Search Results for: portfolio management tools

Cross River Acquires Leading Data and Analytics Firm PeerIQ
Fintech News

Cross River Acquires Leading Data and Analytics Firm PeerIQ

Fintech News Desk
by Fintech News Desk0
Acquisition advances shared vision of driving more transparency, standardization, and liquidity for the fintech sector CRB Group, Inc., the parent company of Cross River Bank (“Cross River”), a technology-driven financial services organization that provides core infrastructure and embedded financial solutions, today announced that as of the first quarter of 2021,......
Digital Currency Group Announces Plan to Purchase Shares of Grayscale Ethereum Classic Trust
Blockchain Cryptocurrency Digital News

Digital Currency Group Announces Plan to Purchase Shares of Grayscale Ethereum Classic Trust

Fintech News Desk
by Fintech News Desk0
Digital Currency Group, Inc. (“DCG”), the parent company of Grayscale Investments, LLC, has authorized the purchase by DCG of up to a total of $50 million worth of shares of Grayscale Ethereum Classic Trust. DCG plans to use cash on hand to fund the purchases and will make the purchases......
MoneyLion Acquires Leading Creator Network and Content Platform, MALKA Media
Fintech Mobile Banking News

MoneyLion Adds Accomplished Media and Tech Executives – Matt Derella, Lisa Gersh, Michael Paull – to its Board of Directors

Fintech News Desk
by Fintech News Desk0
New appointments bring decades of experience scaling consumer and digital businesses Company completes board roster to be effective at the closing of the company’s public listing  MoneyLion Inc., an award-winning, data-driven, digital financial platform which recently announced it would become a public company via a merger with special purpose acquisition......
Tata Consultancy Services and Broadridge Financial Solutions to Sponsor Fintech at Cornell Initiative
Fintech News

Tata Consultancy Services and Broadridge Financial Solutions to Sponsor Fintech at Cornell Initiative

Fintech News Desk
by Fintech News Desk0
The Cornell SC Johnson College of Business is pleased to announce that Tata Consultancy Services (TCS), and Broadridge Financial Solutions, Inc. will join Moody’s and Fiserv as inaugural sponsors of the Fintech at Cornell Initiative. The Fintech at Cornell Initiative aims to facilitate collaborations among academics and practitioners at Cornell......
Riskalyze and RightCapital Elevate Their Integration
Finance Fintech News

Riskalyze and RightCapital Elevate Their Integration

Fintech News Desk
by Fintech News Desk0
The industry’s premier risk alignment and portfolio analytics platform seamlessly supplies position level account data to RightCapital’s dynamic financial plans Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and RightCapital, the next-generation financial planning tool that provides advisors with the ability to......
Allfunds and iCapital Network Announce Strategic Partnership to Improve Global Client Access to Private Markets
Digital Fintech News

Allfunds and iCapital Network Announce Strategic Partnership to Improve Global Client Access to Private Markets

Fintech News Desk
by Fintech News Desk0
Partnership strengthens Allfunds’ private market and sub-advisory ambitions with integration of iCapital’s technology and solutions  Allfunds provides access to more than 1,500 major private and commercial banks and financial institutions globally Allfunds, one of the world´s largest fund distribution platform and wealthtech industry leader, and iCapital Network, the leading global financial......
How to Succeed at Investing: 5 Tried-And-True Tips
Featured Finance Investments News Stock Market

How to Succeed at Investing: 5 Tried-And-True Tips

Fintech News Desk
by Fintech News Desk0
It seems like there’s never a shortage of slick financial “gurus” who claim they’ve just discovered a foolproof investing method that’s guaranteed to provide high returns with no risk. But if someone tries to get inside your pocketbook by making those kinds of promises, you’d better run the other way. The......
SIMON Introduces Nationwide as Newest Carrier to Join Its Growing Insurtech Platform
Fintech InsurTech News

SIMON Introduces Nationwide as Newest Carrier to Join Its Growing Insurtech Platform

Fintech News Desk
by Fintech News Desk0
Financial professionals can now find, analyze, and implement a range of annuity solutions from Nationwide in SIMON’s centralized Marketplace SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to announce that Nationwide—a Fortune 100 insurance and financial services company with more than nine decades of experience protecting people and their financial futures—as......
Foundations Investment Advisors Equips its Financial Advisors with Riskalyze
Finance News Risk Management

Foundations Investment Advisors Equips its Financial Advisors with Riskalyze

Fintech News Desk
by Fintech News Desk0
A rapidly growing firm with over $2.3B in AUM, Foundations chooses Riskalyze for its state-of-the-art client engagement tools Riskalyze and Foundations Investment Advisors (Foundations) announced an enterprise agreement to deliver more than 180 financial advisors around the nation access to Riskalyze’s industry-leading risk alignment and portfolio analytics platform. With an expanding network......
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