Search Results for: portfolio analytics

Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI
Artificial Intelligence News

Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI

Business Wire
by Business Wire0
Wealth Management division developing internal-facing service that leverages OpenAI technology and Morgan Stanley’s vast intellectual capital to deliver relevant content and insights into the hands of Financial Advisors in seconds, helping drive efficiency and scale Morgan Stanley Wealth Management (MSWM) announced an important milestone in its innovation journey through the......
AdvizorStack Adds Zephyr to Their Financial Advisor Tech Stack
Finance Investment Services News

AdvizorStack Adds Zephyr to Their Financial Advisor Tech Stack

Fintech News Desk
by Fintech News Desk0
Innovative financial tech stack designed to allow advisors to scale efficiencies and increase growth Zephyr, a subsidiary of Informa plc and a recognized leader in investment management technology for wealth managers and advisors, is now available within AdvizorStack’s innovative Financial Advisor Tech Stack. AdvizorStack is a connected dashboard that streamlines operations......
B2B Fintech News

BTCS Clarifies its Staking Operations In Response to the Recent SEC Complaint Against Kraken

Fintech News Desk
by Fintech News Desk0
BTCS Inc. a blockchain technology-focused company, clarified how StakeSeeker, its non-custodial staking-as-a-service platform, differs from other industry staking programs. On February 9, 2023, the Securities and Exchange Commission (“SEC”) charged Kraken with failing to register the offer and sale of their crypto asset staking-as-a-service program, whereby investors transfer crypto assets......
Broadridge Leverages Point Focal on Alternative Data Driven Insights
Analytics News

Broadridge Leverages Point Focal on Alternative Data Driven Insights

Fintech News Desk
by Fintech News Desk0
To provide clients with better access to innovative portfolio analytics and alternative data driven quantitative insights, global Fintech leader, Broadridge Financial Solutions, Inc., announced a strategic partnership with analytics solution provider, Point Focal. This collaboration will bring Point Focal’s insights to NYFIX, Broadridge’s order-routing network platform, providing automated reports that combine relevant data,......
Goal Solutions Announces Borrower Engagement Score
Finance Fintech News

Goal Solutions Announces Borrower Engagement Score

Fintech News Desk
by Fintech News Desk0
A proprietary scoring model built to predict borrower engagement that will help increase cures and decrease defaults. Goal Solutions, an innovative, award-winning financial services company has unveiled its Borrower Engagement Score, part of its industry leading Goal Portfolio Analytics (GPA) suite of machine learning and AI scoring models developed to......
Insurance Technologies Acquires MyMedicareBot
InsurTech News

Insurance Technologies Acquires MyMedicareBot

Fintech News Desk
by Fintech News Desk0
Acquisition Expands the Lines of Business Served to Include Medicare Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the life and annuity industry, announced the acquisition of MyMedicareBot, a Medicare distribution software company based in Santa Ana, Calif. Latest Fintech Insights : Goldman Sachs Asset Management......
Riskalyze Appoints Three New Executive Leaders
Finance News

Riskalyze Appoints Three New Executive Leaders

Fintech News Desk
by Fintech News Desk0
Riskalyze, the industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors, has charged two new hires and a veteran employee with taking on three leadership roles at the company. The new executive team members include Craig Clark as the firm’s first Chief Marketing Officer, Josh Gray in the role of Chief......
Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium's UK and International Business
Investment Services News

Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
by Fintech News Desk0
Morningstar, Inc., a leading provider of independent investment research, has completed its acquisition of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai from Praemium Limited for £35 million, subject to completion adjustments. Across its U.K. and international business, Praemium offers proprietary, friction-free technology and services that enable advisers to outsource......
iCapital to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions
Fintech News

iCapital to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions

Fintech News Desk
by Fintech News Desk0
Combination creates a comprehensive global advisor marketplace for alternatives access, education, and servicing iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and SIMON Markets,2 the award-winning3 fintech company offering a digital platform designed to help financial advisors understand and manage......
Fidelity Investments Rolls Out New Features on Bond Trading Platform
News Trading

Fidelity Investments Rolls Out New Features on Bond Trading Platform

Fintech News Desk
by Fintech News Desk0
Bond Beacon, Fidelity Institutional’s Digital Fixed Income Trading Solution Accessible Through the Wealthscape Platform, Now Available to All Wealth Management Firms Fidelity Investments announced new features and expanded access to Fidelity Bond Beacon, a Fidelity Institutional solution designed to provide wealth management firms with a comprehensive platform to manage all......
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