Search Results for: portfolio analytics
BNY Mellon’s Pershing X Unveils Its New Wove Wealth Management Platform
Wove is an industry-first platform that enables wealth advisors to seamlessly connect all the components of a client’s financial picture in one place BNY Mellon’s Pershing X, a technology provider within BNY Mellon | Pershing, debuted Wove today, a groundbreaking wealth management platform that integrates the technology tools advisors use into a......
MarketAxess Joins Investortools’ Dealer Network Expanding Electronic Muni Trading
MarketAxess Holdings Inc, the operator of a leading electronic trading platform for fixed-income securities, announced that it will expand its municipal bond integration with the Investortools’ platform and display its offerings within the Investortools Dealer Network (IDN). This partnership represents the next phase of integration within the FIX connectivity and......
LTX by Broadridge Launches BondGPT Powered by OpenAI GPT-4
Generative AI application available to LTX clients immediately will enhance liquidity and price discovery and fuel trading in the $10.3 trillion U.S. corporate bond market LTX, a subsidiary of Broadridge Financial Solutions Inc., announced the launch of BondGPT, an application powered by OpenAI GPT-4 that answers bond-related questions and assists users in their identification......
AHEAD Acquires MBX, Ushering in a New Era of Advanced Engineering, Logistics and Operational Transparency for Edge and Hyperscale Solutions
AHEAD, a leading provider of enterprise cloud and digital business platforms, announced that it has acquired MBX Systems, an advanced integrator of custom hardware systems and supplier of global logistics and supply chain orchestration software. Latest Fintech Interview: Global Fintech Interview with Sankaet Pathak, CEO at Synapse “We’re thrilled to......
“Fintech Ascend: Unveiling The Top 20 Influencer Marketing Software Of 2023”
“A Brand Is No Longer What We Tell The Consumer It Is — It Is What Consumers Tell Each Other It Is.” — Scott Cook What’s hot in the market? Behold, the luminary known as influencer marketing! Influencer marketing is currently a popular technique of online marketing. It has been......
Citizens and Allegiant Forge Strategic Partnership to Deliver White-Label Products to the Fast-Growing Final Expense Agency Market
Citizens, Inc., a diversified financial services company providing life, living benefits and final expense insurance, announced that it has entered a white-label partnership with Allegiant Wealth Group, a financial services firm that helps families protect and preserve their financial future. Through this partnership, Allegiant will sell Citizens’ final expense insurance......
Moomoo and Its Sister Brand Connect 20 Million Users with the Interactive Investing Community
Fintech-driven investment and wealth management platform, moomoo announces, together with its sister platform, the global digitalized investor community is now amassing over 20 million users, making it one of the most well-established platforms for connecting like-minded investors and unlocking more opportunities powered by technology and collective intelligence. Moomoo is an......
Harris Williams Advises Made4net on its Sale to Ingka Group
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Made4net, a portfolio company of Thompson Street Capital Partners (TSCP), on its sale to Ingka Group, IKEA’s largest franchisee and owner of 482 IKEA stores in 31 countries. Made4net is a global leader in cloud-based warehouse......
Lexasure Financial Group Launches LexasureCloud 1.0 Digital B2B2C InsurTech Platform at InsureTech Connect Asia
Lexasure Financial Group Limited, providing reinsurance, insurance, and insurtech solutions in South and Southeast Asia, announced the launch of LexasureCloud 1.0, a cloud-based, cutting-edge B2B2C platform designed to enhance insurance companies’ competitiveness, growth, and profitability. The platform is central to Lexasure’s digital strategy, in conjunction with Passport, the platform’s B2C customer......