk
by Fintech News Desk0
New York Life Investments announced the launch of a strategic partnership with m+ funds, an innovative provider of defined outcome solutions. Through the partnership, New York Life Investments will become the exclusive distributor of m+ funds’ growing suite of defined outcome solutions to the U.S. retail market. Read More: Kreditech Rebrands......
TaxPlanIQ Unveils Version 3.0 with Advanced Automation and More Strategies Tax Planning Software
Banking Fintech News

TaxPlanIQ Unveils Version 3.0 with Advanced Automation and More Strategies Tax Planning Software

Cision PRWeb
by Cision PRWeb0
TaxPlanIQ, a leading provider of tax planning software for tax and accounting firms, is excited to announce the release of Version 3.0, featuring significant automation upgrades and comprehensive implementation tools for tax strategies. With this latest version, firms can now upload a 1040 and receive tailored tax planning strategies powered......
Bipsync and Preqin partner to elevate research and diligence processes for alternative investments
Finance Fintech News Robotic Process Automation

Bipsync and Preqin partner to elevate research and diligence processes for alternative investments

GlobeNewswire
by GlobeNewswire0
Clients can now optimize research and diligence for alternative investments by harnessing Bipsync and Preqin in concert Bipsync, a leading provider of research and workflow automation software, today announced its data integration partnership with Preqin, the global leader in alternative assets data, tools, and insights. The Bipsync platform includes access to......
Analytics Big Data Featured Fintech Lending

Advanced Analytics and FinTech: Transforming Credit Lending Strategies

Prajakta Ayade
by Prajakta Ayade0
The fintech industry has revolutionized the financial landscape by introducing advanced technologies that streamline operations, enhance user experience, and optimize decision-making processes. Among these innovations, advanced analytics stands out as a pivotal force in transforming credit lending strategies. Leveraging big data, machine learning, and artificial intelligence, fintech companies are reshaping......
New Research Highlights the Impact of Mobile Investments on Customer Engagement for Finance and Insurance Organizations
Finance Fintech Investments News

New Research Highlights the Impact of Mobile Investments on Customer Engagement for Finance and Insurance Organizations

PR Newswire
by PR Newswire0
Survey from Branch, leader in mobile measurement and linking, shows majority of senior leaders consider a mobile app strategy essential A new research report from Branch, Finance and Insurance Industry Mobile App Trends, highlights the significant impact that mobile app investments have on finance and insurance organizations. The survey shows that 99%......
Truvius Launches To Provide Next Generation Institutional-Grade Crypto Investment Platform With $3.2M In Funding, Led by Galaxy
Cryptocurrency Investment Services News

Truvius Launches To Provide Next Generation Institutional-Grade Crypto Investment Platform With $3.2M In Funding, Led by Galaxy

PR Newswire
by PR Newswire0
Founded by Former AQR Quants, Truvius Brings Groundbreaking Quant Portfolio Construction and a Suite of Passive and Active Systematic Investment Products for Cutting-Edge Investors Truvius, the company powering systematic investing for digital assets, launched with $3.2M in funding led by Galaxy Ventures. Truvius’ digital asset investment platform and products deliver institutional......
Arcesium Unveils Opterra Investment Lifecycle Management Platform Empowering Investment Firms to Drive Operational Alpha
Fintech Investments News

Arcesium Unveils Opterra Investment Lifecycle Management Platform Empowering Investment Firms to Drive Operational Alpha

Business Wire
by Business Wire0
Arcesium launches next iteration of its operational platform allowing investment managers to unlock growth through optimized operations and accelerated data strategies Arcesium, a leading provider of investment lifecycle and data management technology for the global investment industry, today launches its next-generation operational platform, Opterra, designed to enable investment managers to......
ValueZone Introduces State-of-the-Art Trading Bots for Optimal Crypto Investment Returns
Cryptocurrency Finance Fintech News Trading

ValueZone Introduces State-of-the-Art Trading Bots for Optimal Crypto Investment Returns

GlobeNewswire
by GlobeNewswire0
ValueZone, a forefront cryptocurrency trading platform, has introduced advanced trading bots designed to enable users to generate passive income efficiently from the crypto market. This innovative service underscores ValueZone’s commitment to providing cutting-edge solutions catering to novice and seasoned investors. Innovative Trading Bots for Passive Income: ValueZone’s new range of trading bots utilises......
Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment
Investment Services News

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment

Business Wire
by Business Wire0
Nitrogen, the company that is revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The products are available to solo advisors a la......
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