Search Results for: portfolio management tools

Bluefin Announces $25 Million in Growth Financing Led by Macquarie Capital Principal Finance
Fintech News Trading

Self-Directed IRA Accounts Get Enhanced Access to Private Markets

Fintech News Desk
by Fintech News Desk0
iownit, a leading digital private securities platform, announces integration with Midland Trust, a leading self-directed IRA custody provider, to enhance access to alternative investments for accredited investors. iownit capital and markets, Inc., a leading digital assets issuance and trading platform, is pleased to announce that it has entered into an......
SS&C's Black Diamond Wealth Platform Launches Command Center for Investment Advisors
Fintech Investment Services News Risk Management

SS&C’s Black Diamond Wealth Platform Launches Command Center for Investment Advisors

Fintech News Desk
by Fintech News Desk0
The Client View application centralizes all client-focused workflows in one place SS&C Technologies Holdings announced the launch of Client View, a new application within SS&C Black Diamond Wealth Platform. The application brings together all of the platform’s client-focused tools in an informational, interconnected, and actionable “command center” to help advisors manage......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
by Fintech News Desk0
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
Luma Financial Technologies Expands Presence in Latin America with StoneX Financial Inc. Signing
Fintech News Risk Management

Luma Financial Technologies Expands Presence in Latin America with StoneX Financial Inc. Signing

Fintech News Desk
by Fintech News Desk0
Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced that StoneX Financial Inc., a subsidiary of StoneX Group Inc. has selected the Luma platform to offer clients unparalleled access to the structured solutions market. StoneX Group, through its subsidiaries, is a leading provider of execution, risk......
Vergent and iQDE Announce Strategic Partnership to Benefit Lenders
Fintech News

Vergent and iQDE Announce Strategic Partnership to Benefit Lenders

Fintech News Desk
by Fintech News Desk0
Vergent Loan Management Software and iQ Decision Engine (iQDE) Partner to Create Full-Cycle Lending Solutions Vergent Loan Management Software and iQ Decision Engine (iQDE) have partnered to offer a full-cycle fintech infrastructure platform for lenders that includes integrated software, data and decisioning models. The joint effort is the first of......
Paya Announces Strategic Acquisition of The Payment Group
Banking Business Fintech News

Paya Announces Strategic Acquisition of The Payment Group

Fintech News Desk
by Fintech News Desk0
Paya, a leading provider of integrated payment and commerce solutions, has announced that it has signed a definitive agreement to acquire The Payment Group (“TPG”). TPG provides integrated payment solutions to more than 600 utility and municipal government clients, linking all payments with their existing accounting and business management software. This marks Paya’s......
Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Fintech News

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud

Fintech News Desk
by Fintech News Desk0
Oppenheimer’s New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management Experience Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech Investment Services News

Tegra118 Partners With Wealth Access to Amplify Digital Experiences for Advisors and Investors

Fintech News Desk
by Fintech News Desk0
Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – is investing in its technology with strategic partnerships that meaningfully enhance the advisor experience......
Northern Trust Launches New Cloud-Based Insurance Accounting and Analytics Application
Fintech InsurTech Investment Services News

Northern Trust Launches New Cloud-Based Insurance Accounting and Analytics Application

Fintech News Desk
by Fintech News Desk0
Advanced, interactive digital tools provide enhanced user experience and greater depth of data analysis and insights Northern Trust (Nasdaq: NTRS) today announced the launch of its new cloud-based reporting application which further enhances its Insurance Investment Accounting and Analytics Services solution, developed to support the full spectrum of investment portfolio......
The Evolving Legal Tech Space
Artificial Intelligence Fintech Guest Posts

The Evolving Legal Tech Space

Gina Taranto
by Gina Taranto0
U.S. companies will spend an estimated $24 billion on litigation in 2020, in large part due to exponential growth in potentially responsive data (evidence).To meet the challenge, corporate legal departments are increasingly relying on data analytics, including artificial intelligence, machine learning and other emerging technologies, to help them reduce costs,......
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