Search Results for: portfolio management

iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios
Finance Fintech Investments News

iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios

Fintech News Desk
by Fintech News Desk0
Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite  Intuitive portfolio construction tool on iCapital Marketplace empowers advisors to seamlessly incorporate alternative and structured investments into traditional public market portfolios. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management......
NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager
Fintech Investment Services News

NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager

Business Wire
by Business Wire0
Gregory Pool Joins Eight-Member NewEdge Team in Brickell Neighborhood NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced that Gregory Pool has joined its growing Miami office. Latest Fintech Interview: Global Fintech Interview with Paul......
Ledgible Launches NFT Suite - NFT Management, Portfolio Tracking, & Accounting Software for NFTs
Digital Asset Management News

Ledgible Launches NFT Suite – NFT Management, Portfolio Tracking, & Accounting Software for NFTs

PR Newswire
by PR Newswire0
Unveils new NFT Management Platform, Tax & Accounting Tools for NFTs Ledgible, the leading digital asset tax, accounting, and data platform for Enterprises & Institutions,  announced the company launched its new NFT Suite, a professional offering for NFT portfolio management, tax & accounting tracking, reporting, and year-round planning. This new......
Ares Management Acquires $3.5 Billion Lender Finance Portfolio from Pacific Western Bank
Investment Services News

Ares Management Acquires $3.5 Billion Lender Finance Portfolio from Pacific Western Bank

Business Wire
by Business Wire0
Ares Management Corporation, a leading global alternative investment manager, announced that certain funds managed by its Alternative Credit strategy have completed the acquisition of a $3.5 billion specialty finance loan portfolio from PacWest Bancorp. “Our team is an established leader in providing creative and flexible solutions to asset-focused investment opportunities”......
Jacobi Inc Partnering With Principal Asset Management to Digitize and Scale Fintech-Enabled Model Portfolio Offering
Fintech Investment Services News

Jacobi Inc Partnering With Principal Asset Management to Digitize and Scale Fintech-Enabled Model Portfolio Offering

Fintech News Desk
by Fintech News Desk0
Principal Asset Management has partnered with Jacobi Inc., a global investment technology provider, to scale its fintech-enabled model portfolio offering powered by multi-asset risk analytics and market leading client engagement technology. With a strong focus on digital transformation, Principal® is empowering advisors with analytics and tools enabling them to ultimately......
K1 Investment Management Exits Portfolio Company TeamDynamix
Investment Services News

K1 Investment Management Exits Portfolio Company TeamDynamix

Fintech News Desk
by Fintech News Desk0
Seeing opportunity for continued growth, K1 remains a significant shareholder in the company K1 Investment Management, a leading investment firm focused on high-growth enterprise software companies, announced the sale of its portfolio company TeamDynamix, a leading provider of work management software, to Level Equity for an undisclosed amount. K1 will......
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......
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......
LogicBoost Labs Adds Visitor Management Platform Some1 to Portfolio of Investments
Investments News

LogicBoost Labs Adds Visitor Management Platform Some1 to Portfolio of Investments

Fintech News Desk
by Fintech News Desk0
Startup Accelerator’s latest investment helps companies securely streamline visitor check-ins LogicBoost Labs, a startup accelerator focused on promoting the growth of early-stage B2B SaaS startups, announced a seed investment into Some1, a provider of digital visitor management software that helps companies of all sizes securely sign in, notify and keep......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
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