Search Results for: portfolio analytics

Kasikorn Securities Selects ICE for Enhanced Portfolio Analytics and Risk Management for Derivatives
Finance Fintech News

Kasikorn Securities Selects ICE for Enhanced Portfolio Analytics and Risk Management for Derivatives

Business Wire
by Business Wire0
With access to ICE’s portfolio analytics application for derivatives, Kasikorn Securities can analyze holdings at both a single security and portfolio level, with data and analytics covering multiple asset classes. Intercontinental Exchange, Inc., a leading global provider of technology and data, today announced that Kasikorn Securities, part of the Kasikorn......
iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals
Fintech News

iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals

Business Wire
by Business Wire0
iCapital Architect can help advisors set their practice apart from the competition by providing a robust toolkit for designing tailored client portfolios that incorporate alternatives and structured investments. iCapital,1 the global fintech platform driving access to alternative investments for the wealth management industry, unveiled iCapital Architect, an innovative portfolio construction tool......
Amerant Bank
Banking Cloud Digital News

Amerant Bank Expands Its Use of nCino to Include Retail Lending and nIQ Portfolio Analytics

Fintech News Desk
by Fintech News Desk0
nCino, Inc., a pioneer in cloud banking and digital transformation solutions for the global financial services industry, today announced that Amerant Bank has expanded its use of nCino beyond Commercial Banking and added nCino’s Retail Banking Solution and Portfolio Analytics, part of the nCino IQ (nIQ®) application suite. Having all commercial and retail loan origination......
Investment Metrics Acquires Style Analytics to Expand its Portfolio Analytics, Reporting, and Data Solutions
Fintech Investment Services News

Investment Metrics Acquires Style Analytics to Expand its Portfolio Analytics, Reporting, and Data Solutions

Fintech News Desk
by Fintech News Desk0
The combined company will offer powerful portfolio analytics, Factor and ESG exposure metrics for the global institutional investment community Investment Metrics, a leading provider of analytics, reporting, data, and benchmarking solutions for the institutional investment market, today announced its acquisition of London and Boston-based Style Analytics, a leading cloud-based SaaS......
Bloomberg FXGO adds Supplementary Cost Analysis Tool
Fintech News Risk Management

Vega Investment Managers Selects Bloomberg for Integrated Portfolio Analytics and Risk Management

Fintech News Desk
by Fintech News Desk0
VEGA Investment Managers, the wealth management specialist of Natixis and Groupe BPCE, the second largest banking group in France, has adopted Bloomberg PORT Enterprise, Bloomberg’s advanced Portfolio and Risk Analytics solution, which delivers market-leading risk and attribution models, and detailed portfolio analytics. Read More: Gateway Promotes Kelly Stewart to Vice President,......
Investment Metrics Acquires Style Analytics to Expand its Portfolio Analytics, Reporting, and Data Solutions
Fintech Investment Services News

USI Advisors, Inc. Adopts Investment Metrics Portfolio Analytics and Reporting Solution

Fintech News Desk
by Fintech News Desk0
Investment Metrics (IM), a leading provider of analytics, reporting, and benchmarking solutions for the institutional investment community, announced USI Advisors, Inc., a SEC Registered Investment Advisor offering investment advice to retirement plans and endowments, has chosen Investment Metrics Portfolio Analytics and Reporting Solution to help with investment analysis and communications......
The Financial Services Network Hires Joel Gourdin as Their First VP of Portfolio Consulting and Analytics
Analytics Finance News

The Financial Services Network Hires Joel Gourdin as Their First VP of Portfolio Consulting and Analytics

Fintech News Desk
by Fintech News Desk0
The Financial Services Network (The Network) is delighted to announce that Joel Gourdin has joined their team as the newly minted Vice President of Portfolio Consulting (PC) and Analytics. Gourdin joined the team from the Principal Financial Group, where he spent three years as Director of Portfolio Analytics The Financial......
Moody’s Analytics Launches New Cloud-Based Credit Portfolio Management Software
Fintech News

Moody’s Analytics Launches New Cloud-Based Credit Portfolio Management Software

Fintech News Desk
by Fintech News Desk0
Moody’s Analytics is pleased to announce the launch of PortfolioStudioTM, new cloud-based credit portfolio management software. PortfolioStudio provides a whole portfolio view of current and emerging risks in one platform so users can scan for risks and opportunities, evaluate possible actions, and decide how to act. Read More About Fintech News......
LOGICLY Analytics Platform Adds Mutual Fund Support and Portfolio Reporting for Financial Advisors
Business Fintech News

LOGICLY Analytics Platform Adds Mutual Fund Support and Portfolio Reporting for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Logicly, the leading ETF portfolio analytics platform for financial advisors developed by ETFLogic, has announced a significant addition to the platform with full support for mutual funds and single stocks. The team at ETFLogic has also added additional reporting capabilities to help advisors improve communication with clients about their investments.......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Fintech News

iCapital Network Divests Right to Acquire Private Client Group to AlphaCore and Takes Ownership of Portfolio and Risk Analytics Tool

Fintech News Desk
by Fintech News Desk0
Tool to further enhance iCapital’s alts technology toolkit to help financial advisors assist their clients in analyzing and managing alternative investments iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced today that as part of the......
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