Search Results for: portfolio allocations

Featured Fintech Investment Services Investments Technology

Unified Managed Accounts (UMAs) and Their Role in Modern Portfolio Management

Fintech Staff Writer
by Fintech Staff Writer0
Unified Managed Accounts (UMAs) have emerged as a pivotal innovation, revolutionizing the way advisors and investors approach portfolio management. The evolution of UMAs reflects a broader trend towards consolidation, efficiency, and customization in the wealth management industry, meeting the increasing demands for personalized financial solutions. The Origins of Unified Managed......
iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios
Finance Fintech Investments News

iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios

Fintech News Desk
by Fintech News Desk0
Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite  Intuitive portfolio construction tool on iCapital Marketplace empowers advisors to seamlessly incorporate alternative and structured investments into traditional public market portfolios. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management......
Gantry Continues 100% Performance of $18 Billion Loan Servicing Portfolio; Production Remains Muted Through H1 2023
Banking Mortgage News

Gantry Continues 100% Performance of $18 Billion Loan Servicing Portfolio; Production Remains Muted Through H1 2023

Business Wire
by Business Wire0
Gantry, the largest independent commercial mortgage banking firm in the U.S., is experiencing a year-over-year decrease in commercial mortgage production through H1 2023. Volatile commercial real estate markets have remained consistent since H1 2022 as market participants continue to grapple with price discovery, higher rates, maturing loans, distress, disrupted fundamentals,......
WisdomTree Launches CORBU x WT PolyMacro Model Portfolios
Fintech Investment Services News

WisdomTree Launches CORBU x WT PolyMacro Model Portfolios

Business Wire
by Business Wire0
WisdomTree, a global financial innovator, announces the launch of the CORBU x WT PolyMacro Model Portfolios, a collaborative effort with CORBU, a research intelligence and advisory platform, designed for a rapidly changing global investment landscape. These model portfolios seek to capitalize on key policy pivots through a thematic view of......
Spool Launches Its Smart Vault Tool To Radically Simplify Risk-managed Yield Portfolio Creation
DeFi News

Spool Launches Its Smart Vault Tool To Radically Simplify Risk-managed Yield Portfolio Creation

Fintech News Desk
by Fintech News Desk0
Spool, the DAO creating a platform to build seamless DeFi products for investors of all backgrounds, launches its Smart Vault creation tool. Smart Vaults enable individuals and institutions to create customizable and diversified yield portfolios. Through a 5-step Smart Vault, or “Spool,” creation process, users can tailor all aspects of......
Tora strikes deal with Japan's Revolution Co Ltd
Fintech News Trading

TORA Launches New Generation Portfolio Management System

Fintech News Desk
by Fintech News Desk0
TORA, the provider of industry leading trading technology, has today announced the launch of their new Portfolio Management System (PMS). TORA, the provider of industry leading trading technology, has today announced the launch of their new Portfolio Management System (PMS). The revitalized system is fully integrated with their OEMS platform......
Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance
Fintech News Risk Management

Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance

Fintech News Desk
by Fintech News Desk0
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the availability of a series of Schwab Model Portfolios to advisors on the Riskalyze platform. Read More: Introducing Varo Advance: Instant Cash Access up to $100 “Years of research and expertise went into the......
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......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Fintech Funding Investment Services News

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

Fintech News Desk
by Fintech News Desk0
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the launch of a series of model portfolios available to advisors through the Envestnet Fund Strategist Network (Envestnet). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes of Virtual Data......
InsurTech News

DWS Survey Reveals Pandemic-Driven Changes Insurance Clients Made to Fixed Income Allocations

Fintech News Desk
by Fintech News Desk0
DWS, one of the world’s leading asset managers, today announced the findings of a joint survey with Greenwich Associates of its institutional insurance client base to better understand how COVID-19 might be influencing their investment strategies and asset class allocations. While the majority of insurance clients surveyed indicated that they......
1