Search Results for: portfolio management tools

Request Finance Hits $400 Million Milestone in Crypto Payments, Unveils the Ultimate Guide to Crypto Treasury Management
Cryptocurrency Digital Payments News

Request Finance Hits $400 Million Milestone in Crypto Payments, Unveils the Ultimate Guide to Crypto Treasury Management

PR Newswire
Request Finance, the leading enterprise crypto payments app, has achieved a remarkable milestone, processing over $400 million in crypto invoices, payroll, and expenses since launching in 2021. It has helped over 2,000 Web3 teams, such as The Sandbox, NEAR, and The Graph to automate and simplify enterprise payments, financial reporting, and compliance for companies using crypto. Following the......
Kestra Investment Management Reaches $1 Billion in Assets Under Management
Investment Services News

Kestra Investment Management Reaches $1 Billion in Assets Under Management

Business Wire
Kestra Holdings subsidiary demonstrates rapid growth, hitting major milestone in just two years of operation Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, announced it reached $1 billion in assets under management (AUM), just one year after launching its first model portfolios. “Our portfolio management......
BIGG Digital Assets Portfolio Company TerraZero Announces Intraverse PRO Platform for the Music Industry
Blockchain News

BIGG Digital Assets Portfolio Company TerraZero Announces Intraverse PRO Platform for the Music Industry

GlobeNewswire
BIGG Digital Assets, owner of Netcoins, Blockchain Intelligence Group, and investor in TerraZero Technologies Inc. (“TerraZero”), a vertically integrated Metaverse development group and leading web3 technology company specializing in helping brands create immersive experiences, proudly announces a special platform for the music industry. Latest Fintech Interview : Global Fintech Interview with Randall Tidwell,......
Bitget Elevating Digital Asset Management for Global Investors with CoinStats Partnership
Cryptocurrency News Trading

Bitget Elevating Digital Asset Management for Global Investors with CoinStats Partnership

Business Wire
Bitget, top crypto derivatives and copy trading platform, unveils its latest alliance with CoinStats, a renowned crypto portfolio tracker, to reshape the way investors manage their burgeoning digital assets. Latest Fintech Interview Global Fintech Interview with Will Tumulty, CEO at Rapid Finance In an era where cryptocurrencies are solidifying their position in......
PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios
Capital Markets News

PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios

PR Newswire
Exclusive online loan marketplace, powered by Community Capital, will expand client loan market access and liquidity management PNC FIG Advisory, part of PNC Capital Markets LLC, announced an expansion to its client offerings through the introduction of PNC Asset Exchange, an online loan resource and marketplace for financial institutions. PNC Asset......
Nitrogen AI Marketing Content Tool Sees Immediate Adoption by Wealth Management Firms
Artificial Intelligence News

Nitrogen AI Marketing Content Tool Sees Immediate Adoption by Wealth Management Firms

Business Wire
Nitrogen AI empowers advisors with customized content generation, surpassing 500 advisor users Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow,  announced the significant traction demonstrated by Nitrogen AI, an AI-driven virtual marketing content assistant embedded into its Advisor Marketing Kit. The tool, available to Elite,......
How Lending Enablement Solutions Improve Auto Lenders’ Financial and Portfolio Growth
Guest Posts Lending

How Lending Enablement Solutions Improve Auto Lenders’ Financial and Portfolio Growth

Matt Roe
The automotive lending industry is facing a unique convergence of challenges, including tightened lending conditions, reduced credit availability, and historically high vehicle prices. Despite these obstacles, emerging Lending Enablement Solutions are helping financial institutions expand their borrower base, increase loan volume, and improve return on assets (ROA) while mitigating risk.......
How Fintech Advancements Streamline Financial Processes and Empower Money Management Across Generations
Banking Finance Fintech Guest Posts

How Fintech Advancements Streamline Financial Processes and Empower Money Management Across Generations

Timothy Rooney
Fintech truly caters to our evolving needs in the digital era. Whether we necessitate enhanced accessibility, efficiency, lower costs, greater security, better financial literacy and economic growth, fintech innovation helps democratize financial services, improve convenience and drive our digital transformation. Technological advances have revolutionized countless industries — and the banking......
iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals
Fintech News

iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals

Business Wire
iCapital Architect can help advisors set their practice apart from the competition by providing a robust toolkit for designing tailored client portfolios that incorporate alternatives and structured investments. iCapital,1 the global fintech platform driving access to alternative investments for the wealth management industry, unveiled iCapital Architect, an innovative portfolio construction tool......
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