Search Results for: portfolio management

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Unified Managed Accounts (UMAs) and Their Role in Modern Portfolio Management

Fintech Staff Writer
by Fintech Staff Writer0
Unified Managed Accounts (UMAs) have emerged as a pivotal innovation, revolutionizing the way advisors and investors approach portfolio management. The evolution of UMAs reflects a broader trend towards consolidation, efficiency, and customization in the wealth management industry, meeting the increasing demands for personalized financial solutions. The Origins of Unified Managed......
Talos Unveils New Portfolio Management System for Digital Assets
Finance Fintech News Trading

Talos Unveils New Portfolio Management System for Digital Assets

PR Newswire
by PR Newswire0
Integration with OEMS Delivers Full Investment Lifecycle Platform Talos, the premier provider of institutional trading technology for digital assets, today announced the launch of its new Portfolio Management System (PMS), seamlessly integrating all of its portfolio management tools with its flagship order and execution management system (OEMS). This new offering......
Talos Accelerates Expansion of its Portfolio Management System with Acquisition of Cloudwall
News Risk Management

Talos Accelerates Expansion of its Portfolio Management System with Acquisition of Cloudwall

PR Newswire
by PR Newswire0
Acquisition Bolsters Talos’s Capabilities with Sophisticated Risk Management Technology Critical for Institutional Adoption of Digital Assets Talos, the premier provider of institutional technology for trading digital assets, announced its acquisition of Cloudwall, a developer of sophisticated digital asset risk technology. The technology and expertise of Cloudwall will enhance Talos’s existing......
Why A Data-Driven Approach to Digital Lending and Portfolio Management is Key for SMB Lenders
Guest Posts Lending

Why A Data-Driven Approach to Digital Lending and Portfolio Management is Key for SMB Lenders

Will Tumulty
by Will Tumulty0
Small businesses in the U.S. continue face challenges ranging from recessionary concerns, to rising inflation, labor shortages, and ongoing supply-chain issues, among others. The net effect is a current SMB closure rate of nearly 38% nationally and while some of this is attributable to factors such as lack of market......
Stats Launches Revolutionary DeFi Multi-Wallet Portfolio Management Platform
DeFi News

Stats Launches Revolutionary DeFi Multi-Wallet Portfolio Management Platform

PR Newswire
by PR Newswire0
Stats, a DeFi multi-wallet portfolio management DApp/platform, has announced the launch of its all-in-one hub for DeFi users. The platform provides users with a revolutionary approach to DeFi management, with weekly updates and added features to enhance the user experience. “We are thrilled to announce the launch of Stats, the......
Westlake Portfolio Management Chosen to Service Nicholas Financial's $165 Million Loan Portfolio
Finance News

Westlake Portfolio Management Chosen to Service Nicholas Financial’s $165 Million Loan Portfolio

Fintech News Desk
by Fintech News Desk0
Westlake Portfolio Management, a loan servicer located in Los Angeles, California, announces they have entered into a servicing partnership with Nicholas Financial, an auto and consumer loan finance company based in Clearwater, Florida. “We are extremely excited about our partnership with Nicholas Financial. Nicholas has an excellent reputation in the......
Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds
Investments News

Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced that Brian Storey, CFA, joined Orion’s Brinker Capital Investments as senior portfolio manager. Storey is a key contributor to asset allocation decisions across Brinker’s discretionary investment products and provides manager selection, due diligence and portfolio construction......
PayBito’s Portfolio Management Tech Gains Popularity Across UK Crypto Trading Markets
Digital Asset Management News

PayBito’s Portfolio Management Tech Gains Popularity Across UK Crypto Trading Markets

Fintech News Desk
by Fintech News Desk0
The US digital assets exchange finds high demand for its innovative crypto portfolio management solution, particularly in the UK trading markets International cryptocurrency exchange PayBito is making waves with its cutting-edge white label solutions for crypto trading. Their recent offering, crypto portfolio management system, is garnering notable attention within the rapidly growing UK......
Morgan Stanley Investment Management Announces Portfolio Management Change for Morgan Stanley India Investment Fund, Inc.
Investments News

Morgan Stanley Investment Management Announces Portfolio Management Change for Morgan Stanley India Investment Fund, Inc.

Fintech News Desk
by Fintech News Desk0
Morgan Stanley Investment Management announced a portfolio management change for Morgan Stanley India Investment Fund, Inc.. The Fund is managed by the Emerging Markets Equity team of Morgan Stanley Investment Management Inc. (the “Adviser”). The team consists of portfolio managers and analysts. Read More: FTC Strengthens Security Safeguards for Consumer......
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......
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