Search Results for: portfolio management

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......
Mitratech Announces the Launch of Expert Legal Invoice Review Services at 2020 CLOC Global Institute
Business News

Mitratech acquires Tracker Corp, adding leading I-9 and Immigration Management solutions to its legal and compliance technology portfolio

Fintech News Desk
by Fintech News Desk0
Tracker Provides HR and legal teams with intuitive solutions for standardizing employee processes and minimizing staffing-related risk Mitratech, a leading global provider of legal and compliance software, today announced its acquisition of Tracker Corp, the foremost provider of SaaS I-9, E-Verify, and immigration management solutions. This will uniquely equip Mitratech......
Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards
Fintech News

Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards

Fintech News Desk
by Fintech News Desk0
As part of Aite Group’s recently announced 2020 Digital Wealth Management Impact Innovation Awards, Schwab Intelligent Portfolios Premium has been named the winner in the Hybrid Advice Offering category. Schwab Intelligent Portfolios Premium is a subscription-based digital advisory service that combines automated investing with unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional.......
CEPRES Develops COVID-19 Portfolio Risk Management Assessment
Fintech News Risk Management

CEPRES Develops COVID-19 Portfolio Risk Management Assessment

Fintech News Desk
by Fintech News Desk0
CEPRES offers a Risk Analysis & Rating Dashboard on the CEPRES Platform to support LPs during the Covid-19 crisis in understanding the impact on their portfolio. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor CEPRES Portfolio Health Check CEPRES’ Health Check Rating System......
AI-Powered Trading Platform Tickeron Releases New Swing Trading AI Robots
Artificial Intelligence Fintech News Risk Management Trading

Tickeron Introduces Diversification Score To Revolutionize Portfolio Analysis And Risk Management

Fintech News Desk
by Fintech News Desk0
Tickeron, an artificial and human intelligence platform delivering unparalleled trading insights and analysis, announces its Diversification Score tool, providing investors with valuable portfolio diversification insight generated by artificial intelligence analysis. Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms Founded by Sergey Savastiouk, the company’s......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech News

Envestnet and Invesco Introduce Model Portfolios that Blend Active and Passive Management

Fintech News Desk
by Fintech News Desk0
Envestnet | PMC and Invesco introduced seven new model portfolios — now available on the Envestnet platform — that optimize the advantages of both active and passive fund management. By pairing high-performing mutual funds from Invesco with portfolio construction and asset allocation led by experts at Envestnet | PMC, the......
Osyte Raises $4 Million to Drive AI-Powered Investment Automation and Optimization for Multi-Asset Portfolios
Fintech Investment Services News

Osyte Raises $4 Million to Drive AI-Powered Investment Automation and Optimization for Multi-Asset Portfolios

PR Newswire
by PR Newswire0
Funding led by Moneta Ventures, and includes participation from Fintech investors SixThirty Ventures, Altari Ventures, Tacoma Venture Fund, and Sigmas Group Family Office. Osyte (pronounced O-Sight), developers of an AI-powered multi-asset portfolio management technology, announced the closing of its $4 million seed round. This additional capital will enable Osyte to expand......
SKYXOPS Corp. Unveils Next-Generation FinOps Platform for Cloud Cost Optimization and Management
Cloud Finance Fintech News

SKYXOPS Corp. Unveils Next-Generation FinOps Platform for Cloud Cost Optimization and Management

EIN Presswire
by EIN Presswire0
Empowering Businesses, Government Agencies, and Cloud MSPs with Real-Time Financial Insights, Strategic Resource Management Tools, and Expert Cloud Consulting. SKYXOPS Corp. Unveils Next-Generation FinOps Platform for Cloud Cost Optimization and Management Empowering Businesses, Government Agencies, and Cloud MSPs with Real-Time Financial Insights, Strategic Resource Management Tools, and Expert Cloud Consulting......
FusionIQ Launches Industry's First Digital Wealth Management Solution for Wallet Companies
Cloud Digital Asset Management Finance Fintech News

FusionIQ Launches Industry’s First Digital Wealth Management Solution for Wallet Companies

PR Newswire
by PR Newswire0
New solution expands FusionIQ’s portfolio of easy-to-implement products, bridging the gap between payments and wealth management. FusionIQ, a leader in the delivery of cloud-based wealth management solutions, today announced the launch of FIQ Wallet, the industry’s first digital wealth management platform designed specifically for digital wallet companies. This groundbreaking solution......
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