Search Results for: portfolio analytics

GCG Advisory Partners Welcomes Nicholas St. George with St. George Wealth Group
Finance News

GCG Advisory Partners Welcomes Nicholas St. George with St. George Wealth Group

Fintech News Desk
by Fintech News Desk0
GCG Wealth Management, an independent, regional financial services firm that manages total client assets under management of more than $1.5 billion, has announced its new relationship with Nick St. George, formerly from Raymond James. Nick has joined GCG Wealth Management, GCG Advisory Partners platform “GCGAP” continuing St. George Wealth Group. Latest Fintech Insights: GBank Financial......
GCG Advisory Partners Acquires Branstrom Financial
Finance News

GCG Advisory Partners Acquires Branstrom Financial

Fintech News Desk
by Fintech News Desk0
GCG Wealth Management, an independent, regional financial services firm that manages more than $1.5 billion of total client assets under management and provides acquisition, succession and liquidity deals for advisors who need support prepping for retirement while continuing to work with their clients. GCG Wealth Management announced that 46-year financial services veteran, John......
Sapphire Announces 2021 Partner Promotions In The U.S. and Europe After Landmark Year of Growth
Capital Markets Fintech News

Sapphire Announces 2021 Partner Promotions In The U.S. and Europe After Landmark Year of Growth

Fintech News Desk
by Fintech News Desk0
Promotions Follow $2B Capital Raise and European Expansion Announcements  Sapphire Ventures, LLC (“Sapphire” or the “Firm”), a leading venture capital firm that partners with visionary teams and venture funds to build companies of consequence, announced the promotions of Annalise Dragic, Nate Leung, Shruti Tournatory, Elizabeth Patterson and Casber Wang to Partner across its Sapphire Ventures, Partners......
Morningstar to Acquire Wealth Management Platform Provider Praemium's UK and International Business
Investments News

Morningstar to Acquire Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
by Fintech News Desk0
Fast-growing wealth management platform brings advisers choice and efficiency, enabling better advice for investors Morningstar and Praemium Limited have reached an agreement for Morningstar to acquire 100% of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The consideration for the transaction will comprise cash of £35 million, subject to......
Informa's Zephyr Announces Salesforce Cloud Integration Via AppCrown
Finance News

Informa’s Zephyr Announces Salesforce Cloud Integration Via AppCrown

Fintech News Desk
by Fintech News Desk0
Powerful AppCrown technology makes integration seamless, without code, no manual input and within 24 hours Zephyr, a subsidiary of Informa plc, and a recognized leader in providing data, insight and analysis to investment professionals and financial advisors via their Zephyr financial services platform, has partnered with AppCrown, making it possible......
SEI Acquires Novus Partners to Broaden Capabilities for Large Institutional Investors
Fintech Investment Services News

SEI Acquires Novus Partners to Broaden Capabilities for Large Institutional Investors

Fintech News Desk
by Fintech News Desk0
Portfolio Intelligence and Analytics Solution Enhances Offering to Investment Teams SEI  announced the acquisition of Novus Partners (Novus), a global portfolio intelligence platform company, designed to expand SEI’s capabilities for both the institutional investor and investment management markets. Top Globalfintechseries.com Insights: Detroit Pistons and Zelle Partner to Elevate Financial Fitness in Local Community......
Hantz Financial Services, Inc. Deploys Riskalyze Elite to All Advisors as the First Firm to Pioneer the New Discovery Feature on the Platform
Fintech News

Hantz Financial Services, Inc. Deploys Riskalyze Elite to All Advisors as the First Firm to Pioneer the New Discovery Feature on the Platform

Fintech News Desk
by Fintech News Desk0
Riskalyze and Hantz Financial Services, Inc. announced an enterprise agreement to become the first to deliver its more than 165 financial consultants’ access to Discovery in Riskalyze Elite. Hantz Financial Services, Inc. chose Riskalyze for its state-of-the-art portfolio analytics, investment research capabilities, and the opportunity to consolidate technology solutions with......
Fintech News

Confluence, Backed By Clearlake Capital And TA Associates, To Acquire Investment Metrics For $500M

Fintech News Desk
by Fintech News Desk0
Acquisition of leading provider of investment data, performance, analytics, and research software solutions expands Confluence’s reach in the investment management industry Confluence Technologies, Inc. , a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced that it has agreed to acquire Investment Metrics for US$500......
REPAY and Inovatec Systems Corp Expand Partnership to Streamline Funding Process for Lenders
Digital Payments Fintech News

REPAY and Inovatec Systems Corp Expand Partnership to Streamline Funding Process for Lenders

Fintech News Desk
by Fintech News Desk0
Enhanced integration configured to enable lenders to instantly push funds to consumers’ debit cards via REPAY Instant Funding Repay Holdings Corporation, a leading provider of vertically-integrated payment solutions, announced its expanded partnership with Inovatec Systems Corp., a provider of industry-leading, cloud-based lending solutions for all financial institutions. “As the lending......
Riskalyze and Altruist Partner to Empower Today’s Financial Advisors
Investment Services News Risk Management

Riskalyze and Altruist Partner to Empower Today’s Financial Advisors

Fintech News Desk
by Fintech News Desk0
Industry leaders in risk assessment and seamless RIA technology announce their integration Riskalyze, which provides industry-leading risk assessment and portfolio analytics to tens of thousands of financial advisors, and Altruist, provider of an all-in-one custodial solution for modern registered investment advisors (RIAs), announced their integration, which will be live next month.......
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