Search Results for: portfolio management tools

J.D. Power Collaborates with Notarize to Enable Fully Digital Purchase Experience
Artificial Intelligence Fintech Investment Services News

Investment in Technology Key to Winning War for Financial Advisor Talent, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Wealth management firms have been making huge investments in new advisor workstation technologies designed to coalesce market data, client information, account servicing tools and AI-powered analytics into a single interface. According to the J.D. Power 2020 U.S. Financial Advisor Satisfaction StudySM, released today, the successful execution of that investment will......
Chartis Names FIS as Category Leader for Insurance Risk Solutions
Fintech News

FIS Launches Ethos Data Ecosystem Unlocking Data Insights

Fintech News Desk
by Fintech News Desk0
FIS announced Ethos, an innovative new data ecosystem that gives clients the benefit of a unified view of data across their entire enterprise. Through a single point of access, clients will see data from across multiple channels using fully integrated tools that power data-driven insights and actions. Among its capabilities, Ethos......
Apex Tool Group Successfully Adopts ASC 842 Compliance Following Implementation of Visual Lease Accounting Software
Fintech News

Apex Tool Group Successfully Adopts ASC 842 Compliance Following Implementation of Visual Lease Accounting Software

Fintech News Desk
by Fintech News Desk0
Visual Lease, the leading provider of lease accounting and management software, announced that Apex Tool Group, LLC (ATG), successfully implemented Visual Lease’s software to streamline its ASC 842 lease accounting compliance efforts. With leased assets located across the globe, ATG needed a robust lease accounting solution to simplify the consolidation......
SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace
Fintech InsurTech News

SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace

Fintech News Desk
by Fintech News Desk0
Allianz Life is now delivering its annuity products to Raymond James advisors for the first time through SIMON’s Marketplace SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to introduce Allianz Life Insurance Company of North America (“Allianz Life”)—a leading provider of annuities in the U.S.—to its annuities platform and digital......
Cybersecurity Luminaries from Microsoft, Intuit, Zscaler and Kraft Heinz join YL Ventures’ Growing Venture Advisory Board to Guide Israeli Cybersecurity Startups to Success
Fintech Investment Services News Risk Management

Cybersecurity Luminaries from Microsoft, Intuit, Zscaler and Kraft Heinz join YL Ventures’ Growing Venture Advisory Board to Guide Israeli Cybersecurity Startups to Success

Fintech News Desk
by Fintech News Desk0
Advisory now tops 85+ CISOs from Fortune 100 and high-growth tech firms YL Ventures, the prominent seed-stage global venture capital firm investing in Israeli cybersecurity startups, announced significant expansion of its industry-leading Venture Advisory Board. Its membership now exceeds 85 global CISOs and cybersecurity executives from Fortune 100 and high-growth......
Financial Gravity Rolls Out The Real Risk Meter™
Business Fintech News Risk Management

Financial Gravity Rolls Out The Real Risk Meter™

Fintech News Desk
by Fintech News Desk1
Financial Gravity Companies Inc. in partnership with Applied Behavior Finance, Inc. (ABF), releases The Real Risk MeterTM, a new SaaS based tool for advisors in the wealth management industry that challenges Riskalyze, Finametrica, and other risk analysis tools. www.realriskmeter.com Dr. William Nelson, Co-Founder of ABF, acknowledged, “We know we’re taking on an 800-pound......
Firstrade's Commission-free Apps Simplify Investing for Options and Active Traders
Fintech Investment Services News Trading

Firstrade Releases More Powerful App for Active Traders

Fintech News Desk
by Fintech News Desk0
Active traders can now manage their investments and make trades with greater speed and efficiency thanks to just-launched upgrades to Firstrade’s mobile app for iOS devices. Traders also benefit from zero commissions on all stocks, ETFs, options and mutual funds. In addition, all options trading have no contract, exercise or......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
Japan's Government Pension Investment Fund Extends Relationship with MPI for Stylus Pro Fund Analysis System
Fintech Fintech Funding Investment Services News Risk Management

Japan’s Government Pension Investment Fund Extends Relationship with MPI for Stylus Pro Fund Analysis System

Fintech News Desk
by Fintech News Desk0
Markov Processes International (MPI), a leading investment analysis, research and technology provider for investment professionals, announced that Japan’s Government Pension Investment Fund (GPIF), the world’s largest public pension fund with AUM of $1.5 trillion, has extended its relationship with MPI to utilize MPI’s Stylus Pro suite for a multi-year contract. Stylus Pro......
FICO Works to Keep Credit Flowing During Uncertain Economic Times
Economy Fintech News Risk Management

FICO Works to Keep Credit Flowing During Uncertain Economic Times

Fintech News Desk
by Fintech News Desk0
FICO, a global analytics leader, introduced the FICO Resilience Index, an analytic tool that complements the FICO Score and helps lenders, borrowers, and investors make more informed and precise decisions in assessing risk during rapidly changing economic cycles. Read More: Healthfully and Paya Deliver Expanded Patient Care and Payments Through New......
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