Search Results for: investment strategies

Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management
Business Fintech News

Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management

Fintech News Desk
by Fintech News Desk0
Solution will integrate PCR’s data aggregation capabilities with GRMA’s comprehensive and cost effective SaaS-driven data enrichment and outsourced reporting Private Client Resources (PCR), the leading provider of total wealth data aggregation services to Ultra High Net Worth (UHNW) families, trust companies, private banks, and investment advisors, announced a partnership with......
Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors
Business News

Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors

Fintech News Desk
by Fintech News Desk0
Combines Knowledge, Networks and Experience of Leading Advisor Recruiting and Transition Consultant Jeff Nash, CEO of BridgeMark Strategies, and Steve Pirigyi, CEO of The Higher Line Ignition Point Partners announced its launch as a comprehensive consultancy that provides outsourced expertise to heads of business development and CEOs focused on evaluating......
Tetrix Announces $5 Million Seed Round to Transform Private Market Technology Infrastructure with AI
Artificial Intelligence Investment Services News

Tetrix Announces $5 Million Seed Round to Transform Private Market Technology Infrastructure with AI

Business Wire
by Business Wire0
New funding from Innovation Endeavors will support expansion of proprietary data collection, extraction, and analysis platform Tetrix, whose mission is to empower capital allocators with AI-driven insights to navigate alternative investments, announced it has raised a $5 million seed round led by Innovation Endeavors with participation from prominent angels from......
Artificial Intelligence Banking Finance Fintech Guest Posts

Keeping up with AI in Accounting: 5 Crucial Skills to Learn

Paul Wnek
by Paul Wnek0
By Paul Wnek, founder, CEO and principal solutions architect at Expand AP A recent World Economic Forum survey showed 85 percent of financial services organizations were using some form of AI and 77 percent believe that AI will become an essential part of their business in the next two years.......
Artificial Intelligence Featured Finance Fintech Investments Machine Learning

Fintech Myths around AI and How AI Is Used To Predict Market Movements

Rishika Patel
by Rishika Patel0
According to Forbes, business investments in AI are projected to reach nearly $200 billion globally by 2025, and by 2030, AI could contribute an astounding $15.7 trillion to the global economy. In the financial sector alone, AI spending is expected to more than double, reaching $97 billion by 2027. One......
Ai For Alpha Introduces Its New CTA "Risk Off" Strategy
Artificial Intelligence Finance Fintech News

Ai For Alpha Introduces Its New CTA “Risk Off” Strategy

Business Wire
by Business Wire0
Ai For Alpha, a pioneering fintech specialized in AI investment strategies, announces the launch of its latest innovation: the “Risk Off” CTA strategy. Ai For Alpha has developed a cutting-edge technology called Decoding, which enables the creation of replication portfolios for both traditional and alternative strategies, including CTAs, Global Macro, and hedge......
1-ClickTrade Launches Phase 2, Expanding Platform to Support SMAs and Model Portfolios
Fintech Investment Services News Technology

1-ClickTrade Launches Phase 2, Expanding Platform to Support SMAs and Model Portfolios

PR Newswire
by PR Newswire0
1-ClickTrade, the innovative fintech company that has transformed investment management with its streamlined trading process, announced the launch of Phase 2 of its technology release . The company now supports model portfolios and separately managed accounts (SMAs) and, with orders capable of routing to major model marketplaces that support connectivity......
AnoVault by Anodos: A New Era of Effortless Crypto Investing with Decentralized, Multi-Chain Solutions
Cryptocurrency Finance Fintech News

AnoVault by Anodos: A New Era of Effortless Crypto Investing with Decentralized, Multi-Chain Solutions

GlobeNewswire
by GlobeNewswire0
Revolutionizing Crypto Investments for Beginners and Busy Investors Anodos is proud to announce the launch of AnoVault, a groundbreaking platform designed to simplify crypto investing for everyone, especially newcomers and those with limited time to manage their portfolios. AnoVault allows users to effortlessly follow expert investment decisions, while ensuring they......
BMO Survey: More Than a Third of Americans Using AI to Manage Finances
Finance News

BMO Survey: More Than a Third of Americans Using AI to Manage Finances

PR Newswire
by PR Newswire0
61% of Gen Z use AI to help manage their finances and investments – more than any other generation. 64% do not believe AI understands how emotions influence financial planning. The BMO Real Financial Progress Index reveals a growing number of Americans, notably Gen Z, are increasingly using artificial intelligence......
Artificial Intelligence Featured Finance Fintech Investments Machine Learning Robotic Process Automation

Top FinTech Startups Revolutionizing Retirement Planning

Fintech Staff Writer
by Fintech Staff Writer0
Retirement planning has long been a complex and daunting task for many individuals. Traditional methods often involve navigating a maze of investment options, understanding tax implications, and predicting long-term financial needs. However, with the advent of financial technology (FinTech), the landscape of retirement planning is undergoing a revolutionary transformation. Several......
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