Search Results for: investment strategies

CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives
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CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives

Fintech News Desk
by Fintech News Desk0
CAIS, the leading alternative investment platform, announced an integration agreement with BNY Mellon’s Pershing (“Pershing”), a leading provider of global financial business solutions, to automate manual transaction processes, making it easier and faster for financial advisors to allocate to alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
Why Should You Choose Alternative Investments for Your Portfolio?
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Why Should You Choose Alternative Investments for Your Portfolio?

Asheesh Chanda
by Asheesh Chanda0
Alternative investments are financial assets that are different from conventional investment vehicles like cash, bonds and stocks. These include private equity, hedge funds, managed futures and infrastructure investments among many others. Our advisors are often asked if alternatives are a good choice, and why should one invest in these asset......
Investment Services News

Great Point Capital Expands Access to Alternative Investment Solutions with Proteus Partnership

Fintech News Desk
by Fintech News Desk0
Proteus’ technology will enable Great Point Capital advisors, broker-dealers and insurance agents to better construct alternative investment portfolios for accredited investors Proteus, an RIA, alternative investments and private funds platform, today announced it has partnered with national financial services firm Great Point Capital to provide the practice’s independent investment advisors, broker-dealers......
Fintech News

Liberty One Investment Management – Now Available on Orion

Fintech News Desk
by Fintech News Desk0
Liberty One Investment Management, a third-party asset manager based in Libertyville, IL, was recently added to Orion’s growing list of managers available to advisors on their platform. Liberty One will be offering four of their flagship allocations on Orion’s new Communities platform. This platform integrates into both Orion Portfolio Solutions as well as......
Russell Investments Selects Vestmark to Power Personalized Managed Accounts With Innovative Tax-managed Overlays
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Russell Investments Selects Vestmark to Power Personalized Managed Accounts With Innovative Tax-managed Overlays

Fintech News Desk
by Fintech News Desk0
Partnership aims to propel Russell Investments as the industry’s leading provider of customized tax-managed solutions Russell Investments has selected Vestmark, a leading provider of portfolio management and trading software and outsourced services, to power the design, construction and management of an array of inventive Personalized Managed Accounts (PMA) that can......
SPiCE Becomes First Digital Security to List on Fusang Exchange
Fintech News

hey, Leading Payments and e-Commerce Player in Japan, Secures Growth Investment Led by Bain Capital Tech Opportunities

Fintech News Desk
by Fintech News Desk0
Funding to Accelerate Development of Efficient and Frictionless Shopping Experience and Acquisition of Coubic, Reservation Software Business hey, a leading payments and e-commerce platform in Japan that helps businesses easily create bespoke online stores and process in-store cashless payments, today announced it secured a Series E investment led by Bain Capital Tech Opportunities with participation......
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Gemspring Capital Makes Strategic Investment in Cforia Software

Fintech News Desk
by Fintech News Desk0
Gemspring Capital, a middle-market private equity firm, is pleased to announce its acquisition of Cforia Software, LLC (“Cforia”), a leading provider of order-to-cash (OTC) automation software. Read More: GlobalFintechSeries Interview with Michael Higgins, Chief Executive Officer at Velox Clearing Based in Westlake Village, CA, Cforia’s OTC automation software platform improves collections......
Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
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Blockchange Launches Industry’s First Digital Asset Management Platform for Registered Investment Advisors

Fintech News Desk
by Fintech News Desk0
Blockchange Inc., today announced the availability of BITRIA™ – the industry’s first turnkey digital asset management platform for registered investment advisors. The platform allows RIAs to diversify their clients’ portfolios into digital assets for improved returns and risk mitigation, using similar processes to those used for traditional assets today. Request......
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