Search Results for: portfolio management tools

commercetools Composable Commerce for B2B Powers New Opportunities for Revenue Growth and Flexibility
B2B News

commercetools Composable Commerce for B2B Powers New Opportunities for Revenue Growth and Flexibility

Fintech News Desk
by Fintech News Desk0
commercetools Composable Commerce for B2B helps businesses deliver outstanding buying experiences for their customers — no matter the size of the business or level of buying complexity Key benefits of the B2B functionalities include the flexibility to create modern commerce experiences at scale, and the technological agility needed to increase......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
Axo Announces Acquisition of Defero, a Leading Digital Credit-Scoring and Financial Management Platform
Digital Payments Finance News

Axo Announces Acquisition of Defero, a Leading Digital Credit-Scoring and Financial Management Platform

Fintech News Desk
by Fintech News Desk0
Addition of Defero’s Consumer-Focused Credit Scoring Platform Further Differentiates Axo as the Broker-of-Choice in the Nordics Axo AS (“Axo”), a leading distributor of personal finance products in the Nordic region and portfolio company of Corsair, a leading private equity firm targeting payments, software and business services investments in the financial......
Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds
Investments News

Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced that Brian Storey, CFA, joined Orion’s Brinker Capital Investments as senior portfolio manager. Storey is a key contributor to asset allocation decisions across Brinker’s discretionary investment products and provides manager selection, due diligence and portfolio construction......
Huawei & MuRong Jointly Release the Mobile Payment and Micro Finance Solution
Fintech News

Lendio Makes Strategic Move to Position the Brand for Growth, Strengthens Product Portfolio for Small Businesses

Fintech News Desk
by Fintech News Desk0
Leading fintech company removes the “Sunrise by Lendio” brand, merges its free tools and enhanced SaaS subscription with its popular loan marketplace Lendio, the nation’s leading small business financial solutions provider, announced the next phase of its brand and business evolution. The growing fintech company has sunset its Sunrise by......
FICO Enhances Lenders' Ability to Build Resilience into Credit Portfolios for Economic Uncertainty
Investment Services News

FICO Enhances Lenders’ Ability to Build Resilience into Credit Portfolios for Economic Uncertainty

Fintech News Desk
by Fintech News Desk0
FICO® Resilience Index used by more than 200 financial institutions FICO a leading analytics software firm, today announced that more than 2.5 billion FICO Resilience Index scores were delivered in the last 18 months. The FICO Resilience Index is an innovative analytic tool that leverages credit bureau data to augment......
Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform
Digital Payments Finance News

Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform

Fintech News Desk
by Fintech News Desk0
Redi2’s Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base Envestnet announced that it has acquired Redi2 Technologies, Inc. (Redi2), a leading provider of revenue management and hosted fee-billing solutions in the......
Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium's UK and International Business
Investment Services News

Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
by Fintech News Desk0
Morningstar, Inc., a leading provider of independent investment research, has completed its acquisition of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai from Praemium Limited for £35 million, subject to completion adjustments. Across its U.K. and international business, Praemium offers proprietary, friction-free technology and services that enable advisers to outsource......
American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients
Fintech Funding Investment Services News

American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients

Fintech News Desk
by Fintech News Desk0
Digital advice services will now complement American Century’s robust investment offerings of mutual funds, ETFs, advisor-led portfolios and other investment solutions Marstone, Inc., a leading digital wealth technology firm, announced a commercial relationship with American Century Investments, the $230 billion* global asset manager, providing clients with Marstone’s digital wealth management......
Outsourced Investment Firms Totaling Nearly $160 billion in Assets Under Advisement Adopt Lenox Park Solutions’ Diversity Tools
Investments News

Outsourced Investment Firms Totaling Nearly $160 billion in Assets Under Advisement Adopt Lenox Park Solutions’ Diversity Tools

Fintech News Desk
by Fintech News Desk0
Growing Number of Outsourced Chief Investment Officer (“OCIO”) Firms Adopt Data Aggregation Technology, Impact Scores, and Benchmarking Metrics Developed by Lenox Park Solutions as Standard Tools to Measure Diversity, Equity and Inclusion (“DEI”) Latest Fintech News: GLUE42 Upends Desktop Interop Market With Latest Product Launch Lenox Park Solutions, Inc. (“Lenox Park”,......
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