Search Results for: portfolio management

USDTair Financial Management Company Gives You the Tools and Guidance Needed to Maximize Your Cryptocurrency Portfolio
Cryptocurrency Finance Fintech News

USDTair Financial Management Company Gives You the Tools and Guidance Needed to Maximize Your Cryptocurrency Portfolio

Fintech News Desk
by Fintech News Desk0
Cryptocurrencies are the latest exciting development taking the world of investment by storm, and investors are increasingly turning to cryptocurrency as a way to diversify their portfolios. However, cryptocurrencies can be hard for beginners to get to grips with, which means that there is a demand for dedicated cryptocurrency asset......
H.I.G. Capital Portfolio Company, Milestone Technologies, Acquires Software Management Consultants, Inc.
Digital Investments News

H.I.G. Capital Portfolio Company, Milestone Technologies, Acquires Software Management Consultants, Inc.

Fintech News Desk
by Fintech News Desk0
H.I.G. Capital (“H.I.G.”), a leading global alternative investment firm with $45 billion of equity capital under management, announced that its portfolio company, Milestone Technologies (“Milestone” or the “Company”), has acquired Software Management Consultants, Inc. (“SMCI”), based in Glendale, CA., to extend Milestone’s footprint and bolster its IT managed services portfolio.......
Broadridge Integrates FundApps' Automated Compliance Solution into Portfolio and Order Management Capabilities
Fintech News

Broadridge Integrates FundApps’ Automated Compliance Solution into Portfolio and Order Management Capabilities

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc., a global Fintech leader, and FundApps, a global RegTech provider, announced the integration of FundApps’ regulatory compliance technology with Broadridge’s buy-side portfolio and order management solution. Broadridge’s clients will benefit from a unique regulatory compliance solution that addresses managers’ needs across shareholder disclosures, sensitive industry monitoring and......
Slate Asset Management Announces US$2.33 Billion Portfolio and Platform Acquisition from Annaly Capital Management, Inc.
Finance Investment Services Investments News

Slate Asset Management Announces US$2.33 Billion Portfolio and Platform Acquisition from Annaly Capital Management, Inc.

Fintech News Desk
by Fintech News Desk0
Transaction demonstrates Slate Asset Management’s ability to execute complex transaction at opportunistic time in the market cycle Slate Asset Management (“Slate”), a leading alternative asset management platform with a focus on real estate, has announced the acquisition of the Commercial Real Estate Business (“ACREG”) of Annaly Capital Management, Inc. (“Annaly”)......
Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management
Finance InsurTech Investment Services Investments News

Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management

Fintech News Desk
by Fintech News Desk0
Retiree, Inc. is announcing the launch of the first retirement income “decumulation” model portfolio marketplace. The new resource for financial advisors combines the award-winning Income Solver platform with a marketplace of solutions including model portfolios, annuities, bonds, and cash alternatives. Financial advisor adoption of model portfolios has been significant. Envestnet, Orion,......
J.P. Morgan Asset Management agrees to acquire 55ip - a pioneer in delivering tax-smart investment strategies through model portfolios
Business Fintech News

J.P. Morgan Asset Management Agrees to Acquire 55ip – a Pioneer in Delivering Tax-Smart Investment Strategies Through Model Portfolios

Fintech News Desk
by Fintech News Desk0
55ip’s tax-smart investment strategy engine provides financial advisors with scalable solutions for tax transition and management Acquisition signifies accelerating investment in and development of advanced technology for financial advisors J.P. Morgan Asset Management today announced that it has entered into a definitive agreement to acquire 55ip, a financial technology company......
Bloomberg FXGO adds Supplementary Cost Analysis Tool
Fintech News Risk Management

Vega Investment Managers Selects Bloomberg for Integrated Portfolio Analytics and Risk Management

Fintech News Desk
by Fintech News Desk0
VEGA Investment Managers, the wealth management specialist of Natixis and Groupe BPCE, the second largest banking group in France, has adopted Bloomberg PORT Enterprise, Bloomberg’s advanced Portfolio and Risk Analytics solution, which delivers market-leading risk and attribution models, and detailed portfolio analytics. Read More: Gateway Promotes Kelly Stewart to Vice President,......
Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform
Fintech News

Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform

Fintech News Desk
by Fintech News Desk0
Next-gen data engine expands platform benefits, increases efficiency, accuracy and speed of advisors’ operations, coincides with new FinTech industry partnerships Bridge Financial Technology (“Bridge”), provider of an automation-driven portfolio management platform that simplifies and streamlines back-office functions for advisors and wealth managers, launched the next generation of its powerful core......
Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū
Business Fintech News

Portfolio BI Awarded Best Data Management Solution 2020

Fintech News Desk
by Fintech News Desk0
Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, today announced that it has been named as the best data management solution by HFM Week in the HFM US Services Awards 2020. Read More: AppZen Launches Mastermind Analytics to......
Tech Financial Management, a Division of Tech CU, Launches Automated Digital Investing Service Guided Wealth Portfolios
Fintech News

Tech Financial Management, a Division of Tech CU, Launches Automated Digital Investing Service Guided Wealth Portfolios

Fintech News Desk
by Fintech News Desk0
New Service Puts Your Investments on Cruise Control, Provides Access to a Financial Advisor to Ensure a High-Quality Experience(Tech Financial Management) Tech Financial Management, a division of Tech CU (Technology Credit Union), announced the launch of Guided Wealth Portfolios. Powered by LPL Financial, the new service is designed to provide consumers......
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