Search Results for: portfolio management tools

LeafHouse and iJoin Announce Launch of Automated Personalized Portfolio Program Powered by Dimensional offering State Street GTC Retirement Income Builder Series Funds
Fintech News

LeafHouse and iJoin Announce Launch of Automated Personalized Portfolio Program Powered by Dimensional offering State Street GTC Retirement Income Builder Series Funds

PR Newswire
by PR Newswire0
The new managed account brings personalization and lifetime income to the masses LeafHouse, iJoin, and ARS are excited to announce a new partnership to deliver personalized advice that features the State Street GTC Retirement Income Builder Series (Series) target date funds within a managed account offering. The State Street GTC......
Tally-Launches-Credit-Card-Debt-Management-Platform-For-Partners
Finance Fintech News

Tally Launches Credit Card Debt Management Platform For Partners

Business Wire
by Business Wire0
With the launch of Tally’s credit card debt management platform, Tally will sunset its direct-to-consumer loan portfolio; the Tally Line of Credit will now be offered through its partner network. Tally, a fintech startup known for helping people diligently pay down their credit card debt, today announced the release of......
AdvisorEngine-and-Franklin-Templeton-Unveil-Wealth-Management’s-Next-Evolution-of-Goals-based-Planning
Finance Fintech News

AdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning

Business Wire
by Business Wire0
For the first time, advisors can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple systems or enduring repetitive steps. AdvisorEngine, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors......
Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform
Blockchain News

Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform

PR Newswire
by PR Newswire0
Lockchain.ai’s SaaS platform provides always-on due diligence and risk monitoring for asset managers and traders seeking real-time security status of the assets they trade. Lockchain.ai, the AI-powered Blockchain Risk Management platform, has announced its official launch from stealth to bring automated risk management solutions to traders, investors, and fund managers......
Kasikorn Securities Selects ICE for Enhanced Portfolio Analytics and Risk Management for Derivatives
Finance Fintech News

Kasikorn Securities Selects ICE for Enhanced Portfolio Analytics and Risk Management for Derivatives

Business Wire
by Business Wire0
With access to ICE’s portfolio analytics application for derivatives, Kasikorn Securities can analyze holdings at both a single security and portfolio level, with data and analytics covering multiple asset classes. Intercontinental Exchange, Inc., a leading global provider of technology and data, today announced that Kasikorn Securities, part of the Kasikorn......
iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios
Finance Fintech Investments News

iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios

Fintech News Desk
by Fintech News Desk0
Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite  Intuitive portfolio construction tool on iCapital Marketplace empowers advisors to seamlessly incorporate alternative and structured investments into traditional public market portfolios. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management......
Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families
Fintech News

Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families

PR Newswire
by PR Newswire0
Partnership leverages iCapital’s innovative technology platform and comprehensive educational resources to enhance Keebeck’s tailored solutions and investment opportunities. Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced its partnership with iCapital1, the global fintech platform driving the world’s alternative......
Burford Capital Releases New Study on Litigation Portfolios
Finance News

Burford Capital Releases New Study on Litigation Portfolios

Fintech News Desk
by Fintech News Desk0
To better understand how in-house lawyers and finance professionals expect dual issues of cost management and value generation to evolve in the years ahead, Burford commissioned independent research with 400 GCs, heads of litigation, senior in-house lawyers, CFOs and other leaders responsible for litigation decision-making in their companies. By Global......
Manta Exchange Secures Major Funding with ABCDE Labs, UOB Venture Management, C Squared Ventures, and Ocular
Cryptocurrency News

Manta Exchange Secures Major Funding with ABCDE Labs, UOB Venture Management, C Squared Ventures, and Ocular

GlobeNewswire
by GlobeNewswire0
Secures Strategic Investments from ABCDE Labs, UOB Venture Management, C Squared Ven-tures, and Ocular Manta Exchange, a rising star in the cryptocurrency sector, is thrilled to announce a major triumph with the successful completion of a pivotal fundraising round. The company has attracted significant investments from industry heavyweights ABCDE Labs,......
Terraform Labs Acquires Pulsar Finance, a Leading Cross-Chain Portfolio Manager and Data Provider
Finance News

Terraform Labs Acquires Pulsar Finance, a Leading Cross-Chain Portfolio Manager and Data Provider

PR Newswire
by PR Newswire0
The acquisition brings advanced cross-chain analytics and comprehensive data solutions to Terra’s cutting-edge suite of applications Terraform Labs PTE Ltd. (TFL), a leading software development company specializing in blockchain technology, announced its acquisition of Pulsar Finance, a leading cross-chain portfolio manager and data provider. Pulsar’s analytics platform, which currently supports 96......
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