Tag : Investment Management

Allvue Redefines Workflow Intelligence in Private Equity and Fund Administration with AI Agent
Fintech Investment Services News

Allvue Redefines Workflow Intelligence in Private Equity and Fund Administration with AI Agent

Business Wire
by Business Wire0
Allvue Systems, LLC, a leading provider of investment management technology solutions for alternative asset managers, announced the launch of Andi for Fund Accounting. Andi, an advanced AI-powered knowledge agent, is now available to private equity and fund administration professionals using Allvue’s Fund Accounting platform. Leveraging Allvue’s secure Agentic AI Platform,......
Wealthbox Integrates with Envestnet for Smarter Investment Management
Fintech Investment Services News

Wealthbox Integrates with Envestnet for Smarter Investment Management

PR Newswire
by PR Newswire0
Wealthbox is excited to announce a new integration with Envestnet, infusing powerful investment management capabilities directly into advisors’ Wealthbox CRM platform. With this integration, advisors can seamlessly access Envestnet account and position information, navigate between platforms using single sign-on, and initiate investment proposals—all within Wealthbox. The seamless connection between these two essential......
Margarita Finance Launches Agentic Stablecoin Technology with 20% APY Yield-Bearing Token
Finance Investment Services News

Margarita Finance Launches Agentic Stablecoin Technology with 20% APY Yield-Bearing Token

EIN Presswire
by EIN Presswire0
DeFAI Protocol Simplifies Onchain Investment Management Through AI-Powered Custom Vaults and SOL20 Stablecoin Margarita Finance announced the launch of its agentic stablecoin technology to an invite-only user base this week, introducing a DeFAI protocol that automates AI-based institutional investment management through yield-bearing stablecoins. The company’s new protocol autonomously builds and issues......
PureFacts Financial Solutions to Enhance Revenue Management Capabilities with BNY Pershing
Fintech Investment Services News

PureFacts Financial Solutions to Enhance Revenue Management Capabilities with BNY Pershing

Business Wire
by Business Wire0
PureFacts identified as select provider for Pershing clients’ fee billing and advisor compensation and incentive planning and management needs. PureFacts Financial Solutions, the leading provider of revenue management and optimization solutions for the investment management industry, announced a deepened relationship with BNY Pershing as the select provider for their clients’ billing......
Deloitte Releases 2025 Financial Services Industry Predictions Report
Finance Fintech News

Deloitte Releases 2025 Financial Services Industry Predictions Report

PR Newswire
by PR Newswire0
Disruptive forces including evolving market dynamics and technology advancement may reshape banking and capital markets, investment management, insurance, and commercial real estate by 2030 Deloitte released its “2025 Financial Services Industry Predictions” series, which outlines some of the most significant emerging trends across the financial services industry over the next three......
Clearwater Analytics Finalizes Acquisition of Enfusion
Fintech Investment Services News

Clearwater Analytics Finalizes Acquisition of Enfusion

Business Wire
by Business Wire0
Clearwater Will Deliver Industry’s First Unified, Cloud-Native Front-to-Back Platform for Institutional Investors Clearwater Analytics, the most comprehensive technology platform for investment management, announced the successful completion of its acquisition of Enfusion, Inc. a leader in software-as-a-service (SaaS) solutions for the investment management and hedge fund sectors, in a deal valued......
OnCorps AI Announces Strategic Partnership with PIMCO to Advance AI in Financial Operations
Artificial Intelligence Fintech News

OnCorps AI Announces Strategic Partnership with PIMCO to Advance AI in Financial Operations

PR Newswire
by PR Newswire0
OnCorps AI deepens collaboration with PIMCO, strengthening AI-driven innovation in financial operations to help deliver enhanced value to clients. OnCorps AI, a leader in delivering production AI solutions for financial operations, announced a strategic partnership with PIMCO, a leading global asset management industry investment management firm. The partnership will enable......
Bloomberg's Integrated Buy-Side Solutions Selected by LGT Wealth Management to Help Streamline Workflows and Power Future Growth
Fintech News

Bloomberg’s Integrated Buy-Side Solutions Selected by LGT Wealth Management to Help Streamline Workflows and Power Future Growth

PR Newswire
by PR Newswire0
Bloomberg announced that LGT Wealth Management, one of the leading wealth managers in the UK, has adopted Bloomberg’s integrated buy-side solutions to create a seamless workflow for the entire front-to-middle-office trade lifecycle. Bloomberg will support LGT Wealth Management’s current Funds business and the acquired Abrdn Capital funds. Will Habberfield, COO......
Ridgeline Launches First-of-Their-Kind AI Agents for Investment Management, Transforming Operations through Intelligent Automation
Fintech Investment Services News

Ridgeline Launches First-of-Their-Kind AI Agents for Investment Management, Transforming Operations through Intelligent Automation

Cision PRWeb
by Cision PRWeb0
Ridgeline’s AI agent framework will revolutionize operations for firms by eliminating repetitive tasks and recapturing significant time for higher-value work Ridgeline, the industry cloud platform for investment management, has launched its new AI agent framework, introducing dedicated agents for client management and trade compliance, with several more in development. These......
Margarita Finance Launches World First in AI Investment Management
Blockchain Fintech Investment Services News

Margarita Finance Launches World First in AI Investment Management

PR Newswire
by PR Newswire0
Bringing institutional-grade investment strategies on-chain, Margarita Finance’s AI-powered agent autonomously trades derivatives with full transparency. This world-first innovation enhances efficiency and lowers the barrier to entry for sophisticated trading in decentralized finance. Margarita Finance, a blockchain-based platform reimagining structured investment products by bringing them natively on-chain, has announced the world’s first-ever AI-powered......
1