Search Results for: investment strategies

K1 Completes Sale of FMG Suite to Aurora
Business Capital Markets Fintech Investment Services News

K1 Completes Sale of FMG Suite to Aurora

Fintech News Desk
by Fintech News Desk0
Realization represents K1’s second exit during the coronavirus pandemic K1 Investment Management, LLC (“K1”), a leading investment firm focusing on high-growth enterprise software companies, announced that it has completed its sale of FMG Suite, LLC (“FMG Suite”), the category leader in cloud-based marketing automation software for financial services professionals, to Aurora Capital Partners (“Aurora”).......
Credit Suisse and Salt Financial announce a collaboration on quantitative index solutions
Fintech Fintech Funding Investment Services News

Credit Suisse NEXT Investors’ Portfolio Companies, LUX FTS and NorthPoint, Merge to Form Portfolio BI

Fintech News Desk
by Fintech News Desk0
Credit Suisse Asset Management’s NEXT Investors, a leading Fintech growth equity group, announced that LUX Fund Technology and Solutions (LUX FTS), a SaaS-based enterprise data management and reporting platform, and NorthPoint, a leading global provider of front-to-back office investment management solutions, have merged to form Portfolio BI. Portfolio BI provides......
Personal Capital Reaches Milestone of $1 Billion Assets Managed In ESG Portfolios
Capital Markets Fintech Investment Services News

Personal Capital Reaches Milestone of $1 Billion Assets Managed In ESG Portfolios

Fintech News Desk
by Fintech News Desk0
 Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, announced today a major milestone since the introduction of its Socially Responsible Personal Strategy Investment portfolios: reaching $1 billion assets under management since the portfolios’ inception in 2018. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its......
Banking Featured Fintech

A Few Interesting Reads on Finance and FinTech

Tanika Mehrotra
by Tanika Mehrotra0
In view of the current Covid-19 pandemic, FinTech firms are enhancing their traditional methods and trying to adapt to modern needs by innovating in different segments, be it payments, digital banking, machine learning, gamification, and more. The importance of saving money or investing money has never felt more important, not......
Vanguard Advances Blockchain Technology Pilot To Streamline Asset-Backed Securities Markets
Blockchain Business Fintech Investment Services News

Vanguard Advances Blockchain Technology Pilot To Streamline Asset-Backed Securities Markets

Fintech News Desk
by Fintech News Desk0
Vanguard, in partnership with technology provider Symbiont, announced the completion of the first phase of a blockchain pilot designed to digitize the issuance of asset-backed securities (ABS). In close collaboration with a large US ABS issuer, as well as BNY Mellon, Citi, and State Street, Vanguard successfully modeled the full......
FIDx Partners with TruChoice to Provide Advisors with High-Quality Annuity Solutions Through Envestnet Insurance Exchange
Business Fintech InsurTech Investment Services News

FIDx Partners with TruChoice to Provide Advisors with High-Quality Annuity Solutions Through Envestnet Insurance Exchange

Fintech News Desk
by Fintech News Desk0
TruChoice Diversifies Selection of Insurance Carriers Offering Guaranteed Income & Protection Strategies Envestnet, announces that TruChoice Financial Group, LLC (TruChoice), a provider of insurance solutions for a network of investment advisors, registered representatives, and insurance professionals, has launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers......
Frost & Sullivan: It Has Become Critical for B2B Businesses to Adopt Automated A/R Collection Solutions
Business Fintech News

Rise of Advanced Cyber Threats Spurs Demand for Managed and Response Solutions, says Frost & Sullivan

Fintech News Desk
by Fintech News Desk0
Frost & Sullivan‘s recent analysis, Global Managed Detection and Response Market, Forecast to 2024, forecasts that the increasing number of sophisticated cyber threats will lead to a rise in demand for Managed Detection and Response (MDR) solutions from small and medium businesses. The market size is poised to grow at a CAGR......
New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios
Fintech InsurTech Investment Services News

New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios

Fintech News Desk
by Fintech News Desk0
Lincoln Financial Group announced that it will launch the next generation of its Lincoln AssetEdge Variable Universal Life (VUL) insurance offering on June 15. As many investors are faced with the dilemma of staying invested in the market during a time of elevated volatility, AssetEdge VUL (2020) features three new indexed accounts......
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