Search Results for: portfolio analytics

iCapital NetworkÒ Agrees to Acquire AI Insight to Bolster Alternative Investments Education and Compliance Offerings for Financial Advisors
Fintech Investment Services News

iCapital Network Agrees to Acquire AI Insight to Bolster Alternative Investments Education and Compliance Offerings for Financial Advisors

Fintech News Desk
by Fintech News Desk0
iCapital leverages AI Insight’s platform to offer independent advisors fund-specific research and credentialing  iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced it has agreed to acquire the assets of AI Insight, Inc., an alternative investment education......
Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals
Fintech News Risk Management

Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Cetera, a leading financial advice firm, today announced a new enterprise agreement aimed at standardizing risk management across Cetera’s network of firms to set a new bar for measuring risk and engaging clients.......
LayerOne Financial Named "Best Post-trade Technology" By HFM Global
Business Fintech Investment Services News Risk Management

LayerOne Financial Named Two-Time 2020 “Best Risk Management Technology” By HFM Global

Fintech News Desk
by Fintech News Desk0
LayerOne Financial L.P., an independent, global provider of agile financial technology for the institutional investment management community, today announced it was once again named “Best Risk Management Technology” at the 2020 HFM US Services Awards. Read More: Reef Finance Becomes the Marquee Project in Pioneering Decentralized Finance with Binance, the......
Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans
Banking Business Fintech Investment Services News

Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans

Fintech News Desk
by Fintech News Desk0
Vestrata is a unique platform backed by significant investment from industry insiders Founding team comprises senior executives from world’s biggest firms including J.P. Morgan, UBS, Credit Suisse, Barclays, HSBC, and MSCI Addresses many of the key challenges facing the wealth management industry today by enhancing client engagement Vestrata, a fintech......
A-Team Group Recognizes ICE Data Services as Best Pricing and Valuations Data Provider
Fintech News

A-Team Group Recognizes ICE Data Services as Best Pricing and Valuations Data Provider

Fintech News Desk
by Fintech News Desk0
Intercontinental Exchange, a leading operator of global exchanges and clearing houses and provider of mortgage technology, data and listings services, announced that ICE Data Services was recognized as best pricing and valuations data provider in the A-Team Group’s 2020 Data Management Insight Awards. These awards are given based on reader......
Blooma Announces Investment From Fintech VC Firm, Nyca Partners
Artificial Intelligence Fintech Investment Services News

Blooma Announces Investment From Fintech VC Firm, Nyca Partners

Fintech News Desk
by Fintech News Desk0
Blooma uses AI and machine learning to enable commercial real estate lenders to reduce loan origination time and cost while improving deal analysis Blooma, the leading digital underwriting solution for commercial real estate lending, announced that the venture capital firm Nyca Partners has invested in the Company’s latest round of funding. Since......
SS&C Technologies Powers Mid Atlantic Capital's FINRA CAT Reporting
Business Fintech News

National Western Life Selects SS&C for Loan Servicing and Accounting Automation

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that National Western Life Insurance Company (“National Western Life”) will implement SS&C’s cloud-based Precision LM software to support its commercial loan servicing operations. Read More : Align Recognized As Best Cloud Services Provider For Fund Managers In Hedgeweek US Awards “SS&C has an exceptional team......
Bloomberg Supports Technological Transformation at Bankia Asset Management
Banking Business Fintech News

Bloomberg Supports Technological Transformation at Bankia Asset Management

Fintech News Desk
by Fintech News Desk0
AIM helps streamline order management and automate processes Bloomberg announced today that Bankia Asset Management (Bankia AM), the asset management arm of Bankia, the fourth largest financial firm in Spain, has adopted Bloomberg’s Asset & Investment Manager (AIM), a leading order management solution across all of its portfolios. Read More: Castle......
Confluence Partners With Sweden’s Limina To Offer Reporting And Investment Management Solutions To $1B Wealth Manager
Business Fintech Investment Services News

Confluence Partners With Sweden’s Limina To Offer Reporting And Investment Management Solutions To $1B Wealth Manager

Fintech News Desk
by Fintech News Desk0
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider delivering innovative products to the worldwide money management industry, in partnership with Limina AB (“Limina”), a provider of SaaS solutions to asset managers globally, has secured a three-year contract with a $1B wealth manager headquartered in Stockholm, Sweden. Read More: GlobalFintechSeries Interview with Veenerick Vos......
Norton joins advisory board of InsureTech startup Pricing Platform
Fintech InsurTech News

Norton joins advisory board of InsureTech startup Pricing Platform

Fintech News Desk
by Fintech News Desk0
Pricing Platform Inc., an InsureTech startup that integrates Property & Casualty underwriting, pricing, and portfolio analytics in a cloud-based platform, today announced that Fielding “Fid” Norton, III has joined as founding advisor and Chair of the advisory board. Read More: Oita Chuo Pacific Management Says Aveva to Acquire SoftBank-Backed OSIsoft for......
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