Search Results for: portfolio allocations

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......
Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
Artificial Intelligence

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......
Context Summits and Mercer Report Reveals High Investor Conviction in Hedge Funds Despite the Global Pandemic
Fintech Investment Services News

Context Summits and Mercer Report Reveals High Investor Conviction in Hedge Funds Despite the Global Pandemic

Fintech News Desk
by Fintech News Desk0
Context Summits, the leader in the one-on-one conference format for the alternative investment industry and Mercer, a global leader in redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being, announced the findings from the 2020 Context Allocator Trend Report. The survey, which was......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Fintech Investment Services News Risk Management

CEPRES Highlights Best Sectors for Post-Coronavirus Market

Fintech News Desk
by Fintech News Desk0
Latest analysis from the CEPRES Investment Platform highlights major sectors that could be winners and losers from the Coronavirus crisis. By evaluating current value creation and revenue growth opportunities in PE-backed companies and contrasting with the GFC (Global Financial Crisis) period the CEPRES Platform is able to identify potential outcomes from the COVID-19......
HEYBIT Goes Global With Its Alpha-Seeking Crypto Roboadvisor
Cryptocurrency Fintech News

HEYBIT Goes Global With Its Alpha-Seeking Crypto Roboadvisor

Fintech News Desk
by Fintech News Desk0
As part of its effort to make the investment in cryptocurrency easier, safer and more affordable for everyone, a Korea-based startup, UPRISE, Inc., has launched its crypto roboadvisor service HEYBIT, previously provided only in Korea, for global audience on April 8, 2020. Read More: H2O.ai Empowers MarketAxess to Innovate and Inform Trading......
Tier1 Acquires Compliance and Financial Crime Prevention Software Solution, Alessa
Banking Fintech News

Tier1 Financial Solutions Expands Buy-Side Product Suite With Conference Management Capabilities

Fintech News Desk
by Fintech News Desk0
New events management system addresses evolving corporate access needs of the buy side Tier1 Financial Solutions, a leading global relationship management technology provider for capital markets and banking, has expanded its buy-side product line with the release of conference management capabilities. The Tier1 corporate access events management system provides buy-side......
SimCorp Launches New Machine Learning Initiative With Start-Up, Alkymi, Targeting Institutional Investment Challenges
Fintech Investment Services News

SimCorp Launches New Machine Learning Initiative With Start-Up, Alkymi, Targeting Institutional Investment Challenges

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of investment management solutions and services to the global financial services industry, announces a partnership with New York based start-up, Alkymi, to launch a new Machine Learning (ML) initiative. It’s arrival comes as institutional investors raise a number of data concerns, including the ability to quickly extract insights from......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
Broadridge Names Vijay Mayadas to Lead Capital Markets
Banking Fintech News

73% of Financial Advisors to Accelerate Asset Allocation to ETFs in 2020, According to New Broadridge Survey

Fintech News Desk
by Fintech News Desk0
Among Advisors Planning to Increase ETF Allocations, 55% Plan to Shift Assets Away From Actively Managed Equity Funds Broadridge Financial Solutions, Inc., a global Fintech leader, released results from a new survey of over 500 financial advisors, revealing that ETF demand is predicted to continue increasing in 2020 and that......
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