Search Results for: portfolio management tools

Idaho-Based Tree City Advisors Joins Apollon Wealth Management
Finance News

Idaho-Based Tree City Advisors Joins Apollon Wealth Management

Fintech News Desk
by Fintech News Desk0
Boise firm is an independent RIA built on great ethics and high-quality service Apollon Wealth Management, LLC, a leading wealth management solutions firm, is excited to announce the addition of Tree City Advisors, LLC, an independent RIA practice in Boise, Idaho. With this partnership, Tree City Advisors clients will benefit......
RBC Wealth Management's U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce
Finance News

RBC Wealth Management’s U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce

Fintech News Desk
by Fintech News Desk0
Using Salesforce, RBC Wealth Management is driving success and reducing maintenance costs Salesforce, the global leader in CRM, announced that RBC Wealth Management, a division of RBC Capital Markets, LLC, is using Salesforce to drive success with significant cost savings and efficiency across multiple areas of its business, while continuing......
Bitwise Asset Management Selects SS&C
Investment Services News Trading

Bitwise Asset Management Selects SS&C

Fintech News Desk
by Fintech News Desk0
Leading crypto asset manager will leverage Eze Investment Suite for operations SS&C Technologies Holdings, Inc. announced that Bitwise Asset Management, the world’s largest crypto index fund manager, has selected SS&C’s Eze Investment Suite to support its trading operations. Bitwise will streamline front-to-back operations for managing $1.3 billion* in assets across 15 strategies, including crypto ETFs and NFT funds.......
HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Banking News

HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar

Fintech News Desk
by Fintech News Desk0
Professional wealth management software enhances portfolio performance reporting for domestic and international clients of U.S. Private Banking HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced that it has selected Addepar, a leading technology platform purpose built for investments, as its consolidated client performance reporting......
Introducing an Ethical Decision Framework to Guide Responsible AI in Investment Management
Artificial Intelligence Investment Services News

Introducing an Ethical Decision Framework to Guide Responsible AI in Investment Management

Fintech News Desk
by Fintech News Desk0
CFA Institute, the global association of investment professionals, has released new research and an accompanying ethical decision framework to motivate the evolution of ethical practices in the development of artificial intelligence (AI) technologies in investment management. The new research, Ethics and Artificial Intelligence in Investment Management, a Framework for Professionals, recognizes the......
Finance Fintech News

Exponential Exchange Raises Pre-seed Funding To Develop Asset Risk-mitigation Tools

Fintech News Desk
by Fintech News Desk0
Exponential Exchange, a fintech startup focused on developing a broad spectrum of new market-based risk-management solutions, announced it has secured pre-seed funding of $1.4 million, raised in a series of convertible notes. Read: Research Reveals ‘Payment Processing As A Business’ Opportunity For Banks Exponential Exchange is developing a series of novel......
Cryptocurrency News Technology

Falconx 360 Launches As The First And Only Comprehensive Platform For Institutional Crypto Investment Management

Fintech News Desk
by Fintech News Desk0
FalconX, a digital assets platform for institutional investors, today announced the launch of FalconX 360, the industry’s first and only unified investment and risk management platform for crypto that provides institutional investors full-spectrum execution capabilities and end-to-end reporting across their entire digital asset portfolio. With FalconX 360, for the first time ever, institutional investors......
Saguaro Capital Management Launches Next-Generation Value Investment Firm
Investment Services News

Saguaro Capital Management Launches Next-Generation Value Investment Firm

Fintech News Desk
by Fintech News Desk0
Investment approach fuses classic fundamental research with modern data science and machine learning to improve long-term investment results Saguaro Capital Management, a value investment firm with extensive experience and expertise combining classic fundamental analysis with modern data science tools and proprietary machine learning models to produce attractive long-term returns, announced......
AppDirect Collaborates With Intuit to Expand Distribution of Business Management Solutions
B2B News

AppDirect Collaborates With Intuit to Expand Distribution of Business Management Solutions

Fintech News Desk
by Fintech News Desk0
QuickBooks Online is now available on the AppSmart Marketplace for technology advisors AppDirect, the world’s leading B2B subscription commerce platform, announced that they are collaborating with Intuit to expand distribution of business management solutions. Intuit, the global financial technology platform behind QuickBooks, TurboTax, Mint, Credit Karma, and Mailchimp, will immediately......
At-Bay Selects Guidewire Cyence to Enhance Cyber Portfolio Accumulation Risk Management and Further Propel Market Growth
News Risk Management

At-Bay Selects Guidewire Cyence to Enhance Cyber Portfolio Accumulation Risk Management and Further Propel Market Growth

Fintech News Desk
by Fintech News Desk0
At-Bay, the insurance provider for the digital age, and Guidewire  announced that At-Bay has chosen Guidewire’s cyber risk modeling and analytics product, Cyence, to further bolster its view, and management of, aggregation risk, within its growing cyber insurance portfolio. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill Partners Acquire......
1