Search Results for: portfolio management tools

SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

Thrivent Advisor Network Selects SMArtX Advisory Solutions to Drive New Efficiencies

Fintech News Desk
by Fintech News Desk0
Unified Managed Accounts Technology will integrate across Thrivent Advisor Network to facilitate investment selection and management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management (TAMP) platform, is proud to announce Thrivent Advisor Network (TAN) has added SMArtX to......
Fintech Investment Services News

Dwayne Johnson and Dany Garcia Become Strategic Investors in Acorns, New Acorns Early Families to Receive $7 Bucks Investment

Fintech News Desk
by Fintech News Desk0
Acorns, the country’s fastest growing financial wellness system helping over 8 million Americans save and invest for the future, announced that Dwayne Johnson and Dany Garcia have become strategic investors in Acorns. Acorns also announced, “It begins with $7 bucks,” an exciting partnership with Johnson featuring several programs that encourage......
SEI Acquires Novus Partners to Broaden Capabilities for Large Institutional Investors
Fintech Investment Services News Risk Management

SEI Expands Offering to Large Institutional Investors through Operational and Investment Support Platforms

Fintech News Desk
by Fintech News Desk0
Enhanced CIO Solution Provides Support to In-house Investment Resources(SEI ) SEI announced the company is broadening its offering to the institutional investor segment through services that provide custom, time-saving operational and investment management support. SEI’s Enhanced CIO leverages the firm’s industry-leading capabilities around fund administration, development of investment operating platforms and non-fiduciary investment......
Wolters Kluwer Podcast Series Launched to Educate Lenders Navigating COVID-19 Impacts
News Risk Management

Wolters Kluwer solutions help Doeren Mayhew CPAs and Advisors provide higher-quality audits

Fintech News Desk
by Fintech News Desk0
Firm adds CCH® ProSystem fx® Knowledge Coach and CCH® Accounting Research Manager® to its existing Wolters Kluwer solution set to better document risks, identify audit gaps, and streamline staff onboarding Today, Wolters Kluwer Tax & Accounting announced that Doeren Mayhew CPAs and Advisors, an Accounting Today 2020 Top 100 firm, has added CCH® ProSystem......
Penn Community Bank Selects Moody’s Analytics to Automate CECL Workflow
Economy Fintech News

Penn Community Bank Selects Moody’s Analytics to Automate CECL Workflow

Fintech News Desk
by Fintech News Desk0
Moody’s Analytics announced that Penn Community Bank has selected the ImpairmentStudioTM solution to support its adoption of the Current Expected Credit Loss (CECL) accounting standard. Read More: Four Benefits of Buy Now Pay Later for Ecommerce Retailers Penn Community Bank selects Moody’s Analytics to automate its CECL workflow Banks and credit......
Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
Fintech InsurTech News

Blockchange and Gemini Partner in Industry First to Bring Digital Assets to Registered Investment Advisors.

Fintech News Desk
by Fintech News Desk0
Solution is a secure one stop shop for RIAs who want to participate in digital assets. Quantum Capital Management has signed on, with client assets already under management. Blockchange Inc, the digital asset investing platform for professional wealth managers, and Gemini Trust Co. LLC, a cryptocurrency exchange and custodian, today announced......
Investment Services News

Great Point Capital Expands Access to Alternative Investment Solutions with Proteus Partnership

Fintech News Desk
by Fintech News Desk0
Proteus’ technology will enable Great Point Capital advisors, broker-dealers and insurance agents to better construct alternative investment portfolios for accredited investors Proteus, an RIA, alternative investments and private funds platform, today announced it has partnered with national financial services firm Great Point Capital to provide the practice’s independent investment advisors, broker-dealers......
TeamMate+ global expert solution from Wolters Kluwer named finalist in 2020 SaaS Awards
Fintech News

Wolters Kluwer’s ELM Solutions Wins Top Stevie Award for Employer of the Year

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer ELM Solutions, the market-leading provider of enterprise legal spend and matter management, contract lifecycle management, and legal analytics solutions won the 2020 Gold Stevie® Award for Employer of the Year, Computer Software, 100-2,500 employees, in the fifth annual Stevie Awards for Great Employers. Read More: Four Benefits of Buy......
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